🧭 What is the 1:1 Appt. Held stage? #
The 1:1 Appt. Held stage signifies that the recruit has attended their Blueprint Review appointment. This stage focuses on prompting the leader to follow up appropriately based on the outcome of the appointment and move the recruit forward in the pipeline.
✅ How does a recruit enter the 1:1 Appt. Held stage? #
Recruits enter this stage manually when the Snuggler marks them as “Showed” during the attendance process after the Blueprint Review appointment.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The system triggers a daily reminder automation for the assigned leader, prompting them to review the recruit’s progress and move the recruit to the next appropriate stage in the pipeline.
This daily prompt helps ensure timely follow-up and keeps the recruiting process moving efficiently.
🔄 How does a recruit leave this stage? #
The recruit leaves this stage manually, when the leader moves them to the next appropriate stage based on the recruit’s status and next steps.
💡 Pro Tip: #
Don’t delay moving recruits out of this stage — timely progression keeps your pipeline accurate and your communication relevant.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 How to Take Attendance
👉 Next Stage: Waiting to Sign Up for Kaplan
