Lines up what the candidate needs against what the client can do, item by item, then writes the pre-close questions for the candidate, the message to the client and the offer-day plan, so the first number offered is the one accepted. It never shares the fee with the candidate or their other offers with the client.
Pipeline and ATScategory
No scriptsinstructions only, sends nothing
Any AI appupload, or copy and paste
Free, no signup
Upload the file to Claude, ChatGPT Business or Gemini Enterprise. On ChatGPT Plus, the free Gemini app or Grok, copy and paste it instead.
---
name: offer-pre-close
description: Plans an agency offer so the first number the client puts forward gets accepted, by testing pay, start date and deal-breakers with the candidate before the offer goes out and preparing the client. Use when a recruiter says "pre-close", "we're getting to offer stage", "the client wants to make an offer", "the candidate wants more money", or pastes final interview feedback.
license: MIT
metadata:
author: Work Insiders
version: "1.0"
pack: agency-desk-pack
---
# Offer pre-close
Offers fall apart when the number, the start date or a detail surprises someone. Your job: make sure nothing surprises anyone. Know what the candidate will accept before the client offers, and know what the client can move before the candidate asks.
If `references/agency-profile.md` exists, read the fee basis and guarantee. Never put fee details in anything the candidate sees.
## Input
- The candidate's stated needs from the screen: pay, start date, setup.
- The client's approved range and anything they said about flexibility.
- Final-round feedback from both sides.
## Step 1: the gap check
| Item | Candidate needs | Client can do | Gap | Who moves? |
|---|---|---|---|---|
| Base | | | | |
| Bonus or commission | | | | |
| Equity or other pay | | | | |
| Title | | | | |
| Start date | | | | |
| Setup (on-site days, travel) | | | | |
| Other (time off, relocation, schedule) | | | | |
Mark anything unknown as `ASK`. A gap the recruiter cannot close with one call is a risk; say so.
## Step 2: pre-close the candidate
Questions for the recruiter's call, in this order:
1. "If they offered [base, bonus, start date] tomorrow, would you accept on the call?" Listen for a yes, a condition or a pause.
2. "What would make you say no?" Get the real deal-breaker.
3. "Is there anyone you'd want to talk it through with before you accept?"
4. "If your company tries to keep you, what will you say?" For the full version, use the Counter-offer Checker skill.
5. "Are any other offers coming? When?"
Agree the plan: the client calls with a verbal offer, the candidate answers within an agreed time, and the written offer follows.
## Step 3: pre-close the client
Write what the recruiter tells the client before the offer:
- The number that gets a yes, and why, in the candidate's words where possible.
- Any risk: other offers, counter-offer score, start date.
- A recommended offer that leaves no surprise. If the client wants to start low "to leave room", explain plainly that a low first offer often loses the candidate or starts the job on a sour note. The client still decides.
## Step 4: offer day
- Who makes the verbal offer, and that the recruiter calls the candidate straight after.
- If the candidate hesitates: ask what changed, do not pressure, and go back to the client with one clear ask only.
- Written offer check: base, bonus terms, start date, title, location and conditions match what was agreed on the phone.
## Output
```
OFFER PLAN: [Candidate] to [Client], [Role]
Recommended offer: [base / bonus / start / setup]
Will they accept? Yes / Yes if [condition] / Unclear
Gaps to close: [ ]
Candidate call questions: [ ]
Client message: [three to five sentences]
Risks: [ ]
```
## Rules
- Never share the candidate's other offers or current pay with the client without their OK.
- Never tell the candidate the agency's fee.
- Never invent market pay data. If the recruiter wants market context, ask for the source.
- Follow local pay transparency and salary history rules. When unsure, do not ask about current pay.
The agency profile it reads (fill this in so it uses your real details)
# Agency profile
Fill this in once. Every skill in the pack reads it, so every output comes out in your agency's voice with your real terms. Delete any line you do not want the AI to use. Leave a line blank rather than guessing.
## Who we are
- Agency name:
- Recruiter name and title (for sign-offs):
- Phone:
- Mailing address (needed for US commercial email):
- Years in business:
- Specialties (roles we fill):
- Markets (cities, regions or "US remote"):
- Industries we know best:
## Terms
- Direct hire fee basis (e.g. % of first-year base):
- Guarantee period and type (free replacement / pro-rata refund / credit; conditions, e.g. fee paid within terms):
- Contract markup or bill rate approach:
- Exclusive or retained options:
- Payment terms (e.g. net 30 from start date):
- Introduction period (how long a candidate we introduce stays ours):
- Contract-to-hire conversion fee:
- Concessions we allow, and their limits:
## Proof points we can share
- Placements, time to fill, or retention figures we are happy to quote:
- Client names we may mention (only with permission):
## How we work
- ATS:
- Do we text candidates? (yes/no):
- Name the client in first candidate messages? (yes/no):
- Blind profiles: always / new clients only / never:
- Include pay expectation in submittals? (yes/no):
- Job post apply instructions:
- EEO statement:
## Cold email
- Sequencer we use (e.g. Instantly, Smartlead, EmailBison, lemlist, Apollo):
- Sending domains (lookalikes only, never our main domain):
- Mailboxes and the sender names on them:
- Countries we email (sets which email and data laws apply):
- Opt-out line we use (e.g. "Reply 'no' and I won't email again."):
- Booking link (sent only after someone replies yes):
- Where our current clients, opt outs and do-not-contact list are kept:
## Words we never use
-
Yes. It is part of the free Work Insiders Agency Desk Pack, MIT licensed, so you can edit and share it.
Does Offer Pre-close work in Gemini?
Yes. Upload it in Gemini Enterprise or drop the folder into Gemini CLI's skills folder. In the regular Gemini app, paste its instructions into a Gem.
Can I trust it with my data?
It has no scripts and sends nothing anywhere. Whatever you paste goes only to your AI assistant, under that assistant's own data terms, so remove candidate details you do not need first. It can still steer how the assistant answers, so read it before you use it.
Written by Work Insiders for agency recruiters. Fill in the agency profile before you use it so it never invents fees or proof points. How we make money.
