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Nov 28, 2016
This article is part of a series called Editor's Pick.

Now that the election is over, we no longer have to listen to donkeys or elephants. However, if you are a sourcing professional, you probably don’t mind purple squirrels and pink elephants and the PETA-approved hunt. Consequently, you will need to do the quintessential intake session and must prove just how valuable you are to your company’s talent acquisition team.

So where do you start? Should you read the job description first and start researching, or wait until you speak to with the hiring manager? Every recruiting paradigm is different and therefore will continue to shift. Some talent acquisition teams have intakes between the sourcer and the hiring manager and some are with the aligned recruiter only. The most advantageous are with the hiring manager and recruiter as it’s more streamlined. Anticipating the needs of your hiring manager and/or aligned recruiter is crucial to your success in finding the right candidate.

Here are five speedy techniques a sourcer can do to master the intake meeting.

  1. Forget about refreshing your Facebook page every two minutes, you need to research as quickly as possible before the intake session. I recommend focusing on market intelligence, specific demographic candidate pools, and the potential difficulty of the search.

Primarily, you must research the demographic of the open position as well as the candidate supply and demand. You can get this free data from, Glassdoor or just by using a search engine. If you have CareerBuilder available, there’s an easy way to do the supply and demand report in there as well.  You want to know what the market looks like. Research this before the intake so you can speak to the statistics of the candidate pool and how you will circumvent any supply challenges. You want to come to the intake session armed with as much information as possible. This leads to my second action you should as a subset of research.


  1. Remember the old adage “In a race, I never look back?” Well, ironically it’s just as important when knowing your competitor.

Know your competitors and the market intelligence of the industry you are hiring for.  Sourcers are quick studies. They are fast and know how to speed read. One must be able to do this expediently prior to the intake session. Understanding the back story is pertinent to the search. You will impress the hiring manager and recruiter alike if you know what companies are downsizing candidates that could fit into the open opportunity. Furthermore, gaining knowledge as to where to find untapped talent is paramount.


  1. Use past resumes to source candidates in the future. Nothing compares to reading a resume in terms of learning about a person.

Once I reviewed a resume that had “Atari” as a skill. Until I saw that, the candidate looked like a match for the open requisition. You need to see resumes of previous candidates to succeed in a hire. Consequently, please get the resume of the person in the position being filled and read it carefully. Use the keywords in that resume to make Boolean searches and resume matches on social media. If the hiring manager or recruiter doesn’t have the resume, you can usually find it in your company’s ATS. If it’s a new position and therefore no resume exists, ask the hiring manager what keywords you should look for in your search and where the hiring manager has hired from previously in terms of competing companies to your own.


  1. Lighten your link’s load. It only takes two seconds to make a Bitly.

Every sourcer should construct a Bitly link because it makes campaign drivers and website pages much shorter for sharing on social, email, and SMS and directs applicants to an application typically. I highly recommend you write a catchy social media blurb to drive prospective candidates to your open requisition. When speaking with your hiring manager and recruiter on the intake you should share the blurb you will use on social media and ask them to share the same blurb. Leveraging another’s network is significant in giving visibility to the open requisition.


  1. “Organizations, schools and trade shows…oh my” as I say in my best Wizard of Oz impression.

When summarizing the job on the intake, make sure you ask about any organizations, schools or trade shows the team hiring might belong too. Part of being a good sourcer is uncovering lists of candidates online from job fairs or symposiums for example. In order to find these types of lists, you must delve deep into the hiring manager’s repertoire. Also, connect on LinkedIn with your hiring manager. Not only is doing so good for building a relationship, but it also allows you to see your hiring manager’s connections which could yield a hire.

Researching fast prior to your intake will help you establish credibility right away with your hiring manager and recruiter. You must perform this due diligence in order to be effective in hiring. Coming to the intake already understanding some of the challenges involved and then sharing resolutions to circumvent these issues will impress on the intake. Coming prepared is tantamount to being a successful sourcer. And all triumphant sourcers study and educate themselves on each position they recruit for. I hope these five tips will help you nail your next intake and if you can get a hold of an old Atari to play after a hard search, even better.

This article is part of a series called Editor's Pick.