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Standard Operating Procedures

10 items

Step-by-step playbooks every operator running a Executive Search & Recruiting Firms should drop into the business this week.

10 total

Standard Operating Procedure

SOP-003: The Candidate Sourcing & Vetting Workflow

Detailed operating procedure for multi-channel candidate sourcing, initial assessment, documentation, and pipeline management using LinkedIn Recruiter, SourceWhale, and ATS integration.

1,851 words~9 min read

Standard Operating Procedure

SOP-001: The New Client Intake & Qualification Process

Standard operating procedure for qualifying, onboarding, and activating new executive search clients including discovery call architecture, credit checks, and engagement letter execution.

1,854 words~9 min read

Standard Operating Procedure

SOP-010: Crisis Search & Rapid Replacement Protocol

Emergency operating procedure for compressed-timeline executive searches including war-room setup, 24-hour sourcing blitz, client hourly updates, and premium pricing activation.

1,851 words~9 min read

Standard Operating Procedure

SOP-004: Client Exclusivity Agreement Negotiation

Standard procedure for presenting, negotiating, and closing exclusive engagement terms including fallback positioning, term sheet drafting, and legal review checkpoints.

1,849 words~9 min read

Standard Operating Procedure

SOP-005: Search Fee Proposal & Presentation Creation

Operating procedure for building customized search proposals including cost-of-vacancy analysis, three-tier pricing architecture, and presentation delivery protocols.

1,848 words~9 min read

Standard Operating Procedure

SOP-006: Offer Negotiation & Acceptance Management

Standard procedure for managing offer negotiation between client and candidate including compensation benchmarking, expectation calibration, counteroffer defense, and acceptance confirmation.

1,850 words~9 min read

Standard Operating Procedure

SOP-007: Placement Guarantee & Replacement Protocol

Operating procedure for guarantee period monitoring, early warning detection, intervention triggers, and replacement execution if a placed candidate departs during the guarantee window.

1,853 words~9 min read

Standard Operating Procedure

SOP-009: New Recruiter Onboarding & 90-Day Ramp

Operating procedure for hiring, onboarding, training, and performance-managing new recruiters including competency milestones, commission schedule activation, and first-placement acceleration.

1,850 words~9 min read

Standard Operating Procedure

SOP-008: Systematic Client Referral Generation

Standard procedure for referral request timing, script delivery, incentive program administration, and referral pipeline tracking from request to revenue recognition.

1,849 words~9 min read

Standard Operating Procedure

SOP-002: Retained Search Execution Protocol

End-to-end standard operating procedure for retained search engagements from kickoff through placement including milestone management, client communication cadence, and billing triggers.

1,850 words~9 min read