How to source and shortlist {role_name}

Where can you find qualified {role_name}?

What are the best practices for headhunting {role_name}?

  • Personalized outreach: Make sure your messages highlight why the candidate would be a great fit for the role and your company
  • Share success stories and testimonials from current employees.
  • Follow up: If a candidate doesn’t respond initially, follow up with a friendly reminder.
  • Leverage LinkedIn: Use linkedIn’s search features to find and connect with potential candidates.

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}

  • How many years of experience do you have with social media management?
    • Auto-reject if less than 3 years.
  • How many years of experience do you have in content creation?
    • Auto-reject if less than 1 year.
  • Are you located within [specified location] or willing to relocate?
    • Auto-reject if the answer is "No."

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}

Market Research

Assessing the candidate's ability to conduct and analyze market research.

  • "What is the primary purpose of market research?"
    • Options:
      • A) To collect data on competitors
      • B) To understand consumer needs and preferences
      • C) To identify new market trends
      • D) All of the above
  • "Which of the following is a primary research method?"
    • Options:
      • A) Online surveys
      • B) Literature review
      • C) Market analysis reports
      • D) All of the above
  • "What is a SWOT analysis used for?"
    • Options:
      • A) Analyzing website traffic
      • B) Assessing company strengths and weaknesses
      • C) Creating marketing content
      • D) None of the above

Data Analysis

Evaluating the candidate’s ability to analyze and interpret marketing data.

  • "Which tool is commonly used for website analytics?"
    • Options:
      • A) Google Analytics
      • B) Microsoft Excel
      • C) Tableau
      • D) All of the above
  • "What does the term 'conversion rate' refer to?"
    • Options:
      • A) Number of visitors
      • B) Number of purchases
      • C) Percentage of visitors who take a desired action
      • D) Total sales revenue
  • "What is a key metric for measuring email marketing success?"
    • Options:
      • A) Open rate
      • B) Bounce rate
      • C) Click-through rate
      • D) All of the above

Social Media Management

Testing the candidate’s knowledge and experience with managing social media platforms.

  • "Which platform is best for B2B marketing?"
    • Options:
      • A) Facebook
      • B) LinkedIn
      • C) Instagram
      • D) Pinterest
  • "What does 'engagement rate' measure on social media?"
    • Options:
      • A) Number of followers
      • B) Number of posts
      • C) Interaction with content
      • D) Number of ads run
  • "Which of the following is a best practice for creating social media content?"
    • Options:
      • A) Posting once a month
      • B) Using high-quality images and videos
      • C) Avoiding hashtags
      • D) Ignoring comments

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 

Recruitment Bullet

Collect data from shortlisted candidates, such as salary expectations and visa status.

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 : 

Candidate Evaluation Criteria
Criteria Sample Question Rating (1-5) Comments
Market Research Explain the steps you take to conduct a market research study.
Data Analysis How do you interpret data from Google Analytics?
Social Media Management Describe your experience with managing social media campaigns.
Communication Skills How do you ensure clear communication within your team?
Adaptability Give an example of a time you had to adapt to a sudden change.
Creativity Describe a creative marketing campaign you have executed.
Problem-Solving How do you approach solving marketing-related problems?
Recruitment Bullet

Check for consistency in responses from the candidates.

Recruitment Bullet

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