🎯 Purpose of This Stage
This stage manages recruits who have scheduled a 1:1 Career Consultation appointment via the In School calendar, ensuring they receive appointment details, reminders, and that leader follow-up is tracked for attendance.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- When a recruit schedules an appointment via the Career Consultation (In School) calendar.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit is removed from the six-month nurture drip started in the In School (Nurture) stage.
- They are sent registration details via email and text, including a cancellation link.
- Automated appointment reminders are sent at:
- 3 days before the appointment
- 1 day before the appointment
- 1 hour before the appointment
- After the appointment is held, the assigned leader has 48 hours to complete the attendance action for the meeting.
- If the attendance action is not completed within 48 hours, the leader receives a repeating notification every 48 hours until the action is completed.
🔔 Automations Overview
- Duration: Until appointment is held and attendance action completed
- Emails: Registration + 3 reminders
- Text Messages: Registration + 3 reminders
- Leader Actions: Complete attendance action within 48 hours
- Notifications: Repeating leader notification every 48 hours if attendance action is incomplete
🧍♀️ Leader Action Steps
- Task: Perform the attendance action after the appointment.
- Timing: Complete within 48 hours of appointment completion.
- Next Step: Move the recruit to the appropriate follow-up stage based on the attendance action (e.g., 1:1 Appt Held or 1:1 Appt (Canceled/No Showed)).
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- After the appointment is held and attendance action is performed → moves to 1:1 Appt Held stage.
- If the recruit no-shows and attendance action is performed → moves to 1:1 Appt (Canceled/No Showed).
- If the recruit cancels through a link in the reminder emails → moves to 1:1 Appt (Canceled/No Showed).
- Manual Exit (By Leader):
- Not applicable
⏭️ Recommended Next Steps
Leaders should promptly complete the attendance action and prepare for follow-up based on the recruit’s attendance status.
✨ Closing Note / Why This Stage Format Works
This stage ensures recruits receive timely reminders and keeps leader accountability high, preventing missed follow-ups and maintaining a smooth progression through the In School pipeline.
