Offer Checklist + Tracker Template
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A closing command central to help your team maximize the chance at getting to yes.

About this doc

This doc is a collaborative checklist to help teams close candidates better. In today’s market, closing requires a full-court press for almost every candidate. This doc will make sure teams don’t forget all the meaningful steps to maximize the chance of getting to YES.


Instructions

Set up your
,
, and
.
Go to the
and establish your team’s closing practices.
This can include things like calls with the CEO, board e-mails, team events, etc.
Add new offers by pressing the ‘New Offer’ button below.
When you’ve added a new candidate and selected their role, press the “Build Checklist” button.
Log any interactions by pressing “Interaction”. This way, the team can stay on top of all notes. Each interaction also has a sentiment grade, so you can calibrate candidate excitement during the process
As steps are completed, mark them off in the candidate view.
Change the Status as candidates move through the offer process.


Open Offers:
3

Candidates


New Offer
Dwight Schrute
3 weeks
Jim Halpert
3 weeks
Angela Martin
3 weeks
Dwight Schrute
Role
AE
Closing Score
0
Checklist Completion
63%
Status
2-Offer in Hand
Build Checklist
Build Checklist
Add Interaction
Interaction
Interactions
Date
Person
Notes
Sentiment
1
5/1
KM
Kenny Mendes
I think we’re now his top choice. Should have Michael sell.
2
4/25
KM
Kenny Mendes
Had a good opening call, seems like he’s still considering lots of other offers.
There are no rows in this table
Timeline
3 weeks
Offer Context
Really wants to join Dunder Mifflin. Goal to become branch manager some day. Oddly, it looked like he had blood on his hands during the offer call, but it was just beet juice.
Motivations
Career growth. Non-annoying colleagues.
Interaction Scale
Created with Highcharts 9.1.1DateSentiment26. Apr2345
Dept
GTM
Primary Recruiter
Kenny Mendes
HM
Kenny Mendes
Offer Date
5/1
Resolution Date
Checklist
Present Offer
Complete
Company Email
Complete
Hiring Manager Call
Complete
CEO Sell Call
Complete
Peer Call
Complete
Recruiter Check In
Complete
Team Event Invite
Complete
E-mail from Board
Complete
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