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SHD: TECH & AUTOMATION AUDIT
Email
*
WhatsApp Number
CURRENT TECHNOLOGY STACK What ATS or CRM are you currently using?
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How long have you been using your current ATS/CRM?
*
A
Less than 6 months
B
6-12 months
C
1-3 years
D
More than 3 years
What job posting platforms do you regularly use?
(Select all that apply)
*
Linkedin
Indeed
ZipRecruiter
Monster
Company Career Page
Other
COMMUNICATION MANAGEMENT How are you currently managing candidate communication?
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A
Email
B
WhatsApp
C
SMS
D
Chatbots
E
Manual follow-ups
F
Calls
Do you have standardized templates for candidate communications?
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Yes, for all stages of the recruitment process
Yes, but only for certain stages
No, we write custom messages each time
How do you handle scheduling interviews?
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Manually via email/phone
Using scheduling software (e.g., Calendly)
Through ATS scheduling features
Other
AUTOMATION & WORKFLOW Do you use any automation tools for outreach or workflows?
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A
Yes
B
No
If Yes: Which ones?
(Select all that apply)
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Zapier
Make (formerly Integromat)
ChatGPT or other AI tools
Calendly
HubSpot
Mailchimp
Other
Which recruitment processes are currently automated?
(Select all that apply)
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Job posting distribution
Resume screening
Initial candidate outreach
Interview scheduling
Follow-up communications
Rejection emails
None
Other
METRICS & REPORTING
What recruitment metrics do you currently track?
(Select all that apply)
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Time-to-hire
Cost-per-hire
Source effectiveness
Candidate conversion rates
Offer acceptance rate
Candidate satisfaction
None
Other
How do you currently generate reports on your recruitment process?
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Built-in ATS/CRM reporting
Manual tracking (Excel/Google Sheets)
Custom BI tools
We don't currently track metrics
Other
What insights are you missing that would help improve your recruiting?
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CANDIDATE EXPERIENCE
How do you gather feedback from candidates about your recruitment process?
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Automated surveys
Personal follow-up
Third-party review sites
We don't currently gather feedback
Other
What tools do you use to keep candidates engaged throughout the process?
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Drip email campaigns
Content sharing
Company updates
Personalized check-ins
None
SYSTEM INTEGRATION
How well do your current recruitment tools integrate with each other?
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A
Seamlessly - everything works together
B
Partially - some manual work required
C
Poorly - mostly siloed syste
D
No integration
What manual data transfers are you currently performing between systems?
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BUDGET & ROI
What is your approximate monthly budget for recruitment technology?
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A
Less than $500
B
$500-$1,000
C
$1,001-$5,000
D
$5,001-$10,000
E
More than $10,000
Do you measure ROI on your recruiting technology investments?
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A
Yes, consistently
B
Sometimes
C
No
VOLUME & SCALING
Roughly how many roles do you post per month?
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A
1-5
B
6-10
C
11-20
D
21-50
E
More than 50
Do you anticipate your hiring volume to change in the next 12 months?
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A
Significant increase
B
Moderate increase
C
Stay the same
D
Decrease
PAIN POINTS & PRIORITIES
What are your biggest tech pain points right now?
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Rank the following in order of priority for improvement:
(1 = highest priority, 7 = lowest)
*
Use the up and down arrow keys to change the rank.
1
Automating manual processes
1
Better candidate sourcing
1
Improved reporting/analytics
1
Enhanced candidate experience
1
System integration
1
Cost reduction
1
Improved collaboration among team members
What specific outcomes are you hoping to achieve by improving your recruitment tech stack?
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Is there anything else we should know about your current recruiting technology and processes?
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