For recruiters
My recruiting system, from intake to day one.
The 7 templates I use on my own searches, in Word and Excel: intake, sourcing, outreach, interviews, shortlist, pipeline, closing.
A search is won or lost at the intake. The rest is method.
Intake Meeting
A brief you can actually source against.
A five-section framework to leave the kick-off with a clear role, sharp criteria and a candidate pitch. The follow-up email is already written.
Intake · sample
- Mission
- Open the Spanish market within 12 months
- Must-have
- Has sold to media agencies before
- Deal-breaker
- Has never managed, even cross-functionally
Interview Scorecards
Evidence, not impressions.
Weighted scorecards by role family. Every score rests on something heard in the interview, and the debrief takes ten minutes.
Scorecard · Head of Sales
- Prospecting · ×3
- 4/4 · opened two markets alone
- Management · ×2
- 3/4 · team of 5, no managers yet
- Media culture · ×1
- 2/4 · comes from SaaS
Pipeline Tracker
The whole search, on one screen.
Every candidate, every stage, every next step. The dashboard updates itself.
Pipeline · sample
Offer sentHead of Marketing · scale-up
- Sourced90
- Contacted48
- Interviews12
- Finalists3
Seven templates. One full search.
Intake Meeting
Turn a vague request into a brief you can source against.
- Prep checklist
- The 5 sections of the brief
- Follow-up email
Sourcing Playbook
A 5-step method and a copy-paste Boolean search library.
- 5-step method
- Ready-made Boolean strings
Outreach Messages
Nine templates, from first message to respectful rejection.
- First message
- Follow-ups
- Respectful rejection
Interview Scorecards
Weighted scorecards for Sales, Marketing, Content & Media and Leadership roles.
- 4 scorecards by role family
- Scored 1 to 4, with evidence
Candidate Summary
One page per candidate, decide in two minutes.
- Strengths
- Watch-outs
- Expectations and availability
Pipeline Tracker
Every candidate and next step, with a live dashboard.
- Stage tracking
- Automatic dashboard
Offer & Closing Checklist
Pre-close, counter-offers and the weeks before day one.
- Pre-close
- Counter-offers
- Through to day one
Start Here
The guide to set the whole system up in 30 minutes.
- Where to begin
- Set up in 30 minutes
Who it’s for
- In-house recruiters
- Freelance recruiters
- Small agencies
- Founders hiring without a talent team
The Recruiter OS
$129one-time payment
- 7 Word and Excel templates
- Start Here guide: set up in 30 minutes
- Works in Google Docs and Sheets
- Single-user licence
FAQ
What format are the files in?+
Word and Excel files, which also open in Google Docs and Google Sheets. A Start Here guide gets you set up in 30 minutes.
Who is it for?+
In-house and freelance recruiters, small agencies, and founders hiring without a talent team.
Can I use it for my clients?+
Yes. The licence covers one person, for their own work and their clients’ work. Please don’t resell or share the files.
English or French?+
Both. Every template comes in English and French, for searches in France and worldwide.