Use case

Executive & Specialty Search

Run sensitive, high-touch searches with secure portals, evidence-rich profiles, and controlled stakeholder review.

  • Build rich candidate profiles
  • Share shortlist packets through secure portals
  • Collect panel feedback and client decisions
  • Preserve confidential search history
Executive & Specialty Search reference page
Buyer workflow

Keep every stakeholder aligned without exposing internal notes or sourcing work.

Search firms and talent leaders working on senior or niche roles.

Privatestakeholder views
Richcandidate packets
Panelreview flow
Auditsearch history
Product surfaces

The Syndeo modules behind this use case.

Search workspace

Centralize candidate, client, and role context.

Secure portal

Share only the approved shortlist view.

Scoring rubric

Evaluate leadership and specialist criteria consistently.

Decision record

Track feedback, approvals, and next steps.

Flow

How it runs in practice.

The workflow stays public-safe, but each step maps to actual Syndeo surfaces like applications, candidates, assessments, portals, meetings, audit, and billing.

1
Define brief

Capture the role mandate and confidential search criteria.

2
Research

Build and qualify a specialty candidate pool.

3
Package

Create client-safe candidate profiles.

4
Review

Collect stakeholder feedback in a portal.

5
Decide

Move selected candidates into interview and offer.

Related feature pages