R0 KW Prep (3.0)
How to Re-Offer the KWPrep Blueprint One-Time (3.0)
Last Updated: December 4, 2025Resource coming soon…
KWPrep Pipeline: Register For KWPrep (3.0)
Last Updated: October 31, 2025🎯 Purpose of This StageThis stage ensures that recruits transitioning from the Not In School Pipeline are properly registered for KWPrep and reassigned to the KSCORE Admin leader for setup in the KWPrep system. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps...
KWPrep Pipeline: Enrolled in KWPrep (3.0)
Last Updated: October 31, 2025🎯 Purpose of This StageThis stage ensures that recruits transitioning from the Not In School Pipeline are properly registered for KWPrep and reassigned to the KSCORE Admin leader for setup in the KWPrep system. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps...
KWPrep Pipeline: Student Completes “Blueprint” (3.0)
Last Updated: October 31, 2025🎯 Purpose of This StageThis stage captures recruits who have completed the digital Blueprint, ensuring that the KSCORE Liaison reviews their submission and transitions them to the next step in the KWPrep process. It maintains accountability and timely follow-up without sending additional communications to the recruit. 🚪 How a Recruit Enters This Stage ⚙️ What...
KWPrep Pipeline: Schedule Blueprint Appt (Last 90 Days) (3.0)
Last Updated: October 31, 2025🎯 Purpose of This StageThis stage is designed to encourage recruits to schedule their Blueprint review after completing the Blueprint. It combines automated reminders and leader outreach to ensure recruits take the next step in their real estate journey. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations...
KWPrep Pipeline: 1:1 Appt Set (3.0)
Last Updated: October 31, 2025🎯 Purpose of This StageThis stage manages recruits who have scheduled a 1:1 appointment via the KWPrep Calendar, ensuring they receive timely confirmations and reminders while prompting leader action to track attendance and next steps. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action...
KWPrep Pipeline: 1:1 Appt Cancelled/No Showed (3.0)
Last Updated: October 7, 2025Stage Triggers the Following AutomationsAutomation Codes: KWPREP-06B Purpose of the StageThis stage exists to track recruits who have canceled or no-showed their 1:1 KWPrep appointment and to initiate follow-up efforts to reschedule. How a Recruit Enters the StageA recruit enters this stage when: What Happens While the Recruit is in the StageWhile in this stage,...
KWPrep Pipeline: 1:1 Appt Held (3.0)
Last Updated: October 31, 2025🎯 Purpose of This StageThis stage tracks recruits who have attended their 1:1 appointment, allowing the assigned leader to determine the next steps while maintaining accountability through automated reminders. 🚪 How a Recruit Enters This Stage ⚙️ What Happens When a Recruit Enters 🔔 Automations Overview 🧍♀️ Leader Action Steps 🔧 Recruit Card Updates 🚪...
KWPrep Pipeline: Exit Pipeline (3.0)
Last Updated: October 28, 2025This resource relates to Market Center Sites 3.0 only. To exit someone from the KWPrep Pipeline, follow the steps below: Step 1: Exit Pipeline Check Step 2: Move Opportunity Card It may take a few minutes for the Opportunity Card to move to Exit Pipeline and another few minutes for it to move from the...
Holding Stage (3.0)
Last Updated: October 2, 2025This resource is specific to Market Center Sites 3.0 users. Details coming soon… Related Resources