🧭 What is the Awaiting Exam (Kaplan Completed) stage? #
The Awaiting Exam (Kaplan Completed) stage is where recruits are placed after completing their Kaplan courses and are waiting to schedule their licensing exam. This stage helps maintain communication and support as recruits prepare to take the next important step in their journey.
✅ How does a recruit enter the Awaiting Exam (Kaplan Completed) stage? #
Recruits enter this stage manually, moved by the Snuggler once the recruit has completed all Kaplan courses and is ready to schedule their exam.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The system sets up weekly reminders for the Snuggler to check in with the recruit, offering support and encouragement.
- The Snuggler stays engaged to assist the recruit in scheduling their exam.
- When the recruit schedules their exam, the Snuggler adds the exam date to the recruit card and manually moves the recruit to the Exam Scheduled stage.
🔄 How does a recruit leave this stage? #
- The recruit leaves manually, once the Snuggler records the scheduled exam date and moves them into the Exam Scheduled stage.
💡 Pro Tip: #
Regular weekly check-ins keep the recruit motivated and help avoid delays in exam scheduling — timely support here is crucial for maintaining momentum.
📎 Helpful Links #
👉 Updating Opportunity Cards
👉 Market Center Sites Playbook
👉 Exam Scheduled Stage
👉 Discontinued Process Stage
