Process Audit
Check every statement that accurately describes how your agency works today. Be honest — this is for your eyes only.
  • 01 We have a documented, step-by-step CV screening process every consultant follows.
  • 02 Our team can screen a new batch without waiting on a senior consultant.
  • 03 We can start screening within minutes of receiving a new job brief.
  • 04 We use structured criteria (not gut feel) to decide who makes the shortlist.
  • 05 We can handle 50+ CVs without the process breaking down.
  • 06 We regularly screen for specific technical skills, not just job titles and tenure.
  • 07 Our screening quality stays consistent under time pressure.
  • 08 We can import a job description in under two minutes.
  • 09 We rarely miss qualified candidates because of different CV terminology.
  • 10 Our screening produces a ranked shortlist, not just a filtered pile.
  • 11 We can explain to a client exactly why each shortlisted candidate was selected.
  • 12 We store candidate CVs in a way that meets current data privacy requirements.
Time Audit
Fill in your honest estimates. Use averages from a typical week. These numbers are not stored — they are for your reference only.
01
min
02
hrs
03
min
04
min
05
×/mo
06
hrs/wk

Benchmark: Agencies using AI-assisted screening report reducing this number by up to 10×. If your total is over 5 hours/week, there is significant time on the table.

Consistency Audit
Check every statement that genuinely holds true across your whole team, not just on a good day.
  • 01 Two consultants screening the same batch would produce the same shortlist.
  • 02 Our screening criteria don't change depending on who's doing it that day.
  • 03 We can demonstrate to a client that shortlisting is based on objective criteria.
  • 04 A new team member could screen to the same standard as a senior consultant within their first week.
  • 05 We have never had a client question why a specific candidate was or wasn't shortlisted.
  • 06 Our screening quality stays consistent even when the team is short-staffed.
Results · Live scoring
Your Score
Unchecked items (NOs)
18
Check the boxes above that are true for your agency to see your score update here.
0–3 NOs
Solid Foundation
Your process is in good shape. Consider whether AI could compress timelines further.
4–6 NOs
Room to Improve
Clear gaps costing time and consistency. Targeted automation would have immediate impact.
7–10 NOs
Significant Opportunity
Your process is holding your agency back. Agencies that automate are outpacing you on speed-to-shortlist.
11+ NOs
Critical Risk
Your screening is a competitive liability. Fixing this is faster than you think.
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