FREE RESOURCE

Client Referral Strategy Guide for Home Care

Start reaching out to more of your clients and receive more referrals.

Getting referrals from your clients can be a powerful way to grow your agency, but do you have a standard procedure and templates for asking for referrals? Formalizing your process of asking for referrals can be the difference between a failing client referral program and one that fuels the growth of your home care agency.

Included in this strategy guide is a letter and card template that you can send to your clients or their family members to ask for a referral. We recommend sending this out to happy clients every three months or so.

This guide will help you…

  • formalizing your process of asking for referrals.

  • get more client referrals.

  • build better relationships with your clients.

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An image of a document titled "Client Referral Strategy Guide" from Home Care Pulse. The document outlines a referral program process in seven steps which include determining program strategy, staff training, gathering contacts, sending referral letters, and following up.

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