🎯 Purpose of This Stage
This stage ensures recruits are connected with the appropriate Onboarding Specialist and scheduled for their onboarding session, setting the foundation for a smooth start at Keller Williams.
🚪 How a Recruit Enters This Stage
- Manual Movement (By Leader):
- When a leader moves the recruit into this stage from another pipeline.
- Automatic Movement: Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit is re-assigned to the leader with the Onboarding Specialist role.
- The leader receives notifications every 24 hours to schedule an onboarding session with the recruit.
- Depending on the type of session, the leader updates the recruit card:
- Personal / 1:1 session
- Group / 1-to-Many session
- Once the recruit card is updated, the leader manually moves the recruit to the Onboarding Offered stage.
🔔 Automations Overview
- Duration: Until the recruit card is updated and moved to the next stage
- Leader Actions: Daily reminders to schedule and update recruit card
- Notifications: Repeating 24-hour reminders until recruit card is updated
🧍♀️ Leader Action Steps
- Task: Connect with recruit to schedule onboarding, update recruit card with session type, and move to Onboarding Offered.
- Timing: Daily follow-up until card is updated and recruit is moved.
- Next Step: Ensure recruit is correctly categorized for onboarding and ready for the session.
🔧 Recruit Card Updates
- Onboarding Session Type – select Personal / 1:1 or Group / 1-to-Many under the recruit card.
🚪 How a Recruit Leaves This Stage
- Manual Exit (By Leader):
- Once the recruit card is updated → move to Onboarding Offered stage.
- Automatic Exit: Not applicable
⏭️ Recommended Next Steps
Leaders should ensure the recruit card is updated correctly and the onboarding session is scheduled promptly.
✨ Closing Note / Why This Stage Format Works
This stage provides a clear process for connecting recruits with the appropriate onboarding session and ensures leaders stay accountable with daily reminders.
