JOB SEARCH TOOL: Job Lead Tracker

8/12/2019 JOB SEARCH TOOL: Job Lead Tracker

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By Cindy Moskalyk

Anyone in career transition can appreciate the need for a simple, yet comprehensive tool to help organize the many tasks associated with a job search. Given follow-up on the

status of any job application or networking lead is critical to a successful job search, automated colour coding on the status of key items has been added to this document to allow

for quick identification of any incomplete tasks. Also, since recruiters expect you to remember who they are, which job you applied for, when you applied, and details of past

conversations, you need the ability to find this information quickly so filters have been embedded in this tool for you.

This document was prepared to assistJob Seekers:

- Summarize networking leads and key contacts along with their interactions

- Provide easy access to all relevant job application information

- Document the status of a job application from the initial submission to final outcome including completed tasks as well as itemizing next steps with target dates - Capture information on the hiring managers and/or recruiters for each job application, where available

How to complete the document?

BEFORE YOU BEGIN: Remember to clear the sample data (blue font) by deleting the top rows on each sheet.

ep 1 :

ep 2 :

ep 3 :

How to use the document?

ccess:

lters:

olour

ding:

Delayed or unsuccessful items

Open (in progress) or pending items

Closed or completed items

NOTE: This file is free of charge and cannot be sold

B LEAD TRACKER

~ Keep this document open in the event you receive a call from a recruiter or hiring manager.

~ Prior to an interview, review details of the job application in the event you are questioned about the background on your job search for a particular company.

Use column filters to limit rows displayed to any selected search criteria. You can filter by "Status", "Company Name", "Job Title Applied", or by any of the other column of data for

quick access to information.

Certain fields in this document have been formatted to change colour to represent the status of an item based on the content of a cell. You do not need to adjust the fill colour of

these fields since they have already been set using conditional formatting. There are 3 fill colours used in this document to indicate:

Fill in the "Contact Leads" tab.

~ This tab allow you to record all pertinent information obtained for each networking lead or key contact relevant to your job search.

Record contact details, current actions along with your next steps.

Save time by using bullet points instead of full sentences to highlight key words you want to remember.

Fill in the "Job Applications" tab.

~ This is the main tab for your job search which summarizes background on the job application, status updates, along with information on the hiring manager.

Record job application details, and update status of actions taken along with next steps. Where hiring manager and/or recruiter information is available, capture contact details along

with any interactions.

Save time by using bullet points instead of full sentences to highlight key words you want to remember.

Update fields on tabs, where applicable, to keep information current.


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Job Applications

0

APPLICATION INFORMATION

# Company Name/

Website Link

Status Job Title Applied Job Req ID/

Link(if applicable)

Job Source Job Field / Department Job Address

(if available)

Job City People

Mgr?

Job

Level

% Travel

Required

Date

Applied

Posting End

Date

Comments Hir

Rol

Ex. Company A Open Project Manager 123456 LinkedIn Technology 123 Any Street City No 3 1 - 25% 11/Sep/13 30/Sep/13 PMP designation required H

M

Ex. Company B Closed Department Manager 789-11 Referral Marketing City Yes 0% 15/Sep/13Re

1 Select: Select: Select: S







8 Select: Select: Select: S9 Select: Select: Select: S















































































































# Open Applications

HIR


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Contact Leads

0

# Company Name/

Website Link

Status Name Title Phone # Email Address Address City Province/

State

Postal Code/

Zip Code

Comments Job Req ID/

Link(if applicable)

1

st

ContactDate

Ex. Company A Open John Smith HR Director 999-999-9999 [email protected] 123 Any Street City New to company, interested in my profile 123456 11/Sep/13

Ex. Company B Closed Jane Doe Manager 999-999-9999 [email protected] 123 Any Street City 15/Sep/13

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# Open Leads

CONTACT DETAILS ACTION HIST

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mailto:[email protected]:[email protected]:[email protected]:[email protected]


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# Company Name/

Website Link

Status Name Title Phone # Email Address Address City Province/

State

Postal Code/

Zip Code

Comments Job Req ID/

Link(if applicable)

1st

Conta

Date

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JOB SEARCH TOOL: Job Lead Tracker