Send a shortlist to the client
Screen candidates and send the client a shortlist they can act on.
- Screen applicants against the brief
- Phone interview the best candidates
- Get each candidate's OK to send their CV to this client. Most people forget this: Sending a CV without consent breaks UK GDPR and can start a fee dispute if another agency also sent it.
- Write a short summary for each candidate
- Check the shortlist before it goes (Team lead signs off)
- Send the shortlist to the hiring manager
- Get feedback and book interviews (Hiring manager signs off)
- Update candidates on next steps