Sourcing
Start a passive-candidate conversation without forcing a pitch
Treat the first passive-candidate call as mutual discovery, not a compressed interview. Explain why you reached out, ask what would make a conversation useful, and share the role’s real challenges and constraints. Explore interest without demanding immediate intent to leave. End by agreeing whether to continue, pause, refer someone else, or close the contact.
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Set the frame before questions
Confirm the call length, explain that the person is not expected to be actively searching, and offer a simple agenda. State what prompted the outreach and what you hope to learn. This lowers the pressure to perform interest. It also gives the candidate permission to redirect the conversation if the premise is wrong.
Learn their current context
Ask what work they enjoy, what they want more or less of, and what would need to be true for a move to deserve attention. Avoid interrogating motivation or asking why they want to leave when they never said they do. Listen for decision factors such as scope, manager, learning, location, or timing without promising the role satisfies them.
Share the unfinished truth
Explain the role’s purpose, difficult parts, team context, and practical expectations. Name what is still being decided. A passive candidate may be comparing the opportunity with a good current situation, so vague upside is insufficient. Candour can reduce immediate interest while preventing a later mismatch and building a more credible relationship.
Test relevance gently
Ask whether the work connects to their interests and whether any part needs clarification. If useful, explore one or two examples from their experience, but do not turn the call into an unannounced assessment. Explain the formal process before requesting further time.
- Purpose and agenda agreed
- Current context heard first
- Role challenges stated honestly
- Next step chosen together
Respect a not-now answer
Illustrative example: an engineering manager likes the problem but has just begun a critical project and will not consider moving for six months. The recruiter records the timing with permission, offers the full role brief, and asks whether one check-in later would be welcome. They do not push an interview slot or imply the role will remain open.
Close with a concrete choice
Summarise where the role seems aligned and where questions remain. Offer relevant options: meet the hiring manager, receive written context, reconnect later, introduce another person, or end the conversation. Confirm what information can be retained under company practice. A clear ending prevents ambiguous pipelines filled with people who never agreed to become candidates. If they continue, send the role brief and formal process before scheduling. If they pause, record the agreed timing and reason without assuming future availability. If they decline, close the contact and respect the boundary. Audit delayed follow-ups weekly until every agreed action is closed.
Next step
Prepare a 20-minute exploratory agenda that begins with the person’s context, includes the role’s hardest truth, and ends with explicit next-step choices.