🧭 What is the Added to Kaplan (KSCORE) stage? #
The Added to Kaplan (KSCORE) stage indicates that the recruit has been successfully added to the Kaplan system by the Systemtizer. This stage guides recruits through the enrollment process and ensures their progress is monitored closely.
✅ How does a recruit enter the Added to Kaplan (KSCORE) stage? #
Recruits enter this stage manually when the Systemtizer completes adding them to Kaplan and moves their card here.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The recruit receives automated email and text notifications with instructions to complete their Kaplan enrollment.
- The Systemtizer receives a notification every 48 hours to check the Kaplan portal for the recruit’s enrollment status.
- If the recruit has enrolled, the Systemtizer records the recruit’s Kaplan expiration date in their recruiting card and moves the recruit to the Enrolled in Kaplan (KSCORE) stage.
- If the recruit has not enrolled after follow-ups, the Systemtizer may involve the Snuggler to reach out and encourage enrollment.
🔄 How does a recruit leave this stage? #
The recruit leaves this stage manually when the Systemtizer confirms enrollment, adds the expiration date, and moves the recruit to the Enrolled in Kaplan (KSCORE) stage.
💡 Pro Tip: #
Regularly checking the Kaplan portal and timely follow-up are key to keeping recruits engaged and preventing delays in their onboarding.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous Stage: Waiting for Kaplan
👉 Next Stage: Enrolled in Kaplan
