Page 72 - Client Coordinator

3031 - Referral Gifts

Results Statement: To increase client trust and new client numbers by rewarding our clients who
refer others.

Primary Responsible Position: Client Coordinator

Participating Position(s): Inventory Manager, Office Manager (as CC direct supervisor)

When: Weekly – See client coordinator weekly checklist

What:
 Clients receive a personal gift every time they refer a client.
 There is no limit to the number of rewards they can receive.
 After 8 different gifts, they would start back at gift #1.
 All referrals counts will start over in January and July regardless of where they
are in the referral count.
 Employees receive the same gifts as the clients

Why:
 New clients referred by our existing clients are almost always the most trusting
and loyal.
 Referrals are the cheapest way to obtain new clients.
 Asking for referrals is easy. We provide exceptional patient care and client
service. Our clients happy to send others!
 We incentivize clients that refer others. They tend to become advocates and
“fans”. They continually spread the word.

Resources Needed:
1. Referral gifts and supplies (see below under “Supplies”)
2. AVIMark search results
3. New Client Forms – Properly filled out with “How did you FIRST hear about
us?”
Referral Gifts:
1. Referral #1:
2. Referral #2:….

Supplies: The following supplies will kept in stock by the inventory manager
1. Thank You Card
2. ……

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