Retained Search Pipeline

Executive Search Pipeline: Searches, Slates and Fee Thirds. Track each retained search from intake to placement, the fee billed in thirds, the invoice due at the next stage and the days to fill. A Free copy runs the board and the Monday email. The candidate intake flow needs Pro, and the Search Partner agent needs AI credits.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. Its AI agents include Search Partner. Its automations include Monday search digest and Receive candidates from your sourcing tool.

Team Taskade published this crms app in the Taskade App Factory.