Coach-shareable intakeOne-sitting completion
A staged search intake for fast, coach-readable strategy.
Four grouped sections replace a long flat form so a coach or candidate can understand the whole search at a glance.
Scope
4 sections
Read time
Under 2 minutes
Outcome
Sharper brief
Read this page left to right.
Each section groups one search decision area; the right rail is the quick-read guide.
Private by default.
This preview is coach-shareable, but the intake data stays inside your workspace until you choose to save it.
Step 01
Search frame
What the search is aiming at, what to exclude, and how urgent it is.
Target roles
Short answer.
Stretch roles
Short answer.
Roles to avoid
Exclude support, lateral, or non-target paths.
Transition type
Short answer.
Search stage
Short answer.
Urgency / timing
Short answer.
Step 02
Target market
Which companies, geographies, and operating constraints fit the search.
Target industries
Short answer.
Target companies
Short answer.
Company size / stage
Short answer.
Geography
Short answer.
Remote / travel constraints
Short answer.
Compensation guardrails
Short answer.
Step 03
Positioning
How the candidate should be described in one crisp market narrative.
Current / most recent title
Short answer.
Positioning summary
Operator for infrastructure modernization and executive transformation.
Differentiators
Short answer.
Proof points
Short answer.
Recent activity summary
Short answer.
Relationships to activate
Short answer.
Step 04
Decision rules
What makes a role a fit, and what should stop the search early.
Culture criteria
Short answer.
Red flags
Short answer.
Non-negotiables
Short answer.
Decision criteria
Mandate quality, sponsor depth, and decision clarity.
Board visibility
Short answer.
Stakeholder complexity
Short answer.