Overview

For Founder Success, we log candidate introductions to our portfolio companies. This info is important because:

• We want to show our value to founders - how many candidate introductions we're making for the roles
• Partner visibility - this info gets pulled into reports that Partners can view, so they can see how we're engaging with their founders
• Internal Founder Success metrics - one of the goals we have is candidate introductions, so it's important to log in SFDC

Note: We only log candidate introductions - meaning we only log if the founder actually meets with the candidate. We don't log all sourced candidates.

SLA

Within 1 week of the request date

Loom Walk Through

https://www.loom.com/share/41936af6273f46fdba5e34d3a4af003e?sid=806821bf-ab3a-442e-8e9b-74a09d656d9c

Required Tools & Access

<aside> <img src="/icons/lock-keyhole_gray.svg" alt="/icons/lock-keyhole_gray.svg" width="40px" /> Salesforce Google sheet - list of candidates (from Tiffany) careers.firstround.com/users

</aside>

Instructions

What kicks off this process?

Whenever we close out an engagement with a founder, Tiffany typically send a spreadsheet of candidates to be imported (quantity varies by role, but generally ~20 candidates per engagement and 2 engagements per month).

Tiffany pulls the report here and exports to Google Sheets to make it easier for others to take action on. Once Alyssa received Tiffany’s email, she executes the steps below.

Instructions