How to make a client-safe CV
Take out whatever lets the client contact the candidate without you. Keep everything that shows they can do the job.
A CV doesn’t stay where you send it. The hiring manager forwards it to their boss, someone adds it to the company’s own ATS, and copies sit in inboxes you’ll never see. If the candidate’s mobile number is at the top of page one, nobody there needs you to arrange the next conversation.
Most clients don’t set out to go around you. But a name and a profile link put the candidate one search away, and once they’ve spoken directly, your fee becomes an argument. Winning it can still cost you the account. And the candidate, who trusted you with their details, finds out their CV travelled further than they agreed.
The opposite mistake costs as much. Strip out too much and the hiring manager can’t see the match. From the hiring side, a candidate who meets every requirement gets a fast answer, while a partial match sits for a few days. A CV with the employers, dates and results blanked out reads like a partial match, however good the candidate is.
Take out the route to the candidate. Keep the evidence that they can do the job.
What recruiters told us
None of this is the part clients pay for. The write-up is judgement work: your read of the candidate, which is what the client is buying. Redaction is the opposite. It’s careful and repetitive, and it has to be right every time, because the one CV you miss is the one that costs you. It also lands at the worst moment: across a whole shortlist, in the 48 hours a client expects CVs after a brief.
Try it on a CV
Add the candidate’s name as it’s written on the CV, upload the PDF, and compare what you sent with what the client would get.
- Removed their name and contact details — the client cannot go direct
- Otherwise their CV as they sent it
Up to 3 CVs a day, PDF only. Hamrr takes off what lets a client contact the candidate, and leaves the rest.
What to take out
Start with the obvious: the name, email address, phone number, home address and photo. Swap the name for initials, or a reference that means something to you, such as the role and a number. Then the links. LinkedIn, GitHub and portfolio links are a direct line to the candidate, and they’re easy to miss in a sidebar or behind a word like “profile”.
The harder part is anything that finds them in one search. A named side project, a conference talk, a published paper, a small club, an unusual title at a tiny company: any of these, next to an employer’s name, can be enough. Test each line by asking whether a search for it would bring up the candidate. If it would, make it general. “Spoke at a national testing conference” proves the same thing as the talk’s title.
What to keep
Keep everything that shows they can do the job: job titles, employers and dates, results with numbers in them, skills and tools, and the town or region if location matters. The current employer usually stays, because it tells the client what the candidate has done and at what scale. Hide it only when it would identify them on its own, at a very small company for example, and describe the business instead.
Take most care with in-demand skills. When a skill is in demand, CVs overstate it, so hiring managers read in depth for proof: what the candidate built, for whom, in how big a team, and what they owned. Those details turn a claimed skill into a match. Leave them in, even if the CV runs long.
Reformat if you need to, but don’t rewrite. The client should read the candidate’s own record. Your view of them goes in the cover sheet beside it, where it’s clearly yours.
Take out
- Name (use initials or a reference)
- Email and phone number
- LinkedIn, GitHub and portfolio links
- Home address and photo
- Anything that finds them in one search, like a named side project or a small club
Keep
- Job titles, employers and dates
- Results with numbers in them
- Skills and tools
- Town or region, if location matters
Check the file too, not just the page: names hide in headers, footers, the file name and the document’s properties. Before it goes, open the finished PDF and search it for the candidate’s surname.
Get the candidate’s OK first
A client-safe CV protects your fee. It doesn’t replace the candidate’s permission. Before a CV goes to any client, tell the candidate the company and the role, and get a clear yes. Something like: “I’d like to send your CV to [company] for the [role] role. Your name and contact details come off, so they’ll see your experience first. Happy for me to go ahead?” Then note the yes, with the date, in your ATS.
Candidates want a recruiter who knows them, and who tells them where their CV is going.
From our conversations with recruiters
Send it somewhere they didn’t expect, or to a company they’ve already applied to, and you lose their trust and often the placement. Asking first also saves you from duplicate submissions, where two agencies send the same person and the client has to decide whose candidate they are.
One clean copy, wherever it goes
Make the client-safe copy once and use it everywhere the CV travels: the shortlist email, the client’s ATS if they give you access, and any resend when a new interviewer joins. Where a client runs its own system, the same candidate already gets keyed in twice. Redacting on the fly each time is how a phone number slips through.
It matters most when the company isn’t a client yet. Sending a strong CV to companies likely to want that candidate is a common way to win new work, and at that point no terms protect the introduction. Agree terms before you reveal the name. The client-safe CV is what lets you start that conversation without giving the candidate away.
Every CV client-safe, in one click.
Most tools redact one CV and stop. Hamrr uses the same client-safe copy in your submission and, if the client goes quiet for over a week, in the spec email Hunt drafts to companies likely to hire the same candidate.
- Takes out names and contact details on every CV in the shortlist
- Drafts a cover sheet for each candidate from your notes, the opinion still yours
- Drafts your shortlist email with the CVs attached as one zip
Questions
What is a client-safe CV?
A candidate’s CV with their name and contact details taken out, so the client can judge the experience but has to go through you to meet them. Some agencies call it a blind or anonymised CV.
How do I anonymise a CV before sending it to a client?
Take out the name, email, phone number, home address, photo and profile links, plus anything that would find the candidate in one search. Check the headers, footers, file name and document properties too. Keep job titles, employers, dates, results and skills, so the client can still judge the match.
Should I remove the candidate’s current employer?
Usually not, since it shows the client what the candidate has done. Hide it only if the client could use it to find the candidate directly, for example a very small company.
Do I need the candidate’s permission to send their CV?
Yes. Agree with the candidate, naming the company and the role, before their CV goes to any client, even a client-safe one, and keep a note that they agreed.