R0 In School (3.0)
In School (Nurture) (3.0)
Last Updated: November 6, 2025🎯 Purpose of This StageThis stage is designed to maintain consistent communication with recruits who are currently enrolled in real estate school, keeping them engaged with Keller Williams while they complete their education and preparing them to schedule an appointment once ready. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit...
1:1 Appt. Set (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage manages recruits who have scheduled a 1:1 Career Consultation appointment via the In School calendar, ensuring they receive appointment details, reminders, and that leader follow-up is tracked for attendance. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action...
In School Pipeline: 1:1 Appt. (No Show/Canceled) (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage re-engages recruits who have canceled or missed their 1:1 Career Consultation appointment, using automated communication and leader follow-up to encourage re-registration and progression in the In School pipeline. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps...
In School (Taking Classes) (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage manages recruits who have attended their 1:1 appointment and are actively taking classes, combining automated follow-up with leader engagement to monitor progress, maintain communication, and track optional commitment requirements. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action...
In School (Awaiting Exam Date) (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage tracks recruits who have completed their classes but have not yet scheduled their licensing exam, giving leaders a structured process to follow up and ensure timely exam registration. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps...
In School Pipeline: Exam Scheduled (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage ensures that leaders maintain engagement with recruits who have scheduled their licensing exam, providing a final check-in and encouragement before the exam date. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card UpdatesNo card...
In School Pipeline: Exam Taken (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage ensures that leaders follow up promptly with recruits after their licensing exam, maintaining engagement and guiding next steps based on the recruit’s results. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card UpdatesNo card...
In School Pipeline: Exam Failed (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage helps leaders support recruits who did not pass their licensing exam, providing structured follow-up, resources, and guidance to prepare for a retake. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card UpdatesNo card updates...
In School Pipeline: Exam Passed (Schedule Career Strategy) (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage supports recruits who have passed their licensing exam and are ready to schedule a Career Strategy session, guiding them toward joining Keller Williams while keeping leaders accountable for timely follow-up. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader...
In School Pipeline: Scheduled Career Strategy (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage manages recruits who have scheduled their Career Strategy session, ensuring leaders follow up appropriately and guiding recruits toward successful completion of the session. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card Updates No...
In School Pipeline: Career Strategy Held (3.0)
Last Updated: November 5, 2025🎯 Purpose of This StageThis stage ensures leaders follow up with recruits after their Career Strategy session, helping guide them toward the next steps in their real estate career with structured reminders and accountability. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps...
In School: Exit Pipeline (3.0)
Last Updated: October 1, 2025This resource is specific to Market Center Sites 3.0. Details coming soon…
Holding Stage (3.0)
Last Updated: October 2, 2025This resource is specific to Market Center Sites 3.0 users. Details coming soon… Related Resources