🎯 Purpose of This Stage
- Follow up with recruits who attended an Info Session to determine their next step, typically enrolling in school.
- Provide multiple touchpoints via email, text, and phone calls to guide recruits toward the appropriate next stage.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- Recruit is marked as Attended during the Info Session attendance process.
- Manual Movement (By Leader):
- Not applicable
⚙️ What Happens When a Recruit Enters
- Recruit is added to a 60-day follow-up automation:
- 10 emails — goal: determine next step and provide resources
- 6 text messages — goal: determine next step and provide resources
- 4 leader phone calls — goal: determine next step and provide resources
- Emails and texts include a link to schedule a 1-on-1 conversation with the leader if the recruit wants to discuss further.
🔔 Automations Overview
- Duration: 60 days (initial follow-up), then 12 months (long-term follow-up if no response)
- Emails: 10 during initial follow-up, then 1 per month during long-term follow-up
- Text Messages: 6 during initial follow-up, then 1 per month during long-term follow-up
- Leader Actions: 4 phone calls — goal: determine recruit’s next step
- Notifications: Not specified
🧍♀️ Leader Action Steps
- Place 4 phone calls during the 60-day follow-up.
- Monitor recruit’s engagement and progress.
🔧 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:
- Recruit schedules a 1-on-1 conversation via the calendar link.
- Recruit does not respond within 60 days:
- Dropped from the active pipeline.
- Added to a 12-month follow-up automation with monthly emails and texts containing the 1-on-1 scheduling link.
- Manual Exit (By Leader):
- Recruit moves to the KWPrep stage if enrolling in KWPrep.
- Recruit moves to the Kaplan stage if enrolling in Kaplan.
- Recruit moves to Long Term Nurture if they need more time to decide.
- Recruit exits the pipeline entirely using the Discontinue Process status.
⏭️ Recommended Next Steps
- None
✨ Closing Note / Why This Stage Format Works
- This stage provides a structured, multi-channel follow-up for recruits who attended an Info Session, ensuring leaders can effectively guide them to the next appropriate step, while keeping long-term engagement for those who do not respond.
Related Resources
