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Free for recruitment agency owners

The BD Health Check

20 questions every recruitment agency owner should be able to answer “yes” to.

A two-page checklist that shows you where your business development is strong, where it is leaking, and what to fix first. It takes about ten minutes.

I will send you the checklist and a few short emails on winning more business. Unsubscribe any time.

What it covers

Five areas, four questions each

Every question is something the best agencies do as a matter of habit. Score yourself honestly and the gaps show up quickly.

TargetingDo you know which clients you want, and are you spending your time on them?
ActivityIs BD time protected, tracked and reviewed, or does it happen when things are quiet?
ConversionDo you qualify vacancies, sell retained work and hold your fees?
Client relationshipsDoes every key client have an owner and a plan for growing the account?
LeadershipDo your managers coach BD, and is training followed up on the desk?

How it works

Score it in ten minutes

1Answer 20 questionsScore each statement 2 if it is true, 1 if it is partly true and 0 if it is not.
2Add up your scoreTotal each section, then add them up for a score out of 40.
3See where you standStrong, leaking or at risk, with a clear idea of which section to fix first.

Why I wrote it

The same gaps, agency after agency

In more than 25 years in recruitment, and after working with over 200 agencies, I have seen the same business development gaps again and again. Most of them are easy to fix once you can see them.

The checklist is the questions I ask when I first sit down with an agency owner. Use it on your own, or go through it with your management team.

Get the free checklist

Want a second opinion on your answers?

Get in touch or book a 20‑minute call and we will go through them together.

Get in touch or book a 20‑minute call