Client Qualification and Approach Procedure
This procedure walks your team through every step needed to spot the right prospects, check if they're a real fit, and m...
Vague work sample briefs produce vague submissions that are hard to compare. This template guides hiring teams through reviewing portfolios, creating clear assignments, collecting samples, gathering team feedback, and communicating decisions consistently across all applicants.
Look through any portfolio materials the candidate has already sent over. Check for:
Portfolio: {{portfolio-of-work-samples-7822066}}
Tip: Take notes on what you see so you can ask follow-up questions later.
Write down exactly what you need from the candidate. A good brief includes:
Remember: Vague briefs lead to vague submissions. Be specific about what success looks like.
Email the work sample brief to the candidate. Include:
Pro tip: Invite questions upfront. A candidate who asks clarifying questions often produces better work than one who guesses.
Review the candidate's submission against your evaluation criteria. Consider:
Document your observations using a consistent scoring rubric so you can compare candidates fairly.
Share the work sample with other relevant team members and get their input. Different perspectives catch different things.
Keep it simple: A quick 15-minute review is often enough. You're not asking for a dissertation, just fresh eyes on the work.
Close the loop with the candidate regardless of the outcome. Timely communication shows respect for their effort.
If moving forward:
If not proceeding:
Remember: Today's candidate might be tomorrow's client or referral source. People remember how you treated them.
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