RZ Format for Client Submissions

RZ Note Format for Client Submissions

Purpose:

To ensure all candidate notes are clear, concise, and tailored to the client’s specific needs, making it easy for them to engage quickly without being overwhelmed. This format is proven to drive higher responsiveness and helps us stand out in a competitive market.

Why This Format Matters:

Clients are busy. They scan, they don’t read long paragraphs. Your job is to make their decision easier.
This format increases engagement. Short, skimmable summaries outperform long winded intros. Also it is easier to produce more quality submissions and hit KPIs. ● CATSOne + client alignment. Your bullets should reflect both the client’s pain points and the notes in CATSOne.
Consistency = credibility. When all our submissions follow a professional, recognizable structure, it builds trust and brand recognition.

Format:

Quick Summary (2–3 lines max) + indication that resume is attached.

Introduce who the candidate is.
Highlight key strengths and why they match this role.
Include name, total years of relevant experience, industry familiarity, and major brand/client exposure.

Example:

David Lane (resume attached) brings 30+ years of finance leadership with deep McDonald’s ecosystem knowledge and multi-entity expertise. He spent 8 years at Golden State Foods (serving 2,500+ McDonald’s units, $3.5B exposure) and has since advised QSR franchises like IHOP and Wahlburgers.

Targeted Bullet Points (5–8 max)

Each bullet should tie directly to:

-Client needs & CATSOne notes

-High-impact metrics or experiences

-Should include Salary Information, Public Record Check info, Relocation details (if applicable), must finish with interview availability.

Example:

8 years at Golden State Foods (MCD supplier), advising IHOP/Wahlburgers ● CPA, M&A, succession planning, 1031 exchanges
$3.5B exposure, led $150M consulting portfolio
Highly analytical, hands-on, works well in founder-led groups
E.g., CA native, relocating to Merced/Fresno
Comp Expectation: $250K base (within range), Open to Relocation (already exploring house options)
Public Record Check: Clear
Interview Availability: Mon–Thurs after 2pm PST

Final Example of what this should look like:

======= Example

8 years at Golden State Foods (MCD supplier), advising IHOP/Wahlburgers and other QSR brands. Also possess multi-entity experience.
CPA, MBA: Experienced w/M&A, succession planning, 1031 exchanges, tax strategies, etc.
$3.5B exposure, led $150M consulting portfolio. 15-400 restaurant units, 200-2000+ employees. Leading small to mid sized departments
Highly analytical, hands-on, works well in founder-led groups
CA native, open to relocating to Merced/Fresno
Comp Expectation: $250K base (within range), Open to Relocation (already exploring house options)
Public Record Check: Clear
Interview Availability: Mon–Thurs after 2pm PST

Example 2:

Michael Rogers (resume attached): A proven high-volume GM with 10+ years of experience leading $7M–$12M high volume restaurants. Track record of driving operational excellence, team performance, and guest satisfaction across multiple fast-paced brands.

Volume & Ops: Led locations doing $7M–$12M in annual sales; skilled in labor control, food cost, training systems, boosting sales and efficiency.
Brand Experience: Former GM at [Brand A], [Brand B], and [Brand C] — all known for speed and volume.
Leadership: Built and led 30–70 person teams, consistently promoted from within ● Results-Driven: Increased guest scores by 18% YoY; reduced turnover by 22% through coaching/training
Culture Fit: Hands-on, no-ego leader who thrives in fast-paced, structured environments ● Location: Based in [City]; lives within 15 minutes of your unit
Public Record Check: Clear
Comp Expectation: Targeting $70K–$90K base, flexible.
Interview Availability: This week, Tues–Fri after 2pm local time

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Key Reminders for Recruiters:

Tailor every bullet to the specific role and client.
Avoid wordy paragraphs or generic phrases.
No fluff. Every line should serve a purpose. You may add a little more detail than this when necessary.
Think like a client: “Would I reply to this if I had 30 seconds?” ● Use bolding selectively for clarity and flow.
Use Sans Serif Font standard Gmail.com font
If submitting to sales or account manager be sure to be clear who the submission is for ● Leveraging Chat GPT for submissions and efficiency

Moving Forward:

This is the new RZ standard. All recruiter submissions should follow this format. It’s part of how we elevate our brand, increase placement speed, and respect our clients’ time.