Post Intake Action Items

Owned by Jacob Adkins (Unlicensed)
Dec 08, 2021
1 min read

The intake follow-up email should be sent within 24 hours of intake completion - this time is allotted so that you can create the screener, clean up your intake notes, etc. The following information should be included in your post intake email.

Hello [Name],
It was great speaking with you today.
Attached are the intake notes for the [position title] search. The target start date is [date]. Our next call is scheduled for [date and time]. Below are action items discussed during the call. 

Approve Intake Document, [owner - hiring manager name], [due date]

  • Approve Screening Form, [owner - hiring manager name], [due date]

  • Provide Market Insights and Recruitment Marketing Plan, [owner - your name], [due date]

  • External Job Link:  (provide link)

  • Internal Job Link:  (provide link)

  • (Provide Manager Blurb)

Can’t wait to get started on the search!
Thank you,
[your name]