You Win Mandates on Relationships. Not on Memory.
That CHRO moved companies three months ago. Did you reach out?
Client-side relationship management for retained search
Your search platform tracks candidates and mandates. But the client side. The CHROs, board members, and PE operating partners who give you retained searches (requires 12 to 18 months of relationship building before a mandate materializes. That work lives in partner heads, scattered spreadsheets, and email threads. Booked55 is where you finally systematize client BD so mandates do not go to the firm that stayed visible.
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Long-cycle
BD pipeline
Auto
Contact enrichment
Full
Relationship history
Sound Familiar?
These are the problems we hear from executive search firms every day.
BD depends on partner memory
Your best consultant knows exactly where every target account stands. When they get busy on a live search, BD stops. There is no shared view of who was contacted, who needs a follow-up, or which relationships are going cold.
Target accounts sit in spreadsheets nobody updates
You have a list of 50 companies you want to work with. It was accurate in January. By June, three CHROs have changed roles, two companies had leadership transitions, and nobody updated the sheet because updating spreadsheets is not anyone's job.
Shortlisted candidates become future clients) if you remember
Industry data shows a significant share of new mandates come from candidates who were shortlisted but not placed. Without a system to nurture those relationships, that pipeline evaporates the moment the search closes.
Your Pipeline, Your Way
How Booked55 Fits Your Workflow
A Pipeline Built for Long Cycles
Drag target accounts through stages that match how retained search actually works: relationship building, in conversation, brief received, mandate signed. See pipeline coverage against your quarterly targets for the first time.
Profiles That Stay Current
Add a CHRO's name and email. Booked55 fills in their title, company, and LinkedIn automatically. When they change roles, you will know (and you can reach out to start the relationship at their new company.
Log Every Touchpoint
Every call, email, and meeting lives on the contact timeline. When a target account re-engages after six months of silence, your whole team knows the history, not just the partner who was in the room.
Convert Placements Into Future Mandates
Tag shortlisted candidates and placed executives as future client prospects. Set reminders to check in quarterly. The relationships you build during searches are your most valuable BD asset.
Built around how you already think about your business
Frequently Asked Questions
Does Booked55 replace my executive search platform?
No. Your search platform handles candidates, mandates, and placements. Booked55 handles the client-side BD: target accounts, relationship history, and the long-cycle pipeline that wins retained searches.
Can I track target account lists?
Yes. Create a pipeline for target accounts with custom stages. Tag contacts by industry, company size, and relationship tier. Filter to see who you have not spoken to in six months.
How do boutique firms use this alongside delivery?
Partners and consultants log BD touches in Booked55 even during active searches. A shared pipeline means BD does not stop when someone gets busy (the whole firm sees what needs attention.
Can I track both client contacts and candidate relationships?
Yes. Tag contacts as client, candidate, or both. Most firms use one pipeline for client BD and tags to identify candidates who could become future clients or referral sources.
What is the best CRM for executive search business development?
Specialized platforms like Ezekia and Clockwork serve larger firms. Booked55 is built for boutiques and independent partners who need client-side relationship tracking without enterprise search software complexity.
How do I monitor leadership changes at target companies?
Booked55 auto-enriches contact profiles when you add them. Combine that with regular pipeline reviews and tags for key decision-makers so role changes trigger outreach, not missed opportunities.
Mandates Are Won Long Before the Brief
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