New client discovery
Capture hiring goals, industries, locations, stakeholders, and decision criteria.
Recruiter form guide
Client Intake Form for Recruiters
A client intake form captures company details, hiring goals, decision-makers, role pipeline, service expectations, communication preferences, and commercial notes before recruiters begin account work.
Use this form when a new client or prospect enters the agency workflow and recruiters need enough context to qualify the relationship.
When to use it
Where this client intake form helps recruiters
This form helps agencies understand the client before accepting job orders, proposing fees, or assigning recruiter time.
Account qualification
Check whether the client has active hiring needs, budget, urgency, and realistic expectations.
Sales-to-delivery handoff
Give recruiters client context before they begin intake calls or sourcing.
Form fields
What to capture in the client intake form
The form should clarify who the client is, what they hire for, how they make decisions, and what success looks like.
1
Client profile and contacts
Create a clean account record from the first conversation.
Company name, website, industry, locations, size, hiring regions, and key business units.
Primary contact, billing contact, hiring managers, interviewers, and contract approver.
Communication preferences, meeting cadence, preferred channels, and urgent contact rules.
Current hiring challenges, past agency experience, and service expectations.
2
Hiring needs and commercial fit
Check whether the account is workable before committing delivery effort.
Expected roles, volume, seniority, employment types, salary bands, and timeline.
Decision process, interview stages, feedback speed, and offer approval path.
Fee model, payment terms, exclusivity, replacement terms, and contract status.
Account manager notes on fit, risk, next meeting, and required follow-up.
Recruiter workflow
How to use this form without slowing the desk
Use the form during discovery and update it as the client moves from prospect to active account.
1
Prepare discovery questions
Use structured prompts to cover hiring need, urgency, process, and commercial fit.
2
Create the client record
Store stakeholders, notes, and hiring context where recruiters can find them.
3
Move qualified opportunities forward
Connect the account to job orders, meetings, follow-ups, and pipeline activity.
Common mistakes
What to avoid with this form
Client intake is weak when agencies jump to roles before understanding decision-makers, feedback speed, and commercial fit.
Missing the real decision-maker
Recruiters can lose weeks if the intake only captures the contact who made the first enquiry.
Skipping feedback expectations
Client responsiveness affects fill probability and should be clarified before search work starts.
Ignoring fee readiness
A client may have roles but no agreement, budget, or willingness to pay agency fees.
ATZ CRM workflow
How ATZ CRM supports this form
ATZ CRM helps agencies keep client contacts, account notes, job orders, and sales activity connected from the first intake conversation.
FAQ
Questions recruiters ask about this form
Quick answers for using the client intake form in a live recruiting process.
What should recruiters ask on a client intake form?
Ask about hiring goals, decision-makers, role types, feedback speed, interview process, budget, fee readiness, and communication preferences.
Is client intake only for new clients?
No. It is also useful when an old client restarts hiring, changes stakeholders, or opens a new location or role category.
How does client intake improve recruiting outcomes?
It gives recruiters context before job orders arrive, reducing unclear requirements, slow feedback, and mismatched submissions.