Candidate Context - Amy Handbook

Candidate context

Before you speak to a candidate, Amy gathers everything you already know about them, past conversations, notes, emails, and where things stand, so you pick up exactly where you left off.

What you get

A recap of your prior conversations and notes on the candidate
The current stage and what was last discussed
Any commitments or next steps still open
The context you need to start the conversation on the front foot

When to use it

You’re about to call a candidate you’ve spoken to before
You’re running several searches and can’t hold every history in your head
You want continuity across a long process

How to activate

Ask Amy to brief you before the conversation.

Copy and send to Amy

Brief me on [candidate] before my call. Recap our prior conversations and notes, tell me the current stage and what we last discussed, and flag any open commitments or next steps.

Integrations needed

CRM

Email

Calendar

Call notes (Fireflies, Granola)

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