🎯 Purpose of This Stage
This stage serves as a final 30-day window for long-term nurture recruits who have reached the end of their Auto-Expire period, giving leaders the opportunity to take action before the recruit is automatically dropped from the pipeline.
🚪 How a Recruit Enters This Stage
Automatic Movement:
- Recruit reaches the end of their Auto-Expire value in the Long-Term Nurture Pipeline.
Manual Movement (By Leader):
- Not applicable
⚙️ What Happens When a Recruit Enters
- The assigned leader receives a notification that the recruit has entered this stage.
- Recruit remains in this stage for 30 days.
- Day 15 Reminder: If the recruit is still in this stage, the leader receives a second notification.
- Day 30: If the recruit is still in this stage, they are dropped from the pipeline and tagged as dropout.
- No automated follow-up reminders are sent to the leader beyond these notifications.
- Leaders can re-engage a recruit by adjusting the Auto-Expire value and moving the recruit back to the appropriate stage (NS, IS, or EX).
- Follow-Up Cadence can also be updated before or after moving the recruit back.
🔔 Automations Overview
- Duration: 30 days
- Emails: 0 — goal: No emails to recruit
- Text Messages: 0 — goal: No texts to recruit
- Leader Actions: 0 — goal: No regular follow-up reminders; only notifications at Day 0 and Day 15
Notifications:
- Entry Notification: Leader is informed when recruit enters stage
- 15-Day Reminder: Leader is reminded if recruit has not been moved
🧍♀️ Leader Action Steps
- Task: Decide whether to re-engage the recruit or allow them to drop
- Timing: Initial notification at entry, second notification at 15 days
- Notes: If re-engaging, adjust Auto-Expire value and move recruit back to NS, IS, or EX stage as appropriate
🔧 Recruit Card Updates
- Auto-Expire Value (to re-engage recruit)
- Follow-Up Cadence (can adjust before or after moving recruit)
- Location: Exit Pipeline / Long-Term Nurture section
🚪 How a Recruit Leaves This Stage
Automatic Exit:
- Day 30: Recruit is dropped from the pipeline and tagged as dropout
Manual Exit (By Leader):
- Leader moves the recruit back to NS, IS, or EX stage after adjusting Auto-Expire and/or cadence
⏭️ Recommended Next Steps
Leaders should review expired recruits at Day 0 or Day 15 and decide whether to re-engage or allow them to drop.
✨ Closing Note / Why This Stage Format Works
This stage provides a structured final window to re-engage long-term nurture recruits while clearly tracking those who are no longer active, ensuring leaders maintain accountability and pipeline integrity.
Related Resources
