Create a referral strategy action plan

We're so glad that you've taken the first steps to developing your new, improved referral strategy— and we're here to help! Now that you've assessed your organization's current state with our discovery questions, it's time to put those answers into action.

First, consider the key findings and "aha moments" from your responses. Next, think about which items are the top priorities or the quickest wins for your organization. Then, schedule a 20-minute strategy session with our team to get expert guidance on the best path forward.
Schedule a strategy session to:
 

• Review the core framework for a data-driven referral intelligence program 
• Learn how to adopt successful best practice approaches from your peers across the country 
• Receive an action plan template and sample meeting agendas