🎯 Purpose of This Stage
This 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
- Automatic Movement:
- When the recruit is marked as attended via the Career Strategy session attendance action.
- Manual Movement (By Leader):
- If the leader manually confirms attendance for sessions scheduled outside the system.
⚙️ What Happens When a Recruit Enters
- The leader receives repeating reminders every 3 days to connect with the recruit and discuss next steps for their real estate career.
- No automated communication is sent to the recruit during this stage.
🔔 Automations Overview
- Duration: Until the leader moves the recruit to the next stage
- Leader Actions: Repeating follow-up every 3 days
- Notifications: Leader receives repeating reminders until action is taken
🧍♀️ Leader Action Steps
- Task: Contact the recruit, review their Career Strategy session outcomes, and guide them on next steps in joining Keller Williams.
- Timing: Every 3 days until the leader has moved the recruit.
- Next Step: Move the recruit to the next appropriate stage based on their decision or progress.
🔧 Recruit Card Updates
- No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Manual Exit (By Leader):
- Leader moves the recruit to the next stage based on their decisions following the Career Strategy session.
- Automatic Exit: Not applicable
⏭️ Recommended Next Steps
Leaders should maintain consistent follow-up and record the recruit’s next steps in the pipeline.
✨ Closing Note / Why This Stage Format Works
This stage ensures that every recruit receives personal guidance after their Career Strategy session, keeping them engaged and moving forward toward joining Keller Williams.
