Outcome

Develop a thorough understanding of the client's business, culture and hiring requirements.

Process

• Meet with the hiring manager.
• Understand the business, team and reporting structure.
• Clarify responsibilities and success measures.
• Confirm salary and benefits.
• Agree recruitment timeframes.
• Determine sourcing strategy.
• Record information in JobAdder.

Standards

• Brief every role directly with the hiring manager wherever possible.
• Understand why the role exists.
• Confirm salary range
• Leave the meeting confident you could sell the opportunity.

Decision Rules

Proceed when:

• Salary and role requirements have been agreed.
• Expectations are realistic.
• Recruitment process is confirmed.

Escalate if:

• Salary is significantly below market.
• Expectations are unrealistic.
• Role requirements are unclear.

Tools

• Client Brief Template
• JobAdder

Scorecard

• Client satisfaction
• Time to advertise
• Time to shortlist



Created: 24 July 2026 | Last Update: 06 October 2026