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Guide + Free RFP Templates: Choose the Right TA Software—With Strategy, Not Guesswork

Choosing your next TA solution shouldn't feel like a gamble. Whether you're evaluating a CRM, career site, or referral platform, the stakes are high—and so is the pressure to get it right. That’s why we’ve created a practical guide designed for HR and TA leaders who want to lead their RFP process with clarity and confidence. Built on the experience of a former HR tech founder, this guide includes expert tips and 3 ready-to-use Excel templates to help you structure your needs, compare solutions, and align internal stakeholders—so you can move forward with the right partner, not just a flashy demo.
Mockup Guide RFP

Dozens of vendors, overlapping features, bold promises—but which tools truly align with your strategy?

This guide is built for HR leaders like you who need more than a feature list. It helps you define your real needs, engage internal stakeholders, and evaluate tools with rigor and clarity.

What You'll Get

  1. Expert advice from a former HR tech founder
  2. 4-step strategic framework for TA solution selection
  3. 3 downloadable Excel RFP templates to assess:
  • Candidate Relationship Management (CRM) platforms
  • Career site solutions
  • Employee referral tools

Why Strategic Decision Makers Love This Resource

Structured, not generic
Build your RFP with clarity and criteria grounded in business goals—not vendor jargon.


Covers the full scope
From integration and compliance to internal adoption and KPIs, this guide doesn’t stop at features.


Tools you can act on today
Use the 3 editable RFP templates to gather, compare, and score proposals—side by side.

Is This Guide for You?

This resource is perfect for:

  • HR & TA Directors defining future-proof strategies
  • HRIS / HR IT Managers focused on integrations and data compliance
  • Digital Transformation Leaders driving HR innovation

Ready to Lead Your TA Software Search with Confidence?

Download the RFP guide + templates today and make your next software decision your best one yet.

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