🎯 Purpose of This Stage
This stage manages recruits who have scheduled their Career Strategy session, ensuring leaders follow up appropriately and guiding recruits toward successful completion of the session.
🚪 How a Recruit Enters This Stage
- Automatic Movement:
- If the recruit schedules via the Career Strategy (IS) calendar, the system moves them automatically.
- Manual Movement (By Leader):
- When the leader schedules the appointment manually.
⚙️ What Happens When a Recruit Enters
- The leader receives weekly reminders to follow up and take the appropriate action for the recruit.
- If the recruit does not show:
- The leader should move them back to the Exam Passed stage.
- If the recruit attends the session:
- The leader moves them to Career Strategy Held.
- Attendance action for calendar-scheduled appointments:
- No Show / Canceled: Recruit receives a one-time email and text asking to reschedule; system moves them back to Exam Passed.
- Held: System automatically moves the recruit to Career Strategy Held.
🔔 Automations Overview
- Duration: Until Career Strategy session is held or rescheduled
- Leader Actions: Weekly reminders to follow up and take action
- Notifications: Weekly reminders for leaders to perform attendance or rescheduling actions
🧍♀️ Leader Action Steps
- Task: Follow up with the recruit, complete attendance actions, and move the recruit based on outcome.
- Timing: Weekly reminders until session is completed or rescheduled.
- Next Step:
- No Show / Canceled: move back to Exam Passed.
- Attended: move to Career Strategy Held.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- If the recruit attends the session scheduled via the calendar → moves automatically to Career Strategy Held.
- Manual Exit (By Leader):
- If manually scheduled → leader moves recruit to either Career Strategy Held or back to Exam Passed based on attendance.
⏭️ Recommended Next Steps
Leaders should ensure attendance actions are completed promptly and follow up on no-show recruits to reschedule the session.
✨ Closing Note / Why This Stage Format Works
This stage balances automated tracking and leader accountability, ensuring all recruits complete their Career Strategy session and remain engaged in the pipeline.
