Episode 12 | Why You Need a Referral List and Who to Add

November 28, 2020

In the Clinic with Camille

a podcast for integrative practitioners


Listen to the Episode:


Do you have a referral list? 

It's one of those things that's easy to put off, particularly when you're just getting started with your practice.

Over time, you might get busy and never quite get around to starting one.

Or, perhaps you have a jumble of business cards from conferences or networking events bopping around in the bottom of your bag.

If you don't have a referral list, I highly recommend starting one now. 

Why?

It makes it easier to remember who's out there to help your clients.

You'll have their contact information and any key notes right at your fingertips, when you need it.

Before I had my referral list, whenever I needed to send someone to another herbalist my mind would freeze and I could only ever remember the same two or three people, even though I know dozens and dozens of amazing practitioners.

If you keep an easily-accessible list of practitioners you'd comfortably recommend, things will be much easier

Have a listen to the episode above to get some tips about who to add and how to organize things.

A Referral List Template

Not everyone prefers an electronic list, but I find that keeping my referral list on my computer helps me to find/access it more easily.

To make things easier for you, you can access a referral list template below. (No email address required!)

It's a Google doc, and you'll need to copy it into your own Google Drive to access & edit it.

I hope that's helpful for you. 

If you have tips or questions about referral lists, please comment below!

Take care,

Camille


Thoughts? Add your comments here. 

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Camille Freeman, LDN

Hi there! I'm a clinical herbalist and licensed nutritionist specializing in fertility and reproductive health. I mentor other practitioners who need help building and growing their practices, working with complicated clients and getting clinical hours. I'm also a professor in the Department of Nutrition at the Maryland University of Integrative Health, where I teach physiology, pathophysiology, and mindful eating. My pronouns are she/hers. 

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