3 Simple Steps for Referrals

After you read these 3 simple steps for referrals, you may say something like, “Wow… Dr Barbara, this seems really simple.” — that’s because it is! Seriously, there’s no need to complicate things or have long and drawn out conversations… 

Now, as chiropractors we all know that you can only help someone who first gives you the opportunity. Am I right?

And believe it or not, there’s a few things your CA can do to help!

Here’s how:

1️⃣ First, review the schedule before the shift and select one patient you’re intentionally going to reach out to.

Kick it up a notch and have each team member select one person too!

2️⃣ Sincerely ask: “Who is one person you wish was here with you today?” and “Why did they come to mind?”

Next paint a picture for them by saying “Let’s pretend Mary follows in your healthy footsteps, gets adjusted regularly and no longer suffers from xyz health concern which means she can perform her job at work again…What’s better for you as her co’workder?”

3️⃣ Ask to partner to help your PM and offer these 3 options…

  • Offer the Referral Gift Packet.
  • Invite them to the next visit.
  • Extend aniInvite to a workshop.

Reminder: it’s your job to reach out to the person they mention as a courtesy.

We all know that life can get busy and sometimes we need a judge or two.

If you want more insight on this… watch out for my next blog where I’ll be covering these in more depth.

One final step, I would love to hear how this goes for you and your team once implemented and if you’d like my feedback, let’s connect over a 1 on 1 coaching session

Keep serving strong!

Need a boost? Grab my endless referrals cheat sheet here!

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