Referral Marketing Session 1 - Referral Marketing Fundamentals

Referral Marketing Session 1 - Referral Marketing Fundamentals

Overview Video: Practical training on using Qualicare’s referral toolkit. Learn how to build your top 50 referral organization list using QAssist, upload referral organizations in Zoho, pull ready-to-use scripts, and follow up with discharge planners and community partners for higher-quality, longer-staying clients.


Quick Video Tutorial: Use this guide to connect QAssist with your ChatGPT, run our ready-made prompt to generate your top 50 local referral organizations, and upload the list into Zoho so you can start outreach right away.

See the attached resources:
  1. Referral Marketing Cheat Sheet
  2. Zoho Account Migration Spreadsheet (for migrating organizations from Wellsky)
  3. Zoho Training Materials (Helpful How-To Videos): Click Here

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