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5 docs tagged with "referrals"

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Client Follow Up Workflow

Systematic post-transaction client communication for referrals, reviews, and long-term relationship building

Client Offboarding Process

Professional project closure with final deliverables, invoicing, feedback collection, and relationship nurturing

Referral Management System

Create comprehensive referral tracking from initial request through specialist appointment and care coordination

Resource Referral Network

Build comprehensive referral directory for support groups, psychiatry, substance abuse, and community services