Professional Documents
Culture Documents
1. The Intake
As the first step in the recruiting process, take a systematic approach to gathering a couple of
must-have data points that constitute what we call an intake. An intake must include:
The candidate’s reason for looking. Their ideal position going forward.
Where are they in the job search process Their current base salary and any other
and when do they want to make a decision? compensations such as bonus, commissions,
equity, benefits, etc (total package).
2. The Pre-close
If you think closing a candidate happens only at the end of the recruiting process, your closing
percentage is likely pretty dismal. When pre-closing is done properly, you won’t even have to
close the candidate at the end.
An easy way to set up the pre-close is to formally deliver feedback to a candidate that has interviewed.
During these calls, you’ll be reconfirming the information that you previously documented such as:
Start out with the good news – “I have Be prepared to specifically address any
good news. We’d like to formally extend areas where the offer does not intersect
you an offer to work with us!” with the candidate’s requests discussed in
the pre-closing calls.
Reiterate why your team has chosen the
candidate for the opportunity and align This is a better way to get the candidate
this with candidate’s goals, which by now talking rather than asking them what they
you have already discussed in detail. think about the offer.
Describe what the candidate will be doing Finally, ask your candidate when they can
at the company. start. This is such a key step. If the candidate
can’t see themselves starting or won’t
Take a second to describe why this is an commit, you have more work to do.
exciting time at the company.
Tell your candidate when and how the Follow up with the candidate to make sure
formal paperwork will be sent out, and they received the paperwork and
make sure they have it in their hands everything is in order.
within 24 hours.
Always require the offer letter to be signed
Get a Docusign or similar digital signature and returned by the specified date.
service to use for job offers. This will
expedite the process and you can track
when people view the offer.
Agree to a start date 2-3 weeks from the Find reason to contact the candidate weekly.
date of the offer acceptance. What do you want your business cards to
say? Do you want a Mac or a PC? What
Prepare the candidate for a counter offer. email address do you prefer? Share news
Walk them through how they will respond or events related to the company.
to a counter offer from their present
employer. Start by reminding them why Do something nice for the candidate.
they are leaving. It’s worth mentioning Send flowers. Send a gift card. No budget?
that the loyalty of a candidate that accepts Send a nice handwritten note.
a counteroffer will always be in question
going forward.