CHEMISTRY COACH DASHBOARD
Feel free to bookmark this page for quick future reference!
During the Sales Process
To request a quote, ping Matt, Kelly, and Nia with the Church Name, Location, Amount Quoted, and Contact Information. Also, be sure that the matching deal is on the deal board.
Create a New Deal on the Deal Board
Create a New Converge Deal on the Deal Board
View Your Deal in Hubspot
Review Current Search Price Structure for 2024
Church Coach Expectations
During Onboarding
Form that produces the deal and gets things going!
Form that the church fills out to tell us about all their church and the position
Form that church fills out if they’ve already done a search (position details only)
Submit a candidate we should “Be On The Lookout” for
Lookup search team members for your search
During the Search
Submit Your Third Interview Notes
Report a No Show or Interview Cancellation
Give Candidate Sourcing a Heads Up on a Candidate (BOLO)
View Progress Board for your Search
View Search Team for your Search
NOTE: You can easily view all Church & Candidate Profiles, Personas, Interview Notes, and References in your search’s project in Basecamp.
Slate a Candidate
Slated Candidate ReSUME IMPROvement Request
Does your slated candidate need a little help with their resume? Fill out this form, and Connie McFarland will do a 30-minute Zoom call with them to improve their resume before you present them to the church. This is an added search cost for Chemistry, so please use this only when resumes really need a little bit of outside counsel to make their resume shine!
This Candidate Has Been Presented
This Candidate Has A Site Visit Scheduled
This Candidate has been Eliminated
Candidate Hired
Please also fill out the Completed Search! tab above to officially close this search!
Pause/Stop/Cancel a Search
Search Completed!
Please also fill out the HIRED form on the Update Candidates Tab to Report which candidate was hired. Thanks!