🎯 Purpose of This Stage
This stage re-engages recruits who have canceled or missed their 1:1 Career Consultation appointment, using automated communication and leader follow-up to encourage re-registration and progression in the In School pipeline.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- When a recruit cancels their appointment via the cancellation link in registration or reminder emails.
- When a recruit no-shows and the leader marks them as such during the attendance action after the appointment.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit is sent an email and text with a link to re-register for the appointment via the appropriate calendar.
- If the recruit re-registers, they automatically move back to the 1:1 Appt. Set stage.
- If no action is taken, the leader receives bi-weekly reminders to personally reach out and encourage re-registration.
- If 90 days pass with no movement, the recruit is automatically moved to the Holding Stage for the leader to take appropriate next steps.
🔔 Automations Overview
- Duration: 90 days
- Emails: 1 initial + re-registration prompts
- Text Messages: 1 initial + re-registration prompts
- Leader Actions: Bi-weekly outreach attempts
- Notifications: Bi-weekly reminders to leaders if recruit does not re-register
🧍♀️ Leader Action Steps
- Task: Reach out to the recruit on a bi-weekly cadence to encourage re-registration.
- Timing: Every two weeks until the recruit re-registers or 90 days have elapsed.
- Next Step: If the recruit re-registers → move to 1:1 Appt. Set. If no re-registration after 90 days → move to Holding Stage.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- Recruit re-registers for a new appointment → moves to 1:1 Appt. Set.
- After 90 days of no action → moves to Holding Stage.
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
Leaders should maintain bi-weekly outreach to encourage re-registration and prevent recruits from becoming inactive in the pipeline.
✨ Closing Note / Why This Stage Format Works
This stage combines automation and leader follow-up to ensure recruits who miss appointments remain engaged and have clear opportunities to rejoin the pipeline.
