Candidate sourcing and outreach
Builds sourced lists, drafts outreach against the role criteria, and keeps a follow-up date on every contact.
Tools
LinkedIn Recruiter, Wellfound, Ashby, Workable, Indeed
Outcomes
A follow-up date on every contact • No duplicate outreach • Same message standard
Documentation
Instruction-ready detail below
Most teams lose good candidates before anyone interviews them. Lists get built in one place, outreach gets sent from another, and follow-up dates live in a spreadsheet nobody opens, so promising people go quiet for weeks while others are contacted three times. This workflow pulls new candidate names from the sourcing list, checks them against the pipeline so nobody is emailed twice, and drafts a short personal note for each one against the criteria on the role. Every contact gets a follow-up date rather than relying on memory. Live postings are checked for closed or outdated listings so the top of the funnel keeps filling. Replies are sorted into interested, needs more information, or a polite no, and the recruiter works the interested list first. A human still reviews every message before it is sent, decides who gets a second attempt, and owns the relationship when a candidate replies. What the workflow removes is the admin layer, not the judgment.