Offer Checklist + Tracker Template
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Angela Martin
3 weeks
Angela Martin
Role
Designer
Closing Score
0
Checklist Completion
88%
Status
2-Offer in Hand
Build Checklist
Build Checklist
Add Interaction
Interaction
Interactions
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1
2
3
4
Date
Person
Notes
Sentiment
5/1
Michael took her to dinner and she verbally accepted. Let’s get her the official letter to sign!
4/25
Scheduled a lunch with Dwight. He seems to think she’s getting more excited.
4/20
Her cat died. We sent her flowers. She really appreciated the gesture.
4/19
Presented offer. Seemed unhappy.
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Timeline
3 weeks
Offer Context
Excited about role but has many other options.
Motivations
Seems to be mostly want to be left alone. Highly irritated with Oscar, but maybe they’ll end up bonding.
Interaction Scale
Dept
Product
Primary Recruiter
Kenny Mendes
HM
Kenny Mendes
Offer Date
4/4
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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