Chapter 11-14 · From opportunity to renewal
Process, Success & Expansion
When to bring Poetry in, who owns what, the pre-proposal checklist and how accounts grow.
8 min read · 5 quiz questions
Wilson and Poetry work together throughout the sales cycle. Wilson always leads the customer relationship.
Introduce Poetry only once these challenges are established
- Recruiter productivity.
- Recruiter consistency.
- Hiring manager experience.
- AI adoption.
- Recruiter onboarding.
- Operational maturity.
Engage the Poetry team when
- The customer requests a product demonstration.
- Technical questions arise.
- Commercial discussions begin.
- A pilot is being considered.
- Executive stakeholders become involved.
- Integration questions require specialist input.
Typical sales process
- 1
Opportunity identified
- 2
Discovery completed
- 3
Poetry introduced
- 4
Demonstration delivered
- 5
Business case agreed
- 6
Commercial proposal
- 7
Pilot or proof of value
Where appropriate.
- 8
Contract signed
- 9
Customer onboarding
| Wilson leads | Poetry supports |
|---|---|
| Relationship management | Product demonstrations |
| Discovery | Technical expertise |
| Qualification | Product roadmap |
| Commercial discussions | Solution design |
| Account management | Implementation guidance |
| Expansion opportunities | Customer success and product training |
Final checklist before proposal
- The operational challenge has been clearly identified.
- Executive sponsorship has been established.
- Success measures have been agreed.
- The customer understands where Poetry fits alongside the ATS.
- Relevant stakeholders have seen the demonstration.
- Commercial decision-makers are engaged.
The first customer review: what to examine
- Recruiter adoption.
- Active users.
- Job Workspace usage.
- Customer feedback.
- Success against agreed objectives.
Where accounts expand
- Additional recruiters.
- New business units.
- International teams.
- Recruitment Operations.
- Employer Branding teams.
- Internal Mobility.
- Executive Recruitment.
- Additional Wilson accounts.
End-of-meeting checklist
- The customer's operational challenges.
- The desired business outcomes.
- The key stakeholders.
- The next agreed action.
- Whether Poetry support is required.
Key point
One message the customer should remember
Poetry helps recruiters start every vacancy with context instead of a blank page.
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