Recruits can only enter the KWPrep Pipeline when moved here from another pipeline through the Exit Pipeline path. The most likely scenario is from the Not-in-School (NS) Pipeline after the User assigned to R0 Not-in-School recruits receives commitment from the recruit that they wish to proceed with KWPrep and/or KSCORE.
Below is a breakdown of each stage, along with a link that goes deeper into the specifics of that stage.
Register For KWPrep #
This stage is the most likely landing place when a recruit enters the KWPrep Pipeline, unless the User moving them into the KWPrep Pipeline instead puts them into the Holding Stage. This stage is used to trigger the KSCORE Admin to enter a recruit into the KWPrep platform, and it reassigns the user to the KSCORE Admin in the process.
Once the KSCORE Admin completes the step of entering the recruit into the KWPrep platform, they will manually move the recruit to the next stage by completing to Move to Stage steps within the Opportunity Card.
To learn more about this stage, click here.
Enrolled in KWPrep #
This stage acts as a holding stage for recruits who have been enrolled in KWPrep. It triggers a 90-day follow-up campaign depending on whether a Market Center is offering a path to Kaplan. Once the recruit enters this stage, they are reassigned to the User who owns the KSCORE Liaison role.
If the Market Center is offering Kaplan, the campaign pushes the recruit to watch modules 1 and 2 of KWPrep and then complete the blueprint. If not, the campaign highlights the different modules of KWPrep, with calls to action to schedule a call to discuss next steps.
The recruit will leave the stage if they complete the KWPrep Blueprint form (if KSCORE is offered), if they schedule a career consultation appointment (if KSCORE isn’t offered), or if they are in this stage for 90 days without taking action after which they are moved to the Holding Stage.
To learn more about this stage, click here.
Student Completes “Blueprint” #
After a recruit completes the blueprint form, they are automatically moved to this stage to notify the KSCORE Liaison that their blueprint has been completed. The Liaison receives an email with the recruit’s blueprint responses. A recruit leaves this stage when the Liaison reviews the blueprint and moves the recruit to the next stage to schedule a call.
To learn more about this stage, click here.
Schedule Blueprint Appt (Last 90 Days) #
A recruit is moved here to trigger notifications that prompt them to schedule a blueprint review on the KWPrep Calendar with the KSCORE Liaison. A recruit leaves this stage when they schedule a blueprint review using the calendar links contained within the emails and texts.
To learn more about this stage, click here.
1:1 Appt Set #
This is a holding stage that shows recruits who have scheduled a call on the 1:1 KWPrep calendar. They are moved here automatically when they book a Blueprint Review. Once the review takes place, the KSCORE Liaison will take attendance, marking that the recruit either Showed or No-Showed. The act of taking attendance automatically moves the recruit to the next appropriate stage based on whether or not they attended.
To learn more about this stage, click here.
1:1 Appt Cancelled/No Showed #
This stage exists to track recruits who have canceled or no-showed their 1:1 KWPrep appointment and to initiate follow-up efforts to reschedule so the recruit doesn’t fall off the KSCORE Liaison’s plate. While in this stage, the recruit receives automated email and text messages encouraging them to reschedule. The Liaison is also assigned a few strategically placed calls to the recruit.
The recruit leaves this stage in one of the following methods:
- They reschedule their KWPrep appointment, in which they are moved back to the 1:1 Appt Set stage.
- They expire the 90-day window in which they are in this stage, after which they are moved to the Holding Stage.
- The KSCORE Liaison moves the recruit to the next appropriate stage using the Move to Stage process or Exit Pipeline process.
In option 3, for example, if the KSCORE Liaison calls the recruit to get them to reschedule but instead they hold the appointment right then and there, the KSCORE Liaison could move the recruit to 1:1 Appt Held, exit them to the Long Term Nurture pipeline, or even exit them to the Kaplan pipeline to get them enrolled in school.
To learn more about this stage, click here.
1:1 Appt Held #
This stage acts as a holding stage for recruits the leader successfully held a 1:1 appointment with, and the recruit is automatically moved here if they are marked as Showed during the attendance taking process. While in this stage, the leader is regularly prompted to move the recruit to the next logical step.
To learn more about this stage, click here.
Exit KWPrep Pipeline #
A specific process must take place for a recruit to leave a pipeline. Click here to see how it works.
Holding Stage #
Details on the Holding stage coming soon…
