CX · Customer experience
The moments clients feel.
The moments a executive search firm client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Professional Services
AI agents for Executive Search Firms
What should stay human at a executive search firm, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a executive search firm, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a executive search firm. Agents can surface the gaps; the owner still decides.
Main roles
The people a executive search firm usually employs. Each card is written for this business, then links out to the full role page.
Role
Recruiter
Sources candidates, conducts outreach, screens backgrounds, and manages interviews for senior and specialist search assignments.
Role
Account Manager
Handles client communication, takes role briefs, updates hiring progress, and manages expectations through each search engagement.
Role
Administrative Assistant
Schedules interviews, prepares candidate documents, updates databases, and keeps search records and correspondence organised.
Role
Accounts Administrator
Issues invoices, follows up retained search fees, records payments, and manages expense claims and supplier bills.
Freelancers & agencies you might hire
Specialists a executive search firm often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Law Firm
Reviews contracts, advises on employment related matters, and supports the firm with commercial agreements and disputes.
Agency
Accounting Firm
Prepares tax filings, year end accounts, and compliance reporting, and advises on business structure and payroll obligations.
Agency
PR Agency
Helps position the firm in the market through media outreach, announcements, and executive profile building.
Freelancer
Social Media Freelancer
Creates and schedules posts, updates listings, and helps the business stay visible locally.
Want this set up for you?
If you would like someone to build these flows for a executive search firm, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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