Client-Ready Candidate Report Template
The complete structure your agency sends to a client: executive summary, candidate comparison, risks to verify, and interview questions — in one document, formatted to send as-is under your agency’s own name.
Why the order of sections is deliberate
The template leads with the executive summary and recommendation, then backs it with comparison and evidence, rather than the reverse. A client reading top to bottom sees the conclusion first and the supporting detail second — close to how a busy hiring manager actually reads a report, skimming the top and drilling into the evidence only for candidates they’re seriously weighing. Risks to verify and interview questions come last because they’re the recruiter’s and client’s next actions, not part of the case itself.
What’s in the template
- Executive summary and overall recommendation
- Candidate comparison matrix
- Risks to verify per candidate before advancing them
- Interview questions targeted at each candidate’s results
See a filled-out sample client report using this exact structure.
Frequently asked questions
Can the section order be customized?
The four-section structure is the default because it matches how clients read reports top to bottom; if your agency has a specific reason to reorder it, that’s a configuration question for your account rather than a limitation of the template itself.
Does the template change depending on the role type?
The structure stays the same across role types — what changes is the content inside it: the comparison dimensions and interview questions reflect whatever the candidates were actually assessed on for that specific role.
How is this different from the PDF client report?
This page describes the structure; the PDF is the generated output built from that structure and your live shortlist data — see PDF client reports for how the generation itself works.
Can this be sent under my agency’s own branding?
Yes, on plans that include white-label branding — the template itself carries your agency’s name rather than IntelligencesTest’s.