Client onboarding software
Client onboarding for recruiting agencies
Align hiring goals, candidate profile, interview workflow, and feedback standards before opening new search mandates.
Run this playbook in Fentyr with a branded client portal—get started today.
Common onboarding gaps for recruiting agencies
- Role requirements are not specific enough to source effectively.
- Interview and decision process changes during active search.
- Employer branding inputs are incomplete at kickoff.
How Fentyr supports recruiting agencies
- Capture role scorecards, must-have criteria, and timeline constraints.
- Collect interview process and stakeholder expectations in one flow.
- Keep feedback standards visible for both agency and client team.
Why teams standardize onboarding
Fill roles with less friction by standardizing kickoff quality for every search.
For recruiting agencies, that most often comes down to one thing: keep feedback standards visible for both agency and client team—instead of chasing the same information twice. Create your Fentyr account and turn this outline into a live client flow you can reuse and refine.
FAQ
- What should recruiting agencies include in client onboarding?
- Cover goals and success metrics, timelines, file and access needs, approval chains, and legal or usage constraints. Fentyr helps you turn that into a repeatable portal-driven flow so clients complete steps in order.
- How is Fentyr different from email and shared folders for recruiting agencies?
- The most common gap is that role requirements are not specific enough to source effectively Fentyr replaces that with one branded link—structured steps, uploads, and context in one place, so nothing hides in an inbox.
- Can I start with a template and customize per client?
- Yes. Start from the flow above—capture role scorecards, must-have criteria, and timeline constraints—then tweak it per engagement while keeping a consistent, branded experience.
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