What’s Inside This SOP

• The 2-tier referral targeting system (75% Tier 1, 25% Tier 2)
• 4-email outreach sequence templates for pediatricians
• Personalization framework (5-minute research per provider)
• The lunch-and-learn pitch that actually works
• Follow-up cadence and timing best practices
• Referral generation checklist: 8-10 hours/week framework
• How to transition from email to in-person visits

Key Highlights

Why email works best: In-person visits are highly effective, but email gets you in front of more providers faster. We typically recommend starting with email, then following up with in-person visits for providers who show interest. That in-person follow-up has led to 4+ referrals within the first month for some practices.

The personalization that matters: Check out the provider’s website beforehand. Reference their specialties. Mention something specific about their practice. The more templatized you make your follow-ups, the faster you’ll move. But the initial email must feel personal.

Structured time blocks: Set up a structured time every Friday or Thursday to do in-person visits. Consistency beats intensity. One visit per week, every week, is more effective than a burst of ten visits followed by months of silence.