Offer Checklist + Tracker Template
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Engineering

Engineering Offers (Open)
5
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Jim Halpert
3 weeks
Jim Halpert
Role
Full Stack
Closing Score
0
Checklist Completion
75%
Status
2-Offer in Hand
Build Checklist
Build Checklist
Add Interaction
Interaction
Interactions
Search
Date
Person
Notes
Sentiment
1
5/1
KM
Kenny Mendes
Michael called him and really gave the hard sell. I think he’s close to accepting.
2
4/25
KM
Kenny Mendes
Scheduled lunch with Pam. They seemed to really connect. She feels optimistic.
3
4/19
KM
Kenny Mendes
Presented offer. Seemed happy but also didn’t reveal cards at all. We’ll have to keep selling
There are no rows in this table
Timeline
3 weeks
Offer Context
Doesn’t have any other offers
Motivations
Laid back, wants to work with people he can be close friends with.
Interaction Scale
Created with Highcharts 9.3.1DateSentiment19. Apr26. Apr123456
Dept
Engineering
Primary Recruiter
Kenny Mendes
HM
Kenny Mendes
Offer Date
Resolution Date
LI Profile
Checklist
Search
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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