🎯 Purpose of This Stage
This stage is designed to encourage recruits to schedule their Blueprint review after completing the Blueprint. It combines automated reminders and leader outreach to ensure recruits take the next step in their real estate journey.
🚪 How a Recruit Enters This Stage
- Automatic Movement: None
- Manual Movement (By Leader):
- The KSCORE Liaison manually moves the recruit into this stage after reviewing their submitted Blueprint.
⚙️ What Happens When a Recruit Enters
- The recruit is placed on a 90-day automation designed to prompt scheduling of their Blueprint review.
- Communication includes:
- 12 emails containing links to schedule on the KWPrep calendar
- 9 text messages reminding them to schedule
- 6 phone calls from the assigned leader
- The goal is to remind and motivate recruits to schedule their Blueprint review and take the next step in their real estate career.
🔔 Automations Overview
- Duration: 90 days
- Emails: 12 — Encourage scheduling of Blueprint review
- Text Messages: 9 — Reinforce scheduling reminders
- Leader Actions: 6 — Phone calls to prompt scheduling and maintain engagement
- Notifications: Leader receives prompts to place scheduled phone calls
🧍♀️ Leader Action Steps
- Task: Place phone calls as prompted by the automation to encourage scheduling.
- Timing: Follow the automated schedule to maintain consistent outreach.
- Next Step: Ensure recruits schedule their Blueprint review via the KWPrep calendar.
🔧 Recruit Card Updates
- No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- If the recruit does not schedule a Blueprint review within the 90-day automation, they are moved to the Holding Stage for the assigned leader to determine next steps.
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
Leaders should actively follow up with any recruits approaching the end of the 90-day period to prevent delays in pipeline progression.
✨ Closing Note / Why This Stage Format Works
By combining automation with personal outreach, this stage keeps recruits on track to schedule their Blueprint review, reinforcing accountability and ensuring timely progression in the recruiting pipeline.
Related Resources
