Recruiting Lead Qualification Script Templates

Six recruiting lead qualification scripts to screen and route inbound candidates and clients by phone or chat, covering role fit, experience, availability, salary, and location before the next step. Use the variants as-is, edit the placeholders, or download the editable Word doc.

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Inbound candidate screening

Hi candidate, thanks for applying through agency. This is your name -- I keep this quick, just a few questions to see if the role is the right fit and to point you the right way. Couple of minutes?

First, what is drawing you to the role specifically, and are you actively looking now or keeping an eye out for the right move?

Talk me through your recent experience in a sentence or two -- the level you are at and the kind of work you have been doing most.

On practicalities, what is your availability availability -- notice period or start date -- and what salary range are you targeting so I only send you roles that clear it?

And location -- are you after on site, hybrid, or fully remote, and how far would you travel if on site?

That gives me enough to route you well. If it is a fit, next step. Sound good?

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6 ready-to-use variants

1

Inbound candidate screening

When to use: Use it when a candidate applies and you need a quick intake, not a deep interview.

Hi candidate, thanks for applying through agency. This is your name -- I keep this quick, just a few questions to see if the role is the right fit and to point you the right way. Couple of minutes?

First, what is drawing you to the role specifically, and are you actively looking now or keeping an eye out for the right move?

Talk me through your recent experience in a sentence or two -- the level you are at and the kind of work you have been doing most.

On practicalities, what is your availability availability -- notice period or start date -- and what salary range are you targeting so I only send you roles that clear it?

And location -- are you after on site, hybrid, or fully remote, and how far would you travel if on site?

That gives me enough to route you well. If it is a fit, next step. Sound good?

2

Employer or client inquiry

When to use: Use it when a company enquires about hiring and you must qualify the brief.

Hi contact, thanks for reaching out to agency. This is your name. Quick call to scope what you need before I get the right consultant on it -- a few questions?

First, tell me about company and the roles you are hiring for. Is this one seat, a few, or ongoing growth you are planning around?

What is driving the hire now -- backfill, expansion, or a skills gap you cannot cover internally -- and how urgent is getting someone in?

On the commercial side, do you have a salary band and a fee arrangement in mind, and is this permanent, contract, or temp?

And who owns the decision on hires like this at your end, and how fast can your side move once we send strong people?

That tells me who should run this for you. next step. Does that work?

3

Application intake and scoring

When to use: Use it to check must haves and route an applicant the same day.

Hi candidate, it is your name at agency. You applied for the role -- I just need to check a few essentials to score your application and route it correctly. Very quick.

The role has a couple of non negotiables: must-haves. Can you confirm you meet those, and roughly how many years you have doing that work?

Are you eligible to work in the location as listed, and do you hold any tickets, clearances, or certifications the role calls for?

What notice do you need to give, and what salary or rate are you expecting, so I do not put you forward on something that would not work for you?

Is this the only role you are in process for with us, or are there others I should factor in so we do not clash timelines?

Thanks -- that lets me score and route you today. If you clear it, next step.

4

Passive candidate callback

When to use: Use it on a callback with someone not actively on the market.

Hi candidate, it is your name from agency returning your message about the role. Good to catch you -- I will keep it short, is now an okay moment for a couple of questions?

You are not actively on the market from what you said, so what was it about the role that made you reply? That helps me be honest about whether it is worth your time.

Where are you now in a nutshell -- level, and the kind of work you do day to day -- so I know if it lines up before we go further?

What would actually make a move worth it for you motivation -- salary, the work itself, flexibility -- and what number would get your attention?

And on logistics, how are you placed for location and start timing if the right thing came along?

That is all I need to know if this is real for you. If it is, next step. No pressure either way.

5

Contract vs permanent routing

When to use: Use it early, since the answer changes every role you send them.

Hi candidate, your name at agency. Thanks for coming through on the role. One thing I sort early is whether you are after contract or permanent, since it changes everything I send you. Quick to work out?

So which suits you right now -- a permanent seat, or contract and day rate work -- or are you genuinely open to either if the fit is right?

If contract, are you set up to invoice or do you need to go through a payroll route, and what notice or availability are you on?

On money, what rate or salary are you working to, so I route you to roles that actually meet it rather than wasting your time?

And location and start -- on site, hybrid, or remote, and how soon could you begin?

That tells me exactly which desk should handle you. next step. Sound right?

6

Salary and availability check

When to use: Use it before putting anyone forward, to avoid surprises later.

Hi candidate, it is your name at agency. Before I put you forward for the role, I always confirm two things so there are no surprises later -- your salary expectation and your availability. Two minutes?

On money first, what salary are you targeting, and is that a firm floor or is there some flex depending on the whole package?

How does that compare to what you are on now, roughly, so I can gauge whether a move actually makes sense for you?

On timing, what notice do you need to give, and is there a date you are aiming to start by or avoid?

And are you interviewing elsewhere right now, so I know how quickly we would need to move to keep you in play?

Perfect -- that lets me represent you accurately. If the role still fits, next step.

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How to use this template

  1. 1

    Pick the closest variant. Choose based on the situation, not only the channel.

  2. 2

    Replace every placeholder. If you cannot fill a field, ask one clarifying question first.

  3. 3

    Save the final version into sem.chat, your CRM, or your help desk so the team stays consistent.

  4. 4

    Review results weekly. Drop variants that create confusion and improve the ones that work.

Frequently asked questions

Can I use these templates commercially?
Yes. Copy, edit, and use them in your business, client work, CRM, help desk, or sem.chat workspace.
Why are there six variants?
One generic template rarely fits every situation. Six variants give your team practical choices without a messy library.
Should I paste these into sem.chat?
Yes. Save the best variants as canned replies, knowledge base entries, routing rules, or CRM notes so your AI agent and team stay consistent.
What is the difference between a lead qualification call and a discovery call in recruiting?
A qualification call is a fast intake to screen and route -- role fit, experience, availability, salary, and location -- so you know where a candidate or client belongs. A discovery call goes deeper into needs and motivations once someone is already qualified and worth the time.
What should I ask to screen an inbound candidate quickly?
Confirm the essentials: what is drawing them to the role, their level and recent experience, their availability and notice, their salary expectation, and their location or remote preference. Five answers are enough to score the application and route it, without turning intake into a full interview.
How do I qualify a client or employer lead?
Scope the roles they are hiring for, what is driving the hire, how urgent it is, the salary band and fee arrangement, whether it is permanent or contract, and who signs off. That tells you which consultant should own it and how fast to move.
Should I ask about salary early in the screen?
Yes, early and directly. Confirming the expected salary or rate up front stops you sending candidates to roles that could never pay them, and stops you presenting people a client cannot afford. It saves everyone time and builds trust on both sides.

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