# Talent CRM: working checklist

Companion to https://lunaprompts.com/blog/talent-crm-candidate-workflow-guide

LunaPrompts Editorial. Original illustrative exercise.

## Define the workflow

- Role or campaign:
- Owner:
- Decision this workflow should support:
- Candidate instructions and support route:

## Worked example: Make a completed assessment actionable

Define a stage called “Assessment ready for review” only if your team agrees what enters and leaves it. Entry might mean the candidate has submitted the required work. Exit might mean an assigned reviewer has recorded a recommendation and the evidence behind it.

Now attach an owner and the next action. If the candidate needs an interview, the record should make the purpose clear enough that a recruiter can arrange the right conversation. If the assessment is incomplete, the action might be a candidate update or a review of a technical issue. These states should not all collapse into “in progress.”

Decide where each record belongs when an ATS is also in use. The ATS may remain the authoritative application record while LunaPrompts holds detailed assessment evidence. Agree which system owns stage changes and which information the integration returns. Otherwise, two useful systems can tell two different stories.

Review pipeline hygiene with the candidate’s experience in mind. A completed internal task does not mean the person has received an update. Keep contact and data-handling practices aligned with the organization’s requirements, and review access and retention through the available controls and service documentation.

## Review checklist

- [ ] Stage: A state with a clear entry and exit
  Evidence or open question:
- [ ] Owner: The person responsible for the next action
  Evidence or open question:
- [ ] Evidence: The work supporting the recommendation
  Evidence or open question:
- [ ] Communication: What the candidate needs to hear next
  Evidence or open question:

## Working session

Pick three stalled candidate records. For each, write the current stage, next action, owner, and missing piece of evidence.

## Avoid this mistake

A more detailed pipeline is not automatically a clearer one. Remove stages that do not change ownership, action, or the candidate’s next step.

## Record the next step

- Observed evidence:
- What remains uncertain:
- Person responsible:
- Next action and date:

Keep candidate examples anonymous when sharing this worksheet.