If you are moving someone into the Onboarding Pipeline, it’s time to cheer! This is the ultimate achievement: seeing a recruit go from a lead to joining KW. We have boiled the Onboarding Pipeline down into a few key stages, which have been outlined below.
NOTE: If your process is drastically different, you can always move someone into the Holding Stage, then once they join, move them to Joined KW. The ultimate goal is to get people into that last stage, which will show in the Reporting Dashboard.
Onboarding Scheduled #
The Onboarding Scheduled stage connects new recruits with the appropriate Onboarding Specialist and ensures their onboarding session is set up promptly. When a recruit enters this stage, the Onboarding Specialist is assigned as the leader and receives daily reminders to record in the Opportunity Card whether the recruit will onboard via a personal (1:1) or group (1-to-many) meeting. Once the session type is selected, the Onboarding Specialist will manually move the recruit to the Onboarding Offered stage.
Click here for a deeper dive into this stage.
Onboarding Offered #
The Onboarding Offered stage ensures new recruits are matched with the correct onboarding session type and sets the stage for their smooth transition into Keller Williams. The recruit will begin receiving automated communication (email and text) to schedule their onboarding meeting, while the Onboarding Specialist is reminded every 48 hours to follow up with the recruit if they have not yet scheduled. Once the recruit schedules their onboarding, they automatically advance to the next stage.
Click here for a deeper dive into this stage.
Onboarding Scheduled #
The Onboarding Scheduled stage tracks new recruits who have scheduled their onboarding session via the applicable onboarding calendar. The recruit will receive meeting details via email and receive reminders until the meeting takes place. After the meeting, the Onboarding Specialist will take attendance to automatically move the recruit to the next most appropriate stage. If the recruit doesn’t show up or cancels, they move back to the prior stage for rescheduling; if they attend the session, the recruit moves to the Joined KW stage.
Click here for a deeper dive into this stage.
Joined KW #
The Joined KW stage marks the moment when the recruit officially becomes part of Keller Williams. At this point, the recruit has completed onboarding, their documentation is finalized, and they are fully integrated into the team. The leader shifts focus to ongoing momentum, supports their transition into active production, and coordinates any next-step training or system access. This stage is the ultimate achievement for your team, and will be noted in the Reporting Dashboard. Time to celebrate!
Click here for a deeper dive into this stage.
Holding Stage #
Coming soon…
