# Candidate Research & Long-List Build for Executive Search Firm Partners with Thrive TRM

> AI builds the long-list from Clockwork, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Thrive TRM](https://calish.com/workflows/tool/thrive-trm/)
- **Role:** [Executive Search Firm Partner](https://calish.com/workflows/for/executive-search-firm-partner/)
- **Specialty:** C-Suite & Board Recruiting
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/candidate-research-and-long-list-build-for-executive-search-firm-partner-with-thrive-trm/

## The Problem

C-Suite & Board Recruiting engagements depend on a strong long-list of 50–100 candidates per role — and candidate research in Clockwork burns associate hours that could go to relationship work.

## What We Build in Thrive TRM

AI builds the long-list from Clockwork, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%. Purpose-built for teams running Thrive TRM — uses the native API or agent integration so nothing leaves the system of record.

## Thrive TRM Integration Approach

1. **Audit your Thrive TRM configuration.** We map the specific Thrive TRM objects, custom fields, and workflows the automation needs to touch for your c-suite & board recruiting practice.
2. **Build on the Thrive TRM API or agent.** Integration happens inside Thrive TRM — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Thrive TRM with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Candidate Research & Long-List Build for Executive Search Firm Partners](https://calish.com/workflows/candidate-research-and-long-list-build-for-executive-search-firm-partner/)
- AI builds the long-list from Clockwork, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%.

## Other Thrive TRM Automations

- [Reference Checking & Backchannel for Executive Search Firm Partners](https://calish.com/workflows/with/reference-checking-and-backchannel-for-executive-search-firm-partner-with-thrive-trm/)
- [Search Status & Client Reporting for Executive Search Firm Partners](https://calish.com/workflows/with/search-status-and-client-reporting-for-executive-search-firm-partner-with-thrive-trm/)
- [Purchase Order & Invoice Management for Executive Search Firm Partners](https://calish.com/workflows/with/purchase-order-and-invoice-management-for-executive-search-firm-partner-with-thrive-trm/)
- [Client Selection Tracking for Executive Search Firm Partners](https://calish.com/workflows/with/client-selection-tracking-for-executive-search-firm-partner-with-thrive-trm/)
- [Subcontractor & Bid Management for Executive Search Firm Partners](https://calish.com/workflows/with/subcontractor-and-bid-management-for-executive-search-firm-partner-with-thrive-trm/)
- [Buyer Qualification & NDA Management for Executive Search Firm Partners](https://calish.com/workflows/with/buyer-qualification-and-nda-management-for-executive-search-firm-partner-with-thrive-trm/)

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