The proactive repositioning playbook
1
D-60 — The alert before the problem arises
Cobalt detects upcoming mission endings and alerts your team well in advance, while the consultant is still on their current engagement. You have time to start proactive outreach to client accounts rather than reacting under time pressure.
2
Portfolio analysis — surface the best opportunities
Cobalt analyses your account portfolio and surfaces the opportunities where the consultant’s profile is the strongest fit — based on past missions, tech stack, sector, and client history. No manual searching through spreadsheets.
3
Proposals ready to send
For each identified account, Cobalt prepares a contextualized outreach email and an anonymized, branded skills document. Your Business Manager reviews and approves before anything goes out — nothing is sent without a human in the loop.
4
Centralized tracking and automated follow-ups
Replies are tracked directly in the CRM. For accounts that haven’t responded, automated follow-up sequences handle the next touch. Your team focuses on closing, not chasing responses.
Levers for reducing bench time
D-60 anticipation
Cobalt alerts your team well before a mission ends — early enough to start proactive outreach while the consultant is still in their current role.
Proactive matching
Consultant profiles are continuously matched against active client accounts, so the best opportunities surface automatically as a mission approaches its end date.
Targeted BM alerts
Business managers receive actionable alerts with ready-to-send proposals — no manual triage, no scanning through account lists.
Internal mobility catalog
See every consultant currently available or soon-to-be-available in one unified view. Coordinate repositioning across your whole team.
Weekly pipeline review
Regular monitoring of upcoming mission endings keeps your team ahead of the curve — before gaps become problems.
Full CRM traceability
Every proposal sent, every reply received, and every follow-up triggered is logged in the CRM automatically. Nothing falls through the cracks.
All proposals and skills documents are submitted to your Business Manager for review and approval before sending. You stay in full control of what goes to clients — Cobalt prepares the work, your team makes the call.
Related features
Balt, AI agent
Powers proactive matching, proposal drafting, and BM recommendations
Skills documents
Anonymized, client-branded CVs generated and ready to attach in seconds
Sequences
Automated follow-up sequences keep non-responders in the pipeline
Semantic search
Find the most relevant profiles for each account in natural language

