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"Aaron Wallis Sales Recruitment are a very friendly and professional recruitment organisation who listen to your needs, work with you and act on your behalf"

Ray Hood

Recruitment Checklist

Follow this link for a comprehensive 6 stage recruitment checklist:

Whether it's your first sales employee that you're hiring or a new field sales team, the following checklist to help systemise your process and keep track of your recruiting efforts.

Today's economy is exploding with talent, allowing you to be selective about the staff you would like to hire. Yet, the crucial step to filling a position is finding the exact right talent for the organisation - someone that has the skills for the job yet easily blends with the culture whilst interacting well with the team and, most importantly, believes in the company's mission.

There are three parts of the hiring checklist; the work prior to starting the hiring process, the search and selection of candidates, the interview, and the actual hire, the final step.

Each step should have adequate detail regarding your hiring checklist. This will help paint a clear picture to potential candidates regarding the nature of the hiring process involved in applying for an opening at your corporation.

Identify Needs

  1. Determine the absolute need for a new or replacement position

  2. Think if there are any creative methods in which you could go about to accomplish the work without recruiting new employees (improve processes, eliminate work that might not be necessary, divide work up more efficiently)

  3. Type of contract - temporary, permanent, fixed contract

  4. What happens if the job isn't replaced?

Consider Internal Applicants

  • Could an individual be moved "sideways"/"horizontally" for development purposes

  • Consider whether there are candidates within the wider organisation, e.g., sister companies?

  • Post the position internally on the "Job Opportunities" website/bulletin board for a week. If you have difficulty finding a candidate that is qualified internally, state within the position that you are also advertising the position externally at the same time

  • Send an internal email to all company employees to notify staff that a position has been posted and that unless applications are received, you are hiring employees externally.

Select Recruitment Firm or Head-hunter

  • Are they recognised selection experts in your field?

  • Do they have recruitment expertise in this area?

  • How do they attract candidates?

  • How will they represent you in the company?

  • What project timings do they suggest?

  • Do their style and values fit into your organisation?

  • What do they include in their fee?

  • Is it a fixed fee or a percentage of salary?

  • Do they work for your competitors?

  • What are the resources they will assign to your project?

  • What's their rebate or guarantee scheme?

  • View selecting a recruitment partner - 10 reasons to choose Aaron Wallis - how do we compare?

Draw Up Job Description, Person Profile And Preparation For The Interview

  • Background Check (perform appropriate background checks that include employment history, education, criminal records, credit history etc. - see independent CV verification services)

  • Develop and prioritise the key requirements needed for the position, including the qualifications, traits, characteristics and experience in which you seek in a candidate

  • With assistance from either a recruitment company or your HR department, develop a well thought out and effective job description for the position which will attract the best candidates for the role (this will assist in writing the classified job advertisement - make sure you post the job online, give the job to a sales employment agency and post on your corporate website  - screen resultant resumes for potential interviews with prospective employees)

  • Determine the salary range for the position

  • When candidates start applying - send emails to each applicant to acknowledge receipt of the CV. Further clearly state that if the candidate appears to be a good match for the position (relative to your other applicants), you will contact them to schedule an interview. If not, you will keep their application/resume on file for a year in case other opportunities arise.

  • Prepare for the interview - devise a careful selection that includes culture match, testing behaviour interview questions, psychometric testing etc. See how psychometric questionnaires can help your recruitment process.

  • Ask the other departments in whom the new sales employee will be in contact with/work with, e.g. the Marketing department and the Finance department. Ask them what they are looking for in that sales candidate to help devise a job description and better understand the particular candidate characteristics they would prefer.

  • The language used in job descriptions should avoid technical jargon and unexplained acronyms, abbreviations and ambiguity about responsibility.

  • The language used within the job description should be matched to the type of job and be readily understood by the employees concerned.

  • Develop the largest group of qualified candidates possible (search via professional associations, personal contacts, universities, search firms and other creative sources when necessary)

  • Ensure you are clear about the post-holder's accountability for results and resources

  • If needed, obtain the authority to recruit.

  • Send the job vacancy form to the Human Resources Department/HR Consultancy Firm that you use or Company Administration Office.

Other Things To Consider About The Potential Role

  • Ideal date of commencement of employment

  • Wages/Salary details

  • Commission or bonus scheme

  • Rate of overtime work

  • Cash benefits that the employee is entitled to/additional benefits to help 'sell the job' - e.g. should you offer a car or car allowance?

  • Pension Scheme - whether one exists and if so, conditions

  • Depending on contract type (duration of a temporary contact or termination date for a fixed-term contract)

  • Number of hours in the workweek and workday. Procedure for scheduling

  • Alternative work schedules/flex-time

  • Annual leave entitlement

5 Simple Steps To Planning A Successful Recruitment Campaign

  1. Decide geographically where to recruit - where to hold interviews, etc.

  2. Identify your unique selling points

  3. Develop the infrastructure to support new staff

  4. Identify methods to attract suitable candidates and identify the selection approaches that suit your needs.

  5. Carry out essential checks - reference checks etc

Points To Remember

  • You mustn't forget to give as much information as possible to allow candidates to make an informed and rational decision about their interest and suitability for a post.

  • Consider any legal requirement that would interfere with work and travel permissions that may prevent a candidate from working in a specific country.

  • Provide relevant details of climate/security/isolation that candidates need to consider before applying for a job post

To Conclude

Devising a recruitment checklist can save a lot of time and money (especially in the long run). When comparing the time and money to the estimated cost of a bad hire (this is estimated to be 3.75 times the cost of the first-year salary and benefits), spending just a little extra time creating a recruitment checklist doesn't look so unappealing after all.

Make sure you keep focused and motivated to help keep your recruitment search on track to find top talent. This will give you the best possibility of finding that "A" candidate instead of settling for the "B" or "C" candidate.

Follow this link for a comprehensive 6 stage recruitment checklist:


"Simon Bonner told me I could be a good candidate for the job and gave me some advise, encouraged me and made me believe in myself. He is a great guy, I called him my hero"

Luisa Di Blasio

About the author

Rob Scott

Rob is the Managing Director of Aaron Wallis Sales Recruitment, a national recruitment agency specialising in sourcing sales and marketing staff for businesses across a broad range of commercial sectors. Before setting up Aaron Wallis, Rob spent ten years at a specialist Sales and Marketing recruitment division of a £0.5BN recruitment group, leaving in 2007 as Marketing & Sales Director to establish Aaron Wallis.
With over 24 years of experience in sales recruitment, Rob is a History graduate with an MBA (Merit) and a PgCert in Management Practice.  In 2007, 2009 and 2013 Rob conducted the most extensive surveys of sales professionals in the UK and is a trusted authority in the sales industry. From guiding employers through the recruitment process to helping candidates find their dream job, Rob's advice has been quoted in leading publications such as Business Insider and The Independent, as well as OnRec, which host The Online Recruitment Awards every year.

Please call us to discuss your vacancy

Milton Keynes



Our employers say...

Thanks for all your help during the recruitment process. I have been extremely impressed with Aaron Wallis especially when compared to other agencies we have dealt with. I really felt you grasped the type of person we required and found strong candidates.

UK Sales Manager, Nexcom

I have always found Rob to be very knowledgeable about our industry sector, and it is refreshing to see after all of these years that Rob continues to quickly and accurately understand my requirements.

HR and General Manager, THK

I found Aaron Wallis to be very professional and efficient, taking time to understand the role and the type of candidate we were looking for. The candidates they put forward met our criteria and were of a high standard. The service they provided was exemplary and I would have no hesitation in recommending them, and will certainly consider using them again in the future.

HR Assistant, Fischer Connectors Ltd

Rob’s knowledge of the recruitment industry and his thoughts and how to make it better for his clients have always been eye opening. I would recommend Rob to anybody who is looking for a professional, knowledgeable and flexible recruitment specialist.

CEO, Friday Ad Online Services

Understood the type of person we were looking for and good follow ups - not too frequent.

Managing Director, bigHead Bonding Fasteners Ltd

We were impressed not only by the quality of candidates you found for us but also the level of information, preparation and qualification you put into the process. You continually kept us informed of each person’s feelings about the process, which is very important but often overlooked. I am looking forward to working with your company again in the future.

Commercial Director, Incentive Facilities Management

In an industry where people over promise and under deliver, Rob and his teams have consistently provided a high-quality service. It is great to deal with someone that has an excellent understanding of UK industry, and a passion for sales.

Sales Manager, TR Fasteners

We appointed Aaron Wallis in February and the successful candidate, out of the six which Aaron Wallis introduced, was able to join Alphametrics before the end of April. The whole process took less than three months. I would recommend Aaron Wallis' services to others without hesitation.

Chief Financial Officer, Alphametrics

Rob is a true recruitment professional that goes the extra mile that I have never experienced from any other recruitment agency before. If you need sales people call Rob or someone in his team, as they really are experts in sales recruitment.

Sales Director, Inside Business

I have used Aaron Wallis to fill a number of our Sales Development Manager roles and I have found them to provide a very professional service. I will use their services again in future recruitment campaigns.

HR Business Partner, Greene King

I really liked the YouTube presentations which made the service seem both simple and accessible. The company came to see me, and my management team, at short notice to present their service and I liked the support and advice that I received about maximising the results from the applicant.

Managing Director, Leisuresec plc

Giles is highly professional and was a pleasure to work with. He achieves excellent results through his personable skills and tenacity. I have no hesitation in recommending Giles to anyone who considers employing his services.

Commercial Director, G4S Government & Outsourcing Solutions

I just wanted to thank you for your help with our recruitment process which went very smoothly and has – we hope – found us just the person for the job!

Managing Director, Citrefine International Ltd

Aaron Wallis has continuously provided us with suitable candidates that have been proactively sourced. Having used countless recruitment companies, Aaron Wallis are the only company that I can count on to deliver.

Managing Director, JARK Healthcare Recruitment

Since joining DSGi, Rob has been a supplier of permanent staff and has performed to an extremely high standard, successfully filling 98% of roles he has worked on. If anyone is looking for a good sales and marketing based consultancy with an informal yet professional approach, I would recommend Rob.

Senior Recruitment Consultant, DSG International

Giles Phillips is a rare find in the minefield of sales recruitment; an honest and thoughtful recruiter who considers the needs of both the client AND the candidate to create perfect role matches. I look forward to working with him again in the future.

Marketing Director, City of London Police

Our candidates say...

Excellent experience from first contact to ultimately securing a suitable placement. Giles looked after me in a very professional and friendly manner. He used his expertise and experience to ensure I was put forward for the most suitable positions for my skill set and found me a new role very quickly. I can't recommend Aaron Wallis Sales Recruitment highly enough.

M. Green, Candidate

A great recruitment company to work with. Excellent experience with Aaron Wallis through the entire recruitment process. The team was really professional and extremely helpful. Darren was a pleasure to work with. He was friendly, supportive and gave me great advice. Thank you very much!

A. Bauchet, Candidate

Good swift process with Aaron Wallis, informative regarding the role and the process was moved at a good pace with healthy interaction. Would recommend them to anyone pursuing a change.

S. Bartlett, Candidate

Very good advice and support was given during the course of the interviewing process. Potential job seekers would be well advised to use this company whilst looking for their new career.

R. Speakman, Candidate

Fantastic service, helped me find my ideal job quickly and smoothly. Would highly recommend them.

C. Caine, Candidate

Really excellent experience dealing with Aaron Wallis. Liam Oakes who helped me get a great job was brilliant. Kept me up to date during the process and offered great help and advice, and a thoroughly nice guy. Highly recommended!

J. Hathaway, Candidate

I have to say coming across and having dealings with Aaron Wallis proved to be very successful. Being highly experienced did not seem to count for much during my job search bit a conversation with Robert Scott gave me a real confidence boost and enabled to get a position at the age of 63. Great service!!!

D. Burgess, Candidate

Aaron Wallis Sales Recruitment are a very friendly and professional recruitment organisation who listen to your needs, work with you and act on your behalf which sets them apart from many of their competitors who in my experience are willing to throw anything at you. We discussed my history, my preferences and my wishes - one opportunity was introduced. It was perfect. I start at the end of June.

R. Buckley, Candidate

Aaron Wallis is an outstanding recruitment agency specialising in high calibre sales positions. I was working directly with Darren Dewrance who went above and beyond my expectations in sourcing me my perfect role. I was kept in regular communication with Darren and he worked extremely hard to secure my dream job. Highly recommended and Thanks Darren for all your expertise and hard work.

R. Sealy, Candidate

Aaron Wallis (and in particular Rob Scott) have been fantastic throughout the recruitment process, and even a few months down the line, still continues to care. Rob clearly cares about each individual and has a wealth of knowledge and expertise, which shows in the work he does. Each candidate is not just a number, and the support received from Aaron Wallis has helped me get a career which I truly enjoy.

M. White, Candidate 

Excellent service, very professional and friendly, would and have, recommended Aaron Wallis.

E. Heley, Candidate

Less than two weeks after joining Aaron Wallis I was offered my new job. I got a £10,000 rise in my basic salary, car allowance, a laptop and many other perks, which will help to further my career. I definitely would not have found my dream job without the help of Aaron Wallis.

C. Hoy, Candidate

The Recruitment agent I used, Simon, was extremely helpful and really went the extra mile to ensure all of my questions were answered, and that I felt as comfortable and prepared as possible. Very professional company and would definitely recommend to others. Thank you Aaron Wallis!

A. Callaby, Candidate

Aaron Wallis have provided me with an excellent service, Giles went out of his way to help me preparing for my interview and supported me through all the processes. If you need an agency to give you a fully professional and consultative approach to finding you a new career move, the Aaron Wallis can certainly provide this for you.

D. Richards, Candidate

I've had a really good experience working with Giles Phillips at Aaron Wallis. From initial contact to the finer details of securing the job, he has been very professional and a pleasure to work with.

M. Shutt, Candidate

I can honestly say that the time and expertise you gave me was way beyond any other recruitment consultant I dealt with. You are a rarity in your industry.

S. Akers, Candidate

Perfect from start to finish. Simon deserves a shout out. Best recruiter there is. If you need a job, this guy will get you one. He's like the super man of recruiters. Top man, can't recommend him enough.

M. Crisp, Candidate

Fantastic customer service, communication was brilliant, happy polite people to talk to, made everything a lot easier and smoother. Thank you for all your help getting me back in the work force, Keep up the good work :-)

K. Everitt, Candidate

Aaron Wallis helped me secure a position I really wanted. Giles sought to keep me updated with all the details preceding interviews and after with feedback. I would highly recommend Giles and Aaron Wallis Sales Recruitment.

L. Taylor, Candidate

The service provided by Aaron Wallis has been just great. I was constantly informed about what was going on with the process interview and the agent has always been supportive and kind to me.

L. Colagrossi, Candidate