For retained search firms

One brief.
No rework.

Starting Monday gives your team role-specific pre-search briefs that improve kickoff quality, sharpen candidate positioning, and help you move from mandate to shortlist faster.

If your firm already researches every mandate, this is not a replacement. It is the briefing layer that keeps partners from starting from zero.
Trust and confidentiality: candidate context stays private to authorized firm workflows, and partner pilots are measured against explicit pass/fail scorecards.
Explore search-firm personasSee sample CFO briefRun a pilot

Micro-products for this channel

Search-Firm Brief Accelerator

Search kickoff templates and intake-to-brief turnaround support for retained teams.

$129

What is in it for your firm

Better search economics without operational drag. We deliver before kickoff with no software rollout, no integration project, and no workflow disruption.

  • +Win credibility earlier with clients by showing role-specific context at kickoff.
  • +Reduce consultant prep and partner rework before candidate outreach begins.
  • +Present stronger first slates with tighter candidate positioning.
  • +Shorten mandate-to-shortlist cycles with fewer mid-search resets.

How it fits your current process

  1. Monday: mandate intake and role lane selection.
  2. Tuesday: brief delivery with market context and candidate framing.
  3. Wednesday: consultant prep and kickoff refinement.
  4. Thursday: candidate outreach and interview prep.
  5. Friday: shortlist review and search reset check.

Why this is credible in retained search

We use the same language your team uses every day: mandate, kickoff, slate, shortlist, candidate prep. The goal is not to replace research. It is to make the first conversation sharper and the search easier to run.

Track it with a simple scoreboard

  • +Consultant prep hours saved per search
  • +First-slate acceptance rate
  • +Mid-search resets avoided

Built for firm outcomes, not activity metrics

Protect partner time

Your consultants start with a clear market narrative, so partners spend less time re-briefing teams and fixing search direction mid-cycle.

Increase shortlist confidence

Candidates enter interviews with stronger role framing and better objection handling, improving first-round quality and client confidence.

Differentiate your process

Use pre-search briefs as a visible quality signal in competitive pitches and high-stakes retained mandates.

Role lanes we support

Finance

CFO transitions, sponsor moves, and mandate positioning context before kickoff.

Operations

COO transition context, integration mandates, and org-shape signals.

Technology

CIO, CTO, and CISO market context with candidate positioning angles.

People and Revenue

CHRO and CRO context focused on mandate clarity and candidate story quality.

Next step

Pilot this on your next two retained mandates

Start with CFO or COO mandates. Measure team prep hours, first-slate acceptance rate, and mandate-to-shortlist speed.

Review sample briefApply to partner program