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US Staffing Academy — Recruitment Training � Week 1

The Screening Call
Learner Reference

From checking boxes to qualifying and selling. Everything you need � before your first session, during training, and on the job.

4 Phases
14 Components
15�20 Min per call
5 Days to master
?? My 14-Component Checklist � tap each component as you learn it 0/14
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02
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01

Week at a Glance

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How to use this document

First read (before your session): Understand the big picture � what a screening call is, its 4 phases, and why each component exists. Don't memorise scripts yet.
During training: Open the Components section and follow along. Use the script blocks as reference.
Revision & on-the-job: Use Quick Reference for instant script lookup. Use the Objections section before calls.

Mon � Day 1
The Big Picture
Conceptual
What a screening call is, what it isn't, and the mindset shift required.
Tue � Day 2
Phase 1 & 2
Opening + Qualify
Hook, pitch, job narration, skill matrix, clarifying questions, resume check, work auth, motivation.
Wed � Day 3
Phase 3 & 4
Negotiate + Close
Pay negotiation, pipeline check, legal name, BGC/DT, SSN, RTR, locking the submission.
Thu � Day 4
Objections
Rebuttals
ARA framework, 10 real objections, objection card drill with peer scoring.
Fri � Day 5
Assessment
Simulation
End-to-end mock call, scored on all 14 components, written feedback.
The single most important thing to understand this week: By Friday, you will run a complete 15�20 minute screening call from memory, handle objections in real time, and produce a submission-ready profile at the end.
02

What Is a Screening Call?

Before you learn the script, you must understand the purpose. Every word you say has a reason behind it.

? A screening call IS�
  • A structured 15�20 minute sales conversation with a prospective candidate
  • Your chance to verify they can do the job AND want the job
  • A negotiation � finding the sweet spot between client budget and candidate expectation
  • The moment you lock the candidate's commitment before anyone else does
  • Where you collect everything needed for a clean, compliant submission
  • A two-way process � you qualify them, but you also sell them on the opportunity
? A screening call is NOT�
  • A checkbox exercise � going through a list and ticking items without listening
  • An interrogation � firing questions at a passive candidate who feels cross-examined
  • An interview � you are not the hiring manager; you are the candidate's advocate
  • A one-sided information dump � reading the JD to the candidate line by line
  • A quick admin call � 'just confirming a few details' undersells what this call achieves
  • Something you improvise � every component has a purpose, and the order matters
?
Real-world reality check

You are interrupting this person's day. They did not ask for your call. The only reason they stay on the line is because you make it worth their while � you have a better opportunity than where they are right now. That is your leverage. Use it.

03

The Mindset Shift

The same call, the same components � but a completely different outcome depending on how you approach it. This is what separates great recruiters from average ones.

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You ARE the opportunity
You have something they want. Approach the call confident, not apologetic. You are not cold-calling a stranger � you're a specialist with a real, relevant opportunity.
??
Candidate is a person
You are talking to a professional who has goals and concerns. Listen as much as you speak. Their motivation for change is your most powerful tool.
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Every question has a purpose
You are not being nosy � you are gathering what you need to get them a job. When you understand why each question exists, it sounds natural, not scripted.
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Silence is okay
After asking a question, stop talking. Let them think. New recruiters fill every pause with more talking � this is the #1 early mistake. Silence is not awkward; it's effective.
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Objections are buying signals
When a candidate objects, it means they're still on the line and still engaged. Engage � don't fold. A candidate who hangs up without objecting was never interested.
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Time discipline matters
15�20 minutes is the target. Under 8 minutes = you skipped components. Over 30 minutes = you're chatting, not qualifying. Own the clock.
??
You're not selling double-glazing

You are calling a professional who likely wants career growth, and you have a real opportunity for them. Your job is to communicate that opportunity clearly and get their commitment. That is not pushy � that is service.

04

The 4 Phases

Every component maps to one of four phases. The phases are sequential � you cannot skip or reorder them. You cannot negotiate pay (Phase 3) before establishing that the candidate can do the job (Phase 2).

PHASE 1
The Hook
~1�2 min
Identity Pitch
PHASE 2
The Qualification
~8�10 min
Job details Skills Work auth Motivation
PHASE 3
The Negotiation
~2�3 min
Pay Pipeline
PHASE 4
The Close
~3�4 min
Legal BGC/DT SSN RTR
??
The order is non-negotiable

If a candidate asks "what's the pay?" during Phase 2 (too early) � the correct response is: "Great question � I want to cover that in a moment, but first I want to make sure this is the right fit for you on the technical side." Never jump to Phase 3 before completing Phase 2.

?
Goal of each phase, in plain English
  • Phase 1: Confirm you have the right person. Grab attention. Create enough interest to keep them on the line.
  • Phase 2: Prove they CAN do the job. Understand WHY they'd want to. Gather all evidence for submission.
  • Phase 3: Agree on money. Find the number that works for candidate and agency margin.
  • Phase 4: Get the legal commitment. Collect every data point the VMS system requires.
05

The 14 Components

Learn these by name and purpose first. The scripts come after. Click any component to expand the full detail, script, and tips.

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Tip for first read

Read through each component's WHY first � don't fixate on the script yet. Understanding the reason each component exists is what makes the script sound natural when you do say it.

01
Identity Confirmation
The very first thing you say
Phase 1 � The Hook ?
WHY this exists

Pitching the wrong person happens more often than you think. Calling the wrong number and going into your full pitch is a waste of time and damages credibility instantly. Always confirm identity before revealing anything.

THE SCRIPT
Say exactly this: "Hi, is this [Candidate's First Name]?"

"Hi, this call is for [Candidate's First Name]..."
??
If no answer / voicemail

Leave a voicemail with your name, company, the job title, and a callback number. Keep it under two minutes. Never reveal the client name in a voicemail.

02
Introduction & Pitch
You have 30 seconds to make them stay
Phase 1 � The Hook ?
WHY this exists

This is your 30-second commercial. You need to establish: who you are, that you're credible, what the opportunity is, and get permission to continue � all before they hang up. Every word is deliberate.

THE SCRIPT
Full intro script: "This is [Your Name]. I'm a recruiter with US Staffing Agency.
Have you heard of us?
We specialise in staffing for Fortune 500 clients.
I'm working on a [Job Title] role for one of my [domain] clients � [onsite/remote], based in [location], [X]-month contract.
Would you be open to hearing more?"
WHY EACH WORD MATTERS
  • "Have you heard of us?" � starts a micro-conversation, not a monologue. They're now a participant, not an audience.
  • "Fortune 500 clients" � instant credibility anchor. Signals high-quality placements.
  • One closing question � "open to hearing more?" gives them agency, lowers resistance.
  • Contract length upfront � respects their time, filters out immediately uninterested candidates.
COMMON MISTAKES IN THE OPENING
  • "Sorry to disturb you�" � apologetic openers kill credibility instantly
  • "I saw your resume on [Job Board]" � sounds like mass calling, not targeted search
  • "Is this a good time?" � most people will say no. Lead with value first.
  • Reading the job description word for word � narrate it; be the expert who knows the role
03
Job Details
Narrate it � don't read it
Phase 2 � Qualification ?
WHY this exists

Your job is to bring the role to life. A candidate who is bored by your narration is a candidate who's half-out before the qualification even starts. Know the role well enough to talk about it like you've worked there.

THE SCRIPT APPROACH
Narrate like a story � "actor and their tools": "The role is [Title] for a [domain, e.g. fintech] company in [city/remote].
They're looking for someone who has experience with [Skill A] � primarily using [Tool 1] and [Tool 2].
Day to day, you would be [core activity], working with [team size/type]."
??
The "Actor and their tools" mental model

Think of the job like describing a movie character: "They're building a real-time payments engine � it's a fintech startup, fast-paced, Java backend, microservices architecture, and the team of 8 runs Agile sprints." That's a story. "5+ years Java, Spring Boot required, nice to have Docker" is a JD. Be the former, not the latter.

TIMING

Keep it to 45�60 seconds � enough to create interest, not so long they switch off. Mention team culture and project scope � what's NOT in the JD.

04
Skill Matrix
Give them the stage to prove they fit
Phase 2 � Qualification ?
WHY this exists

The skill matrix is NOT you asking the candidate to read their resume back to you. It is you giving them the stage to prove they fit the role. Listen for specificity � someone who says "I have used Python extensively" is not the same as someone who says "I built a data pipeline in Python using Pandas and PySpark that processed 2 million rows daily." Specificity = credibility.

THE SCRIPT
Open invitation to prove fit: "It would be great if you could walk me through your experience with [the tools and skills you just described], especially highlighting specific projects where you used them."
WHAT TO LISTEN FOR
  • Recency � did they use it last year or 5 years ago?
  • Depth � do they know nuances, or just surface-level?
  • Project scale � 10-person startup or enterprise deployment?
  • Tool version � relevant for fast-evolving tech stacks
  • Team context � were they a lead or a team member?
??
If they skip a key skill

"You mentioned X but I didn't hear about Y � can you touch on that?" � Don't let a critical gap slide silently. Flag it gently.

05
Clarifying Questions
Always open-ended � never yes/no
Phase 2 � Qualification ?
WHY this exists

Open questions create longer, richer answers that help you assess depth of experience. A yes/no answer tells you nothing. A 3-minute response from the candidate tells you everything you need to make a quality submission.

SAMPLE OPEN QUESTIONS
"How many projects have you delivered end-to-end?"

"What was the size of your team, and what was your specific contribution?"

"Tell me about the most technically challenging project you've worked on."

"What would you say was your biggest contribution in your last role?"
? Open-ended (DO THIS)
  • "Walk me through your last Java project"
  • "Tell me about a complex scenario you handled"
  • "What does your typical day look like?"
? Closed (AVOID)
  • "Do you have Java experience?" (yes/no)
  • "Have you worked in Agile?" (yes/no)
  • "Are you a team lead?" (yes/no)
06
Resume Check
Gaps and education are compliance non-negotiables
Phase 2 � Qualification ?
WHY this exists

Gaps and education are MSP compliance requirements � missing or inconsistent information kills submissions. You must catch this during the call, not after you've submitted.

THE SCRIPT
"Are there any gaps in your employment history in the last 2 years?"

"Can you confirm your education details as listed on your resume?"

"Are there any courses or certifications that aren't on your resume?"
??
If a gap exists

Get the exact dates, reason, and location. Document it clearly on the resume note before submitting. Unexplained gaps are a red flag for MSP compliance teams and can result in outright rejection.

07
Work Authorisation
Ask before pay � an incompatible visa ends the call
Phase 2 � Qualification ?
WHY this exists

Walking through a full pay discussion and then discovering the candidate is on a visa type the client won't accept wastes everyone's time and is deeply demoralising. This is a bright-line question � it must happen before pay negotiation. Treat it as routine and non-judgmental.

THE SCRIPT
"Can you confirm you are legally authorised to work in the US for the full duration of this contract?"

"And can you help me with your work authorisation type?"

If they hesitate: "This is a standard compliance question. Your status determines whether I can move forward � it helps me protect your time too."
WORK AUTH QUICK REFERENCE
? Generally accepted (W2)
  • US Citizen (USC)
  • Green Card (GC / LPR)
  • TN Visa (some clients)
  • OPT / CPT (ask client first)
? Most W2 clients won't accept
  • H-1B (requires sponsorship)
  • J-1 (exchange visitor)
  • Any visa needing transfer
??
Most healthcare and enterprise clients: W2 only (GC or USC)

Always verify the specific client requirement on the job order before the call. Never assume.

08
Motivation for Job Change
What drives them is your most powerful sales tool
Phase 2 � Qualification ?
WHY this exists

Understanding motivation tells you: (1) whether they're passive or active � which changes your urgency and approach, (2) what to sell them on � if they want growth, emphasise project scope; if they want stability, emphasise the client's size. And it tells you whether they're a flight risk.

THE SCRIPT
"Looking at your resume, your last role was at [Company]. Are you still there?"

"What would be the deciding factor for your next opportunity?"

If still employed: "What would have to change for you to consider making a move?"
HOW TO USE THEIR ANSWER
  • If they say "growth" ? emphasise the project scope, team size, tech stack novelty
  • If they say "pay" ? emphasise the rate advantage and bill rate ceiling
  • If they say "remote / flexibility" ? lead with the work arrangement
  • If they say "stability" ? emphasise the contract extension possibility and client size
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Red flag: "I just need a job"

This signals low commitment � they may drop out for any counter-offer or better option that comes along. Probe further. Low motivation = high dropout risk = wasted submission slot.

09
Pay Negotiation
Finding the sweet spot � detailed in Section 6
Phase 3 � Negotiation ?

See Section 6 � Pay Negotiation for the full breakdown, worked example, and step-by-step sequence. Summary script:

"What would be your expected pay for this position?"

"Based on the skills required and the client's budget, I'm able to offer $XX/hr on W2. Does that work for you?"

Lock it: "Great � $XX/hr W2. I'll proceed at that rate."
??
NEVER reveal the bill rate to the candidate

If they ask "What's the bill rate?" � respond: "The billing arrangement is between us and the client. What I can tell you is my offer to you." Margin is confidential. Always.

10
Pipeline / Other Opportunities
Tells you your urgency level
Phase 3 � Negotiation ?
WHY this exists

If they have an offer closing in 48 hours, you need to move immediately. If they're just casually exploring, you have more time. This question sets your urgency and lets you create appropriate pressure to submit fast.

THE SCRIPT
"Are you actively looking at other opportunities?"

"Any interviews lined up or offers in hand?"

If they have offers: "I want to make sure I get your profile to my client before those decisions are made � can we wrap this call up quickly so I can submit today?"
?
Use this as urgency leverage

A candidate with competing offers needs you to move fast. This information gives you the lever to speed up your own submission process and set the right expectations with your client manager.

11
Legal Name & Start Date
Must match government ID � no exceptions
Phase 4 � Close ?
WHY this exists

Legal name must match government ID for the background check. A mismatch causes a BGC failure. Start date tells you if they are immediately placeable � a candidate who accepts and then reveals 3 weeks of booked vacation can delay or lose the placement.

THE SCRIPT
"Based on your resume, your full name is spelled as '[Candidate's full name]'. Is this the same as your legal name?"

"If an offer comes through, how soon can you start?"

"Do you have any vacation planned in the next 90 days?"
12
BGC & Drug Test Consent
Non-negotiable for all placements � no surprises later
Phase 4 � Close ?
WHY this exists

BGC and drug test are standard for all placements. Asking now means no surprises after offer � which is the worst outcome for everyone. A candidate who declines the BGC after offer acceptance burns the entire placement.

THE SCRIPT
"Once you accept the offer, we run a standard background check and drug test."

"Are you comfortable with that?"
??
Keep it matter-of-fact

Don't over-explain or sound apologetic. Every staffing agency does this. Treat it like asking for their email � routine, professional, expected.

13
SSN (Last 4) & Partial DOB
VMS requirement � without it you cannot upload the profile
Phase 4 � Close ?
WHY this exists

VMS (Vendor Management Systems) require the last 4 digits of SSN and a partial DOB to create a unique Candidate ID. Without this, the profile literally cannot be uploaded. This is not optional. Missing it means going back to the candidate � awkward and delays submission.

THE SCRIPT
"Can you please help me with the last 4 digits of your SSN and your partial DOB � just the month and day (MM/DD)."
??
If they're hesitant to share SSN over the phone

See the Objections section � this is one of the 10 covered objections with a full ARA rebuttal: "I only need the last 4 digits, not the full number. This is a mandatory requirement from the client's VMS system to create your Candidate ID."

14
RTR & Duplicate Submission Warning
Your legal authorisation to submit � get it while on the call
Phase 4 � Close ?
WHY RTR exists

RTR (Right to Represent) is your legal authorisation to submit this candidate to the client. Without it, you cannot proceed. ~50% of candidates who say "I'll reply later" never do. Get it confirmed while on the call.

RTR SCRIPT
"I've sent an email to your inbox right now � subject: Right to Represent.
Please reply with 'I Confirm' while we're on the call so I can include you in my first submission batch."
WHY DUPLICATE SUBMISSION WARNING exists

When the same SSN or email appears twice for the same job in the VMS, both profiles are rejected automatically. One lost duplicate can cost two candidates their interview opportunity � and waste submission slots your agency paid for.

DUPLICATE WARNING SCRIPT
"If anyone else calls you about this same role, please let them know you've already been submitted."
"Duplicate submissions result in automatic rejection from the client's VMS."
??
If the RTR reply never comes

Do not submit � pursue other candidates and follow up once. If still no reply, move on. A submission without RTR is a compliance violation. Never take the risk.

+
Interview Availability & Contact Details
Collect during Phase 2 close � prevents delays
Phase 2 add-on ?
WHY this exists

Collecting availability during the call prevents delays when a client requests an interview same-day. Always confirm email � this is where the RTR will arrive.

THE SCRIPT
"If my client wants to interview you, what's your availability over the next two weeks?"

"Are you open to an in-person interview if required?"

"How would you like to be notified � call or email? Can you confirm your best contact number and email address?"
06

Pay Negotiation � The Sweet Spot

The sweet spot is the highest rate the candidate will accept that still keeps the agency margin above the internal threshold (typically 18�22% for contract staffing). Never negotiate blind � know your max pay rate before you dial.

1
Ask First � Always
"What would be your expected pay for this position?" � Always ask before you offer. Their anchor sets the range. If they anchor low, great. If high, now you know the gap.
2
Assess the Gap
If their expectation is within or below your max pay rate: confirm and move on. If above: negotiate. Calculate the gap before you speak.
3
Make Your Offer
"Based on the skills required and the client's budget, I'm able to offer $XX/hr on W2. Does that work for you?" � State confidently. Don't apologise for the number.
4
Handle Counter-Offer
"I hear you. I can stretch to $XX � that's my absolute ceiling for this role." � If they push back. One counter is acceptable. Beyond that: hold or walk.
5
Lock It with Verbal Confirmation
"Great � so we're aligned at $XX/hr on W2. I'll include that in your submission." � Always get explicit verbal confirmation. Never leave the rate ambiguous.
? WORKED EXAMPLE � Java Software Engineer (Day 2 Sample JD)
Client Bill Rate
$80/hr
Agency Max Pay (~20% margin)
$63�65/hr
Candidate Asks
$70/hr
Your response: "The client's budget puts me at $63/hr on W2. I know that's a gap � let me see what I can do."
They hold at $70 ? "I hear you. I can stretch to $65 � that's my absolute ceiling for this role."
They accept $65 ? Lock it: "Great � $65/hr W2. I'll proceed at that rate."
They decline ? "Understood. If anything changes or a more flexible role comes up, I'll reach out."
??
Never reveal the bill rate. Ever.

If they ask: "What's the bill rate?" � say: "The billing arrangement is between us and the client. What I can tell you is my offer to you." Never discuss markup with a candidate. This is one of the fastest ways to lose a manager's trust.

07

Objections & Rebuttals

You can't memorise every objection. But with the ARA framework, you can handle any one you haven't seen before.

A
Acknowledge
Validate the concern without agreeing with it. They need to feel heard before they'll listen to you.
R
Reframe
Shift their perspective. Offer a new angle � a fact, a benefit, or a comparison they haven't considered.
A
Ask
End every rebuttal with an open question. This returns control to you. Silence after a reframe is a losing position.
?
The rule every new recruiter breaks: Every rebuttal ENDS with a question

You deliver a great acknowledge and reframe � but then fall silent. The candidate now directs the call. Always close with a question. A question is an invitation. A statement is a wall.

ARA in action: "I completely understand you're happy where you are (A). Many of my best placements started that conversation the same way � it just took hearing the specifics to change the picture (R). Would you give me 60 seconds on the highlights? (A)"

10 Real Objections � Full ARA Scripts
??"I'm not interested / I'm happy where I am."
A
"I completely understand � good talent is usually employed."
R
"I'm not asking you to move today. But this pays $[Rate] at [Client] and takes 60 seconds to hear."
A
"Do you have just 2 minutes? If not, we can hang up."
??"Can you just email me the JD?"
A
"I'll definitely send it."
R
"JDs are often generic. I have the insider detail on team culture and project scope that isn't in the document. It'll take 60 seconds."
A
"Can I share that quickly?"
??"Why is this a contract role? I only want full-time."
A
"I hear you � most people feel that way initially."
R
"This client uses contract as a 'paid trial run' before converting. Plus, the hourly rate beats a salaried equivalent significantly."
A
"Would you be open to a 6-month 'paid interview'?"
??"I haven't used [Tool] in a while."
A
"That might be okay if your core skills are strong."
R
"How comfortable would you feel picking it up with a week of ramp-up time?"
A
"Can you give me an example of a tool you learned quickly in the past?"
??"The rate is too low."
A
"I hear you on the rate."
R
"Let me share what makes this role worth the number � [project scale, client prestige, remote flexibility] � and I want to see if there's any flex on my end before I go back to my client."
A
"What would be your minimum to move forward?"
??"I don't give out my SSN over the phone."
A
"Completely understandable � security matters."
R
"I only need the last 4 digits, not the full number. This is a mandatory requirement from the client's VMS system to create your Candidate ID � without it, I literally cannot upload your profile."
A
"Would you be comfortable with just the last 4?"
??"I'll reply to the RTR email later."
A
"I understand � and I'll make sure the email is clear."
R
"This role is moving fast and I'm submitting my shortlist in the next 30 minutes. If you reply while we're on the call, I can confirm receipt and guarantee you're in the first batch."
A
"Can you check your inbox right now?"
??"My current company will probably counter-offer."
A
"That's common for someone at your level."
R
"The question is: if they counter only on salary, will the other things that made you open to this call � the project, the growth, the team � still be missing?"
A
"What would have to be true about your current role for the counter-offer to genuinely satisfy you?"
??"I'm already interviewing at another company."
A
"That's great � means you're in demand."
R
"Having a strong offer from a Fortune 500 client can only improve your position, whether you use it as leverage or decide it's the right move. It costs nothing to stay parallel."
A
"Can I keep you in consideration alongside your other process?"
??"What's the pay?" (asked during Phase 2 � too early)
A
"Great question � I definitely want to cover that."
R
"I want to make sure this is the right fit for you on the technical side first � that's what helps me go to my client with the strongest negotiation on your behalf."
A
"Can you walk me through [the next skill] first, and then we'll jump right to compensation?"
08

10 Most Common Mistakes

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These aren't beginner mistakes that disappear with time

Many experienced recruiters still make mistakes 4 and 6. Awareness is the first step to not repeating them. Learn these from a slide, not from a failed submission.

01
Skipping identity confirmation
Pitching the wrong person happens more often than you think. Always confirm first � before revealing anything about the role.
02
Reading the JD instead of narrating it
If you haven't internalised the role, the candidate senses it. Know the job before you call. Narrate � don't recite.
03
Jumping to pay before qualifying
You lose all negotiation leverage if you discuss rate before establishing fit. Phase 3 always comes after Phase 2 � no exceptions.
04
Using closed questions in the skill matrix
"Do you have Java experience?" gets a yes/no. "Walk me through your last Java project" gets evidence. Always open-ended.
05
Not asking for the partial DOB + last 4 SSN
VMS-required. Forgetting it means going back to the candidate � awkward and delays submission. Do it on the call.
06
Accepting "I'll reply to the RTR later"
~50% of candidates who say this never reply. Get the RTR confirmation while on the call � always.
07
Revealing the bill rate
Never. The margin is confidential. Redirect: "The billing is between us and the client � here's my offer to you."
08
Ending without a duplicate submission warning
The candidate accepts another call, gets double-submitted, and both profiles get rejected from the VMS automatically.
09
Rushing through Phase 4
The close is where deals are lost. Slow down � every component in Phase 4 has legal or compliance consequences.
10
Forgetting to ask about vacations / start date
A candidate who accepts and then says "I have 3 weeks of holiday booked" will delay or lose the placement entirely.
09

Day 5 Assessment � What You'll Be Scored On

Every fresher is scored on all 14 components across three dimensions. Review this before your Day 5 simulation.

Scoring Dimensions
Scoring Scale
  • 12+ across all 3 dimensions: Excellent � ready for supervised live calls
  • 9�11: Good � targeted practice on weak components
  • Below 9: Needs practice � revisit specific phases before going live
3 Scoring Dimensions
  • ?Completed � did the component happen?
  • ?Script accurate � was the right question asked?
  • ?Natural delivery � did it sound like you, not a script?
Self-Assessment Checklist � Use Before Your Day 5 Call
??
Day 5 scenario � Java Engineer (Alex Chen)

Job: Java Software Engineer � Client: Fintech � Bill Rate: $80/hr � Your max offer: $65/hr W2
Candidate persona: 6 years experience, currently employed, passive, rate expectation $70/hr, USC.
Objections: "What's the pay?" (early), "I'm happy where I am" (opening), "I'll reply to RTR later" (always).
Duration: 15 min minimum. No notes. JD may be open only.

10

Glossary � US Staffing Terms

RTR Right to Represent
Legal authorisation from a candidate for a recruiter to submit their profile to a client. Without RTR, submission cannot proceed.
VMS Vendor Mgmt System
Software used by MSPs and clients to manage contract staffing. Profiles are submitted, tracked, and managed through VMS (e.g., Shiftwise, Beeline, Fieldglass).
MSP Managed Service Provider
A third-party company that manages the entire staffing supply chain for a large client. Sets rules (e.g., W2 only, work auth requirements) for all agencies.
W2 Employment
The candidate is an employee of the staffing agency and receives a W2 tax form. Most enterprise clients require W2. Bill rate is charged to the client; pay rate goes to the candidate; agency keeps the margin.
Bill Rate
The hourly rate the client pays the agency. Never disclosed to the candidate. The difference between bill rate and pay rate is the agency's gross margin.
Pay Rate
The hourly rate the agency pays the candidate. What you negotiate during Phase 3. Always on W2 for most placements.
BGC / DT
Background Check / Drug Test. Mandatory for all placements before a candidate can start. Failure to disclose issues before offer = placement falls through.
SSN / DOB
Social Security Number (last 4 digits) and Date of Birth (MM/DD partial only). Required by VMS to create a unique Candidate ID.
Duplicate Submission
When the same candidate profile (matched by SSN or email) is submitted by two different agencies for the same job. VMS auto-rejects both profiles.
USC / GC
US Citizen / Green Card holder. Most W2 clients (especially healthcare and enterprise) only accept USC or GC work authorisation.
JD Job Description
The formal document from the client listing required skills, experience, and responsibilities. You narrate it � you don't read it.
Skill Matrix
The recruiter's structured invitation for a candidate to articulate their experience with each required skill � in their own words, with project-level evidence.
11

Quick Reference � Full Call at a Glance

Use this as a rapid scan before or after calls. All 14 components in order with their opening script trigger.

01
Identity Confirmation
"Hi, is this [First Name]?"
02
Intro & Pitch
"This is [Name], recruiter with US Staffing Agency. Have you heard of us?..."
03
Job Details
"The role is [Title] for a [domain] company in [location]..."
04
Skill Matrix
"Walk me through your experience with [skills], especially projects where you used them."
05
Clarifying Questions
"How many projects have you delivered end-to-end?" / "What was your specific contribution?"
06
Resume Check
"Any gaps in employment in the last 2 years? Confirm education details?"
07
Work Authorisation
"Legally authorised to work in the US? Work auth type?"
08
Motivation for Change
"Still at [Company]? What would be your deciding factor for next opportunity?"
09
Pay Negotiation
"What's your expected pay?" ? "I can offer $XX/hr on W2. Does that work?"
10
Pipeline Check
"Actively looking? Any interviews lined up or offers in hand?"
11
Legal Name + Start Date
"Is [resume name] your legal name? How soon can you start? Vacation in 90 days?"
12
BGC & Drug Test
"We run a standard BGC and drug test. Are you comfortable with that?"
13
SSN + Partial DOB
"Last 4 digits of SSN and partial DOB � just month and day (MM/DD)."
14
RTR + Duplicate Warning
"RTR email in your inbox � reply 'I Confirm' now." + duplicate submission warning.
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What you've covered in this document
  • All 14 screening call components � purpose, script, and sequence
  • The 4-phase structure: Hook ? Qualify ? Negotiate ? Close
  • The ARA rebuttal framework and 10 real-world objections with full scripts
  • Pay negotiation � how to find the sweet spot with a worked example
  • RTR process, duplicate submission protection, and compliance basics
  • 10 most common mistakes and how to avoid them
  • Key US staffing terminology
Next week: Sourcing � Boolean Search � Job Boards � Hotlists � Talent Pipelines