When a new referral comes in
Five steps, about two minutes.
- 1
You get one email
Within a few minutes of a new referral, an email arrives with the family's name, phone number and notes. The best time to call is listed first.
- 2
Read the notes before you call
Look at "Before you call" in that email. It shows what AgingCare told us: who needs care, when care should start, and anything the family asked for.
- 3
Tap "Open contact in LeadConnector"
On your phone this opens the LeadConnector app on that family's record, so you can call or text right away. On a computer it opens HighLevel.
- 4
Tap "Review the suggested first email"
A personal email is already written from the family's notes. Change anything you like, or pick one of your saved replies instead.
- 5
Press Approve to send it
The email goes from your HighLevel mailbox and shows in that family's Conversations. Nothing is sent to a family until you press Approve.
Stuck? Reply to any referral email and Bill will help.