Referral source library
Example contacts to track: discharge planners, case managers, rehab clinics, elder law offices, senior centers, clergy, and local networking groups.
Referral CRM Lite
Stop losing referral follow-ups in texts and memory.
A tiny $9 home care referral tracker for founders who need a cleaner way to follow up with discharge planners, community partners, senior groups, and local networking contacts. It keeps the list, the relationship stage, and the next touch in one place.
What is included
A simple referral system for the conversations that actually drive home care growth.
The goal is not more software. The goal is to know who matters, when to follow up, and what each contact cares about.
Community event map
Keep tabs on chamber breakfasts, health fairs, caregiver events, library programs, nonprofit mixers, and senior-resource gatherings.
Follow-up fields
Source name, role, contact method, relationship stage, last touch, next touch, notes, and what they care about.
Weekly review
See which contacts need a reply, a check-in, or a stronger introduction before the next week starts.
Tiny utility
Buy the $9 mini CRM when follow-up is the bottleneck.
A light referral tracker for keeping outreach visible and moving.
- Referral source and contact fields
- Relationship stage and next-touch tracking
- Weekly review for repeatable outreach