Smart Executive Research – A Precision-Driven Search Workflow

We follow a structured, insight-led, and adaptive methodology to ensure every engagement is driven by clarity, collaboration, and consistent delivery.

1
Initial Consultation & Briefing

We begin with a primary appointment to deeply understand the role, its context, business impact, and expectations. This step ensures alignment and clarity before we proceed.

2
Trial Week Setup & Expectation Setting

We define the scope, objectives, and deliverables of the one-week trial—setting expectations clearly and transparently from day one.

3
Research Foundation & Role Mapping

Our team conducts internal research and builds a contextual understanding of the role. We then present: our interpretation of the brief, search strategy & delivery roadmap, a few collaboration profiles (early examples).

4
Client Review & Feedback Loop

We await your feedback on the direction of the search, the sample profiles shared, and any amendments or clarifications to ensure alignment.

5
Project Execution Begins

Post-alignment, we kickstart the full search process, delivering regular progress updates, fast curated profiles, and adjustments based on feedback.

6
End-of-Trial Feedback Call

We conduct a formal feedback call to evaluate the value delivered, quality of insights, and fit for continued engagement.

7
Continued Engagement & Iterative Search

We maintain regular sync-ups, adapt search strategies with evolving feedback, and ensure timely delivery.

8
Transparent Delivery via ATS

All profiles are delivered via our ATS with structured insights, contextual notes, and role-specific benchmarking.