🎯 Purpose of This Stage
This stage ensures that leaders follow up promptly with recruits after their licensing exam, maintaining engagement and guiding next steps based on the recruit’s results.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- When the exam date is reached, the system automatically moves the recruit into this stage.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The system waits 3 days after the exam date and sends a notification to the leader to reach out and check on the recruit’s test results.
- This notification repeats every 3 days until the leader takes action to move the recruit to the next stage.
🔔 Automations Overview
- Duration: Until the leader moves the recruit
- Leader Actions: Follow up with recruit to check exam results
- Notifications: Repeating reminder every 3 days until leader takes action
🧍♀️ Leader Action Steps
- Task: Contact the recruit to check exam results and determine the appropriate next stage.
- Timing: Follow the 3-day repeating reminder until completed.
- Next Step: Move the recruit to the next stage based on their results.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Manual Exit (By Leader):
- Once exam results are known, the leader moves the recruit to the appropriate stage based on the outcome (e.g., passed or failed).
- Automatic Exit: Not applicable
⏭️ Recommended Next Steps
Leaders should contact the recruit promptly after the exam to review results and guide them to the next stage in their journey.
✨ Closing Note / Why This Stage Format Works
This stage provides structured follow-up after a critical milestone, ensuring that leaders remain engaged and can support recruits immediately after taking their licensing exam.
