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

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.

Copy my Referral List Template

 

I hope that's helpful for you. 

Take care,

Camille

 

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