🎯 Purpose of This Stage
- Ensure recruits who schedule a 1:1 NS Career Consultation are properly tracked and reminded.
- Remove recruits from the Not In School (Nurture) six-month drip to avoid duplicate communications.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- Recruit schedules a 1:1 NS Career Consultation on the calendar.
- Removed from the six-month Not In School (Nurture) drip.
- Sent an initial email and text with registration details and location information.
- Manual Movement (By Leader):
- Not applicable
⚙️ What Happens When a Recruit Enters
- Recruit receives initial registration email and text.
- Recruit receives reminder emails and texts containing meeting details:
- 3 days before the meeting
- 1 day before the meeting
- 1 hour before the meeting
- Emails include the ability for the recruit to cancel the meeting, which automatically moves them to the No Showed/Cancelled stage.
- Recruit exits this stage after the leader marks them as showed or no-showed, moving them to the appropriate next stage.
🔔 Automations Overview
- Duration: Until the 1:1 meeting occurs
- Emails: Multiple reminders — goal: ensure attendance and provide meeting details
- Text Messages: Multiple reminders — goal: ensure attendance and provide meeting details
- Leader Actions: 1 attendance marking step — goal: track showed or no-showed recruits
- Notifications:
- Leader receives a prompt 48 hours after the meeting date if attendance has not been marked.
🧍♀️ Leader Action Steps
- Mark attendance for each scheduled 1:1 within 48 hours of the meeting.
- Mark as showed or no-showed.
🔧 Recruit Card Updates
- None
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- Recruit cancels the meeting via the email link and moves to the No Showed/Cancelled stage.
- Recruit is marked as showed or no-showed by the leader and moves to the appropriate next stage.
- Manual Exit (By Leader):
- Not applicable
⏭️ Recommended Next Steps
- None
✨ Closing Note / Why This Stage Format Works
- This stage ensures that recruits are properly reminded and tracked for their 1:1 NS Career Consultation, reducing no-shows and keeping leaders on top of attendance and next steps.
Related Resources
