Recruiting
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      1. Corcoran Horizon Knowledgebase
      2. People & Culture
      3. Recruiting

      Recruiting Process

      Stage 1: Initial Contact

      1. CRM Action: Tag deal as CHR-Agent Recruitment.

      2. Email(s): Send Email 1 (soft intro) → follow with Email 2. (found in Gmail)

      3. Script(s): Use Discovery / ROI / Soft Touch script if phone contact is made.

      4. Video(s): Attach “Why CHR”.

      Stage 2: No Response (7 Days)

      1. CRM Action: Task to follow-up

      2. Email(s): Send Follow-Up Email 1–2.

      3. Script(s): Use Follow-Up Script.

      4. Video(s): Attach “Canada’s RE Game”.

      Stage 3: No Response (30+ Days, Ongoing)

      1. CRM Action: Task to Follow-up

      2. Email(s): Send Follow-Up Email.

      3. Script(s): Use Follow-Up Script.

      4. Video(s): Attach “Canada’s RE Game”.

      Stage 4: Engaged

      1. CRM Action: Automatic email sent to book call with Adrienne

      2. Email(s): Send Email 2 or Email 7 (warm touch).

      3. Script(s): Use Soft Touch / Warm Discovery.

      4. Video(s): Share “Why CHR” or “Canada’s Game”.

      Stage 5: Discovery Call Booked

      1. CRM Action: After call, Log call notes; move contact to Backend Intro Sent

      2. Email(s): Automated email sent with booking link & booklet 

      Stage 6: Backend Intro Sent

      1. CRM Action: Automated email sent to client, if no action is 7 days additional email sent

      2. Email(s): Send confirmation

      3. Video(s): – (optional follow-up video).

      4. Conduct Backend Email

      Stage 7: In Review

      1. CRM Action: Tag as In Review. Set reminder for follow-up.

      2. Optional: Reconnect call/email.

      Stage 8: Offer Extended

      1. CRM Action: Tag as Offer Sent. Track response.

      2. Form to be filled out by Recruiter to Send Offer

      Stage 9: Signed / Hired

      1. CRM Action: Tag as Hired. Trigger onboarding workflow.

      2. Form to be filled out by Office to Onboard (New Staff/Agent) 

      Stage 10: Onboarding

      1. Process: Launch onboarding process.

      2. Follow-Up: 30/60/90 day check-ins for retention tracking.

      Nurture Paths (If No Move Yet)

      Nurture

      • Email(s): Nurture Emails 1–4.

      • Script(s): Reconnect, Objection Reframe.

      • CRM Action: Tag as Nurture, schedule follow-up.

      • Video(s): Advantage / Canada’s Game.

      Passive (30–60 Days Ghosting)

      • Email(s): Send Nurture Email 2 or 3.

      • Script(s): Light Follow-Up.

      • CRM Action: Tag as Passive, schedule 30-day check-in.

      • Video(s): Canada’s Game / Advantage.

      Dormant (90+ Days)

      • Email(s): Send Nurture Email 4.

      • Script(s): Dormant Reconnect.

      • CRM Action: Tag as Dormant, schedule 100-day check-in or remove from funnel.

      • Video(s): Why CHR.

      Closed Out


        • CRM Action: Tag as Closed. Add final notes.