🎯 Purpose of This Stage
This stage nurtures recruits who are interested in attending school but are not yet enrolled. The goal is to guide them toward signing up for a one-to-many info session where they learn about a career in real estate and with Keller Williams.
This stage allows leaders to nurture interested recruits automatically while maintaining minimal administrative effort. By delivering consistent, structured communication, recruits remain engaged and are gently guided toward attending an info session, setting the foundation for a successful career journey with Keller Williams.
🚪 How a Recruit Enters This Stage
- Automatically enters when a recruit fills out the Join KW form on the recruiting website and selects “looking for school.”
- Automatic Movement: Entry is triggered by the Join KW form submission with the “looking for school” selection.
- Manual Movement (By Leader): Not applicable; leader does not manually move recruits into this stage.
⚙️ What Happens When a Recruit Enters
- The recruit is added to a 6-month drip campaign of emails and text messages.
- Communications are designed to encourage attendance at a one-to-many info session while keeping the recruit engaged.
🔔 Automations Overview
- Duration: 6 months
- Emails: 29 — goal: drive registration for info sessions
- Text Messages: 4 — goal: check in and maintain engagement (texts do not specifically mention info sessions)
- Leader Actions: 0 — goal: ensure at least 3 months of info sessions are available on the calendar
- Notifications: Leader receives a notification when a recruit enters and when they leave the stage after 6 months
🧍♀️ Leader Action Steps
- No direct actions during this stage.
- Ensure at least 3 months of info sessions are scheduled on the calendar.
🔧 Recruit Card Updates
- No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- Recruit registers for a one-to-many info session
- Recruit reaches the end of the 6-month drip without taking action
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
- If desired, the assigned leader could manually reach out to the recruit at any time.
Related Resources
