Keep initial marketing intake limited to information needed for a recruiter conversation. Use the agency’s approved secure process for credential documents and verification. The campaign should indicate what a candidate reported, what remains unverified and who owns the next review step.
How to put it into practice
- Document the minimum initial fields and the approved destination for later documents.
- Label self-reported experience and qualifications accurately.
- Create a handoff checklist that records missing information without making a clearance decision.
A practical example
The public form can collect role interest and preferred callback time. A recruiter can then direct the candidate to the appropriate secure credential workflow. Do not ask for identity documents or health records in a general website inquiry.
What to measure
Track complete handoffs and review status using the agency’s approved stage definitions.
A mistake to avoid
Do not put sensitive documents in text alerts or describe AI intake as credential verification.
Turn the next step into a plan
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Plan my candidate campaign ↗Further reading
Industry and technical resources for this topic. The examples above are illustrative guidance, not client results.