A pre-submission verification checklist for recruiters: skills evidence, logistics, compensation alignment, motivation, and references β so every candidate you present survives client scrutiny.
Every candidate you submit is a claim about your judgment. This checklist is the gate between "looks promising" and "ready to present": run it after your screening call and before the profile reaches the client. A submission that fails a client's first question costs more credibility than no submission at all.
Not legal advice
This template is provided for general informational purposes only and is not legal advice. Laws differ by jurisdiction and change over time β have a qualified professional review any document before you rely on it.
A candidate's informed consent for a recruiting firm to store and process their personal data for recruitment purposes: what is collected, why, who sees it, how long it is kept, and how to withdraw.
Per-submission terms between a recruiter and a client for one named candidate: the ownership window, what triggers the fee, and confidentiality of the candidate's identity. Use it when there is no umbrella agreement in place.
A success-fee search agreement between a recruiting firm and a client covering the fee percentage, candidate ownership window, guarantee period, and replacement terms. Sign it before the first candidate is submitted.
A structured client intake form for opening a search: role context, must-haves versus nice-to-haves, compensation band, interview process, and who actually decides. Run it live with the hiring manager.
How a recruiter manages offer negotiation between client and candidate without losing either: pre-closing, presenting the offer, handling counters, and defusing the counteroffer at the current employer.
Standard replacement and refund guarantee language recruiters can attach to their agreements, with model clauses, a pro-rated refund schedule, and the exclusions that keep the guarantee fair.