Intake meetings are crucial for the recruitment process because it's where the source and the recruiter can se connect with the hiring managers during the initial phase, understanding the position and ensuring they have everything necessary to build this relationship. During these meetings, recruiters and hiring managers clarify the job title and job duties, set candidate qualification criteria, and agree on the hiring stages (e.g. screening calls, assessments tests, etc.)

Intake meetings are helpful because they help recruiters:

• Reduce miscommunication and back-and-forth emails;
• Establish a position’s requirements;
• Engage hiring managers in the recruiting process;
• Maintain good working relationships with hiring managers;
• Provide realistic data for managers and others of the market and possible needs of future trade-offs;

🚨 If needed, please repeat this step until you have all the information necessary for your pipeline development! 🚨

PLEASE, MAKE A COPY

Intake Meeting Template

Before the Intake Meeting

During the Intake Meeting

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