Increase Referrals with Data-Driven Conversations


By: Jessica Chew | January 31, 2020


Successful sales calls with referral sources highlight what differentiates your agency or facility and strongly correlate with metrics relevant to the account. By including data-driven insights that strengthen your case, you can more easily pique a provider’s interest, further productive conversations, and ultimately build new partnerships.


Here’s a quick game plan for your home health, hospice, or skilled nursing organization.


1. Gather your metric-based insights 


Before you make your next sales call, understand your organization’s strengths and how they compare to competing providers in your area. Similarly, research each of your target referral sources to determine whether they’re the right fit, and if so, why.


Differentiate your organization on meaningful outcomes: After reviewing each account’s situation, determine the performance metrics that best highlight your expertise and track record. By demonstrating how you achieve the clinical outcomes they find most relevant, you’ll make a strong case for a relationship.


Get specific: The more precise the metric, the easier it is to make a meaningful connection. For example, if you’re talking to a hospital, it’s better to discuss readmission rates for a diagnostic category—referencing a particular patient population—rather than for total readmissions, which can feel harder to relate to.


2. Create compelling narratives 


To capture and keep prospects’ attention, focus on just one or two key messages.


Use data to provide context and support your claims, and explain why your data points matter using personalized examples that resonate with the account. (Be sure to cite your sources so they won’t have to search for them.) Imagery can make complex information easier to understand and be more memorable than words alone. A mixture of charts, graphs, and other visuals, along with personal storytelling, makes for a powerful combination.


3. Position yourself as a trusted partner 


Showing referral sources how you can help them improve can be tricky, as it may suggest they’ve been “doing it all wrong.”  Instead, demonstrate you understand their challenges and position yourself  as a collaborative problem solver. Based on your past successes and competitive insights, quantify how your expertise can help them improve outcomes and reduce cost.


4. Schedule actionable next steps 


The best next steps will depend on the type of account and how you can assist them. What’s important is to move the relationship forward by agreeing to and scheduling a follow-up action before you leave the meeting. Be sure your organization is ready to take that action—and set a date for any deliverables such as sharing clinical data or conducting an account review.

About the Author:

Jess Chew

Jessica Chew, VP, Marketing

With more than 10 years’ experience in healthcare marketing, Jessica not only leads our marketing team but is also a passionate advocate and frequent user of our marketing intelligence solutions.


After graduating from the University of Georgia with a bachelor’s in journalism, Jessica got her start in marketing at Gannett, the largest newspaper publisher in America. She thought this entry-level job was the first step on the road to a career as an investigative reporter — but immediately became hooked on marketing.


At Trella Health, she’s able to do all the things she loved about journalism — digging for information and insights, helping people share their stories — and she’s also able to make a meaningful difference in the way post-acute care is provided.

Ashton Harrison

With a diverse background of sales and healthcare marketing, Ashton manages Trella’s events, press releases, and media and association relations. After graduating from Florida State University with a major in communications, she began her career at Greenway Health, a EHR company, where she found her passion for the healthcare industry. At Trella Health, she’s able to do all the things she loves about marketing — engaging at events, interactions with partners, and creating marketing pieces that share insight on Trella’s journey.