Managed vs Non-Managed accounts

The purpose of this playbook is to provide a detailed overview of the differences between the Basic (Non-Managed) Plan and the Managed Plan offered by WootRecruit. This document emphasizes the distinct support structures and features of each plan, particularly highlighting that the Basic Plan does not include direct support from an account manager. By clearly delineating the services and support levels associated with each plan, this playbook helps both our team and clients understand what to expect, ensuring transparency and helping clients choose the plan that best fits their needs.

WootRecruit Plan Comparison: Non-Managed vs. Managed

Support Structure:

• Basic (Non-Managed) Plan:
  • No Account Manager Support: Clients on this plan do not have access to an account manager. There is no direct, personalized support provided for managing their Indeed account or any recruitment activities.
  • Customer Success Manager (CSM):
    • Role: The CSM reviews all requests from non-managed clients. They act as a resource for guidance but do not manage accounts directly.
    • Support Options:
      • Facebook Group: Clients are encouraged to post questions in the community Facebook group, where they can receive assistance and advice from peers.
      • WT Academy: Clients are directed to comprehensive tutorials and resources available in the WT Academy to help them manage their recruitment needs independently.
      • Resource Creation: If needed, the CSM will create or ask an AM to create resources or instructions to help clients handle tasks on their own.
      • Tech Escalations: If a request involves a technical issue, the CSM can escalate it to the Tech Department for resolution.
• Managed Plan:
  • Account Management: Clients have a dedicated account manager who actively manages their Indeed account and provides ongoing, personalized support for all recruitment needs.
  • Direct Support: Clients can directly contact their account manager for any assistance, ensuring a hands-on and tailored approach to their recruitment process.

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Summary of Key Support Differences:

• Basic (Non-Managed) Plan:
  • Does not include any account manager support.
  • All client requests are handled by the Customer Success Manager, who provides indirect support by directing clients to resources, the Facebook community, or escalating technical issues when necessary.
• Managed Plan:
  • Includes direct, ongoing support from a dedicated account manager.
  • Offers personalized guidance and management for all aspects of the recruitment process.