The following training is for Market Center Sites 3.0. This pipeline has been built with the understanding that Team Leaders tend not to log into systems like Market Center Sites while also needing to leverage a system like this guide recruits toward joining KW. As TLs are the most likely position assigned to this pipeline as opposed to the others within the platform, we’ve built it differently.
Users assigned to this pipeline manage it through email prompts as opposed to logging in.
Recruit Leads (Pre-Appointment) #
The Recruiting Leads (Pre-Appointment) stage alerts the leader that a licensed agent has been added to the pipeline and an email prompts them to reach out, introduce themselves, and begin building rapport. The goal is to book an appointment with them upon first contact. Once the leader has booked the appointment, the leader will log the date they booked the appointment (NOT the date the appointment is for) and any notes using the link in the email they’ve received. The recruit can also book themselves onto the leader’s calendar via the email the recruit receives after submitting their information.
Both of these actions will move the recruit to the next stage. Until that happens, the leader will be on a recurring email drip to schedule an appointment with the recruit until that action takes place.
Appointment Scheduled #
The Appointment Scheduled stage is used when a recruit has booked an appointment on the Licensed Agent Calendar or when the leader completes the prompt in the email notifying the system that an appointment has been scheduled. The recruit will receive reminders of the appointment (if they’ve booked it through the system), and the leader is prompted to follow up with the recruit to ensure attendance.
A recurring email will be sent to the leader asking whether or not the appointment took place, and what the result of that appointment was: the recruit showed for the appointment, or the recruit cancelled or no-showed. Based on the response from the leader, the system will either move the recruit back to the Recruit Leads stage (if they cancelled or no-showed) or forward to the Nurture Lead stage (if they showed).
Nurture Lead #
The Nurture Lead stage prompts the leader to continually check in with the recruit after their 1:1 appointment based on the cadence set in the recruit’s card (7, 14, or 30 days). This will continue until the leader updates the recruits status in the Opportunity Card by changing the check-in cadence, or moves the Opportunity to the next most appropriate pipeline (typically either Long Term Nurture or Onboarding) via the Exit Pipeline Process.
Exit Pipeline #
This stage is used when moving a recruit from one pipeline to the next. In order to move someone, you’ll complete the following steps:
- Find the Opportunity Card within the Licensed Agent pipeline.
- Open the Opportunity Card by clicking anywhere on the card EXCEPT on the recruit’s name.
- In the vertical left navigation, select “Exit Pipeline/Long Term Nurture.”
- Change Approval Check to “Yes.”
- Change Exit To by selecting the appropriate Pipeline they’ll be moving to. Here are the most likely spots they’ll move to:
- Onboarding: The recruit has decided to Join your Market Center.
- Long Term Nurture: The recruit isn’t ready to join, but you wish to stay in touch with a regular cadence for a set amount of time.
- Remove From Pipeline: The Opportunity is a duplicate and the Opportunity Card in a different pipeline is the accurate place for the recruit.
- Discontinue Process: The recruit wishes to opt-out of being contacted by you or your Market Center.
- Click the Update or Save button in the lower right corner of the Opportunity Card.
- Close the card.
- Drag the card from it’s current stage to the Exit Pipeline stage. NOTE: It’ll take a few minutes, but the Opportunity Card will disappear once all checks have completed.
Holding Stage #
A recruit ends up in the Holding Stage if an error occurs when moving between pipelines or stages. When this happens, an internal notification will be sent to the assigned user with details pertaining to why the recruit landed here, along with information about the recruit, where they were coming from, and where they were supposed to go. Sometimes you’ll be prompted to reach out to MC Sites support, which you can do by forwarding the email to support@profitsharesites.com.
