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Offer Close Checklist
Welcome to the Offer Close Checklist! This doc is intended to be a resource for recruiters and hiring teams to keep tabs on actions related to closing candidate offers.
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Offer Checklist Tracker
Candidate
Action
Lead Participant
Date
Completed
Notes
Jane
10
Pre-Offer Chat
Recruiter
Open
Offer Extension
Recruiter
Open
Company Email
Recruiter
Open
Hiring Manager Sell
Hiring Manager
Open
CEO Chat
CEO
Open
Recruiter Check In
Recruiter
Open
Culture Call
Peer Teammate
Open
Business Metrics Call
Finance Teammate
Open
Team Event Invite
Hiring Manager
Open
Board/Investor Email
Recruiter
Open
50%
Percent True
John
10
Pre-Offer Chat
Recruiter
Open
Offer Extension
Recruiter
Open
Company Email
Recruiter
Open
Hiring Manager Sell
Hiring Manager
Open
CEO Chat
CEO
Open
Recruiter Check In
Recruiter
Open
Culture Call
Peer Teammate
Open
Business Metrics Call
Finance Teammate
Open
Team Event Invite
Hiring Manager
Open
Board/Investor Email
Recruiter
Open
30%
Percent True
Susie
10
Pre-Offer Chat
Recruiter
Open
Offer Extension
Recruiter
Open
Company Email
Recruiter
Open
Hiring Manager Sell
Hiring Manager
Open
CEO Chat
CEO
Open
Recruiter Check In
Recruiter
Open
Culture Call
Peer Teammate
Open
Business Metrics Call
Finance Teammate
Open
Team Event Invite
Hiring Manager
Open
Board/Investor Email
Recruiter
Open
10%
Percent True
Ryan
10
Pre-Offer Chat
Recruiter
Open
Offer Extension
Recruiter
Open
Company Email
Recruiter
Open
Hiring Manager Sell
Hiring Manager
Open
CEO Chat
CEO
Open
Recruiter Check In
Recruiter
Open
Culture Call
Peer Teammate
Open
Business Metrics Call
Finance Teammate
Open
Team Event Invite
Hiring Manager
Open
Board/Investor Email
Recruiter
Open
70%
Percent True
40%
Percent True
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