Company Name
Website
Primary Contact Name
Title / Role
Email
Phone Number
Date Submitted
Target Start Date
The Role Title, reporting structure, and why this hire is happening now
What is the exact title and level of this role?
Who will this leader report to, and who will report to them?
Why is this role open right now?
What is the revenue scope and growth target for this leader?
Have you previously attempted to fill this role — either internally or through another search firm?
GTM & Commercial Context Sales motion, business model, and market dynamics
What is the average deal size, sales cycle length, and primary buyer persona?
Will this leader inherit a team, build from scratch, or both?
Ideal Candidate Profile Background, experience, and leadership fit
What are the 2-3 biggest commercial challenges this person must solve in Year 1?
What industry backgrounds, company stages, or specific experiences are non-negotiable vs. nice-to-have?
How would you describe your leadership culture — and what type of leader has struggled here?
What does the compensation structure look like?
Market Intelligence Competitor landscape and sourcing boundaries
Who are your top 3-5 direct competitors?
Are there any companies that are completely OFF LIMITS for candidate sourcing?
Are there specific companies — outside of direct competitors — where you believe strong GTM talent exists?
Confidentiality & Search Process NDA requirements, discretion level, and decision timeline
If an NDA is required, at what stage should it be introduced — and do you have a template ready?
What does your evaluation and interview process look like?
Deal Breakers Hard stops and non-negotiables
Are there any absolute deal breakers for this role?
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