🧭 What is the Exam Passed (Schedule In Person Appt.) stage? #
The Exam Passed (Schedule In Person Appt.) stage marks that a recruit has successfully passed their licensing exam. This stage focuses on moving the recruit toward scheduling an in-person appointment to discuss next steps for joining KW.
✅ How does a recruit enter the Exam Passed (Schedule In Person Appt.) stage? #
A recruit enters this stage manually, when a leader confirms the recruit has passed the exam and moves their card here.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The system creates a 7-day repeating reminder for the assigned leader to schedule an in-person appointment with the recruit.
- This recurring reminder ensures the leader consistently follows up until the meeting is booked.
🔄 How does a recruit leave this stage? #
The recruit leaves this stage manually when the leader schedules the in-person appointment and moves the recruit’s card to the Scheduled In Person Appt. stage.
💡 Pro Tip: #
Stay proactive in scheduling the appointment. Regular reminders help keep the momentum going and ensure recruits smoothly transition to the next phase of the recruiting process.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous: Exam Failed (14 Day Follow Up)
👉 Next: Scheduled In Person Appt
