🧠What is the Recruit Leads (Pre-Appointment) stage? #
The Recruit Leads (Pre-Appointment) stage is the initial holding stage in the R1/R2 Recruiting Pipeline for licensed agents who submit their information through the Join KW Form. It represents a critical early phase where the lead has shown interest but has not yet been contacted or scheduled for a recruiting appointment. This stage ensures that every lead is followed up on in a timely and intentional way.
âś… How does a recruit enter the Recruit Leads (Pre-Appointment) stage? #
Recruits enter this stage automatically when they complete the Join KW Form and are identified as licensed agents. No manual action is required to place them here.
Entry Triggers:
- Submission of the Join KW Form by a licensed agent.
- Automatic assignment to the Market Center Leader responsible for follow-up.
🚀 What happens when a recruit enters this stage? #
Once a recruit is in the Recruit Leads (Pre-Appointment) stage:
- The assigned Market Center Leader begins receiving automated weekly follow-up emails.
- Each email includes a unique form link prompting the leader to schedule an appointment with the recruit.
Form Details:
- Leaders use the form to indicate the date the appointment was scheduled (i.e., the day they made the call or contact), not the future date the appointment is set for.
- A notes field is available for any relevant context about the conversation or next steps.
⚠️ Important: Leaders should not manually move the recruit to the next stage.
Once the form is submitted, the system will automatically move the recruit forward in the pipeline.
🔄 How does a recruit leave this stage? #
Recruits leave the Recruit Leads (Pre-Appointment) stage automatically when the leader submits the follow-up form indicating that an appointment has been scheduled.
Triggers for exit:
- Submission of the follow-up form using the link in the email.
- The system handles the stage transition—no manual movement required or recommended.
The recruit will then progress to the next stage of the R1/R2 pipeline, where the scheduled appointment is tracked.
đź’ˇ Pro Tip: #
Don’t wait for the next reminder email—once you’ve contacted the recruit and set an appointment, submit the form right away using the email link. This ensures the system stays up-to-date and avoids duplicate follow-up reminders.
