Client intake tool

Client Intake Question Generator

A client intake question generator creates recruiter-ready questions for qualifying a client, understanding a role, confirming decision process, and setting submission expectations.

Use this generator before a kickoff call so sales and delivery teams capture the details needed to run a cleaner search.

Generate Intake Questions View All Tools

Generate Intake Questions

Generated client intake questions

Fill the fields and run the tool to generate recruiter-ready output.

Use cases

When recruiters should use this tool

The tool is built around a specific agency workflow, so the output can be used in real recruiting decisions instead of sitting as a disconnected calculator.

Prepare for a new client intake call.

Qualify a prospect before accepting a search.

Improve job order intake when requirements are vague.

Best practices

How to make the output more useful

Start with business context before jumping into role requirements.

Ask about decision authority, feedback timing, and compensation early.

Document answers in the CRM so sales, recruiters, and account managers work from the same context.

Workflow

Where this tool fits in the agency workflow

1

Generate the intake questions

Tailor questions to client type, role, urgency, and known risks.

Open related page
2

Run the intake call

Capture client, role, process, commercial, and submission expectations.

Open related page
3

Convert answers into job workflow

Create the job order and assign recruiter ownership after intake is complete.

Open related page

FAQ

Questions recruiters ask about this tool

What should recruiters ask during client intake?

Ask about hiring goals, decision authority, role requirements, compensation, process steps, submission rules, feedback timing, fee terms, and previous search challenges.

Is client intake different from job order intake?

Yes. Client intake qualifies the account and working relationship, while job order intake captures details for one specific vacancy.

When should intake questions be generated?

Generate them before the kickoff call so the recruiter can guide the conversation and avoid missing commercial or process details.

Words from real customers

Recruitment teams use ATZ CRM for faster adoption, responsive support, and flexible agency workflows.

" An excellent ATS for Startup company and Recruiter. The platform delivers an excellent overall user experience, combining an intuitive interface with powerful, modern features. My team found it very easy to learn and adapt with the system. "

Trung Huynh

COO, Peoplewise Vietnam

" The customer support stands out as one of the strongest aspects of ATZ CRM. The team is responsive, knowledgeable, and genuinely committed to resolving issues efficiently, which builds trust and speeds up adoption. "

Luis

Founder, Luis Ivars Unipessoal Lda

" ATZ CRM offers essential tools to manage recruitment effectively, backed by a highly engaged team open to feedback, making it a strong choice for agencies needing flexibility, customization, and support for their specific workflows. "

Eugene Ovcharenko

Founder & CEO, GENTY Recruitment