The update is waiting.
You stop rebuilding the status note from memory. You still decide what the client sees.
Run the search. Keep the relationship.
Retained work, held to your scorecard, with clients who already know where it stands. Your twin runs the work in between. You stay the person they hired.
For boutique search firms building something bigger.
The firm still feels like you.
The scorecard holds.
The bar lives with the firm, not in one person's head, so a search stays yours even from the road.
The next retainer looks familiar.
New business that resembles the searches you were proud of. You approve the note. You take the meeting.
Friday is a client lunch.
Not a chase for where the search stands. They already watched it move.
How a retained search runs.
Trovero · Larkfield Search
Larkfield Search7
Find a person, company, search or deal⌘K
Sending
Your twin
DP
Set up your firm
Seven steps, about ten minutes. 4 of 7 done.
- 1Firm name and logoEdit
Clients see your firm's name and logo, never ours.
- 2Postal addressEdit
Every email you send carries this address, as the law requires.
- 3Connect a mailboxEdit
Google Workspace · Dana Park. Nothing sends until you approve it, unless you have let your twin send routine follow-ups on its own in Autonomy.
- 4Sending readinessEdit
Your domain is set up, so your emails reach the inbox.
-
5
Connect a data sourceOpen
Where new people come from: your own Apollo or SignalHire account.
ApolloPeople, companies and work emailsSignalHireEmails and phone numbersConnect Apollo -
6
Invite the teamOpen
Add the people who recruit and sell with you.
Send invites - 7Your voiceOpen
Six short answers so drafts sound like your firm.
Today
From your twin
Tuesday. Two need a decision, four emails are ready to go, and your first meeting is at 10:00 AM.
Needs a decision2 to decide
Drafted by your twin · waiting for youWaiting on you
Find up to 25 people for Head of Finance · Northwind Health
- Titles
- VP Finance, Head of Finance, Controller
- Locations
- Boston, or remote in the US
- Excluding
- Your clients, and anyone contacted in 90 days
About 1,240 people match. Counting is free.
ApproveRejectThey wait on the People tab as New, uncontacted.
Approved and run · 25 people added to the People tab
RK
Rachel Kim · VP People, Northwind HealthFirst email drafted by your twin · worth a read
ApproveSends in the next window · 7:00 ET
Scheduled · sends 7:00 ET
Ready to approve4 emails ready
Follow-ups · Northwind clinicsCopy you approved before · sends in the next window, Wed 7:00 AM ET
Approve (4)
4 scheduled
Today's calendar2 meetings
10:00
Intake call · Northwind HealthHead of Finance · Rachel Kim, Omar Haddad
Search briefLast call notes
2:30
Debrief · Priya RamanVP Engineering · Quillfield Software
Candidate presentation
OvernightFrom your twin
38Emails sent
64People found
6Replies received
21Decisions learned from
Your list1 task
LinkedIn notes · Platform LeadCopy, open profile, mark sent
Work the listApproved · Rachel Kim · 4s to undoUndo
Deals
Sales pipeline · 14 open · $412,000
BoardListNew deal
All deals 14Outbound 9Inbound 3Referral 2
Interested3 · $96,000
HHarbor PediatricsOutreach
Two clinic manager searchesLena Brooks$36,000
40%3d
TTidewater TherapyReferral
Head of Clinical OpsMarcus Webb$42,000
Follow-up drafted · waiting for youPPinecrest DentalOutreach
Regional managers, 3 rolesKim Alder$18,000
30%9d
Meeting booked2 · $84,000
NNorthwind HealthInbound
Controller searchRachel Kim$48,000
Wed 10:00
AAlder & Pine CapitalReferral
CFO, portfolio companySofia Grant$36,000
55%2d
Meeting done1 · $30,000
MMeridale FreightOutreach
VP OperationsPaul Ames$30,000
Proposal drafted · waiting for youProposal sent2 · $78,000
KKestrel RoboticsReferral
Platform Lead searchBen Ortega$54,000
80%12d
FFerncliff LogisticsOutreach
RPO, 4 open rolesSara Lind$24,000
50%5d
Closed won2 · $105,000
QQuillfield SoftwareOutreach
VP Engineering searchLauren Fisk$63,000
Won Sep 22
BBrightwater ClinicsReferral
Regional Sales DirectorOmar Shah$42,000
Won Aug 30
Kestrel Robotics is a client
Create the engagement and the rest is set up from this deal:
- Opens the search: Platform Lead
- Adds Ben Ortega as the client contact
- Drafts the first retainer invoice for your OK
Create engagementJust close
Engagement created · the first invoice waits in Invoices
Searches › VP Engineering
VP Engineering
Quillfield Software · Active · Target fill Nov 14
Search detailsClient view
PlaybookPipelineSourcingInterviewsReport cardDocuments
14 candidates across all stagesAdd candidateScore candidates
Sourced4
Noor Haddad74
Eng Director @ Pallet LabsSourced · 2dAna Lima71
Head of Platform @ CorvidSourced · 2dTom Becker69
Sr EM @ LedgerlineReferred · 3dContacted3
Sam Whitaker77
VP Eng @ Brightline PaySourced · 4dGrace Liu72
Eng Director @ TesselSourced · 5dScreen2
Elena Ortiz81
Director of Eng @ MintwiseApplied · 6dJordan Lee76
Head of Eng @ ParcellySourced · 6dInterview3
Priya Raman88
Dir. Platform Eng @ Lumen GridScored · waiting for youMarcus Bell84
VP Eng @ QuaysideReferred · 9dAisha Bello79
Eng Director @ StackfoldSourced · 11dPresented1
Daniel Cho86
VP Platform @ NorthgateMoving forwardOffer0
Shared · Lauren Fisk can review Priya in her account
VP Engineering
Quillfield Software · Active · Target fill Nov 14
PlaybookPipelineSourcingInterviewsReport cardDocuments
11 of 20 sections ready
Built from the kickoff call on Oct 6. Review the suggested update, then approve the playbook.
Start from another callApprove playbook
Suggested by your twin from Tuesday's call with Lauren Fisk · waiting for you
Target companiesConsumer fintech appsPayments and ledger infrastructure, Series B to D
Accept changeDismiss
Accepted · Target companies updated
Role overview
Job description
Ideal candidate profile
Scorecard
Skills scorecard
Traits scorecard
Screening filters
Holistic rubric
Analytic rubric
Recruiter screening grid
Sourcing strategy
Target titles
Target companies
Priority criteria
Boolean search
Keyword filters
Outreach template
Where to source
Interview plan
Interview processVisible to client
Interview questions
Calibration notes
Decision framework
Outreach › Northwind clinics
Northwind clinics
Sending · 12 scheduled · next window Wed 7:00 AM ET
ActivePause
Prospects64
Sent120
Replied9
Interested3
Meetings booked2
ProspectsReview6SequenceAnalyticsActivity
Needs your judgment · 2
RK
Rachel KimVP People · Email, step 1
New copyScheduledOH
Omar HaddadCFO · Email, step 1
Check the detailRoutine · copy you approved before · 4
JA
Jen AlvarezFollow-up, step 2
Waiting for youScheduledCN
Chris NovakFollow-up, step 2
Waiting for youScheduledMT
Mia TorresFollow-up, step 3
Waiting for youScheduledDP
Dev PatelFollow-up, step 2
Waiting for youScheduledApprove all routine (4)Sends in the next window · 7:00 ET4 scheduled · sends Wed 7:00 ET
Drafted by your twin · waiting for you
Scheduled · sends Wed 7:00 ET · approved by DanaToRachel Kim · Northwind Health
SubjectFinance hires for the new clinics
Hi Rachel,
Congrats on opening Salem and Lowell this spring. Three new clinics in a year usually means finance is next, and I saw the Controller role go up last week.
Worth 15 minutes next week?
Dana
Why RachelOpened two clinics this year · posted a Controller role 9 days ago · looks like your last three clients
ApproveEditSkip this email
Sends in the next window · 7:00 ET
Referrals
Ask for names at the right moment, then see what came of it.
Asks made18
Introductions9
Introduction rate50%
Revenue from referrals$214,000
Drafted by your twin · waiting for you
Ask Omar Shah, Brightwater Clinics
Why now: the Regional Sales Director you placed starts Monday.
Three names to ask about- Harbor PediatricsOpened 4 roles this month
- Meadowlark ClinicsNew COO, from Omar's old team
- Cedar Grove HealthRaised a Series B in August
A note Omar can forwardCopy
Larkfield Search filled our Regional Sales Director in 31 days and kept us posted the whole way. Worth a call if you're hiring.
I made the askNot nowThey already made an intro
Asked today · a reminder in 7 days
You make the ask yourself. Nothing is sent from this page.
Referral historyLast 90 days
Quillfield → Kestrel RoboticsIntroduction · Platform Lead
Won · $54,000Brightwater → Tidewater TherapyIntroduction · Head of Clinical Ops
Deal · $42,000Alder & Pine → 2 portfolio companiesIntroduction · CFO searches
Meeting bookedDaniel Cho → Fernway LabsPlaced candidate · asked Sep 30
AskedYour twin
Nothing sends until you approve it, unless you have let your twin send routine follow-ups on its own in Autonomy.
SalesRecruiting
- Draft this week's update for Quillfield Software.
- Done. It covers the two new interviews and Priya's score. It's waiting for you in Review.
- How did Northwind clinics do this week?
- 9 replies from 120 sent: 3 interested and 2 meetings booked. Rachel Kim asked about a Controller search, so I moved her deal to Meeting booked.
- Three healthcare groups opened finance roles this month and look like your best clients. I drafted a campaign to their finance leaders. It's waiting for you.
Waiting for your approval
Decided
Nothing needs your OK. Ask your twin for a search, a campaign or a draft.
Drafted by your twin · waiting for you
Start a campaign: finance leaders at 3 healthcare groups
- Who
- CFOs, VPs of Finance, Controllers
- Companies
- Cedar Grove Health, Meadowlark Clinics, Harbor Pediatrics
- Sequence
- 3 emails and a LinkedIn note over 12 days
42 prospects match. First emails wait for you in Review.
ApproveReject
Approved · campaign created · 42 prospects added
Find up to 25 people for Head of FinanceApproved by Dana · 9:14 AM
Draft the weekly update for Quillfield SoftwareApproved by Dana · Monday
Invoices
Send the next invoice and see what is late.
New invoice
Outstanding$42,500.003 invoices
Late$12,000.00Northwind Health · 4 days
Collected this quarter$186,250.007 invoices
BooksQuickBooks OnlineStatus follows your books
AllDraft 1Sent 2Late 1Paid 4
ClientForAmountDueStatus
KKestrel Robotics
Retainer instalment 1 of 3Platform Lead
$18,000.00
Nov 12
Drafted by your twinSent · approved by Dana
QQuillfield Software
Retainer instalment 3 of 3VP Engineering
$21,000.00
Nov 12
Sent · Oct 13
NNorthwind Health
Retainer instalment 2 of 3Head of Finance
$12,000.00
Oct 9
Late · 4 daysReminder drafted
FFerncliff Logistics
Monthly feeRPO, 4 open roles
$9,500.00
Oct 31
Sent · Oct 1
BBrightwater Clinics
Placement feeRegional Sales Director
$42,000.00
Sep 30
Paid Sep 28
Sent to Ben Ortega · synced to QuickBooks Online
Analytics
See what is moving across outreach, searches, referrals and the firm.
Last 90 days
OutreachSourcingSearchesReferralsFirm
Prospects412
Sent1,284
Replied967.5% of sent
Interested31
Meetings booked14
Replies by weekRepliedInterested
CampaignsSent · Replied · Int. · Mtgs
Northwind clinics120932
Dental groups, Northeast3102484
Fintech platform leaders2682173
Logistics operations1861242
Portfolio CFOs1421352
Open searches9
Candidates318
Filled this year14
Average time to fill38 days
Candidates by stageAll open searches
- Sourced318
- Contacted204
- Interested96
- Screen61
- Interview27
- Presented14
- Placed4
Where placements came from14 filled
- Sourced57%
- Referred29%
- Applied14%
Open searchesDays open · stage · next step
VP Engineering · Quillfield Software23InterviewClient decision
Head of Finance · Northwind Health9SourcingIntake call today
Platform Lead · Kestrel Robotics1StartingKickoff call
Money in this year$1,248,400Up 46% on last year
Outstanding$60,500
Late$12,000
Revenue per person$312,1004 people
Money in, by monthThis yearLast year
Where revenue came fromThis year
- Outreach$649,200
- Referrals$387,000
- Repeat clients$212,200
Goals this quarterKey result · have / needed · status
Placements4 / 6On track
New clients3 / 4At risk
Referral introductions9 / 8Done
LSLarkfield Search
SearchesInvoices
LFLauren Fisk · Quillfield Software
Your searches
1 candidate is waiting on your decision.
Needs your decision (1)
PR
Priya RamanVP Engineering · Quillfield Software
For 1 daySearches (2)
VP EngineeringDana Park leads this search
1 waitingIn interviewsHead of DataDana Park leads this search
SearchingCalibration log · VP Engineering
Target companies now include payments infrastructureFrom your call with Dana Park · Oct 13
Target moved
This week · VP Engineering
Two candidates joined the search, one moved to interviews and you made one decision.
Days open23
Considered214
Interviews4
Feedback for the search team
"Could we see one more from payments?"You · Oct 10
Replied"Two more are in screening now."Dana Park · Oct 11
Refer someoneKnow a team that is hiring? Send them your link.
Copy linkYour searches › VP Engineering
OverviewPipelineReport cardSearch brief
PRWaiting on you
Priya Raman
Director of Platform Engineering, Lumen Grid · Interview
How they rated
88Score 88 of 100Strong advance
- Platform architecture
- Leading managers
- Hiring bar
- Payments domain
Interview notes
- Round 2 with your CTO · "Strongest systems answer so far."Oct 9
- Reference · former VP Eng · "Would hire her again tomorrow."Oct 12
Strengths and questions
- Grew a payments platform team from 6 to 40
- Has hired and coached engineering managers
Questions to probe
- Hasn't worked at a company under 200 people
Decision history
- Daniel Cho · you chose Moving forwardOct 8
- Grace Liu · you chose Passed: "too early in her career"Oct 2
Your call.You can change it at any time.
Move forwardPassInvoices
$21,000.00 still to pay.
LS-1037 · VP Engineering, 3 of 3Sent Oct 13 · due Nov 12
$21,000.00DueLS-1031 · VP Engineering, 2 of 3Sent Sep 22 · paid Oct 8
$21,000.00PaidLS-1024 · VP Engineering, 1 of 3Sent Aug 25 · paid Sep 3
$21,000.00Paid
Your agreement
VP Engineering, a retained search. The fee is $63,000.00, billed in three parts: when the search starts, at the shortlist and when your hire starts.
- Paid so far$42,000.00
- Still to pay$21,000.00
- Questions about an invoice? Dana Park can help.
Moving forward. Dana Park can see it.
A scorecard from the intake. The call becomes the bar. Everyone on the search works from it, including you when you're between flights.
New retainers, in your voice. Firms that look like the ones who already hired you. The outreach is drafted. You send it.
Clients see the search. A live view of the work they hired you for. You choose the frame. They stop asking where it stands.
Retainers, billed in step. Each instalment is drafted for your OK when the search reaches it, and kept in step with your books.
An example firm with made-up data. The screens are drawn from the app.
FAQ
No. You still take the call. It turns what you heard into the scorecard and the search, so the work doesn't live only in your notes.
They see progress, in the frame you set. The pitch, the shortlist conversation and the meeting stay with you.
It looks for firms that resemble the ones you already serve, and drafts the note in your voice. You decide what gets sent.
From $600 a month for one seat to $2,250 for up to ten. Firms of eleven to twenty, talk to us. See pricing.
First cohort forming
Fifty firms first.
The first fifty firms get founding pricing. Cohorts open weekly, and every firm you refer moves you up the list.
Move up the list
Every firm that joins through your link moves you up. So does sharing it on LinkedIn.
Rather talk first? Email us.