New recruiters ramp faster when sourcing rules are documented, not improvised in every search session.
3Example queries per role
10-12Week-one shortlist
30 minTarget session
Example query
- Keywords
- Playbook starter
- Location
- Training role
- Filters
- OTW + skill anchor
- Experience
- Mentor-reviewed
Step 1: Standardize query building
Define how to combine role keywords, location, OTW filters, and skill anchors. Provide three example queries per major role family.
Step 2: Define pipeline statuses
Explain when to mark profiles viewed, saved, or hidden. Shared status language prevents handoff confusion across the team.
Try this query in the live demo — 5 candidates, no signup required.
Step 3: Set shortlist export rules
Document list size, required fields, and manager feedback deadlines. New recruiters should know exactly what done looks like.
Step 4: Add weekly review rituals
Include a Friday pipeline cleanup and a Monday refresh of saved searches for active roles.
- Provide example queries by role family
- Standardize viewed/saved/hidden usage
- Define export format and list size
- Review pipeline hygiene every week
A playbook turns individual trial-and-error into team-level consistency.
