Recruiting Outreach Checklist

A structured outreach workflow helps recruiting teams stay consistent, reduce missed follow-ups, and keep candidates moving through the pipeline.

Before outreach

• Review candidate enrichment data and role-fit notes
• Confirm pipeline stage and next action is up to date
• Check previous outreach history and engagement status
• Select appropriate outreach channel based on candidate preference

During outreach

• Log outreach attempt with date, channel, and summary
• Record candidate response or non-response
• Set follow-up reminder if no response within expected window
• Update candidate stage based on response outcome

After outreach

• Update pipeline stage to reflect next step (screening, interview, nurture)
• Assign owner for the next action if handing off to a teammate
• Log notes about candidate interest, availability, and preferences
• Review pipeline health metrics to identify stalled candidates