Watch Recent Videos

Find ideas, suggestions, ways to be competitive and more in our recent Videos HERE

Referral Partner Marketing Checklist

Referral Partner Marketing Checklist

Looking to take full of advantage of Referral Partner Relationships?

Referrals are the most effective way to get new leads. Prospects who are referred to you are more likely to become residents/clients, have a faster conversion rate, and cost you less than any other “cold” leads. But referral marketing takes effort and time to build relationships and cultivate a flow of leads.

If you want to up your referral partner marketing game, check out this checklist for marketing to Referral Partners.

Marketing to Referral Partners:

  1. Build Relationships: Cultivate strong relationships with healthcare providers, social workers, real estate agents, attorneys, financial advisors, and other professionals who can refer residents to your community. Try: DROP BYS…where you drop by with a small gift or card.
  2. Education and Training: Offer training sessions or informational events for referral partners to educate them about your services and admission process. Try: Live training events and/or RECORDED trainings that are available only to your Referral Partners.
  3. Collaboration: Collaborate with referral partners on community events or initiatives that benefit both parties, fostering a sense of partnership.
  4. Quick Response: Ensure prompt follow-up and responses to referrals to demonstrate your commitment to providing excellent care.
  5. Feedback Loop: Encourage feedback from referral partners to continually improve your services and address any concerns.
  6. Referral Incentives: Make your relationships a win-win. Create Referral Programs by providing incentives to referral partners, such as commissions, perks or recognition for their efforts.
  7. Networking: Attend industry events and conferences to network with potential referral partners and stay updated on industry trends.
  8. Online Presence: Maintain a professional online presence, including a referral partner portal if possible, to facilitate easy communication and collaboration.

The more value you provide to your Referral Partners, the more you will stand out among your competition.

Remember that trust, authenticity, and empathy are so very critical in all aspects of marketing and sales. Be genuine and be yourself. And focus on the unique needs and concerns of residents, their families, and referral partners. You’ll be rewarded with strong relationships and a positive reputation in the community.

For a free Executive Coaching Session, go here