Emoti for agencies and headhunters
How agency recruiters and headhunters use Emoti on client searches. Intake and client calls, notes shared with clients by link, market maps and look-alikes for pitches and replacements, and talent pools you reuse.
Headhunters and agency recruiters use Emoti much as an in-house team does: the agent sources, drafts outreach and runs first-round screens, and you review and decide. For client work, attach each search to its role, record intake and client calls with the Hiring manager intake and Client call templates, share notes with clients by link, use market maps and look-alikes for pitches and replacement searches, and reuse your talent pools.
Keep each client search together
When you start a search in Sourcing, attach it to the role it's for, so the searches, outreach, screens and notes for that opening stay in one place. Each role shows its pipeline from Sourced to Offer, which gives you the numbers for a client update. See Roles and the pipeline.
Record intake and client calls
- Record the intake with the client's hiring manager and write it up with the Hiring manager intake template: the role in one paragraph, must-haves, nice-to-haves, where to look, interview process and selling points. See Running a client intake call.
- For regular updates, use the Client call template. It writes up the roles discussed, the client's feedback on each candidate, and what each side committed to.
- Afterwards, use Ask to pull out details, such as "What's the budget?" or "What feedback did they give on each candidate?".
- With Interviews only set in Notetaker settings, a client call with no role or candidate in the invite may not be joined. Turn note-taking on for it under Upcoming, or choose All external calls.
Share notes with clients
- Choose Share on a conversation and send the link. Your client sees a read-only page with the summary, notes and highlights, and doesn't need an Emoti account. The transcript and recording stay private to your workspace.
- Choose Preview shared page first to check exactly what they'll see.
- For a tighter write-up, switch the note to the Candidate brief template, which covers a summary, evidence for the must-haves and risks, then choose Copy notes and paste it into your email or report.
- Agree with the candidate before you send their interview notes to a client.
See Sharing notes and collections.
Market maps and look-alikes for pitches and replacements
- Market map in Sourcing shows who works where for a discipline and region: how many people at each company, how many are senior and above, their median years and common skills. Use it to show a prospective client how deep the market is and where the talent sits, then choose Search this market.
- Look-alikes finds people with a similar discipline, level, skills and background to someone you pick. For a replacement search, start from someone you've shortlisted who fits what the client valued in the person who left. You can also start a look-alike search from any profile.
See Look-alikes, market maps and talent pools.
Reuse your talent pools
Talent pools in Sourcing groups everyone you've shortlisted, by role. When a client comes back with a similar opening, or a new client needs the same skills, open the pool first: these are people you've already reviewed. Before you contact anyone again, check how your last conversation with them ended, and add the right people to a new outreach sequence.
Questions people ask about this
Genie answers from this article and the rest of the help center.
Related articles
- Running a client intake callHow to run an intake call with a client or hiring manager. What to ask and capture, recording it with the Hiring manager intake template, using Ask afterwards, and turning the notes into a brief for the agent.
- Sharing notes and collectionsShare a call's notes by link as a read-only page, find notes teammates shared with you, group calls into collections, and archive conversations you're done with.
- Look-alikes, market maps and talent poolsWhen to use Look-alikes, Market map and Talent pools in Sourcing instead of a plain search, and what each one shows you.
- Note templatesHow templates decide what Emoti writes for each kind of call, which templates are built in, how to make your own with section instructions, and how to switch a note to another template.
- Writing a brief that finds the right peopleWhat to ask before you search, how to split must-haves from nice-to-haves, why evidence beats proxies, and how to calibrate the agent on the first batch of matches.
- Building an outreach sequenceHow outreach sequences work: steps and days, adding people, what each status means, how a reply stops the sequence, pausing, and the weekly numbers.