🧭 What is the Exam Failed (14-Day Follow Up) stage? #
The Exam Failed (14-Day Follow Up) stage is used when a recruit has not passed their licensing exam and is not yet ready to schedule a retake. This stage focuses on providing space while maintaining ongoing support through periodic check-ins over a two-week period.
✅ How does a recruit enter the Exam Failed (14-Day Follow Up) stage? #
A recruit enters this stage manually when a leader confirms that the recruit has failed their exam and is not ready to reschedule. The leader moves the recruit’s card into this stage to initiate appropriate follow-up.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The system creates a 14-day repeating reminder for the assigned leader to follow up regularly with the recruit.
- These reminders help maintain engagement while giving the recruit time to regroup and prepare mentally before attempting the exam again.
🔄 How does a recruit leave this stage? #
When the recruit is ready to schedule another exam:
- The leader should update the Exam Date field on the recruit card with the new exam date.
- Then, manually move the recruit back to the Exam Scheduled (36-Hour Notice) stage to restart the exam countdown and reminders.
💡 Pro Tip: #
Use this stage to balance patience with persistence. Regular reminders help keep the recruit on your radar without overwhelming them, allowing you to support them at their own pace.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous: Exam Scheduled (36 Hour Notice)
👉 Next: Exam Passed (Schedule In Person Appointment)
