How to source and shortlist {role_name}

Where can you find qualified {role_name}?

Professional Networks:

Educational Institutions:

  • 1Universities and Business Schools (e.g., LinkedIn Alumni Groups)
  • Sales boot camps and training programs (e.g., Sales Bootcamp)

Company Career Pages:

  • Ensure your own career page is optimized and regularly updated

Role-Specific Job Boards:

Geography-Specific Job Boards:

What are the best practices for headhunting {role_name}?

  • Leverage Boolean Search: Use advanced search techniques on LinkedIn and job boards to target specific skills and experience.
  • Engage Passive Candidates: Personalize outreach messages highlighting growth, culture, and impact.
  • Network at Industry Events: Attend sales, SaaS, and tech meetups or webinars.
  • Employee Referrals: Incentivize current employees to refer SDR talent.
  • Target Competitors: Identify SDRs at similar companies or industries.

"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}

  • Do you have a bachelor’s degree in business, marketing, or a related field?
    Auto-reject if answer is “No” (unless equivalent experience is accepted).
  • How many years of experience do you have as an SDR or in a similar sales role?
    Auto-reject if less than 1 year (or as per your requirement).
  • Are you located in [specified location] or willing to work remotely?
    Auto-reject if “No” and remote is not an option.
  • How many years of experience do you have with CRM software (e.g., Salesforce, HubSpot)?
    Auto-reject if less than required.

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}

Lead Generation

Ability to identify and generate new leads.

  1. Which tool is most effective for lead generation?
    • Salesforce
    • LinkedIn Sales Navigator (Correct Answer)
    • HubSpot
    • Trello
  2. What is the primary goal of lead generation?
    • Making sales immediately
    • Identifying potential customers (Correct Answer)
    • Closing deals
    • Managing customer relationships
  3. What information is essential when qualifying a lead?
    • Lead's age
    • Lead's purchasing authority (Correct Answer)
    • Lead's marital status
    • Lead's hobbies

Sales Techniques

Proficiency in persuasive selling and negotiation.

  1. What is the best practice for initial client interaction?
    • Immediate sales pitch
    • Building rapport (Correct Answer)
    • Requesting immediate payment
    • Detailed technical discussions
  2. What method is ideal for handling customer objections?
    • Arguing your point strongly
    • Understanding and addressing concerns (Correct Answer)
    • Ignoring objections
    • Redirecting to another team member
  3. Which sales model focuses on problem-solving for the customer?
    • Transactional Selling
    • Consultative Selling (Correct Answer)
    • Direct Selling
    • Passive Selling

CRM Software

Effective use of CRM tools to manage customer data.

  1. What is the main benefit of CRM software?
    • Tracking customer interactions (Correct Answer)
    • Automating social media posts
    • Managing employee payroll
    • Conducting market research
  2. Which action should always be recorded in CRM?
    • Employee birthdays
    • Customer meetings and follow-ups (Correct Answer)
    • Daily lunch menus
    • Internal memos
  3. Salesforce primarily helps sales teams to:
    • Track customer interactions (Correct Answer)
    • Manage website design
    • Schedule employee holidays
    • Perform financial audits

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 

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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 How clearly did the candidate articulate their responses?
Product Knowledge Does the candidate understand basic sales techniques?
Enthusiasm How enthusiastic was the candidate about the opportunity?
Professionalism Did the candidate maintain professionalism throughout?
Recruitment Bullet

Check for consistency in responses from the candidates.

Recruitment Bullet

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