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Pipeline Sync Template (Greenhouse Pack)

A Hiring Sync doc for weekly pipeline review. Use this doc to pull in a live view of roles, candidates, and interviews for your current roles.
goal

Pipeline Sync Meetings that gets rid of manual data collection from multiple sources of truth.

Every hiring process needs a good pipeline sync. For most recruiters and hiring teams, this looks like having to gather data from different sources of truth to get updates for your hiring manager or org lead. Instead of jumping from doc to spreadsheet to tool (), have everything you need in one place to keep a live time pulse on pipeline health and candidates.

How to Use this Doc.

Copy This Template
Add your active roles here
Connect your greenhouse account to pull in your live roles for .
See for step by step instructions.
Connect your google calendar to show current and upcoming.
Delete instructions, personalize, and get started with your team!
checklist

Hiring Sync Agenda

High-Level Pipeline Review (5 min)
Sourcing Market Updates (5 min)
Agenda Topics (variable)
Late Stage & High Value Candidates in Pipeline (5-10 min)
Active Roles for Hire
1
Technical Program Manager
Hiring Manager
Joel Davis
Software Engineer
Hiring Manager
Polly Rose
Joel Davis

Sourcing Market Updates


Sourcing Metrics: Date

Agenda Topics

Add a topic
Topics for Discussion
1
Category
Covered
Topic
Author
Upvote
Notes
Discussion Topics
Role Snapshot
user-female-circle

Late Stage & High Value Candidates

A view of late stage candidates, as well as current offers out.
Late Stage Candidates
5
Jobs
Current Stage
Candidate Name
LinkedIn
GH Url
Notes
Full Stack Engineer (Demo)
Face to Face
Jessie Hsu
Find on LI
Sidney Henderson
Find on LI
Terrell Santiago
Find on LI
Rachel Ortiz
Find on LI
Jerry Bonilla
Find on LI
Jasper Cagle
Find on LI
References
Laurie Cheatham
Find on LI
Dana Diaz
Find on LI

Current Offers Out
5
Jobs
Current Stage
Candidate Name
LinkedIn
Notes
Full Stack Engineer (Demo)
Offer
Justin Gruleman
Find on LI
Rosette Harmon
Find on LI
Greg West
Find on LI


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