KSCORE Pipeline
Discontinued Process Stage
Last Updated: August 18, 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...
Exam Scheduled Stage
Last Updated: August 18, 2025🧭 What is the Exam Scheduled stage? The Exam Scheduled stage indicates that a recruit has officially scheduled their licensing exam. This stage serves as a crucial milestone, ensuring the recruit is on track toward completing their licensing requirements. ✅ How does a recruit enter the Exam Scheduled stage? Recruits enter this stage automatically, once...
Awaiting Exam (Kaplan Completed) Stage
Last Updated: August 18, 2025🧭 What is the Awaiting Exam (Kaplan Completed) stage? The Awaiting Exam (Kaplan Completed) stage is where recruits are placed after completing their Kaplan courses and are waiting to schedule their licensing exam. This stage helps maintain communication and support as recruits prepare to take the next important step in their journey. ✅ How does...
Kaplan Course Expired Stage
Last Updated: August 18, 2025🧭 What is the Kaplan Course Expired stage? The Kaplan Course Expired stage indicates that the recruit’s Kaplan enrollment has reached its expiration date. This stage focuses on prompting re-engagement and supporting the recruit in renewing or extending their Kaplan course to stay on track. ✅ How does a recruit enter the Kaplan Course Expired...
Enrolled in Kaplan (KSCORE) Stage
Last Updated: August 18, 2025🧭 What is the Enrolled in Kaplan (KSCORE) stage? The Enrolled in Kaplan (KSCORE) stage indicates that the recruit has been officially enrolled in Kaplan, with their Kaplan expiration date recorded. This stage focuses on celebrating their enrollment and nurturing ongoing engagement through a structured communication plan. ✅ How does a recruit enter the Enrolled...
Added to Kaplan (KSCORE) Stage
Last Updated: August 18, 2025🧭 What is the Added to Kaplan (KSCORE) stage? The Added to Kaplan (KSCORE) stage indicates that the recruit has been successfully added to the Kaplan system by the Systemtizer. This stage guides recruits through the enrollment process and ensures their progress is monitored closely. ✅ How does a recruit enter the Added to Kaplan...
Waiting to Signup for Kaplan (KSCORE) Stage
Last Updated: August 18, 2025🧭 What is the Waiting to Signup for Kaplan (KSCORE) stage? The Waiting to Signup for Kaplan (KSCORE) stage is where recruits are placed to notify the Systemtizer that they need to be added to the Kaplan system. This stage acts as a holding point until the recruit is officially enrolled in Kaplan. ✅ How...
1:1 Appt. Held Stage
Last Updated: August 18, 2025🧭 What is the 1:1 Appt. Held stage? The 1:1 Appt. Held stage signifies that the recruit has attended their Blueprint Review appointment. This stage focuses on prompting the leader to follow up appropriately based on the outcome of the appointment and move the recruit forward in the pipeline. ✅ How does a recruit enter...
1:1 Appt. (Canceled/No Showed) Stage
Last Updated: August 18, 2025🧭 What is the 1:1 Appt. (Canceled/No Showed) stage? The 1:1 Appt. (Canceled/No Showed) stage is where recruits are placed if they either cancel their scheduled Blueprint Review appointment or fail to show up. This stage is designed to re-engage recruits who missed their chance to connect live, ensuring they don’t lose momentum in the...
1:1 Appt. Set Stage
Last Updated: August 18, 2025🧭 What is the 1:1 Appt. Set stage? The 1:1 Appt. Set stage is used when a recruit has scheduled their Blueprint Review appointment. This is a key moment in the KSCORE pipeline, as it marks the shift from digital engagement to live interaction. The stage focuses on preparing both the recruit and the Snuggler...
Schedule 1:1 Appt. Stage
Last Updated: August 18, 2025🧭 What is the Schedule 1:1 Appt. stage? The Schedule 1:1 Appt. stage is used when a recruit is ready to book their Blueprint Review meeting. This stage helps transition the recruit from self-paced learning to a live, personalized conversation with a leader or Snuggler about their goals, progress, and next steps toward licensing. ✅...
Student Completes “Blueprint” Stage
Last Updated: August 18, 2025🧭 What is the Student Completes “Blueprint” stage? The Student Completes “Blueprint” stage marks a major milestone in a recruit’s journey—they’ve completed the KWPREP Blueprint reflection form. This stage is all about transitioning from self-guided learning to direct engagement, helping the leader or Snuggler assess readiness and guide next steps. ✅ How does a recruit...
Enrolled in KWPREP Stage
Last Updated: August 18, 2025🧭 What is the Enrolled in KWPREP stage? The Enrolled in KWPREP stage indicates that a recruit has officially been added to the KWPREP learning platform and is ready to begin their pre-licensing coursework. This stage focuses on ensuring the recruit has all the information they need to get started—and stays engaged through regular, cadence-based...
Register for KWPREP Stage
Last Updated: August 18, 2025🧭 What is the Register for KWPREP stage? The Register for KWPREP stage is the first step in the KSCORE Recruiting Pipeline. It represents a recruit who has expressed interest in Keller Williams and is ready to begin their KWPREP journey. This stage is focused on alerting the appropriate team member (the Systemtizer) to begin...