KWPrep Pipeline: 1:1 Appt Held (3.0)

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🎯 Purpose of This Stage
This stage tracks recruits who have attended their 1:1 appointment, allowing the assigned leader to determine the next steps while maintaining accountability through automated reminders.

🚪 How a Recruit Enters This Stage

Automatic Movement: The recruit enters this stage automatically when the leader marks them as Showed during the attendance action for their scheduled KWPrep 1:1 appointment.
Manual Movement (By Leader): Not applicable

⚙️ What Happens When a Recruit Enters

The stage is a leader-only automation — there is no communication sent to the recruit.
The assigned leader receives repeating reminders every 48 hours to take action on the recruit based on the 1:1 appointment outcome.
The recruit remains in this stage until the leader manually moves them to the appropriate next stage.

🔔 Automations Overview

Duration: Until leader takes action
Emails: 0 — No communication to recruit
Text Messages: 0 — No communication to recruit
Leader Actions: 1+ — Determine outcome and move recruit to next stage
Notifications: Repeating 48-hour notifications to the leader until action is completed

🧍‍♀️ Leader Action Steps

Task: Review the outcome of the 1:1 appointment and move the recruit to the appropriate next stage.
Timing: Complete action promptly; reminders continue every 48 hours until completed.

🔧 Recruit Card Updates

If moving the recruit to the Kaplan Pipeline, make sure to update the “Legal Name” field located under the Kaplan Pipeline section of the recruit card first.

🚪 How a Recruit Leaves This Stage

Automatic Exit: None
Manual Exit (By Leader):
- Move the recruit to one of the following next stages based on 1:1 outcome:
  - In School Pipeline
  - Kaplan Pipeline
  - Long Term Nurture
  - Discontinue Process

⏭️ Recommended Next Steps
Leaders should take action promptly to maintain pipeline flow and ensure recruits progress efficiently.

✨ Closing Note / Why This Stage Format Works
This stage centralizes leader accountability, providing automated reminders to ensure that recruits are transitioned based on actual engagement rather than waiting indefinitely, keeping the pipeline moving smoothly.

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