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During this phase we take a complete job order with all hiring personnel. /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 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 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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