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Templates / Proposal

Free Executive Search Proposal Template

An executive search proposal covers the search approach, who runs it, relevant work, pricing, signature, and payment and scope terms.

Executive Search Proposal template preview

Language:

en

Last updated:

October 2026

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A CEO and board want to feel protected making a high-stakes hire, but the risk sits in the gaps: a short list built from familiar names, a process nobody can explain, and a candidate who looks right on paper then falls over once politics and pace show up. The Executive Search Proposal gives that decision a written shape, so the buyer can see how the search gets run before anybody talks fees.

The proposal opens with The short version, which explains what the buyer will get and how the search reaches candidates who aren’t applying. About us and Who you will work with make it clear who’s accountable day to day, then Selected work and Portfolio give examples of the kinds of confidential searches covered. The approach lands in How we work, then pricing sits under What it costs on a slate and blueprint-ink page with Syne headings over Inter body text, so the practical parts read like decisions, not hype.

  • The short version States the outcome the search is aiming for and the steps used to reach a defensible shortlist.
  • How we work Describes intake and scorecard, the market map and target list, outreach and screening, and the calibration point that keeps the shortlist aligned.
  • What it costs Holds a priced Full Search line item that you replace with your own fee before you send the proposal.
  • Getting started Carries the signature and fee summary, and spells out what happens after acceptance, including booking the search and starting intake.
  • Payment and Scope changes Pins down the 30% and 70% payment split, confidentiality and inputs, and what happens if the brief changes after the scorecard is agreed.

In Plutio, you update your own price for Full Search, send the proposal, and the client accepts and signs online. Acceptance completes Getting started with a signature and fee summary, so both sides have the payment schedule, confidentiality, and scope-change terms in writing before outreach begins.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in an executive search proposal

PartWhat it covers

The short version

Summarises what the buyer will receive from the retained search and the logic behind the shortlist, including visibility on who declined and why.

About us

Explains what kind of retained executive search the firm takes on and where quality gets decided, so the buyer can judge the approach before pricing.

Who you will work with

Clarifies continuity during the search, so the buyer knows who will be present on calibration calls and decision points.

Team

Names the people doing the work and separates search leadership from research, so responsibilities don’t get blurred once the search starts.

Selected work

Introduces recent retained searches as context for the kinds of confidential situations the proposal covers.

Portfolio

Gives concrete examples of scorecards, target lists, and controlled replacement work, so the buyer can see how the process has been handled before.

How we work

Breaks the engagement into steps from intake through market mapping and calibration, so the buyer can see where decisions get made and when input is needed.

What it costs

Contains priced items for the engagement, with a single Full Search line you replace with your fee.

Getting started

Includes the signature and fee summary and lists the immediate next steps that happen after acceptance.

Payment

States the deposit and completion payment schedule, what input is needed early, how confidentiality is handled, and who does the work.

Scope changes

Explains how brief changes get handled, what can and can’t be controlled in candidate availability, and who owns the scorecard and market-map outputs once paid.

Who it is for

Retained executive search firms and recruitment partners sending a proposal for a confidential leadership hire that needs a defensible shortlist.

The proposal in full

The short version

You’ll have a small, evidence-led shortlist of executives you can hire with confidence, plus a clear view of who said no, who moved, and why the market responded the way it did.

We’ll run a retained executive search that reaches candidates who are not applying, tests them against a shared scorecard, and gives you a shortlist you can defend in the room. Next, we’ll schedule the intake and lock the search calendar.

We start by turning the role into a scorecard you can use to say yes or no, then we build a market map and a target list, not a list of applicants. We approach candidates quietly, screen them against the scorecard, and calibrate with you early so the shortlist matches how you actually choose.

About us

We do one thing: retained executive search for leadership roles where the first hire attempt cannot be a learning exercise. We built Portico Search around the parts that usually get skipped when a search is rushed, namely the scorecard, the market map, and the reference work that checks how someone behaves when the pace and politics show up.

You hire us when you need coverage of the whole market, not just the familiar names. We show you the target list early, because that is where search quality is decided. We run the approach and the screening ourselves, and we document the reasons for every move forward and every no, so you can brief your CEO and board without filling in gaps.

Who you will work with

You’ll be dealing with the same two people throughout the search, on every calibration call and every decision point.

Team

Giulia Rinaldi, Search partner. Giulia leads the search, runs intake and calibration, and handles candidate approach for the sensitive conversations that need senior judgement.

Matteo Galli, Research lead. Matteo builds the market map, tracks the target list, and runs first screens so every shortlist conversation is based on notes, not memory.

Selected work

Here are three recent retained searches that show the kinds of roles and situations we’re brought in to handle confidentially.

Portfolio

COO search, manufacturer. Defined a scorecard around throughput, planning discipline, and people leadership. Built a target list across adjacent sectors and moved candidates who were not actively looking into a structured process.

CFO search, founder-led group. Reframed the brief from “reporting and control” to cash discipline, covenant headroom, and board communication. Calibrated after the first screens and narrowed the shortlist to candidates who had led change without breaking trust.

Country head replacement. Ran a confidential replacement with a tight information circle. Approached targets with a cover story agreed in advance, sequenced interviews to protect the business, and supported the offer through resignation risk.

“The shortlist was small, honest, and every candidate was there for a reason.”

HR Director, a mid-sized industrial supplier

How we work

We keep the search controlled and quiet. You’ll see the market map early, you’ll get a calibration point before we flood your diary, and we’ll keep the story consistent so confidentiality does not depend on luck.

1. Intake and scorecard Days 1-3 We run a structured intake to turn the role into a scorecard with measurable outcomes, non-negotiables, and deal-breakers. You’ll tell us who needs to be in the loop and what cannot leak. We agree the interview steps and the decision gates before any outreach starts. 2. Market map build Days 4-10 We build the market map and a first target list, then review it with you in a short calibration call. You’ll see which companies and adjacent sectors we are pulling from, and you’ll approve the direction before we speak to candidates. This is where we prevent a familiar, recycled shortlist. 3. Approach and screening Weeks 2-5 We approach candidates one by one, using a consistent message and a confidentiality plan agreed with you. We screen against the scorecard, test motivation and constraints, and keep structured notes so you can compare like with like. We bring you candidates as they clear the bar, not at the end. 4. Shortlist to offer Weeks 5-8 We present a tight shortlist and run a calibration meeting to align on who moves forward and why. We coordinate references, backchannel checks, and any deep-dive assessment, then support offer structure, closing, and resignation risk. We stay involved through acceptance and start date planning.

What it costs

Choose the tier that matches how much coverage you need beyond the shortlist, from first market map through offer and completion.

Priced items

Getting started

If you want us to hold the calendar and start outreach, the next step is simple and happens in writing.

1. Sign this proposal and we’ll send the booking invoice for 30%. 2. Book the intake session and confirm the decision group and confidentiality circle. 3. Share any existing role brief and org chart so we can draft the scorecard.

Signature

Fee summary

Payment

30% of the price is due to book the retained executive search when you sign. The remaining 70% is due when the engagement is complete. Each invoice is payable within 14 days of its date.

Your inputs. In the first two weeks, we need access to the hiring lead for the intake and one calibration, plus fast feedback on the target list. Delays in feedback move the timeline more than anything else.

Confidentiality. We run the search quietly, using a non-identifying brief until you approve disclosure. You tell us who must not be contacted. We keep your shortlist, notes, and status private to your agreed stakeholders.

Who does the work. Giulia Rinaldi leads the search and runs the intake, calibration, and client updates. Matteo Galli builds the market map, target list, and research notes. You will have both of us on key calls.

Scope changes

If the role brief changes after the scorecard is agreed, we will pause and restate the market map and target list before we continue. If the change expands the work, we will price it in writing first.

Candidate availability. We can control the process and the quality of the screening, not whether a specific person will engage or accept. We will show you where the market is responding, and adjust the target list with you.

Ownership of work. Once the engagement is paid in full, the role scorecard, agreed market map, and shortlist materials are yours to keep and use internally. Our notes from calls and references stay confidential in our files.

Questions about this proposal template

What should an executive search proposal include?

An executive search proposal usually covers the search approach, who will run the work, relevant examples of prior searches, pricing, and the signature and payment terms. This proposal also includes confidentiality language and how scope changes get priced if the brief shifts after the scorecard is agreed.

How do retained search firms reach candidates who aren’t applying?

Retained search reaches passive candidates through a target list built from a market map, then quiet outreach and screening against an agreed scorecard. The proposal describes that flow and includes a calibration point so the shortlist matches what the hiring group will actually decide on.

Who should be listed as the team on an executive search?

The proposal should name the people doing the work and what each person owns, so accountability stays clear once the search starts. This template separates search leadership from research, including who handles intake, calibration, outreach, and first screens.

How does confidentiality work when replacing a senior leader?

Confidential searches typically use a non-identifying brief until disclosure is approved and keep the information circle tight. This proposal also lets the client specify who must not be contacted and limits shortlist access to agreed stakeholders.

What do you need from the client in the first two weeks of a retained search?

The early inputs are access to the hiring lead for intake and one calibration, plus fast feedback on the target list. The proposal notes that delays in feedback move the timeline more than anything else.

What happens if the role brief changes mid-search?

A changed brief usually means pausing to restate the market map and target list before outreach continues. This proposal also says expanded work gets priced in writing first, and ownership of outputs transfers once the engagement is paid in full.

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