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Before a client check-in, you need the search’s status straight in your head. Amy pulls the live pipeline together — who’s at what stage, what’s moved since the last touch, and what’s next — so you walk into the call with a clear, current picture.

Copy and send to Amy

What you get back

  • A count of candidates by pipeline stage
  • What’s moved, scheduled, or stalled since the last update
  • The three things to raise on the call

Required integrations

ATS

Email

Calendar

Running several mandates for one client? Add “and do this across all our open searches for [Client]” for a single portfolio view.