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SHD: TECH & AUTOMATION AUDIT
Email
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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?
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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)
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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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COMMUNICATION MANAGEMENT How are you currently managing candidate communication?
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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Do you have standardized templates for candidate communications?
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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How do you handle scheduling interviews?
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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AUTOMATION & WORKFLOW Do you use any automation tools for outreach or workflows?
A
Yes
B
No
If Yes: Which ones?
(Select all that apply)
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If Yes: Which ones? (Select all that apply)
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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Which recruitment processes are currently automated? (Select all that apply)
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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What recruitment metrics do you currently track? (Select all that apply)
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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How do you currently generate reports on your recruitment process?
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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How do you gather feedback from candidates about your recruitment process?
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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What tools do you use to keep candidates engaged throughout the process?
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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How well do your current recruitment tools integrate with each other?
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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What is your approximate monthly budget for recruitment technology?
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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Do you measure ROI on your recruiting technology investments?
A
Yes, consistently
B
Sometimes
C
No
VOLUME & SCALING
Roughly how many roles do you post per month?
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Roughly how many roles do you post per month?
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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Do you anticipate your hiring volume to change in the next 12 months?
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)
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Rank the following in order of priority for improvement: (1 = highest priority, 7 = lowest)
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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