🧭 What is the Schedule 1:1 Appt. stage? #
The Schedule 1:1 Appt. stage is used when a recruit is ready to book their Blueprint Review meeting. This stage helps transition the recruit from self-paced learning to a live, personalized conversation with a leader or Snuggler about their goals, progress, and next steps toward licensing.
✅ How does a recruit enter the Schedule 1:1 Appt. stage? #
Recruits are moved into this stage manually, typically by the Snuggler after reviewing the recruit’s completed Blueprint form.
This action triggers the outreach necessary to get the recruit scheduled for a one-on-one review conversation.
🚀 What happens when a recruit enters this stage? #
Upon entering this stage:
- The system automatically sends the recruit an email and text message with a link to the Blueprint Review Calendar.
- These communications encourage the recruit to schedule their Blueprint Review appointment at a convenient time.
This automation ensures timely follow-up and helps maintain momentum in the recruiting process.
🔄 How does a recruit leave this stage? #
The recruit exits this stage automatically, once they schedule their appointment through the Blueprint Review Calendar link provided.
At that point, the system updates their stage and places the appointment on the calendar of the assigned leader or Snuggler.
💡 Pro Tip: #
If a recruit doesn’t schedule within a few days, follow up with a personal message. A friendly nudge often makes the difference between a booked appointment and a stalled pipeline.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous Stage: Blueprint Complete
👉 Next Stage: Blueprint 1:1 Appointment Set
