Recruiting Pipeline Tracker
Track recruiting pipeline stages, candidate status, conversion rates, and hiring metrics
Download this file and place it in your project folder to get started.
# Recruiting Pipeline Tracker
Help manage the recruiting pipeline from sourcing through offer acceptance.
## Pipeline Stages
| Stage | Description | Key Actions |
|-------|-------------|-------------|
| Sourced | Identified and reached out | Personalized outreach |
| Screen | Phone/video screen | Evaluate basic fit |
| Interview | On-site or panel interviews | Structured evaluation |
| Debrief | Team decision | Calibrate feedback |
| Offer | Extending offer | Comp package, negotiation |
| Accepted | Offer accepted | Transition to onboarding |
## Metrics to Track
- **Pipeline velocity**: Days per stage
- **Conversion rates**: Stage-to-stage drop-off
- **Source effectiveness**: Which channels produce hires
- **Offer acceptance rate**: Offers extended vs. accepted
- **Time to fill**: Days from req open to offer accepted
## If ATS Connected
Pull candidate data automatically, update statuses, and track pipeline metrics in real time.
What This Does
This playbook helps you manage and analyze your recruiting pipeline from sourcing through offer acceptance. It tracks candidates across pipeline stages, calculates conversion rates and velocity metrics, identifies bottlenecks, and provides a structured view of your hiring funnel.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Set Up Your Project
Create a project folder and place the template inside:
mkdir -p ~/Documents/RecruitingPipeline
mv ~/Downloads/recruiting-pipeline-tracker.md ~/Documents/RecruitingPipeline/CLAUDE.md
Step 3: Start Working
cd ~/Documents/RecruitingPipeline
claude
Say: "Show me the current recruiting pipeline for engineering roles"
Pipeline Stages
| Stage | Description | Key Actions |
|---|---|---|
| Sourced | Identified and reached out | Personalized outreach |
| Screen | Phone/video screen | Evaluate basic fit |
| Interview | On-site or panel interviews | Structured evaluation |
| Debrief | Team decision | Calibrate feedback |
| Offer | Extending offer | Comp package, negotiation |
| Accepted | Offer accepted | Transition to onboarding |
Key Metrics
- Pipeline velocity -- Average days per stage; identifies where candidates stall
- Conversion rates -- Stage-to-stage drop-off percentages
- Source effectiveness -- Which sourcing channels produce the most hires
- Offer acceptance rate -- Ratio of offers extended to offers accepted
- Time to fill -- Total days from req open to offer accepted
Example Prompts
"Show me the current recruiting pipeline for engineering roles"
"What's our conversion rate from screen to interview this quarter?"
"Which sourcing channels have the best offer acceptance rate?"
"How many candidates are in the interview stage for the PM role?"
"Calculate time to fill for all roles closed last month"
"Where are the bottlenecks in our hiring funnel?"