Professional recruiting intake that asks what your team needs to know
Capture position count, role level, and hiring authority up front, attach the job description or role specification, and let Cliont score and route qualified searches straight to your CRM.
The exact intake your professional recruiting leads complete
This is the real 7-question guided intake for Professional Recruiting — the same flow your customers finish before you ever pick up the phone.
What a qualified professional recruiting lead should tell you
Search and placement support for filling professional, managerial, or specialized roles within a client company, covering sourcing, screening, and candidate presentation.
- Many Positions Trying Fill
- Level Roles Fill
- Have Authority Approve Hiring
- Soon These Positions Filled
- Already Tried Recruiting These
- Types Support From Recruiter
- Industry Or Field These
The questions your team needs answered
Every professional recruiting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many positions are you currently trying to fill? | Position count signals deal size — five open roles represent a larger, more recurring engagement than a single hire. |
| What level are the roles you need to fill? | Role level indicates search complexity and fee potential, distinguishing this professional-level search from executive or high-volume hiring. |
| Do you have authority to approve hiring decisions or budget for this search? | Hiring authority confirms the contact can actually approve a search engagement, filtering out leads who still need internal sign-off. |
| How soon do you need these positions filled? | Timeline reveals urgency, letting you prioritize an immediate opening over a request with no set start date. |
| Have you already tried recruiting for these roles internally? | Whether internal recruiting has already been tried shows how motivated the client is to bring in outside help now. |
| Which types of support are you looking for from a recruiter? | The mix of support requested, from sourcing only to full process management, tells the recruiter how much of the engagement to scope and price. |
| What industry or field are these positions in? | Industry context lets you route the lead to a recruiter with relevant sector expertise instead of a generalist. |
How Cliont scores professional recruiting leads
Every answer is weighted automatically — no manual review required.
Value signals
- One
- Two to five
- More than five
- Not open yet, planning ahead
- Have Authority Approve Hiring: yes
- Within a month
Urgency signals
- Immediately
See the lead your team receives
Professional Recruiting Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for professional recruiting workflows
| Cliont capability | Professional Recruiting application |
|---|---|
| Automatic lead scoring | Weighs position count, role seniority, and hiring authority together, so a five-role senior search with budget approval scores well above a single planning-ahead inquiry. |
| CRM routing | Sends each completed professional recruiting intake, including the selected support types, into your CRM as a new search record ready for a recruiter to pick up. |
| Document upload | Collects the job description or role specification alongside the intake so a recruiter can start sourcing without a separate back-and-forth email. |
| Conditional branching | Surfaces the industry and support-type questions after the client confirms position count and hiring authority, keeping the form short for straightforward single-role requests. |
Common professional recruiting lead scenarios
Multiple senior roles, ready now
A client needs more than five mid-to-senior positions filled immediately and confirms budget authority — the intake flags this as a high-value engagement worth an immediate discovery call.
Single role, no timeline yet
Someone selects one position and 'not open yet, planning ahead' with no set timeline — the intake still captures the details but scores it lower so you can nurture rather than chase.
Contact without hiring authority
The person filling out the form answers no to having authority to approve budget — the lead is still logged, but flagged for follow-up to identify the actual decision-maker before scoping work.
Internal recruiting already failed
The client indicates they've already tried recruiting these roles internally, signaling higher motivation to engage full process management rather than one-off sourcing help.
Mixed-level search across departments
A client selects 'mix of levels' for role seniority and multiple support types like screening and salary guidance, indicating a broader engagement than a single-role search.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More recruiting and staffing intake templates
Professional Recruiting lead-intake FAQs
How does the intake distinguish a professional recruiting lead from an executive search lead?
The role-level question captures whether positions are entry, mid, senior, or executive, so a client marking 'Executive' can be routed to your Executive Search process instead of being scoped as a standard professional search.
What if the person filling out the form isn't the hiring decision-maker?
The hiring authority question carries a lower weight when answered no, so the lead still reaches your CRM but is flagged for follow-up to confirm who actually approves the search before you invest scoping time.
Can the intake handle clients hiring for multiple open positions at once?
Yes — the position-count question separates single-role requests from clients filling two-to-five or more than five roles, and higher counts score as larger engagements.
Does the form capture what kind of recruiting support the client actually needs?
The support-type question lets clients select sourcing, screening, job description help, salary guidance, or full process management, so recruiters know the scope before the first call.
How do you handle leads that are just planning ahead, not hiring yet?
Both the position-count option 'not open yet, planning ahead' and the 'no set timeline' answer carry lower weights, so these leads are captured and scored but ranked below active, immediate searches.
What industry information does the intake capture?
A free-text field asks which industry or field the roles are in, which helps you route leads to the right recruiter or flag them toward a sibling specialty like Technology Staffing or Healthcare Staffing.
Turn professional recruiting visitors into qualified clients
Give every professional recruiting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.