👋 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: Beyond the Handoff: Improving Referral Processes to Better Support Clients