Skip to content

Phone Screening Script for Recruiters

In short

Tracy AI Interviewer runs your screening script as an interview every applicant starts on a click, with no call to book, and leaves a recording and a written assessment for each question.

Below: a word-for-word phone screening script with knock-out checks, core questions and a call record, plus a filled example.

One Tracy customer cut its average time to hire from 44 days to 7.

Run the script by hand while volume is low. Move it into Tracy when calls pile up.

We make Tracy AI Interviewer.

A recruiter's phone screen is short, and the same ten minutes get repeated for every applicant. Skip the script and each call asks different things, the notes are hard to compare, and the hiring manager asks what the candidate actually said. A phone screening script fixes the order, the words for the knock-out questions and the shape of the notes.

Below is a phone screening script for recruiters you can copy, a filled example, and how Tracy AI Interviewer runs your screening script when each applicant starts from a link and there are too many to call.

What a phone screen has to settle

Three things, in this order. Anything else can wait for the interview with the hiring manager.

  • Can they take the job? Location, right to work, pay, notice. These are yes or no, so ask them in the same words every time.
  • Do they have the core skill? One recent example, with a result.
  • Do they want this role? A reason that fits what the job really is.

For the wider funnel around the call, see how to screen candidates.

The phone screening script

Copy the script into a document and keep it open during the call. Say the quoted lines as written; the rest is yours. A first call of 15 to 20 minutes fits this layout.

1. Opening (about 2 minutes)

"Hi [name], this is [your name] from [company]. Is now still a good time? I would like about 15 minutes to ask a few questions about your background and the [role] position, then tell you what happens next. I will take notes as we talk. Is that fine?"

2. Knock-out checks (about 3 minutes)

Five checks, each with the question to ask and the answer you need.

CheckAskNeeded answerPass?
Location or work arrangementWhere are you based, and does [on-site, hybrid or remote] work for you?
Right to workDo you have the right to work in [country] without sponsorship?
PayWhat range are you looking for?
Notice and startWhat is your notice period, and when could you start?
Other processesAre you talking to other companies right now?

Scroll the table sideways to see all 4 columns.

Ask the knock-outs of every candidate in the same words. Write what they said, not only pass or fail.

3. Core questions (about 8 minutes)

Four questions, each with a follow-up and what to listen for.

  1. What are you doing in your current role, day to day?

    Follow up with
    What part is yours alone?
    Listen for
    Ownership, a real scope
  2. Why are you looking, and why this role?

    Follow up with
    What would make you say no?
    Listen for
    A reason that fits the role
  3. [Skill from the job description]: describe a recent time you used it.

    Follow up with
    What was the result?
    Listen for
    A specific example with an outcome
  4. [Second skill]: how would you handle [a situation from the job]?

    Follow up with
    What did you do the last time?
    Listen for
    Steps, not a slogan

4. Their questions and close (about 2 minutes)

"What questions do you have for me? ... Here is what happens next: [step], and you will hear from me by [date]."

5. Call record

Fill this in straight after the call.

FieldEntry
Knock-outsAll passed, or which one failed
Best quote
Concern
RecommendationSubmit, hold or decline
Next step and date

How to use the script

  • Say the knock-outs the same way to everyone. It keeps the call fair and the notes comparable.
  • Follow up once, then move on. One good follow-up beats three questions on the same point.
  • Write quotes. The hiring manager reads what the candidate said, not your summary.
  • Stop when a knock-out fails. Thank them, say what happens next and end the call kindly.
  • Send the record the same day. The hiring manager then reads it while the call is fresh.

A filled example: IT support specialist

A fictional call for an IT support specialist role at a client company. The candidate and answers are invented for this page.

Check or questionWhat the candidate saidNote
Work arrangementHybrid, two days on-site in ColumbusPass
Notice and startTwo weeks, free from the first of next monthPass
Pay62 to 68 thousand dollars a yearWithin the client's band
Day to dayTier 2 desk for about 400 users, owns the onboarding checklistReal scope
Why lookingThe team is shrinking and nobody mentors new hiresFits a mentoring role
Skill: Active DirectoryRebuilt the group structure after a merger, cut access tickets by about a thirdSpecific, ask for the method
Situation: a VPN outageChecked the gateway, then the certificate, told the floor lead in ten minutesClear order

Recommendation: submit. Best quote: "I told the floor lead before I knew the cause, so nobody was guessing." Next step: send the profile to the client the same day.

When calls pile up: run the script in Tracy

When one role draws more applicants than you can call in a day, calling everyone is the bottleneck. That is the point to move the first screen into Tracy and keep your own calls for the shortlist.

  • Your script becomes the interview. Paste in the knock-outs and core questions, or let Tracy generate questions from the job description and edit them.
  • Every applicant, any hour. Each applicant starts on a click, with no scheduling and no recruiter present. A reminder goes out after a day, and failed interviews are chased automatically.
  • Follow-ups on what was said. She asks in the applicant's own field, follows up and waits for the answer.
  • Candidates enjoy it. Steven Perry, Account Executive at IT Resources, an IT staffing firm in Tampa, US, says: "By the time they finish with this platform, they're even laughing and joking."
  • Strongest on top. Each candidate is ranked against the others who took the interview, and strong ones are flagged to you.
  • A package you can send on. Resume match, interview score, strengths and gaps, recording and fit rationale in one record, shareable by link or PDF.

A person decides: you can move a candidate forward, override a rejection or invite someone to interview again. See staffing agencies and how an AI interview report reads.

To try it, paste your knock-outs and core questions into one role and run it.

Four steps: write the script, add it to Tracy, applicants click to start, review the ranked shortlist.
Tracy runs your screening script when each applicant clicks and puts the strongest on top, with a recording and written assessment behind each result. Illustration with sample data

You write the script once; Tracy runs it from a link and ranks the results.

Transcript card: Tracy asks notice period, the candidate mentions a Friday second round, Tracy asks how long to decide.
Tracy asks the script's question, then the follow-up a recruiter would ask next, so the notes hold the detail. Illustration with sample data

The follow-up asks what a recruiter would ask next, on every screen.

Which path fits you

Common questions

What do recruiters ask in a phone screen?
Location or work arrangement, right to work, pay range, notice period and start date, then a current-role question, why they are looking and one or two examples of the core skill. Ask the first group in the same words every time.
How long should a recruiter phone screen be?
Fifteen to twenty minutes. The script above fits in that: two minutes to open, three for knock-outs, eight on the core questions and two to close.
What is a recruiter screening call script?
A fixed outline for the first call: the opening words, the knock-out questions, the core questions with follow-ups and a record for the notes. It is the phone version of an interview guide.
What should you write down on a phone screen?
The answer to each knock-out, one quote that shows the core skill, one concern and your recommendation with the next step and date.
Can Tracy replace the phone screen?
She runs the first screen as an interview each applicant starts from a link, with a recording and a written assessment per question. A person still decides who goes forward and talks to the shortlist.

Try Tracy on your next role

Tracy interviews every applicant, asks follow-up questions and sends you a ranked shortlist.

Try it free (opens in a new tab) Book a demo (opens in a new tab)

Your first 3 results are free. No card needed.

Sources