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Preparing a Briefing Pack ​

You need to prepare a client-ready summary of all candidates on a role before a progress call or submission meeting.

What to say to Claude ​

"Prepare a briefing pack for the Northvale role."

What happens ​

  1. loxo_search_jobs — Claude searches your jobs for "Northvale" and finds the matching role with its ID
  2. loxo_get_job_pipeline — pulls every candidate currently on that job, along with their pipeline stage (Sourced, Screened, Interviewing, Offer, etc.)
  3. loxo_get_candidate_brief (per candidate) — for each candidate on the pipeline, Claude pulls their full profile including intake notes, contact details, and recent intel-rich activities (calls, emails, recruiter notes)
  4. Claude compiles the results into a structured briefing document ready to share with your client

Example output ​

Here's the briefing pack for Northvale — VP Finance (Job #4821):

Interviewing ​

Sarah Chen

  • Current role: Director of Finance, Ridgepoint Partners
  • Compensation: $185k base + 15% bonus; seeking $200-210k base + equity
  • Key motivations: Wants equity upside and a seat at the leadership table. Mentioned she's been passed over for promotion twice — ready to move.
  • Last contact: Phone screen on March 15 — strong interest, available to interview week of March 24
  • Notes: Has PE fund accounting experience from her time at Summit Capital. Client specifically asked about this.

Marcus Rivera

  • Current role: VP Finance, Greenfield Holdings
  • Compensation: $195k base + 20% bonus; open to lateral on base if equity is meaningful
  • Key motivations: Current company is being acquired — uncertain about new leadership. Prefers a growth-stage environment.
  • Last contact: Email on March 12 — sent him the job spec, he replied same day asking to set up a call
  • Notes: CPA + MBA (Wharton). 3 years in Big 4 audit before moving into industry.

Screened ​

Priya Nair

  • Current role: Senior Finance Manager, Atlas Biotech
  • Compensation: $160k base; looking for a step up to VP level at $180k+
  • Key motivations: Wants to move from pharma into tech/fintech. Impressed by the Northvale product during our call.
  • Last contact: Intake call on March 8 — detailed notes on file. She's a stretch on seniority but strong on culture fit.
  • Notes: Could be a value hire if client is open to developing someone. Has managed a team of 4.

Sourced ​

David Park

  • Current role: Controller, Ridgeline Ventures
  • Compensation: Unknown — haven't connected yet
  • Key motivations: Unknown
  • Last contact: InMail sent March 18, no response yet
  • Notes: Profile looks strong on paper. 12 years in finance, last 5 in VC/PE-backed companies.

Summary: 4 candidates on the pipeline. 2 are actively interviewing and engaged, 1 screened and interested, 1 sourced but not yet responsive. Recommend prioritising Sarah Chen — she's the strongest match on experience and is ready to move quickly.

Tips ​

  • Ask for a subset: "Prepare a briefing pack for the Northvale role, just the candidates in Interviewing stage"
  • Change the format: "Prepare a briefing pack for Northvale as a table I can paste into an email"
  • Add specific focus areas: "Include compensation expectations and notice periods for each candidate"
  • Related guides: Pipeline Status Update for a quicker, less detailed overview