30-Day Lead & Referral Campaign
Building toward $100,000/mo through qualified referrals, admissions & partnerships.
Campaign Progress
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0/30
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Daily Campaign Plan
Build My Referral Market
Find 50 organizations in the Georgia areas we serve that could refer clients to Duluth Health Care Systems.
Find Decision-Makers
Take the best 30 organizations from the lead list and identify the appropriate decision-maker or referral contact.
Hospital Discharge Referrals
Find hospitals that discharge patients who may need assistance at home; identify case management, social work, and discharge planning departments.
Rehabilitation Facilities
Find rehab and post-acute facilities that may discharge patients home; identify admissions, discharge planning, and case management contacts.
Assisted Living & Senior Living
Find assisted living, memory care and senior living communities; identify Executive Directors, Administrators, Wellness and Community Relations contacts.
Private-Pay Referral Partners
Find 40 businesses/professionals who regularly interact with seniors and families who may privately pay for care.
Weekly Pipeline Review
Analyze everything completed during Days 1–6 and recommend exactly who should be contacted next week and why.
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Total Leads
0
Contacted
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Conversations
0
Meetings Scheduled
0
Referral Relationships
0
Referrals Received
0
Follow-Ups Due
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No Response
Pipeline by Status
Weekly Review Recommendation
Focus next week on the top-scored new leads (initial outreach). Prioritize converting conversations to meetings.
CCSP Referral Development
Research legitimate Georgia referral and community channels relevant to CCSP. Do not represent Duluth as determining Medicaid eligibility.
SOURCE Referral Development
Build a SOURCE-focused prospect list. Separate government/program contacts from ordinary business referral prospects.
NOW & COMP Referral Development
Build a Georgia NOW and COMP outreach list. Prioritize organizations serving individuals with I/DD and their families.
Social Workers & Case Managers
Research organizations employing social workers, case managers and care coordinators who influence post-discharge or community-care decisions.
Physicians & Medical Practices
Find medical practices serving large senior, disabled or chronically ill populations; identify practice managers and referral contacts.
Home Health & Hospice Partnerships
Find home health and hospice organizations that may encounter clients needing non-medical personal support outside their own service scope.
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.
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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
Prospect Categorization
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HOT
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WARM
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FOLLOW-UP
0
NO RESPONSE
0
NOT FIT
Senior Placement & Care Management
Find senior placement agencies and geriatric/aging-life care professionals; identify partnership opportunities for private-pay clients.
Faith & Community Organizations
Find churches, community organizations, senior ministries and community resource organizations serving older adults and families.
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.
Disability Community Outreach
Find organizations serving adults with disabilities and families who may benefit from community-based support. Connect to NOW/COMP where applicable.
High-Income Private-Pay Markets
Research areas within our service territory with strong private-pay potential. Do not infer an individual's wealth.
Competitor & Market Gap Research
Research home-care providers in our service areas. Identify services offered, competitive areas, service gaps, and differentiation opportunities.
Referral Partner Campaign Prospects
No qualified prospects yet. Run discovery days first to build your list.
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.
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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
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
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.
Referral Partner Campaign Prospects
No qualified prospects yet. Run discovery days first to build your list.
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.
Private-Pay Campaign Prospects
No qualified prospects yet. Run discovery days first to build your list.
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.
Inactive Prospects to Re-Engage
No inactive qualified prospects found.
Referral Meeting Campaign
Identify the 20 strongest referral organizations without a meeting scheduled. Create personalized requests for a 10–15 minute introduction.
Strongest Orgs Without a Meeting
All active relationships have a meeting scheduled.
Referral Materials
Review questions and objections received. Create the referral materials we actually need based on those conversations.
Follow-Up Automation
Review the CRM and create appropriate follow-up schedules so good prospects don't disappear because someone forgot to follow up.
Follow-Up Workflow Status
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).
Revenue Pipeline
Analyze the current pipeline against the $100,000 monthly revenue target. Separate current revenue, forecast, unqualified pipeline, and the revenue gap.
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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
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
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.
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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
30-Day Executive Summary
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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.