Live at TechServe · Huntington Beach · Nov 9 and 10

For IT and engineering staffing leaders

The team member you haven't hired yet

Buying AI tools is the easy part. Getting real hours back from them is the hard part. Start here: a desk audit you can run on yourself today, the math on what an hour is worth, and five jobs your firm can hand to an agent this quarter.

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The 4-step desk audit. Run it on your own calendar in 15 minutes.
The hour-a-day math. Your team, your rates, your number.
Five jobs ready for an agent. And the part a human still owns.
Free: the Responsible AI Usage Policy template and the Desk Audit skill, sent to your inbox.

Try it before TechServe

Audit one desk. Yours.

Most leaders are making AI decisions without ever doing the work themselves. This is the same exercise Lauren runs in the workshop, small enough to do with a coffee.

List yesterday

Write down everything you did yesterday, hour by hour. Every inbox sweep, every report, every "quick" status check. Be honest. Nobody's grading this.

Sort each task

Give every line one of three labels.

RepeatJudgmentRelationship

Repeat tasks are your candidates. Relationship tasks stay yours.

Write the instructions

Pick one repeat task. Write the instructions as if a sharp new hire starts tomorrow: what goes in, what good looks like, what comes out.

Name the checker

Decide who reviews the output and how often. Daily at first, then weekly once it earns trust. That's your first agent, scoped.

Want the version that does the sorting for you? The Desk Audit skill is in the free toolkit below.

The hour-a-day math

What one hour is worth

Lauren opens the workshop with her own org chart: the seats filled by people, the seats filled by agents, and what that shift is worth in dollars. Here's the back-of-napkin version for your firm.

People on recruiting and sales desks 25 Recruiters, account managers, sourcers, coordinators. Hours given back per person, per day 1 hr One hour is a conservative first target for a single desk task. Loaded cost per hour $45/hr Salary, commission, benefits and taxes, divided by hours worked.

525

Hours back every month

3.1

Full-time people's worth of time

$281,250

Paid time redirected each year

And that's the small number. Saving time only matters if the time goes somewhere. The bigger win is effectiveness: the call you place because you already knew who was hiring, and the leads you skip because they weren't ready.

Built with Mercury's Copilot specialists

Five jobs ready for an agent

Nobody on your desk cares which tool runs a task. They care that the task gets done. Here's what firms are handing off right now, written the way you'd actually ask for it.

Find the candidates hiding in your inbox

Show me every candidate I've emailed this month who isn't in the ATS yet.

Agent doesSearches mail and threads, pulls names, roles and contact info into one list.

You still ownDeciding who's worth a call and what you say.

Rescue the warm deal you forgot

I talked to a guy named Craig about a deal. It was warm. What was it and where did we leave it?

Agent doesFollows the breadcrumbs across email, meetings and chats, then summarizes the thread.

You still ownThe follow-up call and the relationship.

Walk into the call already briefed

Research this client. What are their hiring signals, and what should I open with?

Agent doesPulls recent openings, news and your history with the account into a one-page brief.

You still ownThe first 15 seconds, now well informed.

Push the stuck job orders

Find every job order from the last two weeks with fewer than three submissions. Search for candidates, start outreach to the top 100, and tell me who's interested.

Agent doesSearch, shortlist and multi-step outreach. Days of coordination, compressed.

You still ownScreening the yeses and the submittal.

Run Friday's team review for you

Compare what each person on my team said they'd do this week with what they did and their KPIs. Give me the breakdown and create tasks for anyone who's behind.

Agent doesReads activity against goals and drafts the report and the follow-up tasks.

You still ownThe coaching conversation. Numbers start it, a leader finishes it.

Before you hand any of these off

Three rules to put in writing first

Your recruiters are already using AI. Get the guardrails on paper before a candidate, a client or a regulator asks to see them.

The AI inside your ATS counts. A feature a vendor switched on in last month's update is still in scope. List it, give it an owner, decide what data it touches.
AI drafts, a person decides. No hiring, rejection, placement or assignment-ending decision without review by someone who has the authority to change it and writes down why.
Agents that act need a sign-off. Anything that sends external messages or updates ATS records without a person approving each action gets written approval before it runs.

Get the full policy templateThe template includes the state-by-state snapshot as of October 2026. It's a guide, not legal advice.

Executive Education at TechServe

Find Lauren at TechServe

Workshop 3 · Advance registration required

Monday, November 9 · 1:30 to 4:00 PM PT

Hyatt Regency Huntington Beach

AI for Leaders: The Team Member You Haven't Hired Yet

Audit a real task, write the instructions for it, turn it into something a tool can run on its own, then decide who checks it and how often. You leave with one task built, tested and ready to run, plus a clear next step.

Built for owners, presidents and senior leadership
Your desk, your tasks. Not a someday session
Laptops required

Add to calendar

Facilitated by Lauren B. Jones · See the TechServe schedule

Panel · Transform track

Tuesday, November 10 · 11:45 AM to 12:45 PM PT

Hyatt Regency Huntington Beach

The AI-Enabled Staffing Firm

How IT and engineering staffing firms use AI, automation and agentic workflows across recruiting and sales to cut manual work and connect disconnected processes.

Which workflows deliver the biggest measured gains, and which don't
Which tasks are ready for agents, and where a person still matters
When off-the-shelf works and when a custom agent starts to pay off

Add to calendar

Moderated by Lauren B. Jones, with staffing operators and AI builders

Lauren B. Jones, Founder and CEO of Leap Advisory Partners. Twenty-eight years in staffing, starting on the desk. She runs her own firm with agents in real seats, so everything she teaches, she's already tested on herself.

Free toolkit

Take the toolkit home

Tell us where to send it. Tick the waitlists you want and we'll hold your spot.

1
The Responsible AI Usage Policy FreeA 14-page template written for staffing firms, with the 2026 state-law snapshot. Fill in the brackets, run it past counsel, roll it out.
2
The Desk Audit skill FreeThe audit above, packaged so your AI assistant runs it with you.
3
The Real AI Agency waitlistDoors open November 16.
4
The Connected Agency waitlistMicrosoft Copilot for staffing teams, with Mercury. Starts January.

When you're ready for more

Two ways to keep going

Opens November 16

The Real AI Agency

Lauren's membership for staffing pros who want to build with AI every week, not once a year. Join anytime, bring your team one seat at a time.

$197per person, per month

Join anytimeAdd seats as you go

Join the waitlist

Starts January 5 and 6

The Connected Agency

A six-week Microsoft Copilot course for staffing firms, run with Mercury. Enroll your whole team and build inside the Microsoft 365 you already pay for, on your own data, securely.

$8,997per firm, your team included

6 weeksLive and virtualA small group of firms

When Microsoft changes something that touches what you built, you get a plain-English brief: what changed, whether it affects you, and the one thing to check.

Desk audit
Personalization
Recruiting and sales foundations
Scheduled prompts
Notebooks
Agents

Hold my firm's spot

In partnership with Mercury, Microsoft Copilot agent specialists.