learn-ai-hr-with-phoebe / HR session 3 of 10
Learn AI + HR with Phoebe · HR track · Session 3 of 10

Sourcing and outreach at volume: the discipline has to come from you, because it no longer comes from effort

Sending 400 messages used to be hard, and that difficulty was doing quiet work for you: it forced you to choose. That constraint is gone. Tonight you build Kestrel's outreach kit for the Senior Support Engineer role, put a deliberate cap on volume, audit where you actually look for people, and keep the candidate data rail intact while doing it.

🟡 HR track HR partners · recruiters Outreach kit 45 min
0-3 · Where we are 3-17 · Volume, channels, targeting 17-39 · Build-along: two demos 39-45 · Q&A
Part 0

Where we are: Kestrel, week 2

Five roles are defined. Senior Support Engineer, two Implementation Consultants and two Customer Success Managers all have scorecards now, with outcomes, evidenceable must-haves and an anti-requirement list that made Dara O. wince slightly and then agree. The widened ad is live. Behind those five sit 115 more roles this year, and the people team on this wave is still you and Nadia S. That arithmetic - 120 roles, two humans - is exactly the pressure that makes the wrong version of tonight's session feel like the smart one.

Live - presented in session Self-study - read after class ★ Try it now prompt Official sources covered
★ What you walk out with today A three-part outreach kit for Kestrel's Senior Support Engineer role - first message, follow-up, and an honest "not this time" a human sends - a working prompt with the fake-personalisation ban built into it, a deliberate weekly cap you have written down and can defend, a channel audit of your last 20 hires, and one named channel you have never used.
Part 1 · what happens when the cost of sending goes to zero

The volume trap 6 min live

Nobody ever decided to be disciplined about outreach. Discipline was a side effect of typing being slow. Now the typing is free, the discipline has to be a choice you make on purpose, in advance, and write down - because you will not feel it as a constraint in the moment.

ONE AFTERNOON · TWO PATHS Same two hours one recruiter, one Tuesday afternoon 400 generic messages one template, first name swapped in Reply rate 2% 8 replies, most of them annoyed. Name now filtered. 80 relevant messages a real reason for each person, said in one line Reply rate 21% 17 replies, 6 real talks, 4 referrals from the rest Same afternoon either way. Only one of them leaves a market that still opens your mail.
🔍 Click to zoom - the same effort, split two ways, and what each one costs you next quarter
LiveRelevance per message is the only number that matters3 min▶

Volume metrics are seductive because they move. Messages sent went up 400%. Something must be happening. What is actually happening is that you have divided the same amount of relevance across five times as many people, and relevance per message is the thing the recipient experiences.

  • Three questions before any message goes out. Why this person specifically? What in the scorecard's outcomes would they recognise as their own work? What would make them reply even if they are happy where they are? If you cannot answer all three, the message is not ready and the answer is not a better template.
  • Set the cap before you need it. Nadia S. and you agree a weekly ceiling per role now, while it is abstract, and write it in the workspace. Kestrel's is 40 a week per open role. Deciding it in week 9 with 90 roles unfilled is not deciding, it is negotiating with your own panic.
  • Track replies and conversations, not sends. Sends measure your afternoon. Replies measure whether the market thinks you are worth answering.
  • The cap is what protects the 115 roles after this one. Your reputation in a talent market is a shared, slow-moving asset. It is spent quickly and rebuilt over years.
Real world

The quarter the pipeline went quiet. A team ran a heavy generic campaign in Q1 and hit their sourcing targets on paper. In Q2 the same senior audience stopped replying to anything from that domain, including the roles that would genuinely have interested them. Nothing was measured as a failure - there is no dashboard line called "the market has started ignoring us". It just got harder, and nobody could name why.

LiveWhy generic personalisation is worse than none at all3 min▶

"I was really impressed by your work at [Company]" is not a compliment. It is a form field, and everybody receiving it now knows what a form field looks like. Three separate costs, and the third one is the expensive one.

  • It is detectable. A senior engineer has received forty of these this year. The tell is that the praise contains no specific claim - nothing that could be checked, nothing that could be wrong.
  • It wastes the candidate's time. They read a paragraph designed to look like it took thought and discover it took none. That is not neutral, it is a small insult delivered at scale.
  • It teaches your market to ignore you. This is the real cost. Each generic message trains the recipient's filter, and the filter does not distinguish between the message you sent in a hurry and the one you will need them to read next year.
  • The honest alternative is short. "We are hiring a Senior Support Engineer at Kestrel. Two enterprise accounts, a real escalation queue, band published in the ad. I am contacting people who have owned a queue like it. No pitch beyond that." That is fine. It claims nothing false and it respects the reader's time.
Real world

The compliment that backfired. An outreach message praised a candidate's "excellent work on the platform migration". The candidate had not worked on that migration; they had argued against it and lost. The detail had been inferred from a public post. It is a small thing, and it turned a warm prospect into someone who tells the story at meetups. Anything you cannot back, do not claim.

Self-studyWhat a deliberate cap looks like written down2 min read▶
  • A number, per role, per week. Kestrel: 40. Yours might be 15 or 100. What matters is that it exists before the pressure does.
  • A relevance gate that a colleague could apply. Written as a rule, not as an instinct: "one line naming what in this person's actual experience matches an outcome on the scorecard, or it does not send."
  • A stop rule. No third message. Ever. Two contacts and then silence is a real answer you have received.
  • A named owner. Nadia S. owns the cap for this wave. If it moves, it moves in writing with a reason, because a cap that quietly drifts was never a cap.
Part 2 · the pool is decided before anyone applies

Sourcing without proxies, and without quiet exclusion 6 min live

In b2 you widened the ad. That only matters if the ad reaches somebody new. Where you look shapes who applies just as firmly as what you wrote, and it does it invisibly, because a channel you never used produces no data at all.

LiveThe same three universities, the same two employers3 min▶

Every sourcing habit is a filter wearing comfortable clothes. None of these are decisions anyone made; they are grooves, and grooves get deeper.

Four grooves nobody decided on purpose ALUMNI GROOVE Same schools as the last five hires COMPETITOR GROOVE Two or three named firms - imports bias REFERRAL GROOVE Best-converting, least diverse channel TIMELINE GROOVE Filters out carers, illness, retraining None of these are decisions anyone made - they are grooves, and grooves get deeper.
🔍 Click to zoom - a filter wearing comfortable clothes is still a filter
  • The alumni groove. Search filters that keep returning the same institutions, because that is what the last five hires had and the filter was built from them.
  • The competitor groove. Sourcing exclusively from two or three named firms. Efficient, legible to the hiring manager, and it imports another company's hiring bias wholesale into yours.
  • The referral groove. Referrals are your best-converting channel and your least diverse one, because people refer people like themselves. Use them, cap them, and never let them be the only channel for a role.
  • The unbroken-timeline groove. Filtering out gaps removes carers, people who were ill, people who retrained. None of that is a capability signal.
  • The fix is boring and it works. Source from the capability, not from the biography. Kestrel's outcome is "has owned a live escalation queue", and that person exists in managed service providers, in-house IT, telco NOCs and two-person startups, none of which are on the current list.
Real world

The channel that was never tried. A team mapped their last 20 hires and found 17 came from three sources: one job board, one competitor, and referrals. When they added a single community forum where the actual work gets discussed, the next two hires came from it, and neither would have appeared in any of the original three. The channel had always existed. Nobody had ever posted there.

LiveTargeting is selection, so treat it like the screen2 min▶

If an ad or a sourcing campaign is shown to a narrowed audience, that narrowing has already made a selection decision - before any application exists, and without producing any record you can audit later.

  • It is inside the regulated scope. Targeted job advertising falls within the EU AI Act's high-risk employment category (Annex III point 4). Who an ad is shown to is treated as part of selection, not as adjacent marketing.
  • Delivery optimisation narrows without being told to. A system optimising for engagement can learn to show a role to whoever historically engaged with that kind of role. Nobody wrote a rule. The pattern came from the past, which is precisely the failure mode b4 puts under the microscope.
  • So ask the same three questions you would ask of a screen. Where did it run, who was it shown to, and on what parameters. Keep the answers with the role file.
  • Not legal advice. This is education for HR professionals; obligations vary by jurisdiction and by what your platforms actually do. Leader session a2 holds the legal map and your DPO holds the position.
Real world

The campaign nobody could describe. Asked who a paid hiring campaign had been shown to, the answer came back as "the platform handles that". That sentence is the finding. If the distribution of a job ad cannot be described, then part of your selection process is happening somewhere you cannot see, cannot explain to a candidate, and cannot defend to anyone who asks.

Self-studyThe data rail: a profile you scraped is still personal data2 min read▶

Sourcing generates the exact material rail 3 exists for. Public does not mean unregulated, and a spreadsheet of 400 profiles is a candidate database whether or not anyone calls it one.

  • Lawful basis. You need one to hold and use candidate data under GDPR and PDPA, including profile data gathered from public sources. "It was on the internet" is not it.
  • Minimisation. Collect what the role decision needs. Not photos, not age signals, not personal life, not inferred characteristics, not the whole profile because it was easy to copy.
  • Transparency. People are generally entitled to know you hold their data and where it came from. Your first message is often the honest place to say it.
  • Retention. A sourcing list with no deletion date is a permanent one. Set the date when you create the list, not when someone finally asks.
  • And the workspace rule still holds. Profiles, CVs and candidate contact details do not go into an AI workspace. The outreach kit is drafted from the scorecard, which contains no personal data at all.
Part 3 · the honest division of labour, again

What AI drafts in sourcing, and what stays human 4 min live

Everything AI does here is written from the scorecard, not from a person. That single constraint keeps the whole session on the right side of the rails, and it happens to produce better messages.

What AI drafts, and the two things it never touches AI DRAFTS STAYS HUMAN Outreach message, from real outcomes Who to contact - never inferred traits Follow-up sequence - one, then silence Any rejection - a person writes it The role FAQ - band, level, on-call Keep-warm templates for candidates Could you say, out loud, exactly how this message was produced?
🔍 Click to zoom - four drafts, two lines AI never crosses
LiveThe four things worth drafting2 min▶
  • The outreach message, built from real outcomes. Feed it the scorecard's month-6 outcomes and ask for a message that describes the actual work. The interesting thing about Kestrel's role is not "exciting opportunity", it is two enterprise accounts and a queue that nobody has owned end to end.
  • The follow-up sequence. One follow-up, sent once, that adds something rather than repeating. Then silence.
  • The role FAQ. Band, level, on-call, remote pattern, interview stages, timeline. Every question you are about to answer 24 times, answered once and linked.
  • The keep-warm templates. The "you are still in process, next update Thursday" note. Unglamorous, and the single biggest driver of whether candidates think you are a serious company.
Real world

The FAQ that saved a week. Kestrel's Senior Support Engineer FAQ answered the on-call pattern in two lines. Three candidates read it and withdrew immediately, which sounds like a loss and was not: those three would have withdrawn at offer stage, four weeks and six interviews later. Honest detail early is a filter that works in both directions.

LiveThe two things it does not touch2 min▶
  • It does not decide who to contact based on inferred characteristics. Not from a name, a photo, a school, a location, a graduation year, or anything a profile lets you guess about a person. The contact list comes from capability signals, and a human decides. This is rail 1 arriving earlier than most people expect it to.
  • It does not touch a rejection. Not the decision, and not the message that carries it. A rejection is the most consequential thing a candidate receives from you and it is the one place where a fluent, warm, entirely generated paragraph is worst. A person writes it, or at minimum a person reads every word and sends it under their own name with a real reason in it.
The test for any draft in this session Could you say to the recipient, out loud, exactly how this message was produced and how they came to receive it? If that sentence is uncomfortable, the problem is not the wording.
Real world

The rejection that read beautifully. A generated rejection told a candidate their "impressive background did not quite align with our current needs". They replied asking which need. Nobody could answer, because no reason had ever been recorded - the message had been produced from the fact of rejection alone. A real reason takes one sentence and you already have it, if you screened against a scorecard.

Demo 1 of 2

Build the Senior Support Engineer outreach kit ★ 14 min · everyone builds

Three artifacts, drafted from the b2 scorecard and nothing else. No profiles go into the workspace, and none are needed.

Open the Kestrel workspace and confirm the Senior Support Engineer scorecard from b2 is in it, with its month-6 outcomes.

Run the prompt below. Read the first message for one thing: does it make any claim about a person that you could not back up?

Cut it by a third. Every outreach draft is a third too long, and the third that goes is the part congratulating the reader.

Write the weekly cap and the stop rule into the workspace next to the kit, with Nadia S. named as the owner.

Read the "not this time" message last, slowly. If you would not be comfortable receiving it, rewrite it before anyone else sees it.

★ Try it now - the outreach kit, from the scorecard onlyDraft three outreach artifacts for Kestrel's Senior Support Engineer role, using ONLY the role scorecard and the published ad in this workspace. 1. FIRST MESSAGE - max 90 words. It must name one specific outcome from the scorecard (the enterprise escalation queue) and say plainly why I am contacting people who have done that work. Include the published band. 2. ONE FOLLOW-UP - sent once, seven days later, max 60 words. It must ADD something (the FAQ link, the interview shape), never repeat message one. There is no third message. 3. "NOT THIS TIME" NOTE - short, specific, warm, no euphemism. It leaves a blank marked [REASON FROM SCORECARD] which a named person fills in and sends. HARD RULES - No fake personalisation. Do not write "I was impressed by your work at X" or any compliment about a person you cannot evidence. If you do not know something about the recipient, say nothing about the recipient. - Make no claim I cannot back: no promises about progression, culture, funding, hours, or how fast we move. - No inferred characteristics anywhere - not school, name, photo, location, graduation year, career gaps. - No candidate data in or out. Write to a role, never to a named individual. - Plain language. If a sentence would sound absurd said out loud to the reader, rewrite it. - End with: the one sentence in this kit most likely to be untrue, and why.
The version that costs you next quarter's pipelineHere are 50 LinkedIn profiles I exported. Write 50 personalised messages, one for each person, mentioning something specific from their profile so it feels tailored, and rank them by how likely they are to be a good fit.
Four failures stacked in one sentence It puts 50 people's personal data into a workspace that must not hold it, with no lawful basis worked out and no retention date. It manufactures compliments from inferred detail, which is the fake personalisation the market has learned to spot. It asks for a ranking of named individuals, which is the one decision a person makes. And "so it feels tailored" is doing the honest work of the sentence: the goal is the feeling of relevance rather than relevance, which is the whole volume trap in four words.
Demo 2 of 2

The channel audit ★ 8 min · build your own

Eight minutes, one table, and it usually surprises the person who built it. You need your last 20 hires and nothing else.

List your last 20 hires and the channel each one came from. Job board, referral, agency, direct sourcing, inbound, community, event, return hire.

Count. Most teams find three channels produce fifteen or more. Write the three down without judging them - they work, that is why they are there.

Now ask the harder question: who does this set of channels systematically never reach? Career changers, carers returning, people outside your two cities, people who do their work in public somewhere you do not read.

Name one channel you have never used that would reach the group you just described. One. A specific forum, community, meetup, retraining programme or association, with a name.

Try it once for the Kestrel role or your own live role, and note the result even if it is nothing. One attempt with a written outcome is a data point; an intention is not.

Real world

Where the numbers land. Kestrel's audit came back 8 referral, 6 from one job board, 3 agency, 2 inbound, 1 return hire. Twenty hires, four channels, and the referral column looked exactly like the current team because that is what referrals do. The channel Nadia S. named as never tried was a regional support engineering community that runs a monthly incident-review call. It cost nothing to post there. It reached people the other four channels had never once surfaced.

This connects straight to b4 Everyone you attract now arrives at the screen. Next week the screen itself goes under the microscope: 24 applicants for Senior Support Engineer, a shortlist that looks entirely reasonable, and a four-fifths check that says otherwise. Bring your channel audit - the pool you built is half of that story.
Homework

Try it yourself - this week ◐ 30-45 min total

Source material

Official sources covered

Taught from public regulation, published selection research, and the house rules you wrote in b1. This course is education for HR professionals, not legal advice; obligations vary by jurisdiction and any actual legal position belongs to your own counsel and DPO. This session covers:

✓GDPR + PDPA - candidate and scraped profile dataPart 2 · lawful basis, minimisation, transparency, retention
✓EU AI Act - Annex III point 4, targeted job advertisingPart 2 · who sees the ad is part of selection; map in a2
◐Selection research - sourcing from capability, not biographyParts 1-3 · channels as filters; the screen itself in b4
Check yourself

Three questions before you go 🎯 ◐ 90 seconds

1 · Why is "I was really impressed by your work at [Company]" worse than sending no personalisation at all?

The third cost is the expensive one. Reputation in a talent market is shared and slow to rebuild, and the recipient's filter does not distinguish between the message you sent in a hurry and the one you need read next year. A short honest message that claims nothing is better than a warm one that claims something you cannot back.

2 · You export 50 profiles into a spreadsheet to source from. What is true of that spreadsheet?

Rail 3. Public does not mean unregulated - scraped profile data is personal data under GDPR and PDPA. Set the deletion date when you create the list, collect only what the role decision needs, and keep the whole thing out of the workspace. The outreach kit is drafted from the scorecard, which contains no personal data at all.

3 · Your last 20 hires came from three channels. What is the actual risk?

Where you look shapes who applies, as firmly as what the ad says. Referrals convert best and are least diverse, because people refer people like themselves. Source from the capability rather than the biography, and name one channel you have never used - a channel with no data is not a channel with no candidates.

HR session 3 cheat sheet · pin this

The trapsending got free, so discipline is now a choice you write down in advance, not a side effect.
The numberrelevance per message. Sends measure your afternoon; replies measure your reputation.
Three questionswhy this person, what would they recognise as their work, why reply if happy where they are.
Fake personalisationworse than none: detectable, wastes their time, teaches your market to filter you.
Channels are filterssame 3 universities, same 2 employers, referrals. Source from capability, not biography.
Targeting is selectionwho an ad is shown to sits in the high-risk employment scope. Record where it ran.
Data railscraped profiles are personal data: lawful basis, minimisation, transparency, retention date.
Never AIwho to contact from inferred characteristics, and rejections. A person writes and sends those.