Home Care Referral Marketing Kit, Referral Source List, AI Prompts, Outreach Scripts, Tracker Spreadsheet, Agency Growth Plan

Stop waiting for the phone to ring. The Referral Source Growth Kit is a complete, step-by-step system for home care agency owners who want steady referrals from hospitals, skilled nursing facilities, physician offices, senior living communities and professional partners.

BONUS INCLUDED: The Referral Rainmaker System, a 59-page course workbook in PDF and editable Word. 9 modules show you how to build steady, compliant referral partnerships, with a partner scorecard, referral dashboard, 12-week roadmap and answer key.

Most agencies make a few good visits, get busy, and stop. This kit gives you a simple weekly rhythm, ready-to-use scripts and templates, and a tracker that shows exactly which partners send you clients.

WHAT IS INSIDE
The 7-step referral system with a 90-day roadmap and weekly schedule
Ideal client profile worksheet and a payer to referral source map
Top 100 referral source map in seven categories, with who to ask for and why they refer
18 copy-and-paste AI prompt templates to build your local list in an afternoon
Market research checklist using free public data, plus a territory scoring worksheet
Partner scoring and A, B, C tiering system
Front desk, drop-in visit and needs assessment scripts
90-day follow-up cadence with 8 email templates, voicemail, text and handwritten note templates
Referral response standard and intake steps
7 role-play scenarios with full scripts and debrief questions
Metrics guide and monthly review meeting agenda
Referral Partner and Physician Satisfaction Survey forms, plus a quick pulse check
Guide to delegating outreach to a coordinator or virtual assistant
Weekly, monthly, quarterly and yearly checklists

THE TRACKER SPREADSHEET
A ready-to-use Excel workbook with five tabs: Referral Sources, Touch Log, Referral Log, Monthly Dashboard and Lists. It flags overdue follow-ups, counts referrals and admissions by partner, and builds your monthly dashboard automatically. Works in Excel and can be uploaded to Google Sheets.

WHO IT IS FOR
Owners and marketing staff of non-medical home care agencies. Includes notes for home health, hospice, private duty and assisted living operators.

GOOD TO KNOW
All templates use simple placeholders like [AGENCY NAME] so you can personalize them in minutes. The AI prompts work with any general-purpose AI assistant. This kit is educational and is not legal advice. Rules about marketing to referral sources and sharing client information vary by payer and state, so review your practices with a qualified healthcare attorney.

Because this is a digital product, all sales are final. If you have any trouble with your files, send a message and we will help.

YOU RECEIVE
Three instant downloads: a print-ready PDF, the fully editable Word file, and the Excel workbook (also works in Google Sheets).

Please note: this is a professionally written template, not legal, tax or clinical advice. Rules vary by state. Confirm requirements with your state agency and your own advisor.

Digital download only. Nothing will be shipped. You brand the files yourself: add your agency name and logo to the editable templates. Licensed for use inside one agency only. Not white label, and not for resale, sharing or redistribution. Questions? Message us through your Etsy order.