A complete operating system, not a collection of templates.
Every deliverable has a job, and they are built to work together. The system is organized into seven working groups that follow a search from intake to close to reporting.
Align before you source.
These work together at the start of every search to align the recruiter and hiring manager before a single candidate is sourced.
Intake meeting agenda
Full 60-minute and abbreviated 30-minute versions to define the role, the scorecard, and the timeline with the hiring manager.
Hiring manager training deck
A deck that teaches hiring managers their role in the process, so intake meetings actually stick.
Post-intake email template
The follow-up that confirms the agreement in writing and sets expectations for the search.
Find them, reach them, qualify them.
The full candidate engagement sequence: where to find candidates, how to reach them, and how to qualify them on the first call.
Sourcing and intake module
The core guide to building a sourcing strategy and running a structured intake, included from the first tier.
Email outreach script library
Seven complete scenarios with subject line variations and follow-up sequences for every stage.
Phone screen script
A structured talk track that qualifies a candidate against the scorecard in fifteen minutes.
Structured evaluation, every time.
Structured evaluation from phone screen through final debrief, all built on the same competency framework.
Interview scorecard
A fillable PDF with six competency areas and behavioral anchors, completed right after every interview.
Behavioral question bank
Sixty questions organized by competency, with what a strong and a weak answer sound like.
Interview debrief process
A structured debrief that turns four opinions into one defensible hiring decision.
Track, document, and manage the funnel.
The operational layer: tracking, documenting, and managing candidates through the funnel without anything falling through.
Candidate pipeline tracker
A three-tab workbook tracking every candidate from sourced to hired, with conversion data and a dashboard.
Recruiting lifecycle workflow sheet
The one-page map of every stage in the process, from open requisition to signed offer.
Candidate screening checklist
The repeatable checklist that keeps every candidate evaluated against the same bar.
Extend, negotiate, and close.
Everything needed to extend an offer, handle a counter, and close a candidate without losing them at the finish line.
Offer and negotiation script
The talk track for presenting an offer and handling the counter with confidence.
Offer management tracker
Track every open offer, its status, and its deadline in one place.
Offer checklist
The pre-offer checklist that confirms approval, range, and start date before you make the call.
Offer process workflow sheet
The step-by-step map from verbal offer to signed acceptance.
Show the business your performance.
The accountability layer: what you show HR leadership and hiring managers to demonstrate recruiting performance.
Recruiting metrics dashboard
Auto-calculated KPIs, SLA tracking, and a quarterly trend chart built for leadership presentations.
Time-to-fill reporting template
A clean report that shows time to fill by role, by recruiter, and over time.
SLA tracker
Track every search against its service-level agreement so nothing quietly slips.
Install the system across the team.
The team-building layer: how you install the system across a recruiting function, not just one person.
Recruiter training deck
A 24-slide deck with speaker notes for onboarding your recruiting team to the full method.
Case studies and scenario exercises
Real scenarios that let a new recruiter practice the system before a live search.
Recruiter onboarding guide
Week-by-week milestones, coaching frameworks, and performance benchmarks for new recruiters.
Hiring manager training deck
The deck that brings hiring managers across the organization onto the same process.
What is included at each tier.
Each tier builds on the one before it. For the full deliverable-by-deliverable comparison, see the pricing page.
Sourcing and intake module
Email outreach script library
Personal use license
Everything in Starter
Groups 1 through 5 in full
Scorecards, trackers, and scripts
Everything in Pro
Reporting and leadership tools
Recruiter training deck
Everything in Advanced
Recruiter onboarding guide
Team and client deployment license