<aside> 📊

Key Ratios

Target funnel ratio: 500 : 50 : 16 : 4 : 2

Efficiency target: 1 to 10 from research to shortlist

</aside>

<aside> ⚙️

Operating Notes

• CRM best practices
• Weekly calibration with client
• Speed to hire goal of 14 days </aside>

Process at a glance

Purpose: End-to-end client hiring engagement to reach alignment and start calibrated sourcing

Trigger: Client go-ahead after pre-sale pitch

Inputs: Pre-sales deck, client brief, kickoff notes and transcript

Outputs: Alignment email, scorecard, dossier, message kit, first slate of 20 to 25 candidates

Owner: Director

End-to-end process flow

graph TD
    A[Intro Outreach] --> B[Pitch Call]
    B --> C{Client Go-Ahead?}
    C -->|No| D[Park]
    C -->|Yes| E[Kickoff Scheduling]
    E --> F[Intake & Kickoff]
    F --> G[Pre-Sourcing Assets]
    G --> H[Calibration Prep]
    H --> I[Calibration Call]
    I --> J{Criteria Met?}
    J -->|No| G
    J -->|Yes| K[Alignment Email]
    K --> L[Handoff to Sourcing]
    L --> M[Sourcing Build]
    M --> N[Outbound]
    N --> O{Response?}
    O -->|Yes| P[Move to Recruiting]
    O -->|No| N
    P --> Q[Analytics]
    
    style A fill:#e3f2fd
    style C fill:#fff9c4
    style J fill:#fff9c4
    style K fill:#c8e6c9
    style P fill:#c8e6c9

Step-by-step workflow

1. Intro Outreach

2. Pitch Call

3. Client Go-Ahead

4. Kickoff Scheduling

5. Intake and Kickoff

6. Pre-Sourcing Assets