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Unlock Referral Growth with Our Persona-Based Checklist

By Chandani Patel | September 16, 2025

Are you ready to turn everyday conversations into powerful referral opportunities? Our Persona-Based Checklist for Referral Growth is your go-to tool for sales representatives who want to: 

  • Prepare effective talk tracks tailored to different personas 
  • Track and analyze key activities for smarter decision-making 
  • Manage timely follow-ups that supports referral growth 

This practical, repeatable checklist empowers your sales team to build stronger relationships and drive steady referral growth. 

What’s inside? 

  • Persona-specific preparation tips 
  • Checklists outlining actions to complete every step of the way 
  • Follow-up management best practices 

Start planning your most productive days today. Download the checklist and watch your referral network expand!

Can’t view inline? Open the PDF.

This level of market and referral visibility is a game-changer

Chandani Patel

As a passionate marketer and creative writer, Chandani is excited to bring Trella Health’s brand to life through compelling content. A graduate of the University of Georgia, she has built her career crafting strategic marketing initiatives for a range of hospital and healthcare organizations. At Trella Health, Chandani combines her love for storytelling and marketing to make a meaningful impact in the post-acute care industry.

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About the Author:

Chandani Patel, Marketing Content Specialist

As a passionate marketer and creative writer, Chandani is excited to bring Trella Health’s brand to life through compelling content. A graduate of the University of Georgia, she has built her career crafting strategic marketing initiatives for a range of hospital and healthcare organizations. At Trella Health, Chandani combines her love for storytelling and marketing to make a meaningful impact in the post-acute care industry.