Everything you need to turn cold referral sources into warm relationships. Built for your territory, installed in your platform, running within a week.
We do not believe in 90 day onboarding processes or "discovery phases" that take longer than your average caregiver retention. Here is exactly how the engagement works from the moment you say yes.
We research your service area and build a list of 25 to 40 high value referral partners: skilled nursing facilities, assisted living communities, hospitals, rehab centers, and CCRCs. Each contact is verified with the name and email of the person who actually influences referral decisions (discharge planners, social workers, admissions directors).
We write 5 to 7 email templates customized to your agency, your territory, and each facility type. The messaging is tailored to what each type of referral source actually cares about. A discharge planner at a SNF has different priorities than an admissions director at an ALF. We write for each one specifically, in your voice, using compliant language.
We configure your email platform (HubSpot or Mailchimp) with all sequences loaded, send schedules configured, and tracking enabled so you can see opens, clicks, and replies. If you already have a platform, we work inside it. If you do not, we set one up.
A 30 minute recorded Zoom session where we walk you through the entire system: how the sequences work, when to follow up by phone after an email open, how to use the data to prioritize your in person visits, and how to convert email familiarity into face to face meetings that lead to referrals.
Your first emails go out. After two weeks of live data, we review performance together and optimize: adjusting subject lines, tweaking send times, and refining messaging based on what is actually getting opens and replies in your specific market.
This system is designed for a specific type of agency. If the descriptions below sound like your business, we are a good fit.
You make your own marketing decisions without waiting for corporate approval. You can move fast when something makes sense.
Big enough to invest in growth, lean enough that every marketing dollar needs to connect to real results. No room for "brand awareness" campaigns.
You serve clients who come from hospitals, SNFs, ALFs, and rehab centers. Your growth depends on those relationships, and right now they are not as strong as they should be.
Marketing falls on you or gets added to someone else's plate. You need a system that runs consistently without requiring a full time person.
Two options. Pick the one that fits how you want to work. Both start with the same complete system build.
Most marketing agencies sell you a monthly retainer and a vague promise of "more visibility." We build you a specific system that targets specific people in your territory with specific messages. You can see exactly who is being contacted, what is being said, and what the results are. There is no mystery.
Not at all. We set everything up for you. By the time we do the strategy walkthrough, the system is ready to go and you just need to know how to check your dashboard. If you choose monthly management, you do not even need to do that.
If your agency serves clients who get referred from facilities (SNFs, ALFs, hospitals, rehab centers), this system is designed for your market. We have built referral lists in territories across the United States. The approach works whether you are in a metro area or a mid size city.
Even better. We can incorporate your existing contacts into the system and help you strengthen those relationships with consistent touchpoints. We also identify referral sources you may be missing in your territory.
Your first emails go out within 10 days of signing up. Most clients see their first replies within the first two weeks of sends. Actual referrals depend on your market and follow through, but the system is designed to create familiarity and warm the relationship so that when a referral source has a patient, your agency is the one they think of first.
Yes. There is no contract. If you want to stop monthly management and run the system yourself, you keep everything we built. The list, the templates, the platform setup. It is all yours.