Earlier this month, SourceFlow officially launched its latest product, SourceFlow Engagement, during a live webinar hosted by our Global Head of Marketing, Will Astbury. The session brought together recruitment operations and marketing leaders to explore how automation, AI, and strategic insight can reshape retention and performance.
Alongside Will, the webinar featured a platform demonstration from Helen Taylor, Head of Customer Experience at SourceFlow, and a customer case study from Rebecca Lauder-Fletcher, Head of Marketing & Ops at Source Group International (SGI). Their discussion offered valuable insight into how SourceFlow Engagement functions as effective customer retention management software for recruitment businesses.
Recruitment is full of moving parts: consultants, clients, contractors, and candidates all create touchpoints every day. Historically, gathering feedback across these groups has been inconsistent at best. Many agencies still rely on basic surveys, manual forms, or anecdotal insights passed up through consultants.
SourceFlow Engagement changes this by automating the process at scale. Whether you’re sending out a customer satisfaction survey to clients, or an employee engagement survey internally, the platform helps you capture feedback at the right time, with minimal effort.
As Helen explained, "We built SourceFlow Engagement to close the feedback loop across the recruitment journey. It means no more guesswork and no more delayed reporting—just consistent, real-time insight."
One of the standout moments from the webinar came from Rebecca, who shared how SGI is using the platform to inform board-level decisions.
"It’s a game changer," Rebecca said of the AI-generated summaries. "It was very manual before—going through each individual response, looking at patterns, then trying to create a cohesive summary. Now, we receive AI summaries every month just before our board updates, and it’s really easy to digest from both an operations and a sales perspective."
Will reinforced this point: "We’re helping agencies move from scattered, reactive feedback to a strategic, ongoing view of experience that supports growth and retention."
Beyond just making feedback collection easier, SourceFlow Engagement gives recruitment leaders the tools to take action:
As Rebecca noted, "We’re no longer flying blind. Now we can see exactly what’s happening and act on it—quickly and with confidence."
Unlike general-purpose tools, SourceFlow Engagement is designed specifically for recruitment processes. It integrates directly with ATSs and the SourceFlow dashboard, allowing agencies to embed surveys into existing journeys and trigger them at key milestones.
You can build your own employee engagement survey questions, personalise messaging for different brands, and benchmark results over time or against industry standards.
Watch The Webinar Replay
If you missed the launch event, you can still catch the full session on demand. You’ll see a full demo of the platform and hear directly from SGI on the results they’re seeing after rollout.
And if you’re ready to see how SourceFlow Engagement could support your business, book a demo with our team today.
🔗 Get a demo
Author: Will Astbury, Global Head of Marketing, SourceFlow
I have worked in recruitment marketing for nearly a decade and now lead strategic growth and communications at SourceFlow. As someone who’s led marketing in the recruitment space, I know how difficult it is to get real-time feedback at scale. That’s exactly what we set out to fix with SourceFlow Engagement.
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