
During this phase we take a complete job order
with all hiring personnel.
SearchPartner/Client terms and conditions
are agreed to and mutual expectations are set.
- Requirements and wish list
- Roles and responsibilities
- Compensation and benefits
- Understanding of client culture
- Defining what about your company will attract
candidates.

During this phase SearchPartner typically provides
valuable feedback and market data which can sometimes affect the
position parameters.

"In my latest position as Vice President of Client Services for Callidus
Software he has successfully placed more than 30 people over a three
year period. He has filled the following types of positions:
Project Manager
Managing Directors
Director of Technical Support
Implementation Consultants
Sales Representatives
Pre-Sales Engineers
Compensation Consultant
and Engineering positions as well"
- Identify good sources
- Identify poor sources (client’s partners,
etc.)
- Make a recruiting plan
- Name gathering (sourcing)
- Contact candidates
- Profile candidates (trial closing)
- Determine if candidate is a good match for
client
- Determine if client is a good match for candidate
- Share company name with candidate
- Develop submittal information
- Present candidate to client
- Set up first interview
- Confirm first interview with both parties

This phase requires the most trust
in the idea that SearchPartner wants the placement to happen only
as long as it is in everyone’s best interest.
- Prep candidate (directions, etc.)
- Prep client
- Debrief candidate (trial closing, counter-offer
prep)
- Debrief client
- Set up second interview (if applicable)
- Confirm second interview with both parties
- Second interview prep candidate (trial closing
and counter-offer prep)
- Debrief candidate (closing and counter-offer
prep)
- Debrief client
- Check references when requested
- Close the offer with candidate
- Close the offer with client
- Offer/Acceptance/Start date
- Resignation prep
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