IS Pipeline
Discontinued Process Stage
Last Updated: August 21, 2025🧭 What is the Discontinued Process stage? The Discontinued Process stage is used when a recruit has chosen to end their journey with Keller Williams and no longer wishes to pursue a career in real estate or has requested to stop all contact. This stage ensures that your team respects the recruit’s decision while closing...
Joined Another Brokerage Stage
Last Updated: August 21, 2025🧭 What is the Joined Another Brokerage stage? The Joined Another Brokerage stage is used when a recruit has officially decided not to join Keller Williams and instead affiliates with a different brokerage. This stage allows for long-term, value-based follow-up while respecting the recruit’s current decision. ✅ How does a recruit enter the Joined Another...
Joined KW Stage
Last Updated: August 21, 2025🧭 What is the Joined KW stage? The Joined KW stage is the final stage in the IS Recruiting Pipeline and represents a successful outcome—a recruit has officially joined Keller Williams. This stage serves as a 30-day reference point to celebrate the win, notify key stakeholders, and wrap up recruiting-related tasks. ✅ How does a...
Onboarding Scheduled Stage
Last Updated: August 20, 2025🧭 What is the Onboarding Scheduled stage? The Onboarding Scheduled stage confirms that the recruit has a scheduled onboarding appointment and is now officially in the onboarding process. This stage helps the onboarding specialist stay focused on completing the appointment and moving the recruit toward full integration with KW. ✅ How does a recruit enter...
Schedule Onboarding Stage
Last Updated: August 20, 2025🧭 What is the Schedule Onboarding stage? The Schedule Onboarding stage is used once a recruit has officially decided to join Keller Williams and is ready to take the next step—scheduling their onboarding appointment. This stage helps ensure the transition from decision to action happens promptly and efficiently. ✅ How does a recruit enter the...
In Person Appt. Held (Awaiting Decision) Stage
Last Updated: August 20, 2025🧭 What is the In Person Appt. Held (Awaiting Decision) stage? The In Person Appt. Held (Awaiting Decision) stage is used once a recruit has completed their in-person meeting with a KW leader. This stage represents a critical follow-up period where the recruit is considering whether to move forward and join Keller Williams. ✅ How...
Scheduled In Person Appointment Stage
Last Updated: August 20, 2025🧭 What is the Scheduled In Person Appointment stage? The Scheduled In Person Appointment stage indicates that the recruit has scheduled their in-person meeting with a KW leader. This stage is about preparing for and completing that in-person conversation to help the recruit move closer to joining. ✅ How does a recruit enter the Scheduled...
Exam Passed (Schedule In Person Appt.) Stage
Last Updated: August 20, 2025🧭 What is the Exam Passed (Schedule In Person Appt.) stage? The Exam Passed (Schedule In Person Appt.) stage marks that a recruit has successfully passed their licensing exam. This stage focuses on moving the recruit toward scheduling an in-person appointment to discuss next steps for joining KW. ✅ How does a recruit enter the...
Exam Failed (14-Day Follow Up) Stage
Last Updated: August 20, 2025🧭 What is the Exam Failed (14-Day Follow Up) stage? The Exam Failed (14-Day Follow Up) stage is used when a recruit has not passed their licensing exam and is not yet ready to schedule a retake. This stage focuses on providing space while maintaining ongoing support through periodic check-ins over a two-week period. ✅...
Exam Taken (3-Day Follow Up) Stage
Last Updated: August 20, 2025🧭 What is the Exam Taken (3-Day Follow Up) stage? The Exam Taken (3-Day Follow Up) stage exists to ensure thoughtful and timely follow-up with recruits after their licensing exam. This stage reflects that the recruit has taken the exam, and the focus shifts to confirming their results and providing appropriate next steps. It’s designed...
Exam Scheduled (36-Hour Notice) Stage
Last Updated: August 20, 2025🧭 What is the Exam Scheduled (36-Hour Notice) stage? The Exam Scheduled (36-Hour Notice) stage is designed to add a personal, supportive touchpoint just before a recruit’s licensing exam. Recruits in this stage have an officially scheduled exam date, and the system prepares both the leader and the recruit for this important milestone. The primary...
In School (Awaiting Exam Date)
Last Updated: August 20, 2025🧭 What is the In School (Awaiting Exam Date) stage? The In School (Awaiting Exam Date) stage is where recruits are placed when they are actively enrolled in real estate school and working toward their licensing exam. This stage is all about maintaining consistent communication and helping the recruit stay on track as they near...
Call Appt. No Show/Cancelled Stage
Last Updated: August 20, 2025🧭 What is the Call Appt. No Show/Cancelled stage? The Call Appt. No Show/Cancelled stage is where recruits are placed if they miss or cancel their scheduled one-on-one appointment. This stage helps recruiters re-engage with recruits who initially showed interest but didn’t complete their call, keeping the opportunity alive through follow-up prompts and reminders. ✅...
Call Appt. Set Stage
Last Updated: August 20, 2025🧭 What is the Call Appt. Set stage? The Call Appt. Set stage is where recruits are placed after scheduling a one-on-one call through the In School Appointment Calendar. This stage represents a key step in the recruiting journey, where the recruit is ready for a personal conversation with a leader to discuss their real...
In School (Nurture) Stage
Last Updated: August 20, 2025🧭 What is the In School (Nurture) stage? The In School (Nurture) stage is where recruits are placed when they’ve expressed interest in a real estate career and are currently enrolled in real estate school. This stage focuses on maintaining engagement, reinforcing the value of joining Keller Williams, and guiding the recruit toward a one-on-one...
Agent Referral Stage
Last Updated: August 25, 2025🧭 What is the Agent Referral stage? The Agent Referral stage is where recruits are placed when they’re referred by an agent or leader from your market center. This stage captures warm leads coming directly from internal recommendations — typically high-quality contacts who may already have some familiarity with the business. ✅ How does a...