Basics

Company name

Location/Region

Point of Contact

Position

Email

Phone

Technical Landscape

What is your current tech stack? (For engineering/security teams only)

e.g., Python, React, AWS, Kubernetes, SQL, etc.)

What is your current workspace environment? (For marketing/legal/product teams only)

e.g., Python, React, AWS, Kubernetes, SQL, etc.)

Workforce Strategy

Current Headcount

What is your estimated hiring plan for the next 12 months?

What are your top three business priorities for the next 12 months?

(e.g., revenue growth, market expansion, product launch, hiring scale-up, cost optimization, etc.)

Critical Roles to Hire/Promote in Next 6 Months

We'll learn more about specific roles to prioritize as we move along!

What are your biggest external hiring or talent-related challenges today?

(e.g., struggling to hire engineers, high turnover, lack of leadership talent, DEI strategy, etc.)

Do you have a growth or development plan for your employees?

Yes, we develop our next leaders!

We invest in our employees, but we have to get things done

Our employees own their own careers

We are obligated to execute first, then see how things look when time frees up.

Talent Operations and Compensation

What are your biggest challenges in hiring today? (Select up to 3)

How do you currently manage recruiting?

Internal HR/Recruiting team

Outsourced Recruiting/Agency

I'm the recruiter

Other

What recruiting tools or Applicant Tracking System (ATS) do you use (if any)?

e.g., Greenhouse, Lever, Workday, JazzHR, none, etc.

How would you describe your compensation philosophy?

Lean Startup (below market, budget constraints)

Competitive with market (unicorn, funding advantage)

Above market

What does your comp offer? Do you offer equity as part of your compensation package?

Cash, benefits and equity for all employees

Cash, benefits and equity for senior roles only

Cash only across the board (no benefits or equity)

Equity and benefits only (with cash at scale)

Culture

On a scale of 1-5, how would you rate your company culture? (1 = Challenging, 5 = Thriving)

What is your company’s approach to DEI (Diversity, Equity & Inclusion)?

Actively investing in DEI programs

Some efforts, but not fully structured

No formal DEI initiatives yet

Not important

What are the biggest employee retention challenges you face? (Check all that apply)

Strategic Priorities & Support

Which of the following strategic talent areas would you like support on? (Check all that apply)

Executive/Leadership Consulting & Support

Recruiting Strategy & Process Optimization

Recruiting Bandwith (sourcing/talent acuisition)

Talent Development Strategy & Support

Culture Strategy & Support

Anything Else?

Feel free to add more as you need. Even if you want to vent, we're happy to lend a listening ear and bounce any ideas off!

File Bucket

Please include an NDA and any other documents you feel will help lock us in!