Background Verification:
• "Walk me through your current role and responsibilities."
• "How large is the team you work with?"
• "What technologies/tools do you use daily?"

Experience Depth:
• "What's the most complex project you've worked on?"
• "How did you approach [specific challenge]?"
• "What was your specific contribution vs. the team's?"

Skills Verification:
• "Rate your proficiency in [key skill] from 1-10 and give me an example of when you used it."
• "Describe a time you had to learn a new technology quickly."

Motivation Questions:
• "What's prompting you to consider new opportunities right now?"
• "What would need to be true about your next role for you to make a move?"
• "What's most important to you in an employer?"

Interest Validation:
• "Based on what I've shared, what aspects of this role interest you most?"
• "What questions or concerns do you have?"
• "On a scale of 1-10, how interested are you in exploring this further?"

Compensation:
• "What are your salary expectations for your next role?"
• "What's your current total compensation (base + bonus)?"
• "Would [range] be in the right ballpark?"

Timeline:
• "What's your notice period?"
• "Do you have any other active interview processes?"
• "Are there any constraints on your availability for interviews?"

Location:
• "Are you open to [on-site/hybrid/relocation]?"
• "What's your commute tolerance?"

• "Tell me about a time you had to influence without authority."
• "Describe a situation where you had to make an unpopular decision."
• "Give me an example of how you developed someone on your team."

• "Describe the most complex technical problem you've solved."
• "Tell me about a time when you had to make a decision with incomplete information."
• "Give me an example of when you identified a problem before others did."

• "Tell me about a time you had to work with a difficult stakeholder."
• "Describe a situation where you had to align multiple teams."
• "Give me an example of giving/receiving critical feedback."

CANDIDATE SCREEN NOTES
======================
Candidate: [Name]
Date: [Date]
Position: [Role]
Screener: [Your Name]

WORK AUTHORIZATION: ☐ US Citizen ☐ Green Card ☐ Other: ___

QUALIFICATIONS
[Skill 1]: ☐ Met ☐ Partial ☐ Not Met
[Skill 2]: ☐ Met ☐ Partial ☐ Not Met
[Experience]: ☐ Met ☐ Partial ☐ Not Met

COMPENSATION
Current: $___K base + $___K bonus = $___K total
Desired: $___K - $___K
Our Range: ☐ Aligned ☐ Close ☐ Gap

TIMELINE
Notice Period: ___
Availability: ___
Other Processes: ___

INTEREST LEVEL: ___/10

NOTES:
___________________________________

RECOMMENDATION: ☐ Advance ☐ Hold ☐ Reject

REASON:
___________________________________

Subject: Interview Request: [Candidate Name] for [Position]

Hi [Hiring Manager],

I'd like to schedule an interview with [Candidate Name] for the [Position] role. Summary below:

CANDIDATE OVERVIEW
• Current: [Title] at [Company] ([X] years)
• Key Strengths: [2-3 bullets]
• Compensation: [Range] - aligned with budgeted range
• Availability: [Date/Time options]

The candidate is [highlight 1-2 standout qualities].

Please let me know which time works best, and I'll send the confirmation.

Best,
[Your Name]

Subject: Interview Confirmed: [Company] - [Position] - [Date/Time]

Hi [Candidate],

Great news! Your interview with [Company] for the [Position] role is confirmed:

📅 Date: [Day, Date]
⏰ Time: [Time] [Timezone]
📍 Format: [Video call via Zoom/Teams/On-site at address]
👤 Interviewer(s): [Name(s)], [Title(s)]

PREPARATION TIPS:
• Review the job description (attached)
• Research [Company] - especially [recent news/focus areas]
• Prepare 2-3 questions for the interviewer(s)
• Test your video/audio beforehand (if virtual)
• Have examples ready using the STAR format

I'll send you a prep call reminder tomorrow. In the meantime, let me know if you have any questions.

Good luck!
[Your Name]

1. LOGISTICS CONFIRMATION (2 min)
   • Confirm date, time, format, interviewers
   • Any last-minute changes?

2. COMPANY BRIEF (5 min)
   • Company overview and culture
   • Recent news or developments
   • What they're looking for in this hire
   • Interviewer backgrounds and styles

3. INTERVIEW TIPS (5 min)
   • Questions they're likely to ask
   • Topics to emphasize from your background
   • Questions to ask them
   • Things to avoid

4. NEXT STEPS (3 min)
   • What happens after the interview
   • When you'll call for feedback
   • Remind them to reach out with questions

CLOSE:
"Call me right after the interview to debrief. Good luck!"

Questions to Ask:

OVERALL IMPRESSION
• "How do you feel it went?"
• "What was your overall impression of the team/company?"

SPECIFIC FEEDBACK
• "What questions did they ask?"
• "Were there any tough questions?"
• "What did you learn about the role that you didn't know before?"

INTEREST CHECK
• "On a scale of 1-10, how interested are you now?"
• "What increased or decreased your interest?"
• "Any concerns?"

LOGISTICS
• "Did they mention next steps or timeline?"
• "Are you still available for the timeframe we discussed?"

COMPETITIVE INTEL
• "Where does this rank among your opportunities?"
• "Any other updates on your search?"

Subject: Feedback Request: [Candidate Name] - [Position]

Hi [Hiring Manager],

Thank you for meeting with [Candidate Name] today. I'd love to get your feedback to keep the process moving.

Quick questions:
1. What was your overall impression?
2. What stood out positively?
3. Any concerns or areas to explore further?
4. Recommendation: Advance / Hold / Pass?

[Candidate] was very positive about the conversation and remains highly interested in the opportunity. [Add any relevant feedback from candidate].

Would you like to schedule a next round, or should we discuss first?

Best,
[Your Name]

"[Candidate], the client is very excited about you and is preparing an offer. Before they do, I want to make sure we're aligned.

If they come back with an offer of [base salary], plus [bonus], with a start date of [date], would you be in a position to accept?"

[If yes]: "Great. Is there anything that could change between now and then?"

[If hesitation]: "What would need to be different for you to feel confident accepting?"

"[Candidate], I have great news - [Company] would like to extend you an offer for the [Position] role!

Here are the details:

📊 BASE SALARY: $[X]
💰 BONUS: [X]% target (= $[Y] at target)
📈 EQUITY: [If applicable - X shares, vesting schedule]
🏥 BENEFITS: [Highlight key benefits]
📅 START DATE: [Date]

Total compensation: $[Total]

This is a strong offer that reflects how much they want you on the team. What are your initial thoughts?"

[Listen and address any concerns]

"They'd like your response by [deadline]. What questions can I help answer?"

Subject: Offer Summary: [Position] at [Company]

Hi [Candidate],

Congratulations again! Here's a summary of your offer:

COMPENSATION
• Base Salary: $[X]
• Annual Bonus: [X]% target ($[Y])
• Sign-On Bonus: $[X] (if applicable)
• Total Year 1: $[Total]

EQUITY (if applicable)
• [X] shares
• Vesting: [Schedule]
• Current valuation: [If shareable]

BENEFITS
• Health Insurance: [Details]
• PTO: [X] days
• 401(k): [Match details]
• [Other notable benefits]

START DATE: [Date]
RESPONSE DEADLINE: [Date]

The formal offer letter will arrive from [Company] HR shortly. Let me know if you have any questions as you review.

Best,
[Your Name]

To Client:

"[Candidate] is very excited about the offer and the opportunity. They had one request before accepting:

[Specific request with rationale]

Given their [competing offer / market rate / specific value they bring], I believe this is a reasonable ask. My recommendation is to [specific recommendation].

This would help us close quickly and avoid the risk of [losing them to competitor / extended negotiation].

Let me know how you'd like to proceed."

"When you resign, your current employer may make a counter-offer. I want you to think about this now, before it happens.

Questions to consider:
• If they could pay you more, why weren't they paying you more already?
• Will the reasons you wanted to leave actually change?
• How will your relationship with your manager change?
• Statistics show 80% of people who accept counter-offers leave within 12 months anyway.

What would you do if they counter-offered?"

"I understand they've made you a counter-offer. Let's think through this together:

1. What were your reasons for looking in the first place?
   [Listen and reflect back]

2. Does this counter-offer actually address those reasons?
   [Usually no - it's just money]

3. How do you think your manager will view you now?
   [They know you were looking to leave]

4. What happens next time you're unhappy?
   [Same situation, minus the trust]

The new opportunity offers [specific things current role doesn't]. I want you to make the best decision for your career, not just the next few months."

"Let's talk through your resignation:

TIMING
• Best time: Early morning or late afternoon
• Day: Tuesday-Thursday ideal (avoid Mondays and Fridays)

THE CONVERSATION
• Request a private meeting with your manager
• Be direct: 'I've accepted a position at another company. My last day will be [date].'
• Express gratitude for the opportunities
• Don't over-explain or justify your decision
• Don't be negative about the company

RESIGNATION LETTER
• Keep it simple and professional
• State your last day clearly
• Offer to help with transition
• I'll send you a template

COUNTER-OFFER PREP
• If they counter, ask for time to think (buy a day)
• Call me immediately
• Remember our earlier conversation about counter-offers

NOTICE PERIOD
• Standard is 2 weeks; honor any contractual requirements
• Offer to document/transition your work
• Stay professional until your last day

Call me right after you resign!"

Dear [Manager's Name],

Please accept this letter as formal notification that I am resigning from my position as [Job Title] at [Company Name], effective [Last Day of Work].

I appreciate the opportunities for professional growth that you have provided me during my time here. I have enjoyed working for the company and I am grateful for the support and guidance I have received.

I am committed to ensuring a smooth transition. Please let me know how I can help during my remaining time.

Thank you for your understanding.

Sincerely,
[Your Name]

PHONE SCREEN - [Date]
Position: [Role]
Work Auth: US Citizen ✓
Current: [Title] @ [Company], [X] years
Skills: [Key skills verified]
Salary: $[X]K current, seeking $[Y]K
Interest: [X]/10
Notes: [Key points from conversation]
Next: [Action item]

---

INTERVIEW DEBRIEF - [Date]
Interview: [Round] with [Interviewer]
Candidate Feedback: [Summary]
Interest Level: [X]/10
Concerns: [Any]
Next Steps: [Action]

---

SUBMISSION - [Date]
Submitted to: [Client/HM Name]
Position: [Role]
Rate/Salary: $[X]
Status: [Pending review / Scheduled / Rejected]

Searching your database effectively:

AND: Java AND Python (both required)
OR: Developer OR Engineer (either)
NOT: Senior NOT junior (exclude)
"": "Machine Learning" (exact phrase)
*: Develop* (wildcard)

Example searches:
• Find Python developers with AWS experience:
  Python AND AWS AND (Engineer OR Developer)

• Find senior people excluding contractors:
  Senior AND (Lead OR Principal) NOT contract

• Find recently updated profiles:
  Use date filters + skills