- Research recruiter-approved profiles and target companies
- Record public professional data in the approved worksheet or ATS
- Tag prospects by role, location, and stated criteria
- Flag incomplete or ambiguous records for recruiter review
All services
Recruiting operations support
Candidate Sourcing Research Support
Build organized prospect lists from recruiter-approved role criteria, target companies, locations, and search channels.
Discuss this workflow ↗
Where it helps
Recruiters lose selling and interviewing time when every search starts with manual list building and scattered notes.
Agencies with active searches that need a repeatable research queue without asking recruiters to surrender candidate judgment.
Service scope
Clear work in. Visible work out.
The role is designed around repeatable execution, reviewable evidence, and a named owner for every exception.
- Structured prospect list
- Source links and research notes
- Exception queue for recruiter review
What must be defined before work begins.
A reliable queue starts with approved inputs, not guesswork.
Titles, locations, target companies, exclusions, and recruiter-approved search logic.
Approved databases, public profiles, directories, and the destination worksheet or ATS view.
Required evidence, duplicate handling, missing-data rules, and the recruiter who reviews the list.
The operating loop
How the work moves.
Translate the brief
Turn approved criteria into a consistent research checklist without adding new requirements.
Build the longlist
Capture relevant public professional information and source links in the agreed format.
Check the record
Review required fields, duplicates, exclusions, and ambiguous matches before handoff.
Return the queue
Deliver review-ready prospects and isolate records that need recruiter judgment.
Quality controls
Speed only matters when the record stays trustworthy.
Traceable sourcing
Every record points back to the source used.
Criteria fidelity
Tags reflect the written search brief, not assistant interpretation.
Duplicate control
Existing ATS records are checked before new entries are created.
Visible exceptions
Unclear titles, locations, and experience claims are flagged instead of guessed.
Human decision boundary
The assistant stops where judgment begins.
The recruiter defines the search criteria, reviews every prospect, and makes all outreach, screening, and hiring decisions.
Common ways to start.
Begin with a queue that is recurring, documented, and easy for your team to review.
New retained search
Create a structured first-pass market map while the recruiter sharpens the outreach strategy.
Hard-to-fill geography
Research adjacent titles and approved target employers across a defined location set.
Pipeline refresh
Recheck an existing prospect list for stale links, missing fields, and duplicate records.
Workflow FAQ
Questions to settle before launch.
Does the VA decide who is qualified?
No. The assistant researches against written criteria; a recruiter decides fit and next steps.
Can research be entered directly into our ATS?
Yes, when field rules, duplicate checks, permissions, and approval boundaries are documented.
Can the workflow support several open roles?
Yes. Each role should have its own approved criteria, destination queue, and reviewer.