How Goldsmith & Co. Improved Their Executive Search Process with Bluedot

Goldsmith & Co. is a specialized executive search firm that specializes in finding top talent in the financial sector. Founded by Joe Goldsmith, a recruiter, the company helps boutique financial firms hire the best-suited people for roles like CFOs, CHROs, investor relations, and business development experts. 

With a team of 13 recruiters, coordinators, and researchers, Goldsmith & Co. combines deep industry knowledge with careful research and relationship building to find the right fit for each role.

Challenges In Managing Recruitment, Capturing Important Points & Time Management

Before using Bluedot, Goldsmith & Co. faced several challenges in their recruitment process:

• Two team members per interview: Interviews usually need two people, one to lead the conversation, and the other to take notes of what is being said. This made it harder to manage resources efficiently.
• Struggling to capture important details: Recruiters found it difficult to have a meaningful conversation while also making sure they didn’t miss any key points.
• Missing important insights: Sometimes small yet important details were overlooked during interviews, making it harder to spot patterns across multiple conversations.
• Time-consuming note-taking: After each interview, writing down everything discussed and recalling key points was a slow process.
• Manual summarizing delays: Summarizing the calls and pulling out action items manually created delays and slowed down the team's overall workflow.

Improving Recruitment With AI-Driven Notes & Meeting Templates

Bluedot completely changed how Goldsmith & Co. handles their recruitment process by:

• Allowing the recruiters to conduct interviews on their own while still keeping detailed notes.
• Offering custom templates that fit different types of calls.
• Automatically extracting important details and key items from the call.
• Using AI to spot important insights across multiple interviews.
• Removing the need for creating time-consuming manual documentation after calls.

Improving Time Management, Note-taking & Accurate Documentation

Since implementing Bluedot, Goldsmith & Co. has seen some big improvements in how they operate:

Time Savings

• Recruiters now save up to 8 hours a week per recruiter that would have normally been spent on manual note-taking and documentation. 
• Immediate summaries after calls now allow recruiters to start their next tasks without any delays.

Quality Improvements

• Recruiters don’t have to juggle note-taking while talking, so they can focus completely on the conversation happening and form relationships.
• It’s now easier to catch small details that could become important later on. 
• Customizable templates help to create consistent, detailed documentation every time.
• It’s easier to spot patterns and gather insights from interviews with candidates.

Team Satisfaction

The team at Goldsmith & Co. has quickly gotten on board with Bluedot, especially the recruiters who love:

• How accurate and reliable the AI-powered documentation is.
• The custom templates always meet their needs.
• The relief of not having to worry about taking notes during interviews.
• The boost of productivity and time management.

Transforming The Future Of Hiring With Bluedot

With Bluedot, Goldsmith & Co. has completely transformed its search process. What used to take a three-person team is now easily handled by just one recruiter. This newfound efficiency has not only increased their capacity but also has made their candidate interactions and documentation even better.

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