Candidate sourcing is finding people who could fill a role before (or instead of) waiting for them to apply. For a small agency the best order is: search your own database first, then job boards and CV databases, then LinkedIn and direct outreach, then referrals and events. Track which source actually produces placements, and do more of that.
Sourcing is the part of recruitment that eats the most time and gets the least thought. Most recruiters just open LinkedIn and start scrolling. This guide is for agencies of 1 to 20 people who want a sourcing routine that fills roles faster without living on LinkedIn all day.
What is candidate sourcing?
Candidate sourcing is proactively searching for and contacting people who match a role, rather than waiting for applications. It sits before screening: you find them, start a conversation, then decide if they’re right.
It’s worth separating two types of candidate:
Type
Who they are
How you reach them
Active
Looking right now, applying to adverts
Job adverts, job boards, your careers page
Passive
Happy where they are, but open to the right move
Your database, LinkedIn, referrals, direct outreach
The best candidates for specialist roles are usually passive. That’s why clients pay you: anyone can post an advert, not everyone can find and move the person who isn’t looking.
Start every role by searching the candidates you already have, because they already know you and it costs nothing.
Most agencies have thousands of people in their CRM and still go straight to LinkedIn for every new job. That’s money left on the table. To make your database actually searchable:
Tag properly with skills, location, notice period and salary. Custom tagging lets you build tags that match your niche.
Parse every CV so the content is searchable straight away. CV parsing does the typing for you.
Write notes after every call, so you can find “the one who wanted hybrid and was on £55k” six months later.
Ask in plain English. On Giig AI you can connect Claude to your CRM and ask it to find people who match a job spec, including the ones you’d forgotten you had.
Post adverts on the boards your candidates actually use, and treat CV databases as a search tool, not just a place to post.
Generic boards bring volume. Niche boards bring relevance. For most small agencies, one big board plus one or two niche ones is plenty. Giig’s multi job board posting (through idibu) pushes one advert out to lots of boards from inside your CRM, so you’re not logging into five sites to post the same job.
Every applicant should land on your careers page or in your ATS, not in a messy inbox.
3. Use LinkedIn properly
Use LinkedIn to find passive candidates and to be visible, not just to send connection requests.
Search by current title, past employers and skills, not just job title.
Look at who’s left the companies your client competes with.
Post about your niche regularly, so candidates come to you.
Save people straight into your CRM rather than leaving them in LinkedIn. The LinkedIn Chrome extension on Giig Plus pulls candidates, contacts and companies in without copy and paste.
4. Learn Boolean and X-ray search
Boolean search lets you combine keywords with AND, OR, NOT, brackets and quotes, so you get a short, relevant list instead of thousands of results.
A simple example for a CV database or LinkedIn:
(“project manager” OR “programme manager”) AND (construction OR “civil engineering”) NOT recruiter
X-ray search uses Google to search inside a site, for example:
site:linkedin.com/in “quantity surveyor” (Manchester OR Leeds)
You don’t need to be a Boolean wizard. A few saved strings for the roles you fill most often will cover most of what you need.
5. Ask for referrals
Referrals are often the best quality candidates you’ll get, because someone’s vouched for them.
Ask every placed candidate who else they’d recommend.
Ask candidates you couldn’t place. If you treated them well, they’ll help.
Ask clients’ existing team members, with the client’s blessing.
Say thank you, and if you offer a referral fee, pay it quickly.
A good candidate experience is what makes people happy to refer their friends to you.
6. Reach out directly, and personalise it
Direct outreach works when the message is clearly written for that person, and fails when it’s obviously a template.
A good first message is short and says:
Why you’re contacting them specifically
What the role is, with salary and location
One question that’s easy to answer
Then follow up. Plenty of good candidates reply on the second or third message, not the first. There are more ideas in these outreach strategies in recruitment.
7. Go to events and communities
Industry events, meetups, online groups and Slack or WhatsApp communities in your niche are where passive candidates hang out.
You don’t need to work the room. Turn up regularly, be useful, and people will start to know you as “the recruiter for X”. That’s worth more than a hundred cold InMails.
8. Build talent pools for repeat roles
A talent pool is a group of pre-qualified candidates for the roles you fill again and again, so the next shortlist takes minutes, not days.
Keep pools for your bread-and-butter roles, keep in touch every few months, and update their details when you speak. On Giig Plus, candidate lists and bulk email make it easy to message a whole pool about a new role.
9. Use AI to speed up the boring bits
Use AI to search, summarise and draft, and keep the actual conversations human.
AI can help you write job adverts, build Boolean strings, summarise CVs and draft outreach. Connected to your CRM, it can also search your own database for you. What it can’t do is convince a passive candidate to move. That’s still your job. For ideas, see these 50 Claude AI prompts for recruiters.
How to measure your sourcing
Track where every placed candidate came from, because “source of hire” tells you where to spend your time.
Watch these numbers each month:
Placements by source (database, job board, LinkedIn, referral, other)
Response rate on outreach
Time from role landing to first CV sent
CVs sent to interview ratio, by source
Cost per placement for paid sources like job boards
If one job board brings lots of applicants and no placements, stop paying for it. If referrals keep turning into placements, ask for more of them.
Frequently asked questions
What is candidate sourcing in recruitment?
Candidate sourcing is the proactive search for people who match a role, before they apply. It includes searching your database, job boards and CV databases, LinkedIn, referrals and events, then contacting the best matches. It’s different from screening, which is assessing candidates once you’ve found them.
What are the best candidate sourcing methods?
For a small agency: your own database, niche job boards and CV databases, LinkedIn search and outreach, referrals, and talent pools for repeat roles. The best method is the one that produces placements in your niche, so track source of hire and adjust.
What’s the difference between active and passive candidates?
Active candidates are looking for a new job and applying to adverts. Passive candidates aren’t looking but would move for the right role. Active candidates are quicker to reach, while passive candidates are often stronger for specialist roles and are where recruiters add most value.
How do I source candidates without LinkedIn Recruiter?
Search your own CRM first, use job board CV databases, try X-ray searches through Google, ask for referrals and build talent pools. A well-tagged database often beats an expensive LinkedIn licence for the roles you fill most often.
How can AI help with candidate sourcing?
AI can write Boolean strings, draft job adverts and outreach, summarise CVs and, when connected to your CRM, search your own database in plain English. On Giig AI, Claude can find candidates who match a job spec from the people you already hold.
How many sourcing channels should a small agency use?
Three or four, done well. A searchable database, one or two job boards that work in your niche, LinkedIn, and referrals cover most roles. Adding more channels before the basics are consistent usually just means more admin.
Final thoughts
Good sourcing isn’t about finding more people. It’s about finding the right people faster. Start with your own database, use a couple of channels properly, personalise your outreach, and track what actually turns into placements.
Want a database you can actually search? Start on Giig for free. No credit card, no contract.
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