Screening Call Prep
Walk into every screening call prepared. Turn the candidate's CV into a structured call plan — icebreakers, focused questions grouped by theme, and a quick logistics checklist — tailored to this candidate and role.
- Documents needed
- Optional: CV Job description Intake notes Scorecard
- Output
- → Document
What it does
Screening Call Prep reads the candidate's CV and the role's context and builds a plan for your screening call — so you lead a focused, structured conversation instead of improvising. It tailors every question to this candidate and this role, and follows your agency's own call structure when one is defined in your knowledge base.
Why recruiters use it
- Run consistent, structured screening calls without prep work.
- Ask sharper questions — each one tied to a real detail in the CV or role.
- Don't forget the awkward-but-important logistics (comp, notice, relocation).
- Onboard new recruiters faster with a repeatable call structure.
What you get
A call plan with rapport-building openers, core questions grouped into 3–4 areas (probing gaps and verifying claims from the CV), and a short closing checklist for logistics like compensation and availability.
What you need
- The candidate's CV (attach it for the run).
- Optional: the job description, intake notes, and a scorecard — they make the questions sharper and better aligned to what the hiring manager wants.
How to run it
Attach the candidate's CV — and, if you have them, the JD, intake notes, and scorecard — then run. The plan is saved to your project files, ready to bring into the call.
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Candidate Outreach From Sheet via Email
An outreach agent that reads candidates from the tracker you run in Google Sheets, Excel, or Airtable, writes a short personalized email to each one grounded in the role and your tone of voice, sends them from your own mailbox (Gmail or Outlook), and saves a send log into the project. Pick the data source and the mailbox when you run it.
→ Emails
Candidate Scorecard Rubric
Turn the project's job description into a structured Ideal Candidate Profile with a weighted scoring rubric — must-have (3), important (2) and nice-to-have (1) criteria, each with a concrete "how to evaluate" cue, plus a max-score guide. The rubric that drives consistent candidate screening.
→ Document
Candidate Submission Pack
Combine a CV with its screening report into a polished, client-ready candidate presentation in your tone of voice — ready to send to the hiring manager.
→ Document