EX 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 22, 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 the Onboarding...
Schedule Onboarding Stage
Last Updated: August 22, 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. NOTE: This stage is identical to the same in...
Nurture Lead (Post-Appointment) Stage
Last Updated: August 22, 2025🧭 What is the Nurture Lead (Post-Appointment) stage? The Nurture Lead (Post-Appointment) stage in the R1/R2 Recruiting Pipeline is used to maintain consistent engagement with recruits after an initial appointment has been held. This stage allows leaders to continue building relationships and offer value over time while assessing the right moment to move the recruit...
Appointment Scheduled Stage
Last Updated: August 22, 2025🧭 What is the Appointment Scheduled stage? The Appointment Scheduled stage in the R1/R2 Recruiting Pipeline represents a key milestone—an appointment has been scheduled with a recruit. This stage serves as a checkpoint to confirm whether the meeting actually takes place and ensures the recruiting process progresses appropriately based on that outcome. ✅ How does...
Recruit Leads (Pre-Appointment) Stage
Last Updated: August 22, 2025🧭 What is the Recruit Leads (Pre-Appointment) stage? The Recruit Leads (Pre-Appointment) stage is the initial holding stage in the R1/R2 Recruiting Pipeline for licensed agents who submit their information through the Join KW Form. It represents a critical early phase where the lead has shown interest but has not yet been contacted or scheduled...
Agent Referrals 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 recruit enter...