In School Pipeline: Exam Passed (Schedule Career Strategy) (3.0)

🎯 Purpose of This Stage
This stage supports recruits who have passed their licensing exam and are ready to schedule a Career Strategy session, guiding them toward joining Keller Williams while keeping leaders accountable for timely follow-up.

🚪 How a Recruit Enters This Stage

• Manual Movement (By Leader):
  • After the recruit passes their exam and is ready to discuss next steps.
• Automatic Movement: Not applicable

⚙️ What Happens When a Recruit Enters

• The leader receives repeating reminders every 48 hours to connect with the recruit and schedule the Career Strategy session.
• The leader has two options for scheduling the session:
  1. Offer Career Strategy Session (via recruit card)
     • Located under the In School Pipeline section.
     • Sends a one-time email and text to the recruit with a link to schedule on the Career Strategy Calendar (IS).
     • When the recruit schedules via this link → they are automatically moved to the Scheduled Career Strategy stage.
  2. Manual scheduling by leader
     • Leader schedules directly and manually moves the recruit to Scheduled Career Strategy.
     • Note: No automated recruit-facing reminders are sent; all follow-up is the leader’s responsibility.

🔔 Automations Overview

• Duration: Until Career Strategy session is scheduled
• Leader Actions: 48-hour repeating reminders to schedule
• Notifications: Leader receives repeating 48-hour reminders

🧍‍♀️ Leader Action Steps

• Task: Schedule the Career Strategy session using either the Offer Career Strategy Session option or manual scheduling.
• Timing: Complete scheduling promptly; automated reminders continue every 48 hours until scheduled.
• Next Step: Once the session is scheduled → move recruit to Scheduled Career Strategy stage.

🔧 Recruit Card Updates
No card updates required from the leader during this stage.

🚪 How a Recruit Leaves This Stage

• Automatic Exit:
  • If the recruit schedules via the Career Strategy Calendar link, they move automatically to Scheduled Career Strategy.
• Manual Exit (By Leader):
  • Leader schedules manually → move recruit to Scheduled Career Strategy.

⏭️ Recommended Next Steps
Leaders should ensure the Career Strategy session is scheduled promptly and maintain communication with the recruit until the session occurs.

✨ Closing Note / Why This Stage Format Works
This stage provides structured leader accountability and flexibility in scheduling while keeping recruits engaged as they transition from licensing to joining Keller Williams.