🎯 Purpose of This Stage
This stage captures recruits who have completed the digital Blueprint, ensuring that the KSCORE Liaison reviews their submission and transitions them to the next step in the KWPrep process. It maintains accountability and timely follow-up without sending additional communications to the recruit.
🚪 How a Recruit Enters This Stage
- Automatic Movement: The recruit enters this stage automatically upon completion of the digital Blueprint via the unique link sent during the Enrolled in KWPrep stage.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The KSCORE Liaison leader receives a notification that the recruit has completed the Blueprint.
- The leader can review the Blueprint answers submitted by the recruit within the automation.
- There is no outbound communication to the recruit at this stage.
- A 48-hour repeating reminder is sent to the leader until the recruit is manually moved to the next stage.
🔔 Automations Overview
- Duration: Until leader moves recruit to next stage
- Emails: 0 — No emails sent to recruit
- Text Messages: 0 — No texts sent to recruit
- Leader Actions: 1 — Review Blueprint and move recruit to Schedule “Blueprint” Appt. stage
- Notifications: Leader receives notification upon Blueprint completion and repeated reminders every 48 hours until manual exit
🧍♀️ Leader Action Steps
- Task: Review the recruit’s Blueprint submission thoroughly.
- Timing: Complete review promptly to maintain pipeline momentum.
- Next Step: Manually move the recruit to the Schedule “Blueprint” Appt. stage after reviewing answers.
🔧 Recruit Card Updates
- No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit: None
- Manual Exit (By Leader):
- Move the recruit to the Schedule “Blueprint” Appt. stage after reviewing their Blueprint submission.
⏭️ Recommended Next Steps
Leaders should review Blueprint submissions promptly to schedule the next step and maintain engagement.
✨ Closing Note / Why This Stage Format Works
By focusing solely on leader review and follow-up, this stage ensures that recruits’ Blueprint submissions are acted on efficiently, maintaining accountability without overwhelming the recruit with additional messages.
Related Resources
