Recruitment Outreach to New Leaders: A Step-by-Step Workflow

When to use it

Best for agencies that place senior and leadership roles, or recruit for a specific function.

The steps

1. Spot appointmentsTrack new hires and promotions into head-of-function roles at target companies.
2. Check the fitMake sure the company, function and seniority match the roles you place.
3. Verify the contactConfirm the leader's role and contact details before you write.
4. Keep it lightCongratulate them briefly and offer help with the team they are building. Do not pitch hard in the first message.
5. Follow up once or twiceLeave a little time after the first message, then follow up lightly.
6. Move to a conversationSend any reply to a person and offer a short call.

What the first message looks like

Congratulate them on the new role, mention that you help teams like theirs hire, and offer a short call whenever it is useful.