Apricot Discussion

👋 Thanks to everyone who joined yesterday for a conversation on improving referral processes. Here are the highlights from what we covered:Enable partners to easily submit referrals with an Intake Form (based on a Tier 1). Customize for different audiences, share via email or your website, and the data goes straight into your Apricot. Keep pending referrals (incoming and outgoing) visible and organized with Report Bulletins so nothing gets lost in the shuffle. Set up Email Triggers to automatically notify partners and create a consistent follow-up schedule that fits your team's capacity. Track your referral data to spot service gaps, see which partners respond best, and build a stronger network over time. ✨ Now we'd love to hear from you: What referral tracking practices are working in your organization? How do you keep clients connected from the initial handoff through confirmed service?  If you weren't able to join us, we hope you'll catch us next time! Watch the recording here: Bey

We've packed May with opportunities to deepen your Apricot skills, connect with peers, and discover new ways to drive impact. Check them out below! 📊 Apricot Product Updates — See how to navigate Bonterra Central, and discover what's coming next in Apricot 💡 Apricot Best Practice Coaching — Beyond the Handoff: Improving Referral Processes to Better Support Clients, Wed, 13 May. 2026 Connected for Good: Building a Value Proposition That Attracts and Sustains Strong Partnerships, Wed, 27 May. 2026   ❓ Ask the Experts: Connect Tool Deep Dive — Have questions about the Connect Tool? This is your moment to ask our experts! Not seeing what you need? Drop me a message here and I'll help you find the right event or topic. Hope to see you in one of these sessions! ✨