đź’ˇ Case Study
As Flatiron Search Partners scaled their executive search practice, their existing systems couldn't keep pace. Managing an increasing volume of concurrent searches required over 8 hours weekly per team member just for coordination, creating a bottleneck to further growth.
Three purpose-built boards tracking the full lifecycle from prospect to signed engagement, active search visibility, and individual team workload.
Automated weekly check-ins, deal inactivity alerts, search creation on close, NPS surveys on completion, and proposal generation aligned with their process.
Executive dashboards with real-time visibility across all 40 team members, search health metrics, pipeline status, and workload distribution.
Structured onboarding playbooks and role-specific training modules enabled the team to double from 20 to 40 members while maintaining consistent search quality and process adherence.
Implementation timeline from concept to production
The firm was drowning in spreadsheets and email threads—searches falling through the cracks, partners unable to see team capacity. Leadership shadowing sessions revealed the gap between their relationship-driven excellence and the administrative chaos holding them back.
Three interconnected boards emerged to mirror how search teams actually work: deal pipeline, active searches, and consultant assignments. Custom fields captured the nuance of executive search—industry codes, fee structures, exclusivity terms—that generic CRMs always missed.
Manual check-ins became automated workflows. Searches that used to go dark for weeks now triggered alerts. Client proposals generated themselves. NPS surveys deployed at close. The system started doing the administrative heavy lifting the team had been drowning in.
Partners could finally see what was previously invisible: real-time pipeline health, search stage distribution, team utilization across practice groups. Role-specific dashboards meant consultants, coordinators, and leadership each saw exactly what they needed—nothing more, nothing less.
All 40 team members trained in hands-on sessions designed around real searches. Phased rollout started with one practice group as the proving ground—early adopters demonstrating wins that made the skeptics eager to join.
Full firm launch achieved 100% adoption within weeks. The system that once felt like overhead became the backbone of daily operations—rapid iterations addressing friction points as they emerged, until the tools disappeared into the workflow.
The infrastructure unlocked their growth potential: 5x Search Volume with 2x Team Growth - They successfully scaled from being capacity-constrained to confidently handling five times more concurrent searches by strategically doubling their team. The system multiplied each team member's effectiveness.
Flatiron Search Partners's transformation isn't unique—it's repeatable. Let's write your success story together.
No commitment required • 30-minute consultation • Custom automation roadmap
Discover how other companies transformed with PulpSense