A weekly client-facing pipeline report: stage counts with week-over-week movement, candidate highlights, risks that need the client's action, and next steps. Send it the same day each week.
A weekly pipeline report is how a client experiences your work between placements. Done well, it answers their three real questions — is there movement, is anyone good, and what do you need from me — in under two minutes of reading. Send it on the same day every week, even when the news is thin: silence is what loses searches.
Show counts, week-over-week change, and additions. Movement matters more than totals — a static pipeline with big numbers is a warning sign, not a comfort.
| Stage | Count | Change vs last week | New this week |
|---|---|---|---|
| Contacted | {{Count}} | {{Change}} | {{New}} |
| In conversation | {{Count}} | {{Change}} | {{New}} |
| Screened and qualified | {{Count}} | {{Change}} | {{New}} |
| Submitted to you | {{Count}} | {{Change}} | {{New}} |
| In your interviews | {{Count}} | {{Change}} | {{New}} |
| Offer stage | {{Count}} | {{Change}} | {{New}} |
| Withdrawn or rejected this week | {{Count}} | — | {{Reasons in one line}} |
Two to four candidates the client should be thinking about, one short block each:
Name risks while they are still cheap to fix, and be explicit about which ones sit on the client's side of the table:
One short paragraph of what the search is teaching: response rates against benchmark, recurring objections, where qualified candidates are actually coming from, and anything that suggests the spec or the pitch needs adjusting. This section is what makes the report worth reading even in a slow week.
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 — 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.
A pre-submission verification checklist for recruiters: skills evidence, logistics, compensation alignment, motivation, and references — so every candidate you present survives client scrutiny.
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.