🎯 Purpose of This Stage
This stage helps leaders support recruits who did not pass their licensing exam, providing structured follow-up, resources, and guidance to prepare for a retake.
🚪 How a Recruit Enters This Stage
- Manual Movement (By Leader):
- After the leader connects with the recruit and is informed that they failed their exam.
- Automatic Movement: Not applicable
⚙️ What Happens When a Recruit Enters
- The leader receives reminders every two weeks to connect with the recruit and offer exam prep resources.
- The goal is to keep the recruit engaged and supported while preparing for a retake.
🔔 Automations Overview
- Duration: Until recruit schedules a new exam date or is exited from the pipeline
- Leader Actions: Bi-weekly outreach to provide support and resources
- Notifications: Repeating reminder every 2 weeks to reach out
🧍♀️ Leader Action Steps
- Task: Connect with the recruit, offer exam prep guidance, and encourage scheduling a new exam.
- Timing: Every 2 weeks until the recruit schedules a new exam or is exited.
- Next Step: Once the recruit schedules a new exam → add the date to the recruit card and move them to Exam Scheduled, or exit from the pipeline if not continuing.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Manual Exit (By Leader):
- Recruit schedules a new exam date → update recruit card and move to Exam Scheduled.
- If the recruit is no longer moving forward → remove from pipeline.
- Automatic Exit: Not applicable
⏭️ Recommended Next Steps
Leaders should maintain bi-weekly check-ins, provide resources, and assist the recruit in scheduling a new exam.
✨ Closing Note / Why This Stage Format Works
This stage ensures recruits who fail an exam remain supported, engaged, and guided toward successfully completing their licensing process.
