Intake Call Basics
The Whiteboard
Who's Who
Phone Screening 101
Systems & Workflows
100

An intake call should generally take this amount of time at the most.

What is 30 minutes?

100

To avoid eliminating good candidates, this whiteboard column should have no more than five criteria.

What is the "Must-Haves" column?

100

!!!!!!!!  DOUBLE JEOPARDY  !!!!!!!!

This team member is required to attend the intake call if they sourced the permanent hire.

Who is the BDR?

100

Screening interviews for consultants should generally take between 15 and this many minutes.

What is 20 minutes?

100

Once the scorecard is created, it will appear in this specific tab within the applicant's profile.

What is the "Interview" tab?

200

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An intake call allows the recruiting team to gain a full understanding of this specific type of hire for a client.

What is a permanent hire?

200

Company revenue, employee count, and the ERP system are written in this specific part of the whiteboard.

What is the top-left corner?

200

Per the NOW CFO process, the Recruiter holds a whiteboarding session with the placement client and this person.

Who is the market leader?

200

A core purpose of the screening is to confirm a candidate has the must-have qualities and compatibility for this.

What is the company's culture?

200

You should fill out the scorecard during or immediately after the screening interview, avoiding waiting until this time.

What is the end of the day?

300

A prep call should ideally take place this many minutes before the intake call.

What is 15 minutes?

300

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Details like PTO, paid holidays, and a 401K plan fall under this section, which is used to sell the role to the candidate.

What is "Compensation & Benefits"?

300

A technical accounting expert on the call can be a Market Leader, a Director, or one of these.

What is a trained Consultant?

300

Rather than reading straight off the list of questions, you should try to do this to the interview.

What is personalize it?

300

!!!!!!!!  DOUBLE JEOPARDY  !!!!!!!!

To find a candidate in the requisition, you start in Tools, go to Recruiting, and then click this option.

To find a candidate in the requisition, you start in Tools, go to Recruiting, and then click this option.

400

 If this document is not signed prior to the intake call, it needs to be addressed at the end of the call.

What is the EL (Engagement Letter)?

400

Characteristics that the candidate should have to best integrate into the company belong in this column.

What is the "Culture" column?

400

This individual is responsible for holding preliminary screening interviews before pushing candidates through the pipeline.

Who is the Recruiter?

400

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What type of question is it when you say "How far are you willing to commute?" rather than "Are you willing to commute 30 minutes?"

What is open-ended?

400

To create a screening scorecard, you must first select this button located in the top-right corner.

What is "Actions"?

500

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Ideally, you should ask the client to commit to responding within this timeframe after we start sending them candidates.

What is 24 hours?

500

The "Nice-to-Haves" column contains strong client preferences and should have a maximum of this many items

What is ten?

500

During the prep call, you should discuss a general strategy and gain an understanding of who this person is.

Who is your decision-maker?

500

When completing "Candidate Notes", you give the candidate one of these three grades.

What are A, B, or C?

500

!!!!!!!!  DOUBLE JEOPARDY  !!!!!!!!

Steps 1 and 2 of the NOW CFO process include posting, screening candidates, and this.

What is sourcing?

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