Onboarding Pipeline (3.0)
Schedule Onboarding (3.0)
Last Updated: November 6, 2025🎯 Purpose of This StageThis stage ensures recruits are connected with the appropriate Onboarding Specialist and scheduled for their onboarding session, setting the foundation for a smooth start at Keller Williams. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card...
Onboarding Offered (3.0)
Last Updated: November 6, 2025🎯 Purpose of This StageThis stage ensures recruits are notified of their available onboarding session options and provides leaders with reminders to follow up until the recruit schedules their session. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card UpdatesNo...
Onboarding Scheduled (3.0)
Last Updated: November 6, 2025🎯 Purpose of This StageThis stage ensures recruits have all the details needed for their onboarding session and provides structured reminders and follow-up to guarantee attendance and completion. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card UpdatesNo card updates...
Onboarding Pipeline: Joined KW (3.0)
Last Updated: November 6, 2025🎯 Purpose of This StageThis stage recognizes recruits who have successfully completed onboarding and officially joined the Market Center, while notifying relevant leaders and providing a short reference period. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card UpdatesNo card...
Holding Stage (3.0)
Last Updated: October 2, 2025This resource is specific to Market Center Sites 3.0 users. Details coming soon… Related Resources