Referral & Marketing Toolkit — Turn Random Outreach Into a Simple Growth System
A practical marketing and referral toolkit created for Personal Services Agencies that want more predictable inquiries, relationships, and referrals — without trying to become full-time marketers.
Instead of “winging it” every time you email a hospital, senior center, or care manager, you get structured outreach templates, follow-up plans, and simple marketing assets built specifically for PSAs.
One-time payment. Designed as a “starter engine” for ongoing marketing and referrals.
- Email templates, scripts, and one-sheet concepts for key referral sources.
- Simple outreach tracking structure and follow-up sequences.
- Ideas for combining online visibility with offline relationship building.
Files delivered via email immediately after purchase.
Who This Referral & Marketing Toolkit Is For (and Not For)
This toolkit is a strong fit if:
- You are ready to start or improve outreach to hospitals, senior centers, and care coordinators.
- You want step-by-step guidance on what to say and how often to follow up.
- You prefer practical, copy-and-adapt templates instead of starting from a blank page.
- You want a simple system you can execute weekly without becoming a marketing expert.
This toolkit may not be ideal if:
- You already have a mature in-house marketing department with campaigns in place.
- You are looking for complex paid advertising or advanced funnel builds.
- You are not ready to commit to consistent outreach actions each week.
What’s Inside the Referral & Marketing Toolkit
This toolkit is organized into clear components that cover outreach messaging, basic assets, and simple tracking so you can build momentum instead of guessing.
Component 1 – Referral Email Templates
A set of editable email templates tailored to specific referral categories.
- Initial outreach email concepts for hospitals and case managers.
- Follow-up email frameworks for when you do not hear back.
- “Stay in touch” check-in templates to nurture relationships.
Component 2 – Phone & In-Person Scripts
Short scripts to support phone calls, in-person drop-ins, and networking.
- How to introduce your PSA in 30–60 seconds.
- Questions to ask referral partners to understand their needs.
- Simple ways to end the conversation with a clear next step.
Component 3 – Referral One-Sheet Concept
A one-page referral handout concept you can adapt with your logo and details.
- Key bullets about who you serve and what you do.
- Why you are easy to refer to (response times, communication style).
- How to refer clients (phone, email, or secure referral form).
Component 4 – 90-Day Outreach Plan
A simple calendar-style plan that outlines what to do in your first 90 days of focused outreach.
- Weekly actions for building and maintaining referral relationships.
- Suggestions for balancing calls, emails, and visits.
- Built-in reminders to track who you contacted and when.
Component 5 – Outreach Tracker Layout
A basic tracking structure you can use in a spreadsheet or CRM.
- Fields for organization, contact person, and contact details.
- Columns for touchpoints, notes, and next steps.
- Helps you see patterns and focus on warm relationships.
Component 6 – Website & Google Business Talking Points
Messaging prompts to keep your website and Google Business listing aligned with your outreach message.
- Core phrases to emphasize in your online presence.
- Ideas for short posts that support referrals (not just general marketing).
- Prompts you can repurpose for basic social content.
How to Use This Toolkit Week by Week
The power of this toolkit is not in having more files — it is in using them consistently for simple, repeatable outreach.
- Step 1 – Choose 5–10 priority partners: Hospitals, senior centers, rehab, care managers.
- Step 2 – Customize templates: Insert your agency name, contact info, and local details.
- Step 3 – Launch Week 1: Send your first round of introductory emails and log them.
- Step 4 – Follow Up: Use the follow-up emails and call scripts when you do not hear back.
- Step 5 – Maintain: Use the 90-day plan and tracker to keep relationships active and visible.
Best When Combined With:
- Client Acquisition Playbook – for broader client flow strategy and metrics.
- Business-in-a-Box – to plug marketing into your wider PSA system.
- PSA Startup Kit – if you are still stabilizing your foundation while starting outreach.
Bonus Materials Included
These extras help you implement faster and speak more confidently about your agency.
Bonus: PSA “Snapshot” Positioning Paragraphs
Short, reusable paragraphs describing your PSA that you can paste into emails, website sections, or informational packets.
Bonus: Objection Handling Cheat Sheet
Simple responses to common hesitations (“We already have providers”, “We’ll keep your info on file”, etc.).
Bonus: Event & In-Service Topic Ideas
A list of educational session ideas you can offer to senior centers, community groups, or referral partners to stay visible and helpful.
What Agencies Appreciate About This Toolkit
These are the kinds of outcomes this Referral & Marketing Toolkit is designed to support when used consistently.
Questions & Important Notes
Does this guarantee referrals?
No toolkit can guarantee referrals. This one is designed to give you the structure, messaging, and habits you need to show up consistently to the right people.
Is this focused on online ads?
No. The emphasis is on direct outreach, relationships, and simple visibility tactics (with prompts you can adapt for online channels if you choose).
How much time will this require?
Expect to commit at least a few hours per week to outreach, follow-up, and tracking. The toolkit is built to make those hours more focused and productive.
What if I later get the Client Acquisition Playbook?
The Playbook complements this toolkit by giving you a broader client acquisition structure and metrics. You keep and continue using everything in this toolkit either way.
Ready to Make Your Outreach More Consistent and Effective?
The Referral & Marketing Toolkit gives you practical templates, scripts, and structures so you can build and maintain referral relationships without reinventing your message every time.