what does a call tracker look like

Based on the most helpful WSO content, call trackers during recruitment are often structured as detailed spreadsheets or CRM-like tools. Here's a breakdown of what they typically look like:

1. Spreadsheet-Based Call Tracker

Many individuals and even smaller firms rely on Excel or Google Sheets to track recruitment activities. These spreadsheets usually include: - Candidate Information: Name, contact details, school, major, and graduation year. - Call Details: Date, time, duration, and the person conducting the call. - Notes Section: Key takeaways from the conversation, such as interests, strengths, and any follow-up actions required. - Status Updates: Whether the candidate is moving forward, needs further evaluation, or is no longer being considered. - Tags or Filters: For sorting candidates by division, location preference, or other criteria.

2. Advanced Tools (CRM-Like Systems)

Larger banks or firms may use dedicated software or tools like Jackfruit.ai (as mentioned in WSO threads) or other CRM platforms. These tools automate much of the tracking process and include: - Integration with LinkedIn: Automatically pulling candidate profiles and job applications. - Document Storage: Keeping resumes, cover letters, and other materials in one place. - Automated Updates: Syncing with calendars and emails to log calls and meetings. - Searchable Database: Allowing recruiters to quickly find candidates based on specific criteria.

3. Key Features in Both Systems

• Follow-Up Reminders: Ensuring no candidate is left hanging.
• Pipeline Visualization: Showing where each candidate stands in the recruitment process.
• Collaboration Tools: Allowing multiple team members to add notes or updates.

For underclassmen or anyone curious, the simpler version is often just a well-organized spreadsheet, but as firms scale, they lean on more sophisticated tools to streamline the process. If you're mentoring someone, showing them how to set up a basic Excel tracker with columns for the above details can be a great starting point!

Sources: MUST HAVE TOOL FOR RECRUITING, Recruiting: Illegal ways companies are using your demographic data, What will FT Recruiting look like this year?, Call scheduling is a Mindfuck