Referral relationship follow-through
Keep referral source contacts and follow-ups, and track the outcome of each referral.
At a glance
Who uses itBusiness development and intake
AreaGrowth and referrals · Managing
PriceIncluded in your membership
What goes in
- Authorized business contacts
- Referral source interactions
- Communication preferences
- Follow-up tasks
Steps
- Step 1Record minimum necessary contact context
- Step 2Link authorized referral status
- Step 3Create appropriate follow-ups
- Step 4Track real outcomes
- Step 5Respect opt-out
Results
- Relationship directory
- Follow-up queue
- Referral handoff status
Where it stops
Not a lead scraper, unrestricted client list, or provider marketplace.
Builds on
See it with your own recordsA 30 minute call about your office and the work it follows up on.
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