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Pipeline & Stage Management

Automated Target-list Generation

Create target company and candidate lists from governed taxonomies and role filters automatically, so every search starts from a consistent, well-seeded base.

Generates target lists from categories, locations, and role filters at the point a new assignment is opened. Eliminates manual list-building and ensures every search begins from a governed, consistent foundation rather than individual researcher judgement.

Works on
Jobs & Assignments
Platform
Invenias
Complexity
Moderate
Firm type
Executive search
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.