Client shortlist
Present fit evidence, availability, salary expectations, and recruiter notes in one format.
Use this form when sending shortlisted candidates to a client so every submission is complete, comparable, and decision-ready.
When to use it
This form helps recruiters move beyond forwarding resumes. It explains why the candidate fits the role and what the client should review first.
Present fit evidence, availability, salary expectations, and recruiter notes in one format.
Summarize leadership context, achievements, motivations, and risks for senior roles.
Standardize submissions so clients can compare candidates quickly.
Form fields
The form should prove fit with evidence while keeping the client’s review focused and fast.
Give the client a concise reason to review the profile.
Candidate name, current title, location, work authorization, salary expectation, and availability.
Resume, portfolio, LinkedIn, certifications, assessment results, or screening attachments.
Top skills mapped directly to the job order and examples that support each claim.
Recruiter summary explaining motivation, fit, concerns, and recommended next step.
Make the client review process smooth and trackable.
Role submitted for, client contact, submission date, recruiter owner, and candidate consent status.
Interview availability, notice period, start-date constraints, and travel or remote preferences.
Questions the client should clarify during interview and any sensitive notes kept internal.
Follow-up deadline, expected feedback date, and next action if the client is interested.
Recruiter workflow
Use the form after screening evidence is complete and before the client receives the candidate profile.
Use screening notes and fit evidence to create a clear client-facing summary.
Confirm resume, salary, availability, consent, and role-fit evidence before sending.
Move the candidate into the correct stage after feedback, interview request, or rejection.
Common mistakes
Submissions are weaker when they simply attach a resume and force the client to infer fit alone.
Clients need to know why the recruiter believes the candidate matches the requirement.
Missing logistics can delay interview decisions even when the profile is strong.
Sensitive recruiter notes should be separated from the client-facing submission.
ATZ CRM workflow
ATZ CRM helps recruiters create structured submissions, track client feedback, and keep candidate communication connected.
FAQ
Quick answers for using the candidate submission form in a live recruiting process.
Include candidate summary, role-fit evidence, salary, availability, consent status, screening notes, attachments, and recommended next step.
Include relevant concerns professionally when they affect the client’s decision, but keep sensitive internal notes separate.
It gives clients structured information to review, which makes it easier for them to accept, reject, or request interviews with specific reasons.