Step 3 of the Full Caseload System: Get Referred
Become the counselor your community refers to.
Doctors, attorneys, pastors, and school counselors refer people every week. We help you become the name they think of first.
The fastest clients often come from people who already know you.
Search takes months. A pediatrician who trusts you can send a family next week. Most counselors know referral relationships matter, but never have the time, the words, or a system to build them. That's the gap this step fills.
What you get, on every plan
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A referral partner tracker
Every doctor's office, attorney, church, and school you're building a relationship with, their stage, your next follow-up, and every touch logged.
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A ready-to-send outreach kit
Intro emails, follow-ups, drop-off notes, and thank-you notes written for each kind of partner and personalized with your practice's details.
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A printable practice handout
A one-page overview of your counselors, specialties, and how to refer, with a QR code to your appointment page.
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Credit where it's due
When a new lead names a partner, it's linked automatically, so you see which relationships send clients.
On Done for You and Group Practice, referral coaching is part of your monthly call.
Want us to do the legwork?
Referral Network Launch
$750 one time
We research and verify 20 to 30 local referral partners, personalize your outreach kit, print your practice handouts, send the first wave in your name, and coach you for the in-person conversations.
Referral Follow-Up
$250/mo
Optional after a Launch. We keep the relationships warm: follow-ups, thank-you notes, and your tracker kept current. You still show up for the coffee.
You still show up for the coffee. Referral relationships are personal, and that part can't be handed off.
The ethics
Nothing of value is ever offered in exchange for referrals (ACA A.10.b). A thank-you note is always fine. And nothing we send ever names a client or confirms someone became one without their signed release.
How it fits the system
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Get Found
Google search, Maps, your Google Business Profile, and AI search, for the clients you most want to see.
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Get Chosen
Copy that speaks to the clients you serve, a clear path to reaching out, and a way to contact you always one click away.
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Get Referred
The local doctors, attorneys, and pastors who send people to counselors.
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Get Booked
Instant replies, instant alerts, and reminders until every lead hears back.
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Watch It Work
New clients, where they came from, and how full your caseload is.
Common questions
Who should I reach out to first?
Your audit suggests the kinds of partners worth starting with in your area.
How long until referrals come in?
It takes a few conversations to build trust. First referrals can come within weeks, depending on the partner.
Can I send the emails from my own address?
Yes. Everything opens in your own email, so partners hear from you.
Find the referral partners you're missing.
Free, personal, and ready in minutes. No obligation.