Course preview

Course
Sourcing

Retained Search Course

Build and deliver a retained offering that stands up commercially and creates predictable, premium outcomes.

Sessions

3 sessions

Level

Sourcing

Best for

Agency Owner · Billing Leader · Experienced Consultant
Who is this for?
For recruiters who want to move beyond contingent work and consistently get paid for every role they work on. Covers developing a unique retained offering, pitching and winning retained mandates, and delivering retained search with strong account management, helping consultants position retained as a premium, non-negotiable service.

What's inside

Every session, laid out clearly.

Each session builds on the last. You can work through them in order or jump to what’s most relevant to your desk right now.

 
01
Developing Your Unique Offering
  • What a retained offering needs to include to be taken seriously
  • When retained is the right fit and when it isn’t
  • The gaps in contingent delivery that retained solves
  • How to articulate your process clearly and consistently
  • What “unique” actually looks like in your offering

~56 min

02
Pitching & Winning Retained Work
  • How to structure a retained pitch conversation
  • Setting expectations around process, timelines and communication
  • Presenting value and control before talking fees
  • Handling the objections that typically derail retained
  • What “good” looks like in candidate presentation for retained

~59 min

03
Delivery and Account Management for Retained
  • What a retained delivery plan needs to include
  • Milestones and communication that keep clients aligned
  • Maintaining control when the process gets messy
  • Managing risk through the assignment, not at the end
  • Post-placement account management for retained clients

~50 min

Included tools & templates

Plug in and go.

Every session comes with practical tools you can use the same week — not filed away and forgotten.

Understanding Your Process

PDF · Workbook

A Retained Offering Example
PDF · Reference
Issues in Contingent Recruitment for Recruiters and Companies
PDF · Templates
Templated Pitch Doc
PDF · Checklist
Client Weekly Update Template
PDF · Reference
Initial Report Pack
PDF · Reference
Candidate Presentation Example
PDF · Reference
Terms Of Business
PDF · Framework
Job Briefing and Rebriefing
PDF · Framework
Key Objections and Responses
PDF · Reference
Step-by-Step Delivery Checklist
PDF · Template
The Delivery Blueprint
PDF · Template

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