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Read Me - Instructions
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I am excited to get referrals! How do I start?
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Instructions: Enter information into the shaded fields (A, P, Q, R) for each position - this is the minimum amount of information needed to start the referral process.
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(Please note that we cannot start sending messages until your resume rewrite is complete and you've signed off on your customized outreach templates)
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What if I've identified someone on LinkedIn for whom I'd like Labtuit to find an email address and send an outreach message?
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Great question! Please fill columns B, C, and E (In addition to A, P, Q, R) and we'll send the email to that person.
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If I already have a contact's email address, what happens if I provide it in the tracker?
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We will use the same template that you've approved for all of your cold outreach. If this is OK, go ahead and provide us with the email address for contacts. .
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If you have had some interaction in the past (met in person, emailed, attended the same conference, etc.) with a potential referral contact, you may get a better response using a more personal email than just the standard template.
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Comments on Drop Down Menus
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Any changes made in the 'options' sheet will be automatically reflected in the tracker i,e if in future someone needs to add any option in Columns J, L , and N then it can be added as i have done here.
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If you wish to change the name of the sheet i.e, tracker, and options in this case then you need to go to the 'Tools' - > Script editor and change the name in the written code too. This is because the file has been read in the code using the name of the file.
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If you wish to apply this drop down menus for other columns beside J , L and N then you need to go to the code and change the variable 'first level of validation ', 'second level of validation ' and so on in such a way that it matches the column number in which you want drop down menus. In this case it is 10, 12, and 14.
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Similar process if you wish the drop down menus to be started from any other rows. In our case it starts from row 4.
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Dropdown menus on column L, and N wont appear until u select something on column J and respectively.
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