🧭 What is the Exam Scheduled (36-Hour Notice) stage? #
The Exam Scheduled (36-Hour Notice) stage is designed to add a personal, supportive touchpoint just before a recruit’s licensing exam. Recruits in this stage have an officially scheduled exam date, and the system prepares both the leader and the recruit for this important milestone. The primary goal here is simple: make sure every recruit feels seen, supported, and encouraged right before their test.
✅ How does a recruit enter the Exam Scheduled (36-Hour Notice) stage? #
A recruit enters this stage manually, but only after an exam date has been added to their recruit card.
Trigger:
- A leader must first enter the recruit’s exam date into the “Exam Date” field on the card.
- Once the date is entered and saved, the leader should manually move the card to the Exam Scheduled (36-Hour Notice) stage.
This ensures the timing automation is accurately triggered.
🚀 What happens when a recruit enters this stage? #
Once a recruit is placed in this stage:
- An automated reminder is set to notify the assigned leader 36 hours before the recruit’s exam.
- The reminder prompts the leader to reach out personally—via text or call—to offer encouragement and let the recruit know you’re rooting for them.
- No new drip emails or tasks are assigned beyond the 36-hour touchpoint; the emphasis here is on personalization and timely support.
🔄 How does a recruit leave this stage? #
This stage has an automatic exit:
- When the exam date on the recruit’s card is reached, the system automatically moves the recruit into the next stage: Exam Taken (3-Day Follow Up).
- Leaders don’t need to take action to move the card at this point—automation handles the transition based on the date.
💡 Pro Tip: #
Double-check the exam date and time before moving a recruit into this stage. If the date is entered incorrectly or missing altogether, the 36-hour reminder won’t trigger, and the card won’t move forward as expected. It’s a good idea to confirm all details before making the transition.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous Stage: Awaiting Exam Date
👉 Next Stage: Exam Taken (3 Day Follow Up)
