🎯 Purpose of This Stage
This stage provides a centralized system for long-term follow-up with recruits, allowing leaders to maintain engagement based on recruit type while tracking progress with automated cadence reminders and auto-expire settings.
🚪 How a Recruit Enters This Stage
Automatic Movement:
- Recruit is moved via the Exit To Long-Term Nurture Pipeline from another pipeline.
- The specific stage (NS, IS, or EX) is determined by the pipeline and stage the recruit exited from.
- Recruit reaches the end of their Auto-Expire value in a prior Long-Term Nurture stage.
Manual Movement (By Leader):
- Leader manually moves a recruit from Holding or Expired Nurture (Last 30 Days) stages into the appropriate NS, IS, or EX stage.
⚙️ What Happens When a Recruit Enters
- Recruit is added to a follow-up cadence based on their recruit card (Weekly, Bi-Weekly, Monthly, or Quarterly).
- Auto-Expire value is set according to the recruit card (3, 6, or 12 months).
- Leader receives reminders according to the assigned cadence to maintain follow-up.
- Recruit remains in stage until auto-expire is reached or manually exited.
🔔 Automations Overview
- Duration: Until Auto-Expire or manual exit
- Emails: 0 — goal: No automated emails to recruit; focus is on leader reminders
- Text Messages: 0 — goal: No automated texts to recruit
- Leader Actions: 1 — goal: Follow assigned cadence for check-ins and update recruit card as needed
- Notifications: Leader receives reminders based on the follow-up cadence until the recruit exits this stage
🧍♀️ Leader Action Steps
- Task: Complete follow-ups with recruits according to assigned cadence
- Timing: As set in the recruit card (Weekly, Bi-Weekly, Monthly, Quarterly)
- Notes: Adjust Follow-Up Cadence or Auto-Expire values if needed to extend engagement or maintain appropriate contact frequency
🔧 Recruit Card Updates
- Follow-Up Cadence: Weekly / Bi-Weekly / Monthly / Quarterly
- Auto-Expire Value: 3 / 6 / 12 months
- Location: Exit Pipeline / Long-Term Nurture section
🚪 How a Recruit Leaves This Stage
Automatic Exit:
- Recruit reaches end of Auto-Expire → system moves them to Expired Nurture (Last 30 Days)
Manual Exit (By Leader):
- Leader moves recruit back to an active recruiting pipeline
- Leader exits recruit from the process
⏭️ Recommended Next Steps
Leaders should review and adjust cadence or auto-expire values as needed to maintain consistent long-term engagement.
✨ Closing Note / Why This Stage Format Works
This stage centralizes long-term nurturing for different recruit types, providing automated reminders for leaders, flexible follow-up intervals, and a structured system for maintaining engagement over months while preventing recruits from slipping through the cracks.
Related Resources
