Skip to main content

The agent directory

One desk. Fourteen specialists. Clear boundaries.

Each specialist handles a defined preparation job. You can see what it receives, what it prepares, what the consultant reviews and exactly where human judgement takes over.

Prepare the placement

Less re-keying and less shortlist groundwork. Candidate and vacancy information is prepared as a structured record, with the evidence and gaps a consultant needs to judge it.

Candidate Intake / CV Reader

Evidence-linked candidate record

Receives
A supported digital PDF, DOCX or TXT candidate document, or a configured intake form.
Prepares
A structured candidate record with source passages, provenance, explicit gaps and visible processing outcomes.
Review
Consultants correct extracted fields and resolve explainable duplicate proposals; human-origin values remain authoritative.

Boundary: Does not read image-only files, confirm identity, qualifications or right-to-work eligibility, or decide candidate suitability.

Brief Qualifier

Structured vacancy brief

Receives
An incoming vacancy, client notes and the agency's required brief fields.
Prepares
A structured role brief with missing or ambiguous details turned into questions for the consultant.
Review
The consultant confirms the must-haves, terms and questions that still need to go back to the client.

Boundary: Does not invent missing requirements, accept a vacancy or decide whether the assignment should be worked.

Candidate Matching

Shortlist-basis preparation

Receives
A confirmed role brief and recorded candidate fields.
Prepares
Deterministic fit summaries, concerns and missing information for shortlist review.
Review
The consultant checks the evidence, asks the screening questions and decides who progresses.

Boundary: Does not produce an objective ranking, choose the best candidate or make a hiring decision.

Outreach Drafting

Candidate and client drafts

Receives
Approved workflow context and the correct audience template.
Prepares
A reviewable message draft for the intended client or candidate audience.
Review
A person edits and approves every draft before anything can leave the workflow.

Boundary: Does not send messages, promise a placement or invent unconfirmed terms.

Keep work moving

Stop follow-through depending on someone remembering. Chasers, record updates and deadline prompts are prepared in advance, and ownership of every action stays on the desk.

Chaser

Follow-up preparation

Receives
Submission, interview, reference or candidate-update status and the agreed next step.
Prepares
A timely follow-up draft with the relevant context and unanswered question.
Review
The consultant checks the recipient, tone, timing and facts before choosing whether to send.

Boundary: Does not send a chaser, pressure a recipient or invent an update.

CRM Update

Record-update direction

Receives
Approved outcomes and changes produced by the recruitment workflow.
Prepares
A proposed record update so useful context can follow the work into the agency system.
Review
A person confirms the destination, field changes and source before any record is changed.

Boundary: Requires a confirmed destination, field mapping and source; it does not replace the CRM or ATS.

Finisher Watch

Assignment-ending watch

Receives
Recorded assignment dates, extension status and candidate availability.
Prepares
A prompt for approaching endings, extension conversations and possible redeployment work.
Review
The consultant confirms the dates and decides which conversation, if any, should happen next.

Boundary: Does not assume an assignment will end, extend or lead to a suitable redeployment.

Compliance Watch

Deadline and evidence prompts

Receives
Recorded dates, document status and workflow rules for right-to-work, AWR, IR35, GDPR or other obligations.
Prepares
A review prompt for approaching deadlines, missing evidence or information that may need attention.
Review
The responsible person checks the source record and decides the required legal or operational action.

Boundary: Does not confirm right-to-work eligibility, determine employment status, provide legal advice or guarantee compliance.

Shape the desk

Build the context that guides which clients, roles and candidates belong on the desk.

Desk Profiler

Ideal-client profile

Receives
The agency offer, strongest assignments, target sectors, geography and commercial preferences.
Prepares
A reviewable ideal-client profile and the criteria that should guide discovery.
Review
A desk lead corrects the profile and decides which criteria should shape future searches.

Boundary: Does not decide which companies are good clients or turn past performance into a guaranteed prediction.

Client Memory

Shared client context

Receives
Approved client facts, consultant notes and relevant workflow history.
Prepares
A shared context for other specialists to use without asking the consultant to reconstruct the account each time.
Review
Consultants remain responsible for correcting the record and deciding what context is relevant.

Boundary: Uses approved context only and does not replace the source CRM or consultant knowledge.

Develop clients

Turn patch movement into sourced research and a call plan that a consultant can review.

Patch Watch

Hiring-signal monitoring

Receives
Sector, geography, seniority, named accounts and a consultant request.
Prepares
A sourced read of hiring signals, re-advertised roles, funding and leadership changes.
Review
The consultant checks the sources and decides whether a signal is relevant or worth acting on.

Boundary: Does not treat a signal as a confirmed vacancy, buying intent or guaranteed hiring need.

Client Scout

Prospective-client discovery

Receives
The desk profile, a target brief, patch evidence or a strong candidate profile.
Prepares
A ranked, reviewable company map with a why-them line and the evidence behind each suggestion.
Review
A consultant edits the criteria and chooses which companies, if any, enter the client-development workflow.

Boundary: Does not turn a suggested company into a client or decide that it should be contacted.

Researcher

Client and hiring-manager dossier

Receives
A target company, the agency brief and the question the consultant needs answered.
Prepares
An evidence-backed dossier on the company, its hiring context and likely hiring managers, with inference labelled.
Review
The consultant checks the sources and separates useful evidence from assumptions before using the dossier.

Boundary: Does not present an inferred contact, reporting line or hiring need as confirmed fact.

Call-pack Writer

Reviewable call plan

Receives
A target client, the approved brief, relevant signals and supporting research.
Prepares
A concise call plan covering what changed, why now, who may matter and which questions to ask.
Review
The consultant edits, approves or bins the call-pack before using it.

Boundary: Does not make the call, send an approach, agree terms or predict a client response.

One worked handoff

Useful work comes from the handoff, not one clever prompt.

The brief, prepared output, receipts and approval outcome remain visible as work crosses from one specialist to the next.

Worked handoff

A role brief becomes prepared outreach without hiding the judgement calls.

  1. arrives

    Role brief

    Must-haves, location and terms are confirmed.

  2. prepared

    Candidate Matching

    Recorded candidate fields are compared with the brief.

  3. receipt

    Fit and gaps

    Supporting facts and screening questions stay visible.

  4. review

    Shortlist review

    The consultant approves, edits or stops the work.

  5. next

    Outreach Drafting

    Approved work becomes a candidate draft, still unsent.

Which preparation job would you hand over first?

Show us the input, the output and the decision your consultants need to keep. We will map the specialist and review point around it.

Map one desk workflow