Agencies juggle many clients, roles, and submittals at once. This template helps recruiting and staffing firms run every active search in one workspace, so account managers track submissions, interviews, and placement fees without losing a candidate.
What's Included
- Client roster: each account, its open roles, and search status.
- Submittal tracker: candidates sent per client with feedback notes.
- Placement log: offers, start dates, and fee status per hire.
- Status views: run the same data as a Board or Table.
How To Use
- Clone the template into your workspace.
- Add each client and their open requisitions.
- Log candidate submittals and client feedback.
- Track placements and fees to close.
Browse staffing builds in the Community Gallery or open the recruiting agents page.