Overview

Overview

Building strong referral partner relationships is one of the most important ways to grow your Qualicare business. To make this easier, we’ve created a set of resources you can use at every stage of the process — from preparing for meetings to following up afterward.

This toolkit includes:

1. Referral Partner Quick Guides

One-page prep tools that summarize each partner segment’s pain points, roles, and talking points. Perfect for reviewing before calls, meetings, or drop-ins.
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2. QAssist: Referral Partners

Our custom-built AI assistant, designed to help you plan smarter. QAssist can suggest referral sources in your area, help you prioritize who to reach out to first, and even generate sample scripts. You’ll need a ChatGPT account to use it.
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3. Zoho CRM Email Templates

Pre-written templates inside Zoho CRM that cover every stage of outreach — from introductions to stewardship. They save time, keep your messaging professional, and align with Qualicare’s brand voice.
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4. Referral Partner Presentation Decks

Branded slide decks you can use for in-services, lunch-and-learns, and community presentations. They’re tailored by referral partner type and make it easy to present with confidence.
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How to get the most out of these resources

These tools are designed to work together. For example:

  • Use a Quick Guides to prepare before meeting a new hospital case manager

  • Send a Zoho CRM Email Template to follow up afterward

  • Invite them to a Presentation Deck session as a next step

  • Use QAssist: Referral Partners when planning your broader referral strategy for the month

NotesFor more in-depth training on building referral partner relationships, revisit the Referral Partner E-Learning module in your training portal.

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