The Not-in School Pipeline is for recruits who enter through one of the following ways:
- By submitting their information onto the Join KW page on your recruiting site and noting they are looking for a real estate school
- When an agent submits their information via the Agent Referral page and selects the not-in-school option
- When a leader adds them via the NS Pipeline Insertion form
Below is a breakdown of each stage, along with a link that goes deeper into the specifics of that stage.
Agent Referral #
More information will be added about Agent Referrals shortly…
Not In School (Nurture) #
This stage is used to nurture people who have entered the recruiting platform by dripping emails and text messages on them, encouraging them to schedule a Career Info Session to learn more about becoming a real estate agent and joining Keller Williams.
Click here to learn more about this stage, including how people enter, what happens when a recruit is in this stage, and how they exit.
Not In School Pipeline: Registered For Info Session #
This stage shows the recruits that have registered for an upcoming Info Session via the Info Session registration process within the recruiting platform. They are automatically moved here when they register, and they are reminded about the upcoming registration at strategic points before it takes place through automated texts and emails.
Click here to learn more about this stage.
Remember, Info Sessions are group calendars and they are managed differently from individual calendars. Make sure you always have plenty of available future sessions that recruits can book themselves into. For more information on managing info session calendars, click here.
Not In School Pipeline: No Showed/Cancelled Info Session #
This stage identifies recruits who either canceled their Info Session registration or were marked as a no-show by the leader when taking attendance within the system after a scheduled Info Session. You do not have to manually move a recruit into this stage; they automatically move here based on the action taken in the first sentence. While in this stage, a recruit receives automated messages encouraging them to book a future Info Session.
Click here to learn more about this stage. For information on how to take attendance, click here.
Not In School Pipeline: Attended Info Session (Last 60 Days) #
This is a holding stage for recruits who have been marked as showed for an Info Session during the attendance process. For information on how to take attendance, click here. When in this stage, a recruit receives automated messages and the assigned user is prompted to place a few calls to the recruit over a span of 60 days to nurture them toward enrolling in school.
To learn more about this stage and actions to take to move the recruit to the next step, click here.
Not In School Pipeline: 1:1 Appointment Set #
This is a holding stage that identifies recruits who have scheduled a 1:1 appointment on the Not In School Calendar. They are automatically moved here when they register, and they are reminded about the upcoming registration at strategic points before it takes place through automated texts and emails.
If the appointment is set by the User while speaking with the recruit, they’ll want to use the NS Calendar to book the recruit. This calendar can be found at {{yourdomain.com}}/nsc where {{yourdomain.com}} is your recruiting website URL. By entering the recruit’s information into the calendar on this page, it syncs the appointment to both of your calendars, moves the recruit into this stage automatically, and ensures they receive the email and text reminders.
The goal of the appointment is to get the recruit to commit to signing up for school, verify that they’ve signed up for school, or receive their commitment to take advantage of the KSCORE opportunity if your Market Center offers it.
To learn more about this stage, click here.
Not In School Pipeline: 1:1 Appointment No Showed/Cancelled (Last 60 Days) #
This is a holding stage to identify recruits who either canceled or no-showed a 1:1 appointment. Similar to other No Showed/Cancelled stages, they are moved here automatically when they cancel, or when the User assigned to them marks them as a No Show during the attendance process. The recruit then receives prompts to re-book their appointment.
Click here to learn more about this stage.
Not In School Pipeline: 1:1 Appointment Held #
This is a holding stage a recruit enters after showing up for a 1:1 appointment and being marked showed during the attendance action. Once here, the assigned User is prompted to move the recruit to the appropriate next step. This could be transferring them to the In School pipeline, moving them to KWPrep or Kaplan pipeline for KSCORE, or transitioning them to Long Term Nurture if they are not yet ready to commit.
NS Exit Pipeline #
This is a holding stage that a recruit enters briefly when moving between pipelines but starting in the NS Pipeline.
For more information about this stage, click here.
Holding Stage #
A Holding Stage exists at the end of each pipeline. If a recruit ends up here, it’s typically due to an error when moving the recruit between pipelines. When this happens, an internal notification will be sent to the assigned user with details pertaining to the why the recruit landed here, along with pertinent information pertaining to the recruit, where they were coming from, and where they were headed.
Form more information about this stage, along with what the various reasons for ending up in Holding, click here.
