🧭 What is the Joined KW stage? #
The Joined KW stage is the final stage in the IS Recruiting Pipeline and represents a successful outcome—a recruit has officially joined Keller Williams. This stage serves as a 30-day reference point to celebrate the win, notify key stakeholders, and wrap up recruiting-related tasks.
✅ How does a recruit enter the Joined KW stage? #
A recruit enters this stage manually, when a leader or onboarding specialist confirms that the recruit has officially joined Keller Williams and moves their card into this stage.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The Operating Principal (OP) can receive an automatic notification (if configured), letting them know that the recruit has officially joined.
- The recruit remains in this stage for 30 days as a point of reference and visibility for the recruiting and leadership teams.
This stage allows for any final follow-ups, onboarding support, or celebrations.
🔄 How does a recruit leave this stage? #
Recruits automatically exit the Joined KW stage after 30 days. At that point, the system removes the recruit from the IS Recruiting Pipeline entirely, signaling the end of the recruiting process.
💡 Pro Tip: #
Make the most of this 30-day window! Use this time to check in, offer support, and ensure your new associate feels welcomed and connected—it sets the tone for their long-term success at KW.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous: Onboarding Scheduled
👉 Next: Joined Another Brokerage
