Intelligent Search Roadmap

This guide walks through the process of refining the search roadmap based on client input for your kick off/intake call.

Upload Call Information
1. Upload the client intake call transcript
2. Dictate or copy/paste additional notes into the position profile
3. Add any missing elements or requirements identified during the call

Refine Position Profile
1. Review initial content generated by Ignyte Intelligence
2. Make necessary additions and modifications
3. Click "Regenerate" to update the profile
- Note: This process takes 1-2 minutes
4. Verify the updated profile reflects all changes

Update Search Parameters
Scope Refinement
1. Save and generate updated roadmap
2. Expand scope as needed
3. Review automatically added target industries
4. Confirm target companies are correctly listed

Experience Requirements
1. Navigate to the Experience tab
2. Review experience criteria
3. Edit based on position profile updates and drag in the order desired

Define Competencies
1. Navigate to the Competency tab
2. Select relevant soft skills discussed with client
3. Best Practice: Choose 2-4 competencies
4. Ensure selected competencies align with client expectations

Decision Environment
1. Open the Decisions tab
2. Document client's decision-making process
3. Include any specific requirements or preferences

Generate Final Documentation
1. Verify all sections are complete:
- Position Profile
- Scope
- Experiences
- Competencies
- Decision Environment
2. Generate the search roadmap report for candidate matching

Key Tips
- Always review automated additions to ensure accuracy
- Keep client requirements at the forefront of all refinements
- Document all significant changes and decisions
- Allow sufficient time for system processing after updates

Expected Outcomes
After completing these steps, you should have:
- A comprehensive position profile
- Clear search parameters
- Defined competency requirements
- Documented decision criteria
- A complete search roadmap ready for candidate matching

Remember: The quality of the initial setup directly impacts the effectiveness of your candidate search process.