Research & opportunities
Build a shortlist
A shortlist with a reason behind every name.
Agency guides
Practical help for your next agency task.
Build a shortlist, keep a transfer moving or follow up an outstanding fee. Start with the task in front of you.
What are you working on?
4 steps · Worked example · Checklist and worksheet
Pipelines & teamwork
Keep a transfer moving
Every active opportunity has an owner and a next move.
Legal & finance
Follow up a fee
The agreement, outstanding fee and follow-up stay connected.
Inside the shortlist guide
What a useful shortlist looks like.
Keep the reason for a possible fit, the question still to resolve and the next conversation together. Each guide shows an example you can adapt to your own work.
Open the shortlist example- Club requirement
- Northbridge FC · Under 23 · Left-footed CB. Sam Wilson, sporting director; brief received 15 July 2026.
- Candidate
- Luka Petrovic · 21 · Left-footed centre-back.
- Reason for fit
- Age, position and foot match · Agency player record checked 15 July 2026.
- Open question
- Needs review: availability is an unknown must-have. Terms and interest also need confirmation.
- Owner
- Jamie R. · Agency agent responsible for the brief.
- Next contact
- Call Taylor Reed, the player’s recorded contact, on 16 July 2026 at 14:00 to confirm availability and interest. Confirm club terms separately with Sam Wilson.
Next actionRecord Taylor’s response, update confirmed player facts and refresh the matches. Review the shortlist and club terms with Sam before sharing.
Ready to try a workflow with your team?
Start with one live process. We’ll help you explore how Entekka could support it.