Call Overview
* Client: Matt Pearson
* Consultant: Ollie (Verto)
* Purpose of Call:
o Introductory discussion following email
o Understand current and future recruitment needs
o Qualify a niche service engineer vacancy
o Explain Verto’s recruitment approach and fee structure
Client Context & Sentiment
* Client is skeptical of recruiters due to poor past experiences:
o Candidates oversold as suitable but lacking real experience
o Incorrect location or availability
* Has been contacted by ~10 agencies already
* Open to working together if candidates are genuinely relevant
Current Hiring Requirement (High Level)
* Primary need: Service / Installation Engineer
* Focus area: Air handling, dust & mist extraction systems
* Reason: Business wants to expand and strengthen this side of operations
* Vacancy is live but early-stage; feelers put out pre-Christmas
Location & Coverage
* Office / Base: Kidderminster
* Ideal candidate location:
o Midlands-based
o Preferably just north of Birmingham
o Avoid far north (e.g. Scotland, North Yorkshire) due to travel costs
* Territory: UK-wide coverage
* Travel:
o National travel required
o Some overnight stays (optional depending on engineer preference)
o Engineers are paid door-to-door
Role Focus – Technical Requirements
* Background in:
o Dust extraction or mist extraction
o Installation of multiple types of extraction units
* Experience required:
o Solid ducting
o Mechanical installation
o Basic electrical competence
+ Power supplied by customer OR taken from control panels
* Preference for:
o Candidates with direct industry experience
o Will consider adjacent industries (e.g. AHU / compressed air) if filtration exposure is strong
Working Pattern & Package
* Travel time: Paid door-to-door
* Working day: Can be long (6–11 hours depending on travel)
* On-site presence:
o Customer sites always
o Factory visits for parts are sporadic
* Package includes:
o Company van
o Tools
o Company credit card
o Mobile phone
o Tablet
Salary & Flexibility
* Salary is dependent on candidate experience
* Client open to discussion once suitable profiles are identified
* Aware that experienced candidates command higher packages
Recruitment Process Insights
* No interviews conducted yet
* Previous candidates rejected due to:
o Wrong location
o Lack of niche experience
o Lack of inspiration / quality
* Strong desire to avoid:
o Job-hoppers
o “Journeyman” engineers moving frequently
Fees & Commercial Discussion
* Verto explained pricing options:
o 18% – 2-month free replacement
o 19% – 3-month free replacement
o 20% – 4-month free replacement
* Premium option (Verto Engage):
o £2,000 upfront
o 6-month free replacement
o £2,000 deducted from final fee
* Client requested all fee options in writing
* Open to:
o Flat fee discussion instead of % (to avoid penalising higher salaries)
Next Steps Agreed on Call
* Ollie to:
o Email full role summary + fee options
o Send over an initial shortlist / candidate overview
* Client to:
o Review candidate snippets
o Give quick yes/no feedback
o Discuss internally with MD if interest
* Catch-up call booked:
o Friday afternoon ~3:00pm
Vacancy Qualification (Qualifying a Vacancy Script)
Job Title
* Service & Installation Engineer – Air Handling / Extraction Systems
Key Duties
* Installation and servicing of dust & mist extraction systems
* UK-wide travel to customer sites
* Occasional factory visits to collect parts
* Mechanical installation with some electrical connection work
Reporting Line
* Reports into senior management / MD (exact structure not specified)
Top 3 Requirements
1. Proven experience with dust or mist extraction systems
2. Strong mechanical installation background with basic electrical capability
3. Willingness to travel UK-wide and work long days when required
Location & Travel
* Midlands-based preferred (north of Birmingham ideal)
* UK-wide coverage
* Overnight stays as required (flexible)
Reason for Vacancy
* Growth hire to expand air handling / extraction side of the business
Interview Process
* Early-stage
* Interviews ASAP once the right candidate is identified
* Client open to fast movement for strong profiles
Agencies
* Multiple agencies involved
* Client highly selective and cautious due to past experiences
Overall Summary
* Client has a genuine but niche requirement for a Midlands-based service/install engineer with dust & mist extraction experience.
* They are highly skeptical of recruiters but open to engagement if candidates are credible and well-vetted.
* UK-wide travel, door-to-door pay, and a strong package are positives for candidate attraction.
* Decision-making will be quick once the right candidate is found.
To Do / Next Actions
1. Send detailed email summary of role and requirements
2. Send fee structure in writing, including Verto Engage and flat-fee option
3. Build and send highly targeted candidate shortlist (quality over quantity)
4. Prepare for Friday 3:00pm follow-up call
5. Gather client feedback and align before formally submitting CVs
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