The document provides a checklist for companies to prepare their talent lead management process for using LinkedIn Talent Pipeline. It includes steps to gather existing talent leads, identify sources of leads, decide on a status tracking system, and create relevant tags to classify candidates. Suggested default settings for sources, statuses and tags are also provided to help companies customize their own settings in the Talent Pipeline tool.

1. Corporate Solutions
LinkedIn Talent Pipeline
Get Ready Checklist
Hit the ground running with this handy checklist to assess your current talent lead management process and understand
how you can make the most out of Talent Pipeline.
Find the leads you want in your pipeline
Take a look around the places you store talent leads before they formally apply for the job. Do you have
folders of resumes? Do you use spreadsheets? Are there candidates in your ATS that weren’t hired, but may
be good for future roles? Gather these together. You’ll be able to add contacts individually, import folders of
resumes (Word or PDF format) and import spreadsheets into Recruiter.
Identify the sources of your leads
In addition to finding great candidates in the LinkedIn network, where else do you find great people today?
You will be able to add a “Source” to all of the profiles you import and any profiles you are already tracking in
Recruiter. For example, if you meet a promising candidate at a conference and then add that person to
Recruiter, you could use “Conference” as their Source.
Examples: LinkedIn, Job board, ATS, Conference, Referral
Decide what to name each Status
You probably go through a process today, even if informally, to evaluate prospects before they apply or are
asked to apply for a job. How you describe those stages? What stages would your entire team want to track?
A candidate’s Status for a project can be added to any profile and then used in reports to track progress.
One best practice customers have found is that using fewer statuses is often better because it’s easy for the team
to learn and adopt.
Examples: Contacted, Screened, Applied, Future Prospect
Create great tags
Are there particular attributes or skills of candidates that you want to highlight? Or maybe there is something that
doesn’t necessarily appear on a profile, but is important information to track. Tags can be added to profiles so
you can easily spot these essential attributes. Additionally, you can search by Tags to immediately find the type
of people you are looking for.
Examples: Will relocate, Languages, Senior Accountant, HTML 5

2. Suggested Settings
Below are suggested settings for Sources, Tags, and Status based on feedback from early users of Talent Pipeline.
When Talent Pipeline becomes available, the suggestions below will be pre-populated in the Admin activation screens.
If the options look just about right to you, then we suggest you start with these and make changes once you become
more familiar with these new features. If you have your own process already, then adjust the options to match your
workflow. Settings can be changed any time from the Admin screen.
LinkedIn’s Suggested Setting
Sources Status Tags
ATS Not Contacted Accounting Infrastructure
Conference Contacted Administrative Manager
Email Screened Architect Marketing
Job Board Applied Board Media
Networking Declined Business Development Networking
Referral Do Not Contact C-level Operations
Agency Future Prospect Director Product Management
College Engineer Product Marketing
Online Resource Executive Project Management
Finance QA
*LinkedIn
(this default can’t be removed) HR Recruiting
Infrastructure Sales
Manager Strategy
Marketing Technical
Media VP
Networking
Customize Your Company’s Settings Below
Sources Status Tags
This section is most likely to have updated. Which
skills, roles or other attributes are most important to
your team? Note that you are limited to 300 tags.

3. Status, Source, and Tags Track lead sources
Track lead’s status in
appear throughout the profile Add Tags to track
and find individuals
the pipeline so you are
always in the know
with key attributes
Work as a team with full
visibility and collaboration
They also appear in search filters
as well as search results Search the whole
network or leads
in your pipeline
Filter by status, source,
or other key criteria Show status and contact
history of each lead
In Reports, key data insights
are based on Statuses Gain insight on lead
Sources, and Tags source success
Monitor status of
all leads
Track project activity
Please contact your sales manager or account manager for more information.
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