🎯 Purpose of This Stage
This stage ensures that leaders maintain engagement with recruits who have scheduled their licensing exam, providing a final check-in and encouragement before the exam date.
🚪 How a Recruit Enters This Stage
- Manual Movement (By Leader):
- After the leader adds the Exam Date to the recruit card.
- Automatic Movement: Not applicable
⚙️ What Happens When a Recruit Enters
- The system prompts the leader 36 hours before the scheduled exam to reach out to the recruit and wish them luck.
- No other communication is automatically sent to the recruit.
🔔 Automations Overview
- Duration: Until exam date is reached
- Leader Actions: Single reminder to contact the recruit 36 hours prior
- Notifications: Leader receives prompt 36 hours before exam
🧍♀️ Leader Action Steps
- Task: Contact the recruit to provide encouragement and check-in before the exam.
- Timing: 36 hours prior to the scheduled exam.
- Next Step: Ensure the recruit is prepared and ready for the exam.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- On the exam date, the recruit is automatically moved to the Exam Taken stage.
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
Leaders should use the reminder to connect with the recruit and provide final encouragement before their exam.
✨ Closing Note / Why This Stage Format Works
This stage ensures leaders engage personally with recruits at a critical milestone, providing support and reinforcing the Keller Williams connection just before the exam.
