Recruits can only enter the Kaplan Pipeline when moved here from another pipeline through the Exit Pipeline path. The most likely scenarios include from either the Not-in-School (NS) Pipeline or from the KWPrep Pipeline when the User assigned to R0 Not-in-School recruits receives commitment from the recruit that they wish to proceed with Kaplan and have been approved by the leader to receive the KSCORE scholarship, depending on your Market Center’s internal process.
Below is a breakdown of each stage, along with a link that goes deeper into the specifics of that stage.
If you are assigned to the KSCORE Admin or KSCORE Liaison roles, please read the stage-by-stage overviews below, then dive deeper into each stage by clicking the links below each stage’s overview. These links will provide a detailed rundown of how recruits enter and leave the stage, what happens to recruits within each stage, and what the assigned User(s) are responsible for while a recruit is in that stage.
Waiting to Sign Up for Kaplan #
This stage ensures that recruits entering the Kaplan pipeline are properly assigned to the KSCORE Admin leader and ready for enrollment, with system checks in place to verify critical information before progression. It combines automated checks and leader accountability, ensuring recruits are fully prepared for Kaplan enrollment while preventing incomplete data from stalling the process.
To learn more about this stage, click here.
Added to Kaplan #
This stage confirms that recruits have been added to Kaplan by the KSCORE Admin and initiates communication to the recruit regarding their Kaplan Scholarship, while providing leader accountability to monitor enrollment completion. The KSCORE Admin and/or KSCORE Liaison no longer need to send the recruit information on how to sign up for Kaplan, redeem their KSCORE Scholarship Code, and get started with the licensing process — it’s all automated. Instead, the KSCORE Admin should monitor registration daily to ensure timely enrollment and maintain pipeline momentum. This stage balances automated recruit communication with leader accountability, ensuring all recruits are properly registered in Kaplan while enabling proactive support from the KSCORE Liaison if issues arise.
To learn more about this stage, click here.
Enrolled in Kaplan (Taking Classes) #
This stage supports recruits who have completed Kaplan enrollment and are actively taking classes. It combines decision tree automation and leader engagement to monitor progress, encourage completion, and manage Kaplan extensions when necessary. Once the KSCORE Admin confirms the recruit has registered for Kaplan, they manually move the recruit to this stage, which reassigns the recruit to the KSCORE Liaison. The decision tree relates to new enrollees vs. re-enrollees (extension purchasers). Leaders should maintain regular check-ins, ensure extension fields are updated as needed, and monitor recruit progress to prevent expiration without engagement. You can set a cadence of weekly, bi-weekly, or monthly in the Opportunity Card for this follow up. The recruit will remain in this stage for six months, based on when they enter it, after which they will automatically move to course expired. While in this stage, the recruit receives automated email and text-based drips encouraging them along the path to complete their Kaplan course.
If the recruit completes their Kaplan courses and moves forward with licensing, the KSCORE Liaison can move them to the appropriate testing stage in the In School Pipeline through the Exit Pipeline process.
To learn more about this stage, click here.
Kaplan Course Expired (Last 30 Days) #
This stage identifies recruits who have not completed their Kaplan courses within their allotted time, signaling the need for leader follow-up to determine next steps—such as purchasing an extension or restarting the Kaplan process. Recruits enter automatically when the allotted time expires, and the leader is prompted twice over 30 days to connect with the recruit and determine next steps before the recruit is dropped from the pipeline. If they start Kaplan over or purchase an extension, the leader will make the appropriate updates to the Purchased Kaplan Extension field in the Opportunity Card, and move them back to Enrolled in Kaplan (Taking Courses).
To learn more about this stage, click here.
Exit Kaplan Pipeline #
Coming soon…
Holding Stage #
Coming soon…
Related Resources #
- How to Move Recruits Between Stages
- Understanding the Exit Pipeline Process
- Training 4: R0 (Not In School) Pipeline
- Training 5: R0 (In School) Pipeline
- Training 6: R1/R2 (Licensed Agent Pipeline)
- Training 7: KWPrep Pipeline
- Training 9: Long Term Nurture Pipeline
- Training 10: Onboarding Pipeline
- Training 11: Driving Traffic & Generating Leads
