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Resources for Retained Search Firms

These free resources can help you win more executive search projects and grow your business.


Online Course

Learn about a proven process and methodology for retained search in this free, self-guided course. The Eight Stages of Successful Retained Search online course is designed to guide you through every stage in the retained search process. From winning more work to growing your business and everything in between, learn how you can improve your retained search business. Included in the course are:

  • Worksheets - specialization, target market, and more
  • Checklists - screening, closing out a search, and more
  • Templates - pitch deck, placement announcement, and more
  • Examples - research coverage report, status report, and more
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Required reading for your entire retained search team, this free ebook explains The Eight Stages of Successful Retained Search in detail. Learn how to most effectively and efficiently proceed from the first stage to the last.

Successful search firms aren't just groups of people focusing on individual tasks. They’re cohesive units working together throughout the search to accomplish a common goal. The entire team needs to understand what completing a successful search entails—from finding new work through closing out each project—to providing the best service for clients. Every stage is connected and depends on the others.

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Industry Report

The Executive Search Performance Benchmark Report provides a common understanding of what great search looks like based on real search project data. What you'll learn in this free report:

  • How long retained search projects take on average and the likelihood of success
  • How to measure and track the effectiveness and efficiency of your search projects
  • How various factors, like industry, location, and job function, can impact performance
  • How to align expectations, increase project performance, and ensure success
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