The Importance of Intake Meetings

Setting the stage for the Recruiting Success 2025

Courtney K.

Director of Talent Acquisition @ Innovetive Petcare 

Happy New Year, friends! Hiring plans are in full swing, and recruiters are setting ambitious goals to connect top talent with the right opportunities. Amidst the bustle of new-year hiring campaigns, one critical practice often determines the success of the recruitment process: the intake meeting.

An effective intake meeting sets the foundation for collaboration between recruiters and hiring managers, ensuring alignment on goals, expectations, strategy, and timelines. Here’s why intake meetings are vital and how to make them successful in the new year.

Why Are Intake Meetings Essential?

  1. Clear Role Definition: Ambiguity in role requirements can lead to misaligned candidate sourcing. Intake meetings provide a platform to clarify the must-haves, nice-to-haves, and overall priorities for the role.
  2. Streamlined Communication: Intake meetings foster open dialogue between recruiters and hiring managers, reducing miscommunication and ensuring all parties are on the same page.
  3. Efficient Time Management: By aligning expectations upfront, recruiters can focus their efforts on finding candidates who meet the agreed-upon criteria, saving time for both parties.
  4. Improved Candidate Experience: When recruiters have a thorough understanding of the role and location culture, they can present the opportunity authentically and effectively, leading to better engagement with candidates.
  5. Proactive Problem-Solving: Intake meetings allow teams to address and discuss potential challenges in the hiring process, such as tight timelines, niche skill requirements, or market conditions, early on.

Best Practices for Effective Intake Calls

Kick off the new year with these best practices to ensure your intake meetings are impactful and productive:

Prepare: Research the role extensively before the meeting. Review past job descriptions, analyze market trends, and compile relevant questions to guide the discussion effectively.

Structured Agenda: Organize the call to cover all essential points, including role expectations, required skills, team dynamics and traits, screening questions, timelines, and interview stages.

Targeted Questions: Ask insightful questions to uncover key details:

What are the must-have qualifications and skills?

What makes this role appealing and why would a candidate choose your company?

What defines success in this position and what challenges might arise during the first 90 days?

Are there any internal candidates or unique sourcing strategies to consider?

Timeline Alignment: Clarify major milestones, such as interview schedules, upcoming vacations, resignation timeframes, and onboarding plans. Proactively address potential delays or obstacles.

Team Culture Insights: Delve into the team’s dynamics and core values to identify candidates who align with the organization’s culture and vision.

Actionable Next Steps: Summarize key takeaways from the meeting, outline responsibilities, and schedule follow-up touchpoints to maintain focus and alignment throughout the hiring process.

Desired Outcomes of an Intake Meeting

When done effectively, intake meetings can:

  • Minimize bias in the hiring process.
  • Reduce turnover by ensuring a strong match between candidates and roles.
  • Enhance the overall candidate experience.
  • Limit the need for job posting revisions.
  • Strengthen partnerships between recruiters and hiring managers.
  • Fill your positions faster!

A New Year’s Resolution for Recruiters

In 2025, make it your resolution to prioritize intake meetings as a cornerstone of your recruiting strategy. By dedicating time and effort to this critical step, you can build stronger partnerships with hiring managers, streamline your processes, and ultimately connect the right candidates with the right roles quickly.

The new year brings new opportunities to refine your approach to recruiting. Start strong with purposeful intake meetings, and set the tone for a successful year ahead.