How Email and More Referrals Go Together for Home Care Marketing
The value of referrals for home care agencies is a proven way to build business and a primary goal of all home care marketing. Your former customers along with their family members and the professionals that you interact with are a great source for new business. The challenge is finding ways to stay “top of mind” with all of these people and the time required. One solution is the combine traditional referral approaches with a marketing automation approach. Using the right approach it will still feel personal, offer value to those you’ve served and keep you in their thinking as they interact with friends and others who need your services.
Using email is one tool that is often overlooked, and it’s low cost and still works with almost all age groups. Here are the steps.
1. Gather Your Lists and Make some New Ones.
Start with a customer list and then separate family members and others that you’ve had contact with in the process of serving (family members, neighbors and other professionals). Each of these groups should be treated as a separate group or “segment,” with its own list. Add to these names professionals in the community who work in your area of service. Leaders and professionals in senior centers, the Chamber of Commerce, local clubs, churches, and other organizations that work with seniors. Consider identifying care managers, financial planners, long-term care insurance agencies.
You’ll need their name, organization (if applicable) and email address. It also helps to keep track of the relationship that you have with each person as a way to sort your lists effectively. Many times a CRM system (customer relationship management) is used for this purpose – you can get one at no cost that will help you maintain the information you need.
In a CRM you can track the relationships by simply creating a new data field that allows you to select from the various relationships that you may have (or want to have) with people in your lists. Set up categories such as former client, family of client, community leader, and health professional to identify which group each person best fits.
2. Identify information that you can provide that has value to those in your lists.
In order to build referrals, you have to provide something of value. No one wants to get a weekly or even monthly email that is simply a sales pitch. Offering information that demonstrates your expertise, and has value to those in your lists is the best way to keep the relationship growing.
Make a list of topics that you can share about that fit your expertise and will help you connect with those in the list. Here are a few ideas:
- Safety Tips for Seniors in the Home
- Resources for Local Seniors
- Best Buys for Seniors on a Budget
- The Power of Conversation in the Life of a Senio
- Brain Health
- Senior Scam Alert
- Gadgets and Tech for Seniors
3. Get Original Content and Organize it for a Series of Emails
You can gather information on all the topics you’ll be sharing about from industry and even competitor websites. But be careful, not only do you not want to plagerize, you also don’t want a Google penalty for having duplicate content online. Anything you gather will have to be rewritten, and while you lean on the ideas you collect, make sure you re-author all of it in your own words. It’s important to give credit to others for their ideas too, and it will help your credibility if you reference the source of the information you provide.
4. Send out an introduction email explaining what you are offering
Since you are going to be sending out information by email, it is important to let people know what you are offering. It is best if you make it a friendly introduction that share about how you want to meet the needs of seniors and will be sharing tips from your experience in working in the homes of many who are elderly. Give people the opportunity to easily say, “no thank you,” which is also called “opting out.” This is a feature that is included in almost all mass email programs, and is a requirement to avoid being considered a source of spam email. Make sure you add a subscription button to your website, so that you continue to build your lists.
You will get referrals in three different ways from this process. First, By simply reminding your former clients along with their family and friends about what you do, you will stay top of mind and receive referrals. Second, people will share valuable ideas with others and that will result in referrals. Third (and here’s the important part), if you are using a good email system, you’ll be able to see who is opening your email. If you have a total list of 500 people, then you may have 100 or more who are regularly opening what you send. If they are reading it, then they represent someone who has interest and could be an even more powerful referral source.
For those who are routinely opening your emails, consider a personal phone call or a personal email with a purpose. You can call to email to simply say, “thanks for reading my articles,” and ask them if they “have suggestions for other articles that they might find helpful.” This will prompt a discussion of the challenges that they are facing with family, friends or clients – and that could also lead to a referral.
6. Send some articles in Print or Video to Seniors
If your list includes seniors and you don’t see high open rates, then consider sending a print version, or recording a video. While 85% of seniors do use email, you can increase your impact by adding another version. Since you have an article, it doesn’t take much to turn that into a simply video script, or format it for print and drop it in the mail.
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