What technique is effective for following up with clients after a referral?

Scheduled calls or emails to check in are a highly effective technique for following up with clients after a referral because they create an opportunity for personal engagement. This method allows the resource specialist to have a directed conversation tailored to the specific needs of the client, ensuring that they feel valued and understood. Consistent check-ins demonstrate commitment and support, allowing for any barriers or questions the client may have to be addressed directly.

This approach also fosters a sense of accountability and enables the specialist to gather feedback on the referral process, enhancing the overall service provided. By proactively reaching out, the specialist builds rapport with clients, reinforcing trust and encouraging open communication, which is crucial in the context of connecting clients with appropriate resources.