Share A Shortlist With Your Client

Create The Link

1. In Outreach, press Share With Client. You can also select people in Search, or use the button in the Pipeline's Shortlisted column.
2. Untick anyone you want to leave out.
3. Write an opening note, or leave it empty and Sircho writes two or three sentences.
4. Choose how long the link works (7 to 60 days) and press Create Link.

What The Client Sees

Your logo and workspace name, the role, and for each person: name, title, company, location, fit, summary, reasons, watch-outs and the LinkedIn link. Never an email or a mobile. The page works in English and Arabic and prints as a clean PDF.

Answers Come Back

The client marks each person Yes, Maybe or No and adds comments. Each answer shows on the person in your project, and you get one email the first time the client answers. Close Link stops the page working at any time.

Add your logo in Settings, Brand.