🧭 What is the Scheduled In Person Appointment stage? #
The Scheduled In Person Appointment stage indicates that the recruit has scheduled their in-person meeting with a KW leader. This stage is about preparing for and completing that in-person conversation to help the recruit move closer to joining.
✅ How does a recruit enter the Scheduled In Person Appointment stage? #
A recruit enters this stage manually, when a leader schedules an in-person appointment and moves the recruit’s card into this stage to reflect the upcoming meeting.
🚀 What happens when a recruit enters this stage? #
Upon entry:
- The system creates a 7-day repeating reminder for the assigned leader to follow up and confirm whether the in-person appointment has taken place.
This reminder continues weekly to ensure the appointment doesn’t fall through and the recruit stays engaged.
🔄 How does a recruit leave this stage? #
The recruit exits this stage manually when the leader:
- Holds the in-person appointment and moves the recruit to the appropriate next stage, or
- Reschedules the appointment and updates the pipeline accordingly.
The stage transition depends entirely on the leader’s actions based on the appointment outcome.
💡 Pro Tip: #
Don’t wait for the reminder to act—if the appointment happens earlier or is rescheduled, move the recruit’s card promptly. Keeping the pipeline current helps your whole team stay aligned and avoids duplicate follow-ups.
📎 Helpful Links #
👉 Market Center Sites Playbook
👉 Previous: Exam Taken (Schedule In Person Appt)
👉 Next: In Person Appt Held (Awaiting Decision)
