How I run a job search pipeline

One tracker. Two people building it.

When I work with a job seeker, we don't keep separate lists. We share one tracker from day one — they log what they're applying to, I work behind it sourcing contacts through SalesNav and Clay. Same sheet, same visibility, the whole way through.

How it works

Two people feeding one pipeline, so nobody is guessing what the other already knows.

You

Log applications, statuses, and any contacts you already have.

Shared tracker

One sheet, updated in real time, visible to both of us.

Me

Fill gaps with SalesNav and Clay — extra POCs, verified contact info.

A combined network, working one pipeline

What we track, and who fills it in

Every field on the sheet has an owner. Here's what each one is for.

FieldWhat it's for
Company, title, req URL, comp The basics of the role.
You add this
POC 1–5 Everyone with a line into the role — hiring manager, recruiter, a warm intro, a cold outreach.
I add this
Jaclyn notes What I found on each contact and how I'd approach them.
I add this
Status Where the role stands right now. Either of us updates this as it moves.
Sourced Submitted app Talking with POC Interviewing Offer Rejected Withdrew Crickets
Application & decision dates Timestamps so we both know how long a role has been sitting, and when to follow up.
Notes Anything else worth remembering — a referral, a deadline, a reason to hold off.
You add this

Use it for your own search

The same blank tracker, ready to copy. Drop it into your search and share it with whoever's helping you.

.xlsx · dropdown statuses built in · one example row included