Sort Referral Copy by AIDA Stage
Recognize the role each line plays in a forwardable referral note.
Place each line of referral copy into the AIDA stage it serves. Attention Interest Desire Action Still closing the month with spreadsheet handoffs between finance and people ops? Planning season is usually when this pain becomes visible. We used Omie after our review packet slipped twice last year. Their team helped us map the handoff before asking us to change tools. It cut our packet prep from 9 days to 5 and gave both teams one shared view. The biggest win was fewer late corrections before the board deadline. Worth a 15-minute fit check next week if this is active…
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