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.

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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.

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2

Run the intake call

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

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3

Convert answers into job workflow

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

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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.