Day 1 — set up and search
Register, set workspace defaults (currency, timezone, language), and run your first Sourcer search on the hardest role on your desk. Read the market read before the shortlist — it tells you what game you’re playing.
Day 2 — calibrate and reveal
Review the shortlist with Yes/Maybe/No until the Sourcer recalibrates, refine once, then reveal contacts for the profiles you’ll genuinely approach and import them.
Day 3 — structure the search
Create the client company and the mandate, pull your imports onto the pipeline, and start conversations. Notes and tasks go on the records, not in your head.
Day 4 — bring your history
Migrate the spreadsheet or at least this quarter’s active candidates. Invite a colleague in Team settings and split the pipeline.
Day 5 — present
Screened candidates go to Shortlist, the portal goes to the client, and you watch approve/decline come back. That’s the full loop inside one trial week — with Reports already counting what happened.
Stuck anywhere in the week? The chat bubble on this site reaches a real person, and trial users testing on live mandates get debugged first.