🧭 What is the Exam Taken (3-Day Follow Up) stage? #
The Exam Taken (3-Day Follow Up) stage exists to ensure thoughtful and timely follow-up with recruits after their licensing exam. This stage reflects that the recruit has taken the exam, and the focus shifts to confirming their results and providing appropriate next steps. It’s designed to balance immediate responsiveness with respectful space—recognizing that recruits who pass usually reach out right away, while those who may have failed often need a little time before re-engaging.
✅ How does a recruit enter the Exam Taken (3-Day Follow Up) stage? #
Recruits enter this stage automatically when the exam date on their card has passed. No manual movement is needed. The system monitors the exam date field and triggers the transition based on that data.
🚀 What happens when a recruit enters this stage? #
When the card moves into this stage, the system:
- Notifies the assigned leader that follow-up is needed.
- Creates a three-day repeating task for the leader to check in with the recruit and ask how the exam went.
- This recurring task ensures that leaders stay engaged without overwhelming recruits who may need a brief pause before reconnecting.
🔄 How does a recruit leave this stage? #
Recruits only leave this stage manually, once their exam outcome is confirmed.
- If the recruit passed, move the card to Exam Passed (Schedule In Person Appt.).
- If the recruit failed, move the card to Exam Failed (14-Day Follow Up).
This manual transition ensures the next steps are tailored based on the recruit’s results and emotional readiness.
💡 Pro Tip: #
Give space but stay consistent. Recruits who passed will likely reach out quickly. For those who haven’t, your steady follow-up over three days shows support without pressure—helping you re-engage them when they’re ready.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous Stage: Exam Scheduled (36 Hour Notice)
👉 Next Stage #1: Exam Failed
👉 Next Stage #2: Exam Passed
