🎯 Purpose of This Stage
- Re-engage recruits who did not attend or cancelled their Info Session.
- Encourage re-registration for an upcoming Info Session.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- Recruit cancels via reminder emails sent after registration.
- Recruit does not attend the Info Session and is marked no-showed by the leader.
- Manual Movement (By Leader):
- Not applicable (leaders generally should not move recruits into this stage manually).
⚙️ What Happens When a Recruit Enters
- Recruit is added to a 60-day follow-up sequence:
- 10 emails — goal: prompt re-registration
- 6 text messages — goal: prompt re-registration
- 4 leader phone calls — goal: prompt re-registration
- If recruit does not re-register within 60 days, they are moved to a 12-month follow-up:
- 1 email per month — goal: prompt re-registration
- 1 text per month — goal: prompt re-registration
- If recruit re-registers for another Info Session, they are automatically moved to the Registered for Info Session stage.
🔔 Automations Overview
- Duration: 60 days (initial follow-up), then 12 months (long-term follow-up if no re-registration)
- Emails: 10 during initial follow-up, then 1/month during long-term follow-up
- Text Messages: 6 during initial follow-up, then 1/month during long-term follow-up
- Leader Actions: 4 phone calls during initial follow-up
- Notifications: Not specified
🧍♀️ Leader Action Steps
- Make 4 phone calls during the 60-day follow-up.
🔧 Recruit Card Updates
- None
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- Recruit re-registers for another Info Session and moves to the Registered for Info Session stage.
- Recruit completes 60-day follow-up without re-registering and moves to the 12-month follow-up stage.
- Manual Exit (By Leader):
- Not applicable
⏭️ Recommended Next Steps
- None
✨ Closing Note / Why This Stage Format Works
- This stage ensures a structured re-engagement strategy for recruits who missed or cancelled their Info Session, keeping them in the pipeline and giving multiple touchpoints to encourage re-registration.
Related Resources
