🎯 Purpose of This Stage
This stage ensures recruits are notified of their available onboarding session options and provides leaders with reminders to follow up until the recruit schedules their session.
🚪 How a Recruit Enters This Stage
- Manual Movement (By Leader):
- After the leader has selected the appropriate Onboarding session type in the recruit card.
- Automatic Movement: Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit receives an email and text containing links to the appropriate session calendar:
- Personal / 1:1 session
- Group / 1-to-Many session
- The leader is reminded every 48 hours to follow up if the recruit has not scheduled a session.
- When the recruit schedules on the calendar, they are automatically moved to the Onboarding Scheduled stage.
🔔 Automations Overview
- Duration: Until the recruit schedules their onboarding session
- Leader Actions: 48-hour reminders to follow up with recruits
- Notifications: Leader receives reminders until session is scheduled
🧍♀️ Leader Action Steps
- Task: Ensure the recruit receives session links and follow up if they have not scheduled.
- Timing: Follow up every 48 hours until session is scheduled.
- Next Step: Confirm the recruit schedules → automatic move to Onboarding Scheduled.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit: Recruit schedules their session on the appropriate calendar → system moves them to Onboarding Scheduled.
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
Leaders should follow up consistently to ensure the recruit schedules their onboarding session promptly.
✨ Closing Note / Why This Stage Format Works
This stage combines automated communication with leader accountability to ensure recruits move smoothly into their onboarding session without delays.
