🎯 Purpose of This Stage
This stage tracks recruits who have completed their classes but have not yet scheduled their licensing exam, giving leaders a structured process to follow up and ensure timely exam registration.
🚪 How a Recruit Enters This Stage
- Manual Movement (By Leader):
- After the recruit completes school, the leader moves them into this stage while waiting for the recruit to schedule their exam.
- Automatic Movement: Not applicable
⚙️ What Happens When a Recruit Enters
- The leader is added to a check-in cadence that can be weekly, bi-weekly, or monthly, reminding them to reach out to the recruit.
- The check-in cadence can be updated at any time under the Exam Date Check-In drop-down located in the In School Pipeline section of the recruit card.
- New cadence takes effect after the last reminder in the previous cadence is sent.
- Example: If switching from weekly to bi-weekly, the bi-weekly reminders will begin after the last weekly reminder.
- New cadence takes effect after the last reminder in the previous cadence is sent.
- The leader maintains communication with the recruit until the exam date is scheduled.
- Once the recruit provides their exam date, the leader:
- Adds the date to the Exam Date field in the In School Pipeline section of the recruit card.
- Moves the recruit to the Exam Scheduled stage.
- If the leader determines the recruit should exit the process, they can remove the recruit from the pipeline manually.
🔔 Automations Overview
- Duration: Until exam date is scheduled or recruit is exited
- Leader Actions: Reminders based on check-in cadence (weekly, bi-weekly, or monthly)
- Notifications: Leader receives reminders according to the cadence
🧍♀️ Leader Action Steps
- Task: Follow up with the recruit according to the established check-in cadence.
- Timing: Adjust cadence as needed via the recruit card; ensure the new cadence takes effect correctly.
- Next Step: Once the exam date is provided → update the Exam Date field and move the recruit to Exam Scheduled.
🔧 Recruit Card Updates
- Exam Date Check-In – determines leader follow-up cadence; located under In School Pipeline section.
- Exam Date – entered when the recruit provides their scheduled exam date; used to move the recruit to Exam Scheduled.
🚪 How a Recruit Leaves This Stage
- Manual Exit (By Leader):
- Recruit provides exam date → update recruit card and move to Exam Scheduled.
- If the recruit is no longer moving forward → remove from pipeline.
- Automatic Exit: Not applicable
⏭️ Recommended Next Steps
Leaders should maintain consistent follow-up using the check-in cadence until the recruit schedules their exam.
✨ Closing Note / Why This Stage Format Works
This stage ensures structured leader accountability while allowing flexibility in communication cadence, keeping recruits on track to schedule their licensing exam without losing engagement.
