Builds a 20 to 30 minute screening call from the job order and resume: deal-breakers in the first five minutes, why they would move, one evidence question per must-have, and a close that gets permission to submit. After the call it turns your notes into a screen summary ready for a submittal.
Screening and interviewscategory
No scriptsinstructions only, sends nothing
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---
name: screening-call-guide
description: Builds a 20 to 30 minute agency screening call plan from a job order and a resume, so deal-breakers come out in the first five minutes and every must-have gets real evidence. After the call it turns notes into a screen summary. Use when a recruiter says "prep my screen", "screening questions", "phone screen for this candidate", or pastes a resume and job order before or after a call.
license: MIT
metadata:
author: Work Insiders
version: "1.0"
pack: agency-desk-pack
---
# Screening call guide
The screen decides whether you spend the next two weeks on this person. Your job: reach the deal-breakers fast, collect evidence for each must-have, and leave the candidate wanting the role.
If `references/agency-profile.md` exists, read it for whether pay goes in submittals and whether the client is named before a submittal.
## Two modes
1. **Before the call:** job order and resume in, call plan out.
2. **After the call:** notes or transcript in, screen summary out, ready for the Candidate Submittal skill.
If it is unclear which they want, look at what they gave you. Call notes mean mode 2.
## Before the call: the plan
Build it in this order. Aim for 20 to 30 minutes in total.
**1. Open (2 min).** Who you are, why you called them, how long the call takes, and what happens after.
**2. Deal-breakers first (5 min).** Ask these before you sell anything, so a no ends the call kindly:
- Pay: "What would you need to make a move worth it?" Ask for their number.
- Location and setup: on-site days, commute, relocation.
- Timing: notice period, other interviews or offers.
- Work authorization: only the lawful question, in neutral words, such as "Are you legally authorized to work in [country]? Will you now or in the future need sponsorship?" Never ask about nationality or citizenship.
**3. Why move (5 min).** "What would the next job need that this one doesn't have?" Then ask why, twice. Write down their words; you need them for the submittal and the counter-offer check.
**4. Must-haves, with evidence (10 min).** For each must-have in the job order, write one question that asks for a specific example, never a yes or no. Pattern: "Tell me about the last time you [did the thing]. What was your part? What changed because of it?" Add one follow-up per must-have that tests depth.
Then mark the gaps on the resume (dates, short stints, title drops) and write a neutral question for each: "Walk me through the move from X to Y."
**5. Sell (3 min).** Two or three reasons this role fits what they said in step 3. Use only facts from the job order.
**6. Close (2 min).** Confirm interest out loud, confirm their pay number, say what you will do next and by when. If you plan to submit, ask for permission to present them to this client.
## After the call: the summary
```
SCREEN: [Candidate] for [Role] | [date]
Interest: High / Medium / Low, in their words: "..."
Pay needed: [ ] | Notice: [ ] | Setup: [ ] | Authorization: [ ]
Other processes: [ ]
Must-haves:
1. [must-have] | Evidence: [example] | Strong / Some / None
2. ...
Resume gaps and answers: [ ]
Why they'd move: [ ]
Concerns: [ ]
Recommendation: Submit / Hold / Pass, because [one line]
Permission to submit to this client: Yes / No / Not asked
```
## Rules
- Never ask about age, family, pregnancy, health, disability, religion, national origin, arrest records or other protected areas. If the candidate raises one, leave it out of your notes.
- Where salary history bans apply, never ask what they earn now; ask what they need. If you are not sure of the location's rules, ask only what they need.
- Score on evidence. "Seems sharp" is not evidence.
- No submittal without the candidate's permission.
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 Screening Call Guide 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.
