{"id":54215,"date":"2026-02-01T12:43:09","date_gmt":"2026-02-01T18:43:09","guid":{"rendered":"https:\/\/heartbeat.ai\/healthcare\/speed-to-submittal-48-hour-locums-workflow\/"},"modified":"2026-02-27T13:30:48","modified_gmt":"2026-02-27T19:30:48","slug":"speed-to-submittal-48-hour-locums-workflow","status":"publish","type":"post","link":"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/","title":{"rendered":"Speed to submittal locums 48 hour workflow (timeline, packet standard, templates)"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"false\" class=\"aligncenter\" src=\"http:\/\/hc.heartbeat.ai\/wp-content\/webp-express\/webp-images\/uploads\/2026\/02\/speed-to-submittal-48-hour-locums-workflow-0c853c8b.png.webp\" alt=\"54214\" \/><\/p>\n<h1>Speed to submittal locums 48 hour workflow<\/h1>\n<p><strong>Ben Argeband, Founder &amp; CEO of Heartbeat.ai<\/strong> \u2014 High urgency, low hype.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\r\n<div class=\"ez-toc-title-container\">\r\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">What\u2019s on this page:<\/p>\r\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\r\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Who_this_is_for\" >Who this is for<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Quick_Answer\" >Quick Answer<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Framework_The_%E2%80%9C48-Hour_Submittal_Sprint%E2%80%9D_Timeline_hour-by-hour_execution\" >Framework: The \u201c48-Hour Submittal Sprint\u201d Timeline: hour-by-hour execution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step-by-step_method\" >Step-by-step method<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_0_before_Hour_0_Set_the_sprint_rules\" >Step 0 (before Hour 0): Set the sprint rules<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_1_Hour_0%E2%80%932_Intake_that_prevents_rework\" >Step 1 (Hour 0\u20132): Intake that prevents rework<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_2_Hour_2%E2%80%936_Build_a_call-first_list_that_can_connect_today\" >Step 2 (Hour 2\u20136): Build a call-first list that can connect today<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_3_Hour_6%E2%80%9312_Run_two_call_blocks_and_book_commitments\" >Step 3 (Hour 6\u201312): Run two call blocks and book commitments<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_4_Hour_12%E2%80%9324_Qualify_fast_then_capture_the_minimum_viable_packet\" >Step 4 (Hour 12\u201324): Qualify fast, then capture the minimum viable packet<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_5_Hour_24%E2%80%9336_Build_the_submittal_packet_while_outreach_continues\" >Step 5 (Hour 24\u201336): Build the submittal packet while outreach continues<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Step_6_Hour_36%E2%80%9348_Submit_confirm_receipt_and_set_the_next_clock\" >Step 6 (Hour 36\u201348): Submit, confirm receipt, and set the next clock<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Micro-Asset_48-Hour_Timeline\" >Micro-Asset: 48-Hour Timeline<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Weighted_Checklist\" >Weighted Checklist:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Outreach_Templates\" >Outreach Templates:<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Template_1_Call_opener_voicemail-safe\" >Template 1: Call opener (voicemail-safe)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Template_2_SMS_only_where_permitted_keep_it_minimal\" >Template 2: SMS (only where permitted; keep it minimal)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Template_3_Email_packet_request_after_interest\" >Template 3: Email (packet request after interest)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Common_pitfalls\" >Common pitfalls<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#How_to_improve_results\" >How to improve results<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Legal_and_ethical_use\" >Legal and ethical use<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Evidence_and_trust_notes\" >Evidence and trust notes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#FAQs\" >FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#What_counts_as_%E2%80%9Cclient-ready%E2%80%9D_for_a_locum_tenens_submittal\" >What counts as \u201cclient-ready\u201d for a locum tenens submittal?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#How_do_I_keep_speed_high_without_sending_sloppy_submittals\" >How do I keep speed high without sending sloppy submittals?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#What_should_I_track_weekly_to_improve_speed-to-submittal\" >What should I track weekly to improve speed-to-submittal?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Is_a_48-hour_locums_workflow_realistic_for_every_specialty\" >Is a 48-hour locums workflow realistic for every specialty?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Where_does_Heartbeatai_fit_in_this_workflow\" >Where does Heartbeat.ai fit in this workflow?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#Next_steps\" >Next steps<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"http:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/#About_the_Author\" >About the Author<\/a><\/li><\/ul><\/nav><\/div>\r\n<h2><span class=\"ez-toc-section\" id=\"Who_this_is_for\"><\/span>Who this is for<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This speed to submittal locums 48 hour workflow is for locum tenens agencies who win on speed: recruiters, sourcers, and ops leads who need a repeatable way to get a client-ready submittal out fast without creating compliance risk or downstream rework.<\/p>\n<p>If your desk problem is \u201cwe talk to interested physicians but submittals stall,\u201d this is built for you. The workflow is designed around contactability, fast qualification, and packet readiness.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Quick_Answer\"><\/span>Quick Answer<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<dl>\n<dt>Core Answer<\/dt>\n<dd>A 48-hour locums workflow that compresses intake, outreach, qualification, and packet readiness into one sprint so you can deliver a client-ready submittal faster.<\/dd>\n<dt>Key Insight<\/dt>\n<dd>Speed-to-submittal improves when you run protected call blocks and capture the minimum viable packet during the first live conversation, not after the client asks.<\/dd>\n<dt>Best For<\/dt>\n<dd>Locums agencies who win on speed.<\/dd>\n<\/dl>\n<blockquote>\n<p><strong>Compliance &amp; Safety<\/strong><\/p>\n<p>This method is for legitimate recruiting outreach only. Always respect candidate privacy, opt-out requests, and local data laws. Heartbeat does not provide medical advice or legal counsel.<\/p>\n<\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Framework_The_%E2%80%9C48-Hour_Submittal_Sprint%E2%80%9D_Timeline_hour-by-hour_execution\"><\/span>Framework: The \u201c48-Hour Submittal Sprint\u201d Timeline: hour-by-hour execution<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Speed-to-submittal is not \u201chow fast you can call.\u201d It\u2019s how fast you can produce a client-ready packet after a real candidate conversation.<\/p>\n<p><strong>Definition (required): speed-to-submittal<\/strong> = elapsed time from <em>job intake accepted<\/em> to <em>first client-ready submittal delivered<\/em>. Track it in hours, not days.<\/p>\n<p><strong>Definition (required): call blocks<\/strong> = scheduled, protected outreach windows where the only goal is live connects and next-step commitments. Call blocks are not admin time with a headset on.<\/p>\n<p>The sprint runs four lanes in parallel:<\/p>\n<ul>\n<li><strong>Lane 1: Intake clarity<\/strong> (so you don\u2019t qualify the wrong physician)<\/li>\n<li><strong>Lane 2: Contactability<\/strong> (so you reach humans, not voicemail)<\/li>\n<li><strong>Lane 3: Qualification<\/strong> (so you can say yes\/no fast)<\/li>\n<li><strong>Lane 4: Packet readiness<\/strong> (so the submittal doesn\u2019t stall)<\/li>\n<\/ul>\n<p>The trade-off is\u2026 you\u2019ll do less \u201cnice-to-have\u201d research and more structured documentation capture early, because that\u2019s what prevents day-3 stalls.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step-by-step_method\"><\/span>Step-by-step method<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Step_0_before_Hour_0_Set_the_sprint_rules\"><\/span>Step 0 (before Hour 0): Set the sprint rules<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><strong>One job, one sprint owner<\/strong>: one recruiter owns the clock and the packet.<\/li>\n<li><strong>One submission standard<\/strong>: define what \u201cclient-ready\u201d means for your agency (minimum fields + documents).<\/li>\n<li><strong>One source of truth<\/strong>: the ATS record is the system of record; no side spreadsheets that die in someone\u2019s inbox.<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_1_Hour_0%E2%80%932_Intake_that_prevents_rework\"><\/span>Step 1 (Hour 0\u20132): Intake that prevents rework<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Most locums \u201cspeed\u201d failures are intake failures. You can\u2019t qualify fast if the target is fuzzy.<\/p>\n<ul>\n<li><strong>Hard requirements<\/strong>: specialty, license state(s), board status, required procedures, call expectations, start date, schedule pattern.<\/li>\n<li><strong>Deal-breakers<\/strong>: malpractice history constraints (if specified by client), credentialing lead time realities, supervision requirements, EMR constraints.<\/li>\n<li><strong>Submission format<\/strong>: what the client actually needs to review (and what gets rejected).<\/li>\n<\/ul>\n<p>Output of Hour 0\u20132: a one-paragraph candidate spec you can read on a call, plus a checklist of packet items you\u2019ll request on first contact.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Hour_2%E2%80%936_Build_a_call-first_list_that_can_connect_today\"><\/span>Step 2 (Hour 2\u20136): Build a call-first list that can connect today<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>In locum tenens, email-only sequences are slow. Your fastest path is a live conversation, then immediate packet capture.<\/p>\n<ul>\n<li>Start with your existing database and recent applicants (fastest compliance posture).<\/li>\n<li>Expand with net-new contacts only when you have a verification plan and suppression rules (opt-outs, wrong specialty, retired, etc.).<\/li>\n<li>Prioritize <strong>ranked contacts<\/strong> so your first call block hits the highest-likelihood answers.<\/li>\n<\/ul>\n<p>Heartbeat.ai can support this by providing <strong>ranked mobile numbers by answer probability<\/strong> so your first call block produces more conversations and fewer dead dials.<\/p>\n<p>If you need the mechanics for list construction, use <a href=\"http:\/\/heartbeat.ai\/resources\/provider-contact-data\/how-to-build-a-locums-call-list\/\">how to build a locums call list<\/a>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Hour_6%E2%80%9312_Run_two_call_blocks_and_book_commitments\"><\/span>Step 3 (Hour 6\u201312): Run two call blocks and book commitments<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Call blocks are where speed-to-submittal is won. Your goal is not \u201ctouches.\u201d Your goal is commitments:<\/p>\n<ul>\n<li>Commitment #1: a qualification call today.<\/li>\n<li>Commitment #2: a packet handoff (your minimum viable packet).<\/li>\n<li>Commitment #3: permission for follow-up and the best time window to reach them again.<\/li>\n<\/ul>\n<p>Time math example (no invented numbers): if you run two 60-minute call blocks in a day, your maximum number of full qualification calls equals total block minutes divided by your average qualification-call length. Your job is to protect the blocks and reduce between-call admin so you can use that capacity.<\/p>\n<p><strong>Metric definitions (required):<\/strong><\/p>\n<ul>\n<li><strong>Connect Rate<\/strong> = connected calls \/ total dials (per 100 dials).<\/li>\n<li><strong>Answer Rate<\/strong> = human answers \/ connected calls (per 100 connected calls).<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_4_Hour_12%E2%80%9324_Qualify_fast_then_capture_the_minimum_viable_packet\"><\/span>Step 4 (Hour 12\u201324): Qualify fast, then capture the minimum viable packet<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Qualification is a yes\/no gate. If it\u2019s a \u201cmaybe,\u201d you\u2019re burning clock.<\/p>\n<ul>\n<li><strong>Clinical fit<\/strong>: scope, procedures, call, patient volume comfort.<\/li>\n<li><strong>Logistics<\/strong>: start date, schedule, travel constraints.<\/li>\n<li><strong>Credentialing reality<\/strong>: license status, board status, work history gaps, references availability.<\/li>\n<li><strong>Comp expectations<\/strong>: confirm range alignment early to avoid late-stage fallout.<\/li>\n<\/ul>\n<p>Then capture the minimum viable packet while you still have attention. Don\u2019t assume license status or availability based on an old CV.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_5_Hour_24%E2%80%9336_Build_the_submittal_packet_while_outreach_continues\"><\/span>Step 5 (Hour 24\u201336): Build the submittal packet while outreach continues<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Do not wait for \u201ceverything\u201d to start packaging. Build the packet in parallel and close gaps with one clean request.<\/p>\n<ul>\n<li><strong>Standardize your submittal summary<\/strong>: 2\u20134 bullets on fit + availability + license + constraints.<\/li>\n<li><strong>Collect missing items with a single list<\/strong>: avoid drip requests that create day-3 stalls.<\/li>\n<li><strong>Prep references<\/strong>: confirm names, roles, contact info, and best time to reach.<\/li>\n<\/ul>\n<p><strong>Ops handoff (make it explicit):<\/strong> recruiter owns candidate conversation and commitments; ops owns formatting, document naming, and client delivery confirmation (unless your desk is structured differently). The key is that one person owns each step.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_6_Hour_36%E2%80%9348_Submit_confirm_receipt_and_set_the_next_clock\"><\/span>Step 6 (Hour 36\u201348): Submit, confirm receipt, and set the next clock<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Speed-to-submittal ends at delivery, but deal velocity doesn\u2019t. Your last 12 hours should include:<\/p>\n<ul>\n<li><strong>Submission<\/strong>: send the packet in the client\u2019s preferred format.<\/li>\n<li><strong>Receipt confirmation<\/strong>: confirm it was received and is reviewable.<\/li>\n<li><strong>Next-step scheduling<\/strong>: propose interview windows and reference check windows.<\/li>\n<li><strong>Candidate control<\/strong>: keep the physician warm with a clear timeline and expectations.<\/li>\n<\/ul>\n<p><strong>Client receipt confirmation line (copy\/paste):<\/strong> \u201cConfirming you received Dr. [Last Name]\u2019s submittal and it\u2019s reviewable on your side. If anything is missing for review, reply with the exact item and I\u2019ll turn it same day.\u201d<\/p>\n<p><strong>Ops note:<\/strong> log the receipt confirmation timestamp in your ATS so \u201cdelivered\u201d is a real event, not a guess.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Micro-Asset_48-Hour_Timeline\"><\/span>Micro-Asset: 48-Hour Timeline<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Required visual note:<\/strong> timeline diagram<\/p>\n<div class=\"table-scroll\" style=\"overflow:auto;-webkit-overflow-scrolling:touch;width:100%\">\n<table class=\"separated-content\">\n<thead>\n<tr>\n<th>Time Window<\/th>\n<th>Primary Goal<\/th>\n<th>Non-Negotiable Outputs<\/th>\n<th>Owner<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Hour 0\u20132<\/td>\n<td>Intake clarity<\/td>\n<td>Candidate spec approved + submission format confirmed + deal-breakers documented<\/td>\n<td>Recruiter + Ops<\/td>\n<\/tr>\n<tr>\n<td>Hour 2\u20136<\/td>\n<td>Build call-first target list<\/td>\n<td>Prioritized list + suppression applied + call blocks scheduled<\/td>\n<td>Sourcer<\/td>\n<\/tr>\n<tr>\n<td>Hour 6\u201312<\/td>\n<td>Live connects<\/td>\n<td>Booked qualification calls + packet request sent in one message<\/td>\n<td>Recruiter<\/td>\n<\/tr>\n<tr>\n<td>Hour 12\u201324<\/td>\n<td>Qualification + MVP packet capture<\/td>\n<td>Yes\/no decision + CV + license status + availability + references captured<\/td>\n<td>Recruiter<\/td>\n<\/tr>\n<tr>\n<td>Hour 24\u201336<\/td>\n<td>Packet assembly<\/td>\n<td>Submittal summary drafted + missing items list closed + documents named consistently<\/td>\n<td>Recruiter + Ops<\/td>\n<\/tr>\n<tr>\n<td>Hour 36\u201348<\/td>\n<td>Submit + set next clock<\/td>\n<td>Client-ready submittal delivered + receipt confirmed + interview windows proposed<\/td>\n<td>Recruiter<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><strong>Uniqueness hook (TIMELINE_VISUAL):<\/strong> Use this as a one-page sprint board and require a timestamp next to each output (for example: \u201cintake accepted,\u201d \u201cpacket request sent,\u201d \u201csubmittal delivered\u201d). If a timestamp is missing, the sprint is not real and the metric is not trustworthy.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Weighted_Checklist\"><\/span>Weighted Checklist:<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Use this to decide what to do next when the desk is noisy. Score each item 0\u20132 (0 = not done, 1 = partial, 2 = done). Multiply by weight. Highest gap gets fixed first.<\/p>\n<div class=\"table-scroll\" style=\"overflow:auto;-webkit-overflow-scrolling:touch;width:100%\">\n<table class=\"separated-content\">\n<thead>\n<tr>\n<th>Checklist Item<\/th>\n<th>Weight<\/th>\n<th>What \u201cDone\u201d Means<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Intake spec is specific enough to qualify in one call<\/td>\n<td>5<\/td>\n<td>Deal-breakers documented; schedule\/call clarified; submission format known<\/td>\n<\/tr>\n<tr>\n<td>Minimum viable packet (MVP) standard is defined<\/td>\n<td>5<\/td>\n<td>You can list the exact items you need for a client-ready submittal and your team uses the same standard<\/td>\n<\/tr>\n<tr>\n<td>Call blocks are protected on calendar<\/td>\n<td>4<\/td>\n<td>Two blocks scheduled; no admin tasks allowed during blocks<\/td>\n<\/tr>\n<tr>\n<td>Target list is prioritized for contactability<\/td>\n<td>4<\/td>\n<td>Top segment is call-first; suppression applied; duplicates removed<\/td>\n<\/tr>\n<tr>\n<td>Ops handoff is explicit<\/td>\n<td>3<\/td>\n<td>Who chases missing docs; who formats; who confirms receipt<\/td>\n<\/tr>\n<tr>\n<td>Submission summary template is reusable<\/td>\n<td>3<\/td>\n<td>Same structure every time so clients can scan quickly<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><strong>Minimum viable packet (MVP) for locum tenens submittal (copy\/paste):<\/strong><\/p>\n<ul>\n<li>Current CV (with month\/year for work history)<\/li>\n<li>License state(s) and status (active\/pending) as stated by candidate (and confirmed using your standard internal verification workflow)<\/li>\n<li>Availability (start date + schedule constraints)<\/li>\n<li>Board status (as stated by candidate)<\/li>\n<li>Two references (name, role, contact, best time to reach)<\/li>\n<li>Any client-required form(s) or questions (attach early)<\/li>\n<\/ul>\n<p>Entity check: this checklist assumes you\u2019re running <strong>call blocks<\/strong> and managing <strong>speed to submittal<\/strong> as an operational metric.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Outreach_Templates\"><\/span>Outreach Templates:<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Template_1_Call_opener_voicemail-safe\"><\/span>Template 1: Call opener (voicemail-safe)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Goal:<\/strong> earn a qualification slot today.<\/p>\n<p><strong>Script:<\/strong> \u201cDr. [Last Name], this is [Name] with a locum tenens opportunity. I\u2019ll be brief. I have a [specialty] need with [schedule\/call] starting [timeframe]. If you\u2019re open, I\u2019d like a quick call today to confirm fit and availability. What\u2019s the best time to reach you?\u201d<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Template_2_SMS_only_where_permitted_keep_it_minimal\"><\/span>Template 2: SMS (only where permitted; keep it minimal)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Note:<\/strong> Do not use this for mass texting. Use only for 1:1 follow-up where you have a legitimate basis and you honor opt-outs.<\/p>\n<p><strong>Text:<\/strong> \u201cHi Dr. [Last Name] \u2014 [Name] here. Quick check: are you open to a locums [specialty] assignment starting [timeframe]? If yes, what\u2019s a good time for a quick call today? Reply STOP to opt out.\u201d<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Template_3_Email_packet_request_after_interest\"><\/span>Template 3: Email (packet request after interest)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Subject:<\/strong> Next step for [Facility\/Region] locums \u2014 quick packet items<\/p>\n<p><strong>Body:<\/strong> \u201cDr. [Last Name], thanks for the time today. To submit you quickly, can you reply with: (1) current CV, (2) license state(s) + status, (3) availability\/start date, (4) two references (name\/role\/contact). Once I have these, I\u2019ll send your client-ready submittal and confirm receipt.\u201d<\/p>\n<p><strong>Metric definitions (email):<\/strong><\/p>\n<ul>\n<li><strong>Deliverability Rate<\/strong> = delivered emails \/ sent emails (per 100 sent emails).<\/li>\n<li><strong>Bounce Rate<\/strong> = bounced emails \/ sent emails (per 100 sent emails).<\/li>\n<li><strong>Reply Rate<\/strong> = replies \/ delivered emails (per 100 delivered emails).<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Common_pitfalls\"><\/span>Common pitfalls<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Calling without an intake spec<\/strong>: you\u2019ll qualify people who can\u2019t be submitted, then blame sourcing.<\/li>\n<li><strong>Confusing activity with progress<\/strong>: dials don\u2019t equal submittals; commitments do.<\/li>\n<li><strong>Packet capture starts too late<\/strong>: if you wait until the client asks, you\u2019ve already lost the speed advantage.<\/li>\n<li><strong>No suppression discipline<\/strong>: repeatedly contacting wrong-fit physicians burns deliverability and reputation.<\/li>\n<li><strong>Ops handoff is vague<\/strong>: \u201cI thought you were chasing the license\u201d is how 48 hours becomes 5 days.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"How_to_improve_results\"><\/span>How to improve results<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Run a weekly sprint review with three numbers and one artifact. Keep it consistent.<\/p>\n<p>Measure this by\u2026 using timestamps from your systems (ATS + dialer + email) instead of memory:<\/p>\n<ul>\n<li><strong>Speed-to-submittal (hours)<\/strong>: start clock at the timestamp when the recruiter accepts the intake; stop clock at the timestamp when the client-ready submittal is delivered in the client\u2019s required format.<\/li>\n<li><strong>Connect Rate<\/strong>: connected calls \/ total dials (per 100 dials), pulled from your phone\/dialer logs.<\/li>\n<li><strong>Answer Rate<\/strong>: human answers \/ connected calls (per 100 connected calls), pulled from call disposition or call outcome tagging.<\/li>\n<li><strong>Artifact<\/strong>: the one-page sprint board (from the timeline) with timestamps for each output.<\/li>\n<\/ul>\n<p><strong>Measurement instructions (required):<\/strong><\/p>\n<ul>\n<li>Define \u201cintake accepted\u201d as a specific event (for example: ATS stage change, ticket status, or a required checkbox) so the start time is consistent.<\/li>\n<li>Define \u201csubmittal delivered\u201d as a specific event (for example: email sent timestamp to the client distribution list, portal upload confirmation time, or ATS submission record created).<\/li>\n<li>Do not estimate dials or connects. Use system logs.<\/li>\n<li>For email metrics, use your sending platform\u2019s delivered\/bounced counts; calculate rates per 100 sent or per 100 delivered as defined above.<\/li>\n<\/ul>\n<p><strong>ATS fields to create (so the sprint is measurable):<\/strong><\/p>\n<ul>\n<li>Intake accepted timestamp<\/li>\n<li>Packet requested timestamp<\/li>\n<li>Packet complete checkbox (MVP met: yes\/no)<\/li>\n<li>Submittal delivered timestamp<\/li>\n<li>Receipt confirmed timestamp<\/li>\n<\/ul>\n<p>Operational upgrades that move the needle fast:<\/p>\n<ul>\n<li><strong>Pre-build packet kits<\/strong>: one-click email + secure upload instructions + reference form.<\/li>\n<li><strong>Standardize the submittal summary<\/strong>: same structure every time so clients can scan quickly.<\/li>\n<li><strong>Protect call blocks<\/strong>: treat them like client meetings; no internal interruptions.<\/li>\n<li><strong>Use attempts-per-placement as planning input<\/strong>: forecast workload without promising outcomes. Use your own historical attempts-per-placement ratios by specialty and client type to staff call blocks and ops capacity.<\/li>\n<\/ul>\n<p>For deeper dialing math and how to structure blocks, see <a href=\"http:\/\/heartbeat.ai\/resources\/recruiting-ops\/call-block-math-for-physician-recruiting\/\">call block math for physician recruiting<\/a>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Legal_and_ethical_use\"><\/span>Legal and ethical use<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Locum tenens outreach is still outreach. You need process controls, not excuses.<\/p>\n<ul>\n<li>Honor opt-outs immediately across channels (call, email, SMS where used).<\/li>\n<li>Keep messages truthful and specific; don\u2019t imply representation you don\u2019t have.<\/li>\n<li>Be careful with automated dialing\/texting rules and consent requirements. Review TCPA guidance and align your outreach process with your organization\u2019s compliance review.<\/li>\n<\/ul>\n<p>Citation: <a href=\"https:\/\/www.fcc.gov\/general\/telephone-consumer-protection-act-1991-tcpa\">TCPA (FCC overview)<\/a>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Evidence_and_trust_notes\"><\/span>Evidence and trust notes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This playbook is designed to be auditable: timestamps, defined metrics, and clear handoffs. We avoid inflated promises and do not claim guaranteed outcomes.<\/p>\n<ul>\n<li>How we think about data quality, verification, and suppression: <a href=\"http:\/\/heartbeat.ai\/resources\/trust-methodology\/\">Heartbeat trust methodology<\/a>.<\/li>\n<li>Regulatory context for outreach: <a href=\"https:\/\/www.fcc.gov\/general\/telephone-consumer-protection-act-1991-tcpa\">TCPA (FCC overview)<\/a>.<\/li>\n<li>General compliance context for telemarketing practices: <a href=\"https:\/\/consumer.ftc.gov\/articles\/national-do-not-call-registry\">FTC: National Do Not Call Registry<\/a>.<\/li>\n<\/ul>\n<p>If you want the broader sourcing strategy that this ops workflow plugs into, read: <a href=\"http:\/\/heartbeat.ai\/resources\/physician-recruiting\/locum-tenens-sourcing-playbook\/\">locum tenens sourcing playbook<\/a>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"FAQs\"><\/span>FAQs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_counts_as_%E2%80%9Cclient-ready%E2%80%9D_for_a_locum_tenens_submittal\"><\/span>What counts as \u201cclient-ready\u201d for a locum tenens submittal?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>A client-ready submittal is a packet the client can review without coming back for basics. Use a minimum viable packet: CV, license status, availability, board status, references, and any client-required form.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_do_I_keep_speed_high_without_sending_sloppy_submittals\"><\/span>How do I keep speed high without sending sloppy submittals?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Standardize the packet and capture it during the first live conversation. Speed comes from reducing rework, not skipping fundamentals.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_should_I_track_weekly_to_improve_speed-to-submittal\"><\/span>What should I track weekly to improve speed-to-submittal?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Track speed-to-submittal in hours, plus Connect Rate (connected calls \/ total dials) and Answer Rate (human answers \/ connected calls). Review the sprint board timestamps weekly.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_a_48-hour_locums_workflow_realistic_for_every_specialty\"><\/span>Is a 48-hour locums workflow realistic for every specialty?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Not always. Credentialing constraints, license gaps, and reference availability can extend the clock. The point is to control what you can: contactability, qualification, and packet readiness.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Where_does_Heartbeatai_fit_in_this_workflow\"><\/span>Where does Heartbeat.ai fit in this workflow?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Heartbeat.ai supports the contactability lane: building prioritized outreach lists so your call blocks produce more live conversations and fewer wasted dials.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Next_steps\"><\/span>Next steps<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Implement the sprint board (timeline table) for your next intake and run it for two weeks without exceptions.<\/li>\n<li>Adopt one minimum viable packet standard and one packet request email across the team.<\/li>\n<li>Then tighten list-building: <a href=\"http:\/\/heartbeat.ai\/resources\/provider-contact-data\/how-to-build-a-locums-call-list\/\">build a locums call list that can connect today<\/a>.<\/li>\n<li>If you want Heartbeat.ai to support your desk, start here: <a href=\"https:\/\/heartbeat.ai\/signup\">create a Heartbeat account<\/a>.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"About_the_Author\"><\/span><b>About the Author<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"http:\/\/heartbeat.ai\/resources\/author\/ben-argeband\"><span style=\"font-weight: 400;\">Ben Argeband<\/span><\/a><span style=\"font-weight: 400;\"> is the Founder and CEO of Swordfish.ai and Heartbeat.ai. With deep expertise in data and SaaS, he has built two successful platforms trusted by over 50,000 sales and recruitment professionals. Ben&#8217;s mission is to help teams find direct contact information for hard-to-reach professionals and decision-makers, providing the shortest route to their next win. Connect with Ben on <\/span><a href=\"https:\/\/www.linkedin.com\/in\/ben-m-argeband-2427a8a3\/\"><span style=\"font-weight: 400;\">LinkedIn<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Article\",\"articleSection\":\"Resources\",\"author\":{\"@type\":\"Person\",\"jobTitle\":\"Founder & CEO of Heartbeat.ai\",\"name\":\"Ben Argeband\"},\"headline\":\"Speed to submittal locums 48 hour workflow (timeline, packet standard, templates)\",\"inLanguage\":\"en\",\"keywords\":[\"speed to submittal locums 48 hour workflow\",\"48-hour locums workflow\",\"speed-to-submittal\",\"locum tenens\",\"call blocks\",\"Heartbeat.ai\"],\"mainEntityOfPage\":{\"@id\":\"https:\/\/heartbeat.ai\/resources\/agency-economics\/speed-to-submittal-48-hour-locums-workflow\/\",\"@type\":\"WebPage\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"Heartbeat.ai\"}}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A client-ready submittal is a packet the client can review without coming back for basics. 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workflow","_yoast_wpseo_title":"Speed to submittal locums 48 hour workflow (timeline + packet standard)","_yoast_wpseo_metadesc":"A 48-hour locums workflow for speed-to-submittal: hour-by-hour sprint timeline, minimum viable submittal packet, weighted checklist, outreach templates, measurement instructions, and receipt confirmation.","_custom_permalink":"agency-economics\/speed-to-submittal-48-hour-locums-workflow","footnotes":""},"categories":[1],"tags":[],"class_list":["post-54215","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Speed to submittal locums 48 hour workflow (timeline + packet standard)<\/title>\r\n<meta name=\"description\" content=\"A 48-hour locums workflow for speed-to-submittal: hour-by-hour sprint timeline, minimum viable submittal packet, weighted checklist, 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