🎯 Purpose of This Stage
This stage ensures recruits have all the details needed for their onboarding session and provides structured reminders and follow-up to guarantee attendance and completion.
🚪 How a Recruit Enters This Stage
- Automatic Movement: When the recruit schedules via the appropriate onboarding calendar.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit receives an email and text with:
- Appointment details
- A link to a Google Doc containing the Market Center’s onboarding requirements (processes, documents, etc.)
- Reminder emails and texts are sent 3 days, 1 day, and 1 hour prior to the session.
- No Shows / Canceled:
- If the recruit cancels via the link or the leader marks them as no-show, they are moved back to the Schedule Onboarding stage.
- Attended:
- Once the leader marks the recruit as Showed during the attendance action, the recruit is moved to the Joined KW stage.
🔔 Automations Overview
- Duration: Until the session is held or the recruit cancels/no-shows
Leader Actions: Attendance action and follow-up - Notifications: Reminder notifications to leader and automated recruit reminders
🧍♀️ Leader Action Steps
- Task: Confirm attendance, mark recruit as Showed or No Show, and take appropriate next step.
- Timing: Follow up on session day; reminders are automated for both leader and recruit.
- Next Step:
- Attended: move to Joined KW
- No Show / Canceled: move back to Schedule Onboarding
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit: Recruit attends the onboarding session → system moves to Joined KW.
- Manual Exit (By Leader): Recruit cancels or is marked as no-show → move back to Schedule Onboarding.
⏭️ Recommended Next Steps
Leaders should ensure attendance is properly tracked and follow up with recruits who do not attend.
✨ Closing Note / Why This Stage Format Works
This stage combines automated reminders and leader accountability to maximize attendance and ensure recruits complete all onboarding requirements before officially joining Keller Williams.
