How an Executive Search Works with Howard Lee & Associates
A search with Howard Lee & Associates follows eight steps: a discovery call, a written search plan, research and direct outreach, screening interviews, a focused short list, interviews, offer and close, and follow up after the start date. Founder and CEO Steve LePatner leads each search directly for software and technology companies across Southern California and the United States.
A good search is clear and steady. You should always know where things stand, who we are talking to and what comes next. Here is how a search works with Howard Lee & Associates, step by step.
We use this process across all of our executive search services, from sales leadership to software engineering.
Step 1
Discovery call
We start with a conversation. We want to understand the role and the business around it. We ask about:
- •What this person needs to get done in the first year
- •Who they report to and who they will work with
- •The skills and experience that are must haves
- •The pay range, location and remote options
- •What has worked, or not worked, in past hires for this role
At the end of the call, we share an honest view of the market for this role.
Step 2
Search plan
Next, we put the plan in writing. It covers the candidate profile, the target companies, the pay range and the timeline. You review it and we adjust until it is right. This keeps everyone aligned before outreach begins.
Step 3
Research and outreach
We map the companies and teams where the right people work today. Then we reach out to them directly.
Most strong candidates are not looking for a job. They are doing good work and getting results. A direct, well informed conversation is the best way to reach them. We explain your company and the role clearly, so the right people want to talk.
If the search is confidential, we keep your company name private until a candidate is qualified and interested.
Step 4
Screening
We interview every candidate before you meet them. We check their experience against the search plan and ask for specifics.
For sales roles, that means quota and results, year by year. For pre-sales, it means technical depth and demo skill. For customer success, it means retention and expansion. For engineering, it means scope, stack and how they work with a team.
We also learn what each candidate wants next, so we know if the fit is real.
Step 5
Short list
You get a focused slate of candidates. Each one comes with notes on their background, strengths, open questions and motivation. We would rather send you a few strong people than a long list.
Step 6
Interviews
We schedule interviews, prepare candidates and gather feedback from both sides after each round. We keep the process moving. Good candidates often have other options, so speed matters.
Step 7
Offer and close
We help you shape an offer that will land. We know what candidates expect and where they may push back. We manage the conversation through acceptance and resignation, so there are no surprises.
Step 8
Follow up
Our work does not end at the start date. We check in with you and your new hire in the first months to make sure things are on track.
What you can expect from us
- •Regular updates on the search
- •Direct access to Steve
- •Honest feedback, even when it is not what you hoped to hear
- •Respect for every candidate, whether or not they get the job
Services that use this process
- •Sales Leadership Recruiting
- •Account Executive Recruiting
- •Pre-Sales and Solutions Engineering Recruiting
- •Customer Success Recruiting
- •Software Engineering Recruiting
Ready to start? Get in touch and we will follow up within one business day.
Frequently asked questions
How long does an executive search take?
It depends on the role and the market. Many searches produce a first slate of candidates within a few weeks.
How involved do we need to be?
We need a strong start in discovery and quick feedback after interviews. We handle the research, outreach, screening and scheduling.
What if none of the candidates fit?
We review the feedback with you, adjust the plan and keep searching.
Can you run more than one search at once?
Yes. We can run related searches together, such as several account executive roles.
Ready to talk about your role?
Call 714-234-9045, email steve@howardlee1.com or book a 15 minute call.