🎯 Purpose of This Stage
- Prompt leaders to take appropriate next steps after a recruit has attended their 1:1 NS Career Consultation.
- Ensure recruits are moved to the correct next stage or pipeline based on the outcome of the meeting.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- Recruit is marked as Showed during the attendance process for their 1:1 Appointment.
- Manual Movement (By Leader):
- Not applicable
⚙️ What Happens When a Recruit Enters
- Recruit is placed on a repeating 48-hour automation that:
- Prompts the leader to take action and move the recruit to the appropriate next stage or pipeline.
- Continues to repeat every 48 hours until the leader moves the recruit.
🔔 Automations Overview
- Duration: Repeats every 48 hours until action is taken.
- Automation Type: Leader prompt (no recruit-facing communication).
- Goal: Ensure timely and accurate next-step movement.
🧍♀️ Leader Action Steps
- Review the outcome of the 1:1 meeting and move the recruit accordingly:
- In School Pipeline: If the recruit has enrolled in school (not Kaplan).
- KWPrep Pipeline: If the recruit is enrolling in KWPrep.
- Kaplan Pipeline: If the recruit is enrolling in Kaplan.
- Long Term Nurture Pipeline: If the recruit needs time to make a decision.
- Discontinue Process: If the recruit is no longer interested in pursuing a career in real estate.
🔧 Recruit Card Updates
- If moving the recruit to the Kaplan Pipeline, make sure to update the “Legal Name” field located under the Kaplan Pipeline section of the recruit card first.
🚪 How a Recruit Leaves This Stage
- Manual Exit (By Leader):
- Leader moves the recruit to one of the following based on meeting outcome:
- In School Pipeline
- KWPrep Pipeline
- Kaplan Pipeline
- Long Term Nurture Pipeline
- Discontinue Process
- Leader moves the recruit to one of the following based on meeting outcome:
- Automatic Exit:
- None — this stage relies on leader action prompted by automation.
⏭️ Recommended Next Steps
- Ensure the recruit’s next pipeline placement reflects their current commitment or interest level.
- Use notes in the recruit card to document meeting outcomes for future reference.
✨ Closing Note / Why This Stage Format Works
- This stage ensures no attended 1:1 meeting goes unprocessed, keeping the recruiting pipeline accurate and responsive while maintaining consistent leader accountability.
Related Resources
