🧭 What is the Schedule Onboarding stage? #
The Schedule Onboarding stage is used once a recruit has officially decided to join Keller Williams and is ready to take the next step—scheduling their onboarding appointment. This stage helps ensure the transition from decision to action happens promptly and efficiently.
✅ How does a recruit enter the Schedule Onboarding stage? #
A recruit enters this stage manually, when a leader moves their card here after confirming the recruit is ready to be onboarded.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The system sends a daily repeating notification to the designated onboarding specialist, reminding them to connect with the recruit and get the onboarding appointment scheduled.
This ensures the handoff from recruiting to onboarding happens smoothly and doesn’t fall through the cracks.
🔄 How does a recruit leave this stage? #
The recruit exits this stage manually, once the onboarding appointment has been successfully scheduled and the leader or onboarding specialist moves the card to the next appropriate stage.
💡 Pro Tip: #
Clear communication between the leader and onboarding specialist is key here. Make sure both parties are aligned on the recruit’s status so the onboarding gets scheduled without unnecessary delay.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Next #2: Onboarding Scheduled
👉 Next #3: Joined Different Brokerage
