Referral Workshop

Absolutely, Kakila! Here’s a workshop introduction and detailed 2-day agenda designed to help current or aspiring independent living providers learn how to receive and retain clients through referrals, partnerships, and systems.

 

 

 

 

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2-Day Workshop: “Securing Clients for Your Independent Living Program”

 

 

 

Introduction

 

 

Are you an independent living provider struggling to receive consistent client referrals? Or are you preparing to launch a program and need to know how to get people in the door?

 

This 2-day intensive workshop is designed for new and seasoned providers who want to learn exactly where, how, and from whom to get client referrals. You’ll walk away with insider strategies, vetted referral sources, marketing tools, intake systems, and scripts to confidently approach agencies and community partners.

 

This workshop is perfect for:

 

• Independent living operators
• Supported housing providers
• Mental health housing operators
• Residential care business owners
• Veterans and reentry housing providers

 

 

By the end of the workshop, you’ll have a working referral system, key contacts to reach out to, and your client acquisition plan mapped out.

 

 

 

 

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2-Day Workshop Breakdown

 

 

 

DAY 1: Building Your Referral Pipeline

 

 

Theme: Laying the Foundation for Consistent Client Flow

 

 

🕘 Morning Session (9:00 AM – 12:00 PM)

 

 

Module 1: Understanding the Referral Ecosystem

 

• Who sends clients to independent living programs?
• The role of case managers, discharge planners, and care coordinators
• Medicaid waiver programs and housing voucher systems

 

 

Module 2: Building Your Agency Referral List

 

• Identifying and researching local agencies (DSS, DIDD, Area Agency on Aging, VA, etc.)
• How to approach agencies (with sample email and scripts)
• Building your referral contact tracker

 

 

Interactive Exercise:

Create your own referral outreach list using provided templates and your local market data.

 

 

🕛 Lunch Break (12:00 PM – 1:00 PM)

 

 

 

🕐 Afternoon Session (1:00 PM – 4:00 PM)

 

 

Module 3: Outreach That Works

 

• What to say when introducing your program to referral sources
• Sample pitch deck and one-pager breakdown
• Using storytelling and outcomes to gain trust

 

 

Module 4: Setting Up Intake & Eligibility Systems

 

• What information referral partners need from you
• Intake documents, eligibility criteria, and follow-up process
• How to position your program for both state and private pay referrals

 

 

Takeaway Templates:

 

• Referral Packet Template
• Eligibility Criteria Form
• Intake Checklist
• Email and phone scripts

 

 

 

 

 

DAY 2: Marketing, Community Partnerships, & Sustainable Growth

 

 

Theme: Becoming a Known Resource in Your Community

 

 

🕘 Morning Session (9:00 AM – 12:00 PM)

 

 

Module 5: Marketing for Providers (Without Breaking the Bank)

 

• Leveraging Google Business, Care.com, Facebook, and community pages
• Creating flyers and one-pagers that get attention
• How to describe your program in person and online

 

 

Module 6: Building Key Community Partnerships

 

• Churches, shelters, veteran services, reentry programs
• How to attend and speak at interagency or provider meetings
• Collaboration vs. competition in the independent living space

 

 

Group Exercise:

Craft and role-play a short referral pitch to an agency director or case manager.

 

 

🕛 Lunch Break (12:00 PM – 1:00 PM)

 

 

 

🕐 Afternoon Session (1:00 PM – 4:00 PM)

 

 

Module 7: Client Retention & Reputation Building

 

• How to create a great first impression during intake
• Building systems that case managers want to refer to again
• Documentation & follow-up best practices

 

 

Module 8: Creating Your Client Acquisition Plan

 

• Review of your referral map, contact script, intake process, and follow-up strategy
• Goal setting: How many clients/month do you want?
• Tracking tools & accountability

 

 

Bonus:

Live Q&A – bring your agency list, forms, or marketing tools for feedback

 

 

 

 

📘 What’s Included

 

 

• Digital and print-ready templates (flyers, referral packet, intake checklist)
• Sample referral scripts and email outreach messages
• List of agencies by category (DSS, DDS, VA, etc.)
• 30-Day Client Acquisition Workbook 

 

 

 

 

 

This workshop is designed for 

• Veterans housing providers
• Transitional housing programs
• Behavioral health-focused homes
• Faith-based independent living programs
• Homecare Agencies 
• Group Homes