Offer Checklist + Tracker Template
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Dwight Schrute
3 weeks
Dwight Schrute
Role
AE
Closing Score
0
Checklist Completion
63%
Status
2-Offer in Hand
Build Checklist
Build Checklist
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Interaction
Interactions
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2
Date
Person
Notes
Sentiment
5/1
I think we’re now his top choice. Should have Michael sell.
4/25
Had a good opening call, seems like he’s still considering lots of other offers.
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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
Dept
GTM
Primary Recruiter
Kenny Mendes
HM
Kenny Mendes
Offer Date
5/1
Resolution Date
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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