What’s Inside This SOP

• The bi-weekly follow-up cadence for referral partners
• 2+ personalized touchpoints per month framework
• Monthly referral filter email template
• Phone vs. email vs. face-to-face decision tree
• How to transition from nurture to active referral partner
• CRM tracking framework for relationship stages
• The two-way street: how to provide value back to referral partners

The Nurture Framework

Nurture consists of at least two personalized touchpoints per month, either via phone call or email. We always prefer phone or face-to-face over email. Then there’s also one referral filter email sent to all nurture contacts that highlights your services and recent successes.

The bi-weekly touch point is the cadence we recommend for following up with leads who are strong referral partners or already giving you referrals. This is where most practices fail, because nurturing takes consistent effort over months. It’s not glamorous, but it’s what separates practices with 2 referral partners from practices with 20.

The key insight: nurturing is the hardest part for time-strapped clinicians. If you find yourself consistently falling behind on follow-ups, consider our Fractional Referral Coordinator service, which handles all nurturing for you.