Every day a search hasn't started is a day a role goes unfilled. Taskade Genesis builds a live recruitment client onboarding app that collects the job brief, role requirements, and interview process details from new clients — then kicks off your sourcing workflow automatically, no back-and-forth required.
What Is a Recruitment Agency Client Onboarding Template?
A recruitment agency client onboarding template is a structured intake workflow that captures everything a recruiter needs before sourcing begins — job title, required skills, culture fit criteria, compensation range, interview stages, and decision timeline — organized into a single, actionable workspace.
Why Use a Recruitment Agency Client Onboarding Template?
Delayed kickoffs and vague job briefs waste recruiter time. This template solves both:
- Board view tracks each new client search through Brief Received → Requirements Confirmed → Sourcing Live → Shortlist Submitted.
- AI agents turn intake answers into a polished job description draft and a structured search brief using 34 built-in tools.
- Reliable automations assign searches to recruiters, schedule kickoff calls, and send client weekly progress updates automatically.
- Relationship field links client records to their open roles, candidate pipelines, and assigned recruiters in one view.
- 100+ integrations pull job data from your ATS and push status updates to client Slack channels.
Who Should Use a Recruitment Agency Client Onboarding Template?
- Executive search firms capturing detailed role briefs before beginning a retained search.
- Contingency recruiters standardizing client intake to reduce time-to-first-submission.
- In-house talent acquisition teams onboarding internal hiring managers with structured job briefs.
- Staffing agencies collecting contractor requirements from new business clients.
- RPO providers managing high-volume hiring intake across multiple client accounts.
How To Use a Recruitment Agency Client Onboarding Template?
- Hit Use Template to clone the recruitment onboarding app — your client intake portal is live in seconds.
- Customize the job brief form for your search specialization: executive, technical, creative, or generalist.
- Connect your ATS or email via automations so new role submissions automatically create sourcing tasks.
- Use AI agents to generate a polished job description and sourcing brief from the client's intake answers.
- Share the board-view portal with clients so they can track search progress and approve shortlisted candidates.
Discover more HR and talent workflows in the community gallery or explore all templates for more ready-to-clone flows.