Built for retained executive search
The Executive Recruiting snapshot is calibrated for the longest, highest-stake placements you do — VP, C-suite, board, and senior director searches that take 60–120 days and rely on partner judgment, not a job-board pipeline.
- Engagement-fee billing — automatically invoice the retainer at signing, the shortlist-delivery milestone, and the offer-accepted milestone.
- Confidential candidate handling — every candidate record is locked to the partner running the search until they’re added to the shortlist.
- Shortlist-delivery portal — clients see three to five anonymized profiles, leave structured feedback, and request interviews directly inside the portal.
- Reference-collection flow — once a candidate clears the second interview, references get a consent-respectful SMS/email with a 5-question structured form. PDFs export to your client packet.
- Quarterly partner-check-in — past clients get a “what’s open this quarter?” touch automatically — that’s where the repeat business lives.
What changes for partners on day 1
Every partner gets a private pipeline view of their searches, with auto-promotion rules between stages (sourced → screened → presented → interviewed → references → offer → placed). When a candidate is presented to a client, the system auto-fires the NDA, the bio packet, and the interview-availability widget.
When a search closes — placed or canceled — every candidate the firm sourced gets a respectful “we’re holding your file for future searches” message, with consent to keep their record on the books. That’s the talent bank your competitors don’t have.
Compliance for executive search
The snapshot ships with EEOC-compliant intake forms, OFCCP self-identification fields (optional), and FCRA-style consent capture before any third-party screening is initiated. Your audit log records every consent timestamp and document hash.
If you do international retained search, the snapshot supports separate GDPR consent flows for EU candidates — including the right-to-erasure workflow that physically deletes a candidate’s record on request.
Pricing alignment
Most retained search firms run GoHighLevel Pro ($1,500/mo) plus the Hiring Snapshot at $997 one-time. That covers unlimited partners, unlimited engagements, and full email + SMS volume for the firm. No per-seat fees.
For boutique partner-led firms, this typically replaces one or two seats of Bullhorn or Invenias — your partners get a faster experience and your IT bill goes down.