1
Client qualification prompt
Use before a new client call.
Create a client intake question set for a [client type] hiring [role type]. Cover business context, urgency, decision authority, fee readiness, feedback SLA, and search risks.
Agency prompt library
AI Client Intake Prompts for Recruitment Agencies
Client intake prompts help agencies qualify accounts, ask better role questions, confirm fee readiness, and prepare a cleaner sales-to-delivery handoff.
This prompt pack helps recruitment agencies qualify new clients, clarify role requirements, confirm fee readiness, and prepare cleaner sales-to-delivery handoffs.
Copy-ready prompts
Prompts built for real recruitment work
Use these client intake prompts before a recruiter accepts a new search or passes a role to delivery. They expose commercial readiness, role clarity, hiring urgency, and feedback expectations early.
2
Sales-to-delivery handoff prompt
Use after a BD call.
Convert these client call notes into a recruiter handoff brief with account context, open roles, decision makers, fee terms, risks, next actions, and missing information. Notes: [paste notes].
3
Requirement clarification prompt
Use when the role brief is thin.
Generate follow-up questions for a hiring manager based on this incomplete role brief: [brief]. Focus on must-haves, compensation, interview process, selling points, and deal-breakers.
Prompt framework
What to include before asking AI
Client intake prompts should capture buyer context, decision process, fee status, search risks, and the questions recruiters need answered before committing capacity.
Client intake context: Client type
Client intake context: Role urgency
Client intake context: Decision process
Client intake context: Commercial terms
Client intake context: Risk questions
Use cases
When to use these prompts
Client intake use case: Prepare intake calls
Client intake use case: Qualify prospects
Client intake use case: Hand off sales notes to recruiters
Common mistakes
What to avoid
Client intake mistake to avoid: Only asking job requirements
Client intake mistake to avoid: Skipping fee status
Client intake mistake to avoid: No feedback SLA
Workflow
How this prompt pack fits inside ATZ CRM
Related resources
Related prompts, tools, templates, and workflows
Related prompt packs
Related ATZ CRM resources
FAQ
Questions recruiters ask about this prompt pack
How do client intake prompts help before accepting a job order?
They uncover urgency, decision authority, salary flexibility, role clarity, fee readiness, feedback expectations, and risks that decide whether the search is workable.
What should a recruiter ask during a client intake call?
Ask about business need, must-have skills, interview process, hiring timeline, compensation, candidate selling points, rejected profiles, decision makers, and communication cadence.
How can intake prompts improve the handoff from sales to delivery?
They turn discovery notes into a structured brief recruiters can use immediately, reducing missed requirements and preventing unclear jobs from entering the pipeline.