Template

Offer call template

Tell the chosen candidate they have the job, walk through the offer clearly, answer their questions, and agree when they will decide — on a call, before the paperwork.

20 minutesFor The hiring manager or recruiter, and the candidateAgenda room
Change the agenda first

The agenda, with a time for each part

  1. The good news2 min
    • We would like to offer you the role.
  2. Why we chose you3 min
    • What stood out in your interviews?
  3. The offer6 min
    • Pay, start date, benefits — any questions?
  4. Their questions and concerns6 min
    • What would help you decide?
  5. Next steps3 min
    • When will you let us know, and what happens then?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Why. The writing exercise was the clearest we saw.

Offer. $78k, start 3 March, 25 days' holiday.

Concern. A competing offer with more remote days; we can do three days at home.

Next. Written offer today; answer by Friday.

Running it well

Ways to change it

Internal moveAdd the timing of the handover from their current team.
Counter-offer expectedAsk early whether their employer is likely to counter, and talk about what matters to them beyond pay.

When to skip it. Never — at least a short call before the written offer.

Questions

How should you make a job offer?

Call the candidate first, explain why you chose them, walk through pay, start date and benefits, answer questions, and agree when they will decide; then send the written offer.

Should a job offer be made by phone or email?

Usually by phone or video first, followed by the written offer.

How long should a candidate have to accept an offer?

Commonly a few days to a week, agreed on the call.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

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