Candidate Sourcing Workflow

A repeatable candidate sourcing workflow keeps prospect data organized, reduces duplicate effort, and helps your team move faster from profile discovery to pipeline ready.

Stage 1: Profile discovery

Identify potential candidates through sourcing platforms, referrals, events, and your existing network. Capture profiles with relevant role, company, and context notes.

Stage 2: Profile enrichment

Add role-fit signals, contact information, sourcing source, and engagement history. Enrichment turns a raw profile into a candidate record your team can act on.

Stage 3: Pipeline organization

Move candidates through pipeline stages from discovery to outreach to screening to interview. Keep stage context, next actions, and owner assignments current.

Stage 4: Outreach and follow-up

Track outreach attempts, responses, follow-up reminders, and interview scheduling in one place so no candidate falls through the cracks.