Lesson 3.3 — The Pipeline and Holding a Driver
The Pipeline and Holding a Driver
This lesson shows you the pipeline board and the one rule that decides whether a driver stays yours. By the end you can move a driver through the stages and keep your claims from slipping away.
The board
The Kanban board shows every active applicant as a card, organized by stage. You move a driver left to right as they progress.
The columns, left to right: New (just added), Application Sent (forms sent to the driver), Application Received (driver completed the forms), Carrier Acceptance (sent to the carrier for review), and Employed (hired). Each card shows the driver's name and a contact count.
Claiming a driver
An unassigned driver sits in the open list for any recruiter to take. Click the recruiter line on the card to claim them to yourself — one click, and they are yours to work.
How you hold the claim
A claim stays yours as long as you stay in contact. One logged call or text per business day keeps a driver with you. The contact log is how the system knows you are working them.
If a claim lapses
Miss a business day with no logged contact and the driver goes back to the open list. You will see a banner the next time you log in:
Getting the driver back
A driver back in the open list is one click to claim again — the same way you took them the first time. The catch: anyone can claim an open driver, so take them again before another recruiter does. If a driver is already assigned to a different recruiter, you cannot pull them yourself — that is an admin move, so contact Michael to reassign.
Logging a contact
Open the driver's record, go to the Notes panel, and add a brief note — even "left voicemail" counts. Save, and the contact count on the card updates. Voicemails are worth logging; most phones transcribe them, and the log shows you tried.
What protects you
Log one real contact per driver every business day. The contact that holds your claim is the same contact that gets a driver hired — it is the work, not busywork for the system.