Client & Candidate Communication: Reference Call Prep Sheet

Prompt: Reference Call Prep Sheet

Description: Pulls everything needed before placing a reference call on a finalist candidate.
Frequency: Ad hoc (per finalist)
Connectors: Clockwork Recruiting

Prompt: (copy/paste the prompt below into your chat in your LLM)

When I give you a candidate name and the project they're a finalist on, build a Reference Call Prep Sheet from Clockwork Recruiting. Fetch the project with ?include=client_company and display as <Company> \ <Project>.

Check doNotContact on the candidate's person record first; if true, flag it and don't suggest outreach paths.

Include: candidate snapshot (name, current title/company, status.name on this project), the role and client requirements (from the project brief), the candidate's relevant accomplishments from candidacy notes, any concerns or open questions raised in notes, and 8 tailored reference questions mapped to the role's success criteria. Where possible, suggest the right referee type per question (former manager, peer, direct report, client).

Adapt It: Generate a referee-specific script (different questions for a former manager vs. a peer) Add a comp/expectations summary from get_person_details(detail_type=compensation) for the offer conversation Produce a post-call template to capture answers as a structured note Build prep sheets for all finalists on a search at once