First shortlist
Send a small group of qualified candidates with consistent summaries and interview availability.
Most submission emails fail because they only attach resumes. This template is built for agency recruiters who need a repeatable client submission format that protects speed, quality, and feedback visibility.
Recruiter use case
Top-ranking email resources usually provide sample copy, but agencies can beat generic lists by showing exactly what the client needs to approve, reject, or request an interview. The page therefore includes a template, field logic, mistakes, and an ATZ CRM workflow bridge.
When to use it
Recruiters want a copy-ready email that makes client submissions more persuasive than a plain resume attachment.
What it should help capture
Use a subject line that makes the role, client, and action obvious.
Shortlist for [Job Title]: [Candidate Name] and [Number] more profiles
[Client Company] - candidate submission for [Job Title]
Recommended candidate: [Candidate Name] for [Job Title]
Keep the opening direct and make the next action easy.
Hi [Client Name],
I am sharing [Candidate Name] for the [Job Title] role. Based on our screening, this candidate is a strong match because [one-line fit summary].
Key fit signals: [Requirement 1] - [Evidence], [Requirement 2] - [Evidence], [Requirement 3] - [Evidence].
Current situation: [Notice period], [availability for interview], [salary or rate expectation], [location/work authorization notes if relevant].
I have attached the resume and added the candidate profile here: [Profile Link].
Could you please confirm whether you would like to interview them by [Date]? If not, a short reason will help us recalibrate the next shortlist.
Best,
[Recruiter Name]
Use cases
Each template is positioned around a real recruiting moment, so the copy supports a specific candidate, client, or desk workflow.
Send a small group of qualified candidates with consistent summaries and interview availability.
Pitch one strong candidate when speed matters and the client needs a concise reason to act.
Submit a new candidate after feedback without losing the original role criteria.
Included sections
These sections help recruiters capture the information needed to move the workflow forward without leaving important details in notes or email threads.
Explains why the recruiter is submitting the person before the client opens the resume.
Pro tip
Write this after screening, not before; it should reference the strongest role-fit signal.
Maps candidate experience to the client intake criteria.
Pro tip
Use three evidence points max so the email stays scannable on mobile.
Creates a visible next step and helps reduce silent client review delays.
Pro tip
Ask for a decision date and a reason if the candidate is not moving forward.
Recruiter workflow
The template is designed to sit inside a broader operating workflow, with a clear action before, during, and after use.
Review required skills, deal-breakers, compensation range, and client submission rules.
How ATZ CRM supports this step
Job Management keeps the open role, client owner, and hiring criteria connected.
Explore related capabilityCapture motivation, availability, salary expectation, and role-fit evidence before writing the submission.
How ATZ CRM supports this step
Candidate records, notes, and AI candidate matching help recruiters preserve the reason for recommendation.
Explore related capabilitySend the email, log the submission, and move the candidate based on client response.
How ATZ CRM supports this step
Client Portal and candidate submission workflows keep feedback attached to the same job pipeline.
Explore related capabilityCommon mistakes
A resume attachment shifts all interpretation work to the client and slows decisions.
Clients often reject late once notice period, location, or compensation gaps appear.
Without a date, candidate submissions become open loops in the pipeline.
ATZ CRM workflow
ATZ CRM helps agencies connect the candidate submission email to the job, client, recruiter notes, candidate profile, and feedback outcome.
Related resources
Use these related pages when the template needs to connect into a wider recruiting workflow, tool, or product capability.
FAQ
It should include a short recommendation, job-fit evidence, resume or profile link, availability, compensation context, and a clear request for client feedback or interview confirmation.
Keep it short enough to scan in under a minute. The email should summarize the decision criteria and link to the full resume or profile for deeper review.
Yes, if the client asked for a shortlist. Use a small comparison table and keep each summary consistent so the client can compare candidates fairly.