How to source and shortlist {role_name}

Where can you find qualified {role_name}?

  • Professional Networks:
    • LinkedIn
    • AngelList
  • Educational Institutions:
    • MBA and Business Management programs from reputed institutions like Harvard, Stanford, IIM, INSEAD
  • Company Career Pages:
    • Your organization's career portal
  • Role-Specific Job Boards:
  • Geography-Specific Job Boards:
  • US: Indeed, Glassdoor
  • India: Naukri, LinkedIn India
  • UAE & KSA: Bayt, GulfTalent
  • Remote Positions: Remote.co, We Work Remotely

What are the best practices for headhunting {role_name}?

  • Leverage Referrals: Tap into employee and industry contacts for trusted recommendations.
  • Passive Candidate Outreach: Approach candidates not actively seeking jobs via LinkedIn or industry events.
  • Personalized Messaging: Tailor outreach to highlight growth, impact, and culture.
  • Engage in Industry Events: Attend conferences, webinars, and seminars to network with potential candidates.
  • Utilize Boolean Search: Use advanced search strings on job boards and LinkedIn for targeted results.

"Find Talent Quickly" – Leverage Headhunting and Referrals

How to shortlist candidates?

Once you have started to get applications from applicants, a thorough screening process and shortlisting of prospects will help you make the most of your time spent with the most qualified ones. 

Automated shortlisting tools :

Automated screening quickly filters out unqualified candidates, saving time for manual review. This allows the manual process to focus on the most promising candidates, ensuring the best ones are considered for further evaluation.

Screening questions to auto-shortlist based on predefined criteria

like qualifications, location, experience, and skills. Either use job board or use an ATS such as whitecarrot. Here are some questions for {role_name}

  • How many years of experience do you have in business development or sales?
    • Auto-reject: Less than 3 years.
  • Do you have experience with CRM software (e.g., Salesforce, HubSpot)?
    • Auto-reject: No experience.
  • Are you located within [specified location] or willing to work remotely?
    • Auto-reject: Not located in the required geography and unwilling to work remotely.
  • What is your highest educational qualification?
    • Auto-reject: Below Bachelor’s degree in Business, Marketing, or related field.
  • Have you led negotiations for deals valued above [$X]?
    • Auto-reject: No experience with high-value negotiations.

Skill based question to auto shortlist candidate

Analyze the skill test data to automatically shortlist top-performing applicants. (recommended screening test time - 15 minutes). Here are some skill test questions for {role_name}

Business Development Strategies

Ability to plan and execute strategies for growth.

  1. What is the main goal of a business development strategy?
    • a) Increase operational costs
    • b) Drive revenue growth
    • c) Reduce team size
    • d) Limit market presence
      Correct: b
  2. Which of the following best describes a SWOT analysis?
    • a) Sales technique
    • b) Market entry barrier
    • c) Strategic planning tool
    • d) CRM feature
      Correct: c
  3. What is a key component of a go-to-market strategy?
    • a) Office location
    • b) Product pricing and positioning
    • c) Employee dress code
    • d) Vacation policy
      Correct: b

Market Research

Ability to collect and analyze market data.

  1. What is the primary purpose of market research?
    • a) To guess customer needs
    • b) To understand market trends and customer preferences
    • c) To increase production cost
    • d) To reduce marketing spend
      Correct: b
  2. Which method is commonly used for primary market research?
    • a) Reading old reports
    • b) Customer surveys and interviews
    • c) Copying competitors
    • d) Ignoring feedback
      Correct: b
  3. What does TAM stand for in market research?
    • a) Total Available Market
    • b) Target Audience Management
    • c) Technical Account Manager
    • d) Time and Motion
      Correct: a

Sales Techniques & Negotiation

Skills in closing deals and managing client relationships.

  1. Which approach is most effective for closing a deal?
    • a) Aggressive selling
    • b) Solution-based selling
    • c) Ignoring objections
    • d) Delaying response
      Correct: b
  2. What is the BATNA in negotiation?
    • a) Best Alternative to a Negotiated Agreement
    • b) Basic Account Transfer Agreement
    • c) Business Analysis Tool for Negotiators
    • d) None of the above
      Correct: a
  3. What is the primary benefit of cross-selling?
    • a) Increasing customer value
    • b) Reducing product range
    • c) Limiting customer options
    • d) Decreasing sales
      Correct: a

Note - Auto reject candidates if scores less than 70% in this section

One way video interview

Recruitment Bullet

Use tools like hirevue, whitecarrot.io to ask candidates pre-recorded questions about their experience and skills.

Recruitment Bullet

Use sample question given in scorecard.

Collect other information 

Recruitment Bullet

Collect data from shortlisted candidates, such as salary expectations and visa status.

"Shortlist in Seconds" – Use our CV scoring feature to get top candidate recommendation

Manual candidate profile shortlisting:

Recruitment Bullet

Thoroughly review the CVs of the top scoring candidates from the automated process

Recruitment Bullet

Look for evidence of the required skills, experience, and achievements

Recruitment Bullet

Review the candidate’s portfolio or GitHub repositories to see examples of their work.

Schedule recruiter calls with the candidate

Recruitment Bullet

Use a tool like calendly or whitecarrot to allow candidates to self-schedule calls based on your availability

Recruitment Bullet

Confirm the call details (date, time, dial-in info) with the candidate via email

What questions to ask in the recruiter phone screen?

Recruitment Bullet

 Use scorecard for rating candidates for recruiter

Recruitment Bullet

Sample scorecard : 

Criteria Sample Question Rating (1-5)
Communication Skills "Describe a time you persuaded a client to sign."
Strategic Thinking "How would you approach entering a new market?"
Problem-Solving "Share a challenging deal and how you closed it."
Relationship Building "How do you nurture long-term client accounts?"
Market Research "What steps do you take to analyze new markets?"
Sales Techniques "Walk us through your negotiation process."
Motivation & Drive "What motivates you in business development?"
Cultural Fit "What kind of team culture helps you thrive?"
Recruitment Bullet

Check for consistency in responses from the candidates.

Recruitment Bullet

Record such scorecards in an ATS like whitecarrot or use google doc