30-Day Lead & Referral Campaign

Building toward $100,000/mo through qualified referrals, admissions & partnerships.

Campaign Progress

0%

Days Complete

0/30

Leads in CRM

500

Meetings

0

Referrals

0

Revenue Forecast vs $100,000 Target$0

Daily Campaign Plan

DAY 1
Discovery

Build My Referral Market

Find 50 organizations in the Georgia areas we serve that could refer clients to Duluth Health Care Systems.

HospitalsRehab facilitiesSkilled nursingAssisted living+2 more

Discovery Results

8 saved

Serenity Care and Compassion

Suwanee, GA · Support Coordination Agency

email

Company Keepers

Norcross, GA · Support Coordination Agency

email

TheKey

Atlanta, GA · Support Coordination Agency

email

Harmony Behavioral Health LLC

Norcross, GA · Support Coordination Agency

Georgia Department of Behavioral Health and Developmental Disabilities

Atlanta, GA · Support Coordination Agency

email

Georgia Home Health

Atlanta, Fulton · Home Health Agency

email

Murray Medical and Wellness Center

Norcross, GA · Support Coordination Agency

email

Southside Medical Center - Norcross Clinic

Norcross, GA · Other

email
View in Lead Center
DAY 2
Action

Find Decision-Makers

Take the best 30 organizations from the lead list and identify the appropriate decision-maker or referral contact.

Case Management DirectorSocial Work DirectorDischarge PlannerAdministrator+2 more

Leads Missing Decision-Makers

30 to research

Click "Research" to run live web research for the referral contact at each organization.

Harmony Behavioral Health LLC

Support Coordination Agency · Norcross, GA

Atlanta Elderly Home Care

Support Coordination Agency · Norcross, GA

Highlands Senior Living

Assisted Living · Norcross, GA

Homecare Providers Services

Support Coordination Agency · Norcross, GA

Wranglehurst, P.C.

Support Coordination Agency · Norcross, GA

Veterans Health Administration - Atlanta VA Medical Center

Other · Decatur, GA

Cared by Sisters

Support Coordination Agency · Lilburn, GA

Rainbow Senior Care Home, Inc

Support Coordination Agency · Norcross, GA

Shekinah Home

Support Coordination Agency · Norcross, GA

Asmart Home Care

Support Coordination Agency · Atlanta, GA

All Comfort Hospice

Support Coordination Agency · Norcross, GA

Reaching Clarity

Support Coordination Agency · Atlanta, GA

Help at Home

Support Coordination Agency · Atlanta, GA

Cornerstone Care Group LLC

Support Coordination Agency · Atlanta, GA

Shields Foundation Georgia

Support Coordination Agency · Roswell, GA

Adams Home Health Care LLC

Other · Norcross, GA

Ally Home Care of Georgia

Support Coordination Agency · Atlanta, GA

Favored Healthcare Services

Home Health Agency · Peachtree Corners, GA

FirstLight Home Care

Support Coordination Agency · Norcross, GA

Atlanta Family Hospice & Palliative Care Ii, Llc

Other · Norcross, GA

Warrior To Citizen Inc

Other · Norcross, GA

Wesley Woods (Atlanta SOURCE)

Support Coordination Agency · Atlanta, GA

Gwinnett Urgent and Family Care, LLC

Support Coordination Agency · Norcross, GA

Joy & K Consulting, LLC

Home Health Agency · Norcross, GA

Warm Hearts Home Care Services, LLC

Home Health Agency · Norcross, GA

A1-Ga Healthcare Agency LLC

Home Health Agency · Norcross, GA

Living Life Skilled Nursing LLC

Support Coordination Agency · Norcross, GA

Developmental Disabilities Ministries Inc

Support Coordination Agency · Norcross, GA

Cornerstone Caregiving

Home Health Agency · Alpharetta, GA

Comfort Keepers Johns Creek

Home Health Agency · Alpharetta, GA

DAY 3
Discovery

Hospital Discharge Referrals

Find hospitals that discharge patients who may need assistance at home; identify case management, social work, and discharge planning departments.

Case management deptSocial workDischarge planningCare coordination+1 more
DAY 4
Discovery

Rehabilitation Facilities

Find rehab and post-acute facilities that may discharge patients home; identify admissions, discharge planning, and case management contacts.

AdmissionsDischarge planningSocial workCase management
DAY 5
Discovery

Assisted Living & Senior Living

Find assisted living, memory care and senior living communities; identify Executive Directors, Administrators, Wellness and Community Relations contacts.

Executive DirectorsAdministratorsWellness DirectorsCommunity Relations
DAY 6
Discovery

Private-Pay Referral Partners

Find 40 businesses/professionals who regularly interact with seniors and families who may privately pay for care.

Elder law attorneysGeriatric care managersSenior placementMove managers+3 more
DAY 7
Review

Weekly Pipeline Review

Analyze everything completed during Days 1–6 and recommend exactly who should be contacted next week and why.

New organizationsDecision-makers foundContacts attemptedResponses+4 more

500

Total Leads

0

Contacted

0

Conversations

0

Meetings Scheduled

0

Referral Relationships

0

Referrals Received

0

Follow-Ups Due

0

No Response

Pipeline by Status

New
500
Contacted
0
Interested
0
Referral Relationship
0
Referral Received
0

Weekly Review Recommendation

Focus next week on the top-scored new leads (initial outreach). Prioritize converting conversations to meetings.

DAY 8
Discovery

CCSP Referral Development

Research legitimate Georgia referral and community channels relevant to CCSP. Do not represent Duluth as determining Medicaid eligibility.

CCSP providersAAA networkCase managementCommunity resources
DAY 9
Discovery

SOURCE Referral Development

Build a SOURCE-focused prospect list. Separate government/program contacts from ordinary business referral prospects.

SOURCE care coordinationCCSP providersCase managementCommunity resources
DAY 10
Discovery

NOW & COMP Referral Development

Build a Georgia NOW and COMP outreach list. Prioritize organizations serving individuals with I/DD and their families.

Support coordinationDisability orgsCommunity orgsTransition resources+1 more
DAY 11
Discovery

Social Workers & Case Managers

Research organizations employing social workers, case managers and care coordinators who influence post-discharge or community-care decisions.

Identify organization firstRelationship-building messageNot a generic sales pitch
DAY 12
Discovery

Physicians & Medical Practices

Find medical practices serving large senior, disabled or chronically ill populations; identify practice managers and referral contacts.

GeriatricsPrimary careNeurologyRehab medicine+1 more
DAY 13
Discovery

Home Health & Hospice Partnerships

Find home health and hospice organizations that may encounter clients needing non-medical personal support outside their own service scope.

AdministratorsBusiness development staffCommunity liaisonsReciprocal referrals
DAY 14
Review

Follow-Up Day

Review every prospect contacted during Days 1–13. Categorize HOT / WARM / FOLLOW-UP / NO RESPONSE / NOT FIT and prepare a personalized second-touch message.

HOTWARMFOLLOW-UPNO RESPONSE+2 more

500

Total Leads

0

Contacted

0

Conversations

0

Meetings Scheduled

0

Referral Relationships

0

Referrals Received

0

Follow-Ups Due

0

No Response

Pipeline by Status

New
500
Contacted
0
Interested
0
Referral Relationship
0
Referral Received
0

Prospect Categorization

0

HOT

0

WARM

0

FOLLOW-UP

0

NO RESPONSE

0

NOT FIT

DAY 15
Discovery

Senior Placement & Care Management

Find senior placement agencies and geriatric/aging-life care professionals; identify partnership opportunities for private-pay clients.

Senior placementGeriatric care managersAging-life carePrivate-pay focus
DAY 16
Discovery

Faith & Community Organizations

Find churches, community organizations, senior ministries and community resource organizations serving older adults and families.

ChurchesSenior ministriesCommunity orgsNon-aggressive partnership outreach
DAY 17
Discovery

Veterans & Veteran Families

Research organizations serving veterans and veteran families who may need home-care resources. Do not claim VA coverage or eligibility unless confirmed.

Community organizationsVeteran service resourcesHealthcare referral channels
DAY 18
Discovery

Disability Community Outreach

Find organizations serving adults with disabilities and families who may benefit from community-based support. Connect to NOW/COMP where applicable.

Legitimate organizationsProfessional referral relationshipsNOW/COMP connection
DAY 19
Discovery

High-Income Private-Pay Markets

Research areas within our service territory with strong private-pay potential. Do not infer an individual's wealth.

Targeted geographic marketsReferral businessesHealthcare/community orgs
DAY 20
Action

Competitor & Market Gap Research

Research home-care providers in our service areas. Identify services offered, competitive areas, service gaps, and differentiation opportunities.

Services commonly offeredAreas with strong competitionPotential service gapsDifferentiation opportunities

Referral Partner Campaign Prospects

No qualified prospects yet. Run discovery days first to build your list.

DAY 21
Review

Pipeline Conversion Day

Review every lead generated so far. Identify the 25 opportunities most likely to produce a referral relationship and recommend the next action.

CALLEMAILFOLLOW UPREQUEST MEETING+3 more

500

Total Leads

0

Contacted

0

Conversations

0

Meetings Scheduled

0

Referral Relationships

0

Referrals Received

0

Follow-Ups Due

0

No Response

Pipeline by Status

New
500
Contacted
0
Interested
0
Referral Relationship
0
Referral Received
0

Pipeline Conversion Focus

0 opportunities are furthest along. Recommend CALL for interested leads, REQUEST MEETING for conversations, and FOLLOW UP for contacted-no-response.

Top 25 Conversion Opportunities

1.

BOS Medical Staffing

New

EMAIL
2.

AllCare Primary & Immediate Care

New

EMAIL
3.

Humana

New

EMAIL
4.

Gwinnett Urgent Care & Family Practice

New

EMAIL
5.

Piedmont Eastside Medical Wound/Hybar Center

New

EMAIL
6.

Emory Rehabilitation Outpatient Center - Duluth

New

EMAIL
7.

Lenbrook

New

EMAIL
8.

Amada Senior Care Duluth

New

EMAIL
9.

FirstLight Home Care of Norcross

New

EMAIL
10.

Home Instead Norcross

New

EMAIL
11.

Georgia Cancer Specialists - Lawrenceville

New

EMAIL
12.

PruittHealth - Norcross

New

EMAIL
13.

Beverly J. Searles Foundation

New

EMAIL
14.

Piedmont Mountainside Hospital

New

EMAIL
15.

Aveanna Hospice

New

EMAIL
16.

Amerigroup Georgia

New

EMAIL
17.

Soleo Health Inc

New

EMAIL
18.

Piedmont Urgent Care Norcross/Peachtree Corners

New

EMAIL
19.

Lakeview Behavioral Health

New

EMAIL
20.

Piedmont Urgent Care Duluth - Pleasant Hill

New

EMAIL
21.

Peachford Hospital

New

EMAIL
22.

Aspire Pediatric Therapy of GA, LLC

New

EMAIL
23.

Georgia Cancer Specialists - Duluth

New

EMAIL
24.

PrideStaff

New

EMAIL
25.

Kaiser Permanente Georgia

New

EMAIL
DAY 22
Outreach

Referral Partner Campaign

Create a focused referral-partner campaign for our strongest prospects. Personalize by organization type with one clear request for a short intro conversation.

Who we serveRelevant servicesService areaHow to contact us+1 more

Referral Partner Campaign Prospects

No qualified prospects yet. Run discovery days first to build your list.

DAY 23
Outreach

Family & Private-Pay Lead Strategy

Develop a legitimate direct-to-family private-pay acquisition strategy: local search, educational content, community partnerships, family inquiries, website conversion.

Help after hospital dischargeCaregiver reliefAssistance with daily activitiesKeeping a loved one safely at home

Private-Pay Campaign Prospects

No qualified prospects yet. Run discovery days first to build your list.

DAY 24
Action

Re-Engage Old Leads

Review existing CRM leads and referral contacts that have gone inactive. Prepare personalized re-engagement messages. Do not create duplicate records.

Identify inactive qualified prospectsPersonalized re-engagementNo duplicate records

Inactive Prospects to Re-Engage

BOS Medical Staffing

Never contacted

Re-engage

AllCare Primary & Immediate Care

Never contacted

Re-engage

Humana

Never contacted

Re-engage

Gwinnett Urgent Care & Family Practice

Never contacted

Re-engage

Piedmont Eastside Medical Wound/Hybar Center

Never contacted

Re-engage

Emory Rehabilitation Outpatient Center - Duluth

Never contacted

Re-engage

Lenbrook

Never contacted

Re-engage

Amada Senior Care Duluth

Never contacted

Re-engage

FirstLight Home Care of Norcross

Never contacted

Re-engage

Home Instead Norcross

Never contacted

Re-engage

Georgia Cancer Specialists - Lawrenceville

Never contacted

Re-engage

PruittHealth - Norcross

Never contacted

Re-engage

Beverly J. Searles Foundation

Never contacted

Re-engage

Piedmont Mountainside Hospital

Never contacted

Re-engage

Aveanna Hospice

Never contacted

Re-engage

Amerigroup Georgia

Never contacted

Re-engage

Soleo Health Inc

Never contacted

Re-engage

Piedmont Urgent Care Norcross/Peachtree Corners

Never contacted

Re-engage

Lakeview Behavioral Health

Never contacted

Re-engage

Piedmont Urgent Care Duluth - Pleasant Hill

Never contacted

Re-engage
DAY 25
Outreach

Referral Meeting Campaign

Identify the 20 strongest referral organizations without a meeting scheduled. Create personalized requests for a 10–15 minute introduction.

20 strongest orgs10–15 min introPhone / video / in personSpecific reason per contact

Strongest Orgs Without a Meeting

All active relationships have a meeting scheduled.

DAY 26
Action

Referral Materials

Review questions and objections received. Create the referral materials we actually need based on those conversations.

Agency introductionServices summaryReferral instructionsService-area sheet+3 more
DAY 27
Action

Follow-Up Automation

Review the CRM and create appropriate follow-up schedules so good prospects don't disappear because someone forgot to follow up.

New Lead → Initial ContactNo Response → Follow-UpInterested → MeetingMeeting → Send Info+2 more

Follow-Up Workflow Status

New Lead → Initial ContactAll new leads
No Response → Follow-Up0 overdue
Interested → Meeting0 due today
Meeting → Send InformationAfter meetings
Partner → Relationship Follow-Up0 upcoming
Referral → Admission Follow-UpOn referral
DAY 28
Action

Decision-Maker Refresh

Review high-value organizations where we still don't have the correct contact. Research current public information and update existing CRM records (no duplicates).

Re-research public infoUpdate existing recordsNo duplicates
All top leads have a contact identified.
DAY 29
Review

Revenue Pipeline

Analyze the current pipeline against the $100,000 monthly revenue target. Separate current revenue, forecast, unqualified pipeline, and the revenue gap.

Current monthly revenueExpected/forecast revenueUnqualified pipelineRevenue gap to $100K

500

Total Leads

0

Contacted

0

Conversations

0

Meetings Scheduled

0

Referral Relationships

0

Referrals Received

0

Follow-Ups Due

0

No Response

Pipeline by Status

New
500
Contacted
0
Interested
0
Referral Relationship
0
Referral Received
0

Revenue Pipeline vs $100,000 Target

Current Monthly Revenue

0 admitted clients × $2,800

$0

Expected / Forecast Revenue

0 active + 0 developing relationships

$0

Unqualified Pipeline

0 pending referrals (unqualified)

$0

Revenue Gap to $100K

Actions needed to close gap

$100,000

Close the gap: Need 36 more admitted clients or 29 more active referral relationships to reach target.
TODAY
DAY 30
Review

Executive Growth Review

Review the complete 30-day campaign. Report results across all dimensions and create the next 30-day action plan based on what actually produced results.

Orgs discoveredDecision-makers identifiedOutreach completedResponse rate+6 more

500

Total Leads

0

Contacted

0

Conversations

0

Meetings Scheduled

0

Referral Relationships

0

Referrals Received

0

Follow-Ups Due

0

No Response

Pipeline by Status

New
500
Contacted
0
Interested
0
Referral Relationship
0
Referral Received
0

30-Day Executive Summary

500

Qualified Organizations

0

Contacts Attempted

0

Conversations

0

Meetings

0

Referral Relationships

0

Referrals Received

0/30

Campaign Days Complete

$0

Forecast Revenue

Discovery days run live web research via the existing lead-discovery engine and save verified organizations directly to the CRM. Review days show real-time pipeline data from your CRM. Do not fabricate contacts, eligibility, or demand.