🎯 Purpose of This Stage
- Ensures recruits are properly registered for an Info Session and receive timely reminders with all necessary details.
- Removes recruits from the Not In School (Nurture) six-month drip to avoid duplicate communication.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- Recruit registers via the Info Session Calendar (in-person or virtual).
- Removed from the six-month Not In School (Nurture) drip.
- Sent an initial email and text with registration details:
- In-person: date, time, and location address.
- Virtual: date, time, and virtual link.
- 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 session details:
- 3 days before the session
- 1 day before the session
- 1 hour before the session
- For virtual sessions only:
- Email and text 10 minutes after the session starts
- Recruit can cancel their registration directly from reminder emails.
🔔 Automations Overview
- Duration: Until the Info Session occurs
- Emails: 5+ emails — goal: provide registration details and timely reminders
- Text Messages: 5+ messages — goal: ensure recruit attendance and awareness
- Leader Actions: 1 — goal: mark attendance/no-show within 48 hours
- Notifications:
- Leaders receive a notification for each registration not marked within 48 hours.
🧍♀️ Leader Action Steps
- Take attendance for each Info Session within 48 hours.
- Mark recruits as showed or no-showed.
- Receive a notification for any unmarked registrations after 48 hours.
🔧 Recruit Card Updates
- None
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- Info Session occurs and attendance is marked (showed or no-showed).
- Recruit cancels registration and is moved to the appropriate stage.
- Manual Exit (By Leader):
- Not applicable
⏭️ Recommended Next Steps
- None
✨ Closing Note / Why This Stage Format Works
- This stage ensures recruits are fully informed and reminded about their Info Session, reducing no-shows and keeping the leader’s workflow organized and automated.
Related Resources
