Back to templates


Client management_

Provide exceptional service to clients you're recruiting for with our suggested task templates. Feel free to set up and amend to suit your own recruitment process.

Example task templates for managing clients_

Set up your own templates or click on any of the below to create them as tasks in Workiro:

Client Management: Meeting
Arrange introduction meeting

Client Management: Terms
Send terms and conditions contract to Client

Client to sign terms and conditions contract

Client Management: Shortlist Review
Get feedback on shortlist from Client

Client Management: Interviews
Arrange interviews

Client Management: Interview Feedback
Discuss feedback on candidates with Client 

Client Management: Invoice
Send invoice for placement