Direct answer
A hard-to-fill role intake should define evidence, tradeoffs, and verification rules before the search starts.
Required fields
Capture role outcome, must-have skills, proof of skill, title flexibility, location rules, clearance or license requirements, disqualifiers, compensation, donor companies, and review criteria.
Operating notes
- Define evidence before search.
- Capture tradeoffs explicitly.
- List disqualifiers.
- Write verification rules.
Tradeoff fields
Ask what can flex: title, years, domain, location, tech stack, compensation, industry, and clearance crossover.
Verification fields
Ask what must be confirmed manually: clearance status, license, onsite eligibility, work authorization, recency of skill, and current interest.
SourcingOS workflow
Paste a JD into the strategy tool and use the output as the starting intake template.
Copy-paste starting strings
"hard to fill role" intake template recruiter
"technical recruiter" intake template sourcing
"cleared role" intake questions recruiter
FAQ
What is the most important intake question?
What evidence proves this person can do the job?
Should intake include disqualifiers?
Yes. Disqualifiers prevent wasted search time.
Use this in SourcingOS: Generate role intake questions