🎯 Purpose of This Stage
This stage is designed to maintain consistent communication with recruits who are currently enrolled in real estate school, keeping them engaged with Keller Williams while they complete their education and preparing them to schedule an appointment once ready.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- When a recruit completes the Join KW form and indicates that they are currently enrolled in school.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit is automatically added to a six-month nurture campaign.
- The campaign consists of:
- 29 value-based emails that share insights, success stories, and resources related to real estate and Keller Williams.
- 4 engagement-based text messages that encourage connection but do not include appointment links.
- The goal of this campaign is to:
- Keep the recruit engaged and connected to Keller Williams during their schooling.
- Prompt them to book an appointment using the In School calendar when ready.
- The assigned leader does not have any direct automation prompts during this stage but should ensure that their In School calendar has consistent availability.
🔔 Automations Overview
- Duration: 6 months
- Emails: 29 total
- Text Messages: 4 total
- Leader Notifications: None (Leader ensures calendar availability)
- Purpose: Maintain engagement and encourage the recruit to register for an appointment.
🧍♀️ Leader Action Steps
- Primary Responsibility: Ensure the In School calendar is always up to date and available for new appointment signups.
- Optional Engagement: Leaders may choose to reach out personally if a recruit engages with an email or text response.
- Next Step: Once the recruit books an appointment, they’ll automatically transition to the 1:1 Appointment Set stage.
🔧 Recruit Card Updates
- No manual updates are required in this stage.
- Leaders should review the recruit card once the recruit registers for an appointment to confirm the appointment type and next steps.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- When the recruit registers for an appointment using the In School calendar → moves to 1:1 Appointment Set stage.
- After six months of inactivity, if no appointment has been scheduled → recruit is dropped from the pipeline.
- Manual Exit (By Leader): Not applicable
⏭️ Recommended Next Steps
- Maintain calendar availability for recruits who are nearing completion of school.
- Check the pipeline regularly to identify recruits who may be approaching the six-month cutoff and reach out proactively.
✨ Closing Note / Why This Stage Format Works
This nurture stage ensures that Keller Williams remains top of mind throughout the recruit’s education journey, reducing drop-off and increasing the likelihood of post-licensing conversion.
