How to track your referral network (with a free template)
Do you keep track of therapists in your referral network?
If not, I made a simple template for you. It’s free.
It includes columns for:
Name
Website
License Type
State(s) Licensed
Specialities/Niche
Referred Them (Yes/No)
Referred Me (Yes/No)
Notes
Click here to get the template. It’s a view only Google Sheet so you can make a copy and customize it.
Update it as you build your referral network. Typically, if you refer clients to other therapists, they’ll return the favor.