Programmatic guide
Client onboarding for recruiting agencies
Align hiring goals, candidate profile, interview workflow, and feedback standards before opening new search mandates.
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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.
Whether you are a solo operator or a growing studio, the same principle applies: the fastest projects are not the ones with the fewest emails—they are the ones where expectations were captured early. 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?
- Fentyr gives clients one branded link with structured steps, uploads, and context—reducing back-and-forth and keeping everything searchable for your team.
- Can I start with a template and customize per client?
- Yes. Build flows that match how you work, then duplicate or tweak them for each engagement while keeping a consistent professional experience.
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Put this playbook into production
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