How to use this tool
1Add every referral source you contact — discharge planners, PT offices, elder law attorneys, personal connections. One row per person.
2After every call or visit, click "Log Call" to update the status, add a note, and set your next follow-up date. You should follow up with every interested contact at least twice.
3Check "Follow-Up Due" before every outreach session. Red = overdue. Start there. Most caregivers give up after one contact — following up is where clients actually come from.
4Your 30-day goal: 20 contacts added, 3 packets dropped, 1 referral received.
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Total contacts
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Follow-ups due or overdue
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Contacted this week
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Referrals received
New Contact
| Name / Organization | Source | Phone | Status | Last Contact | Follow-Up Due | Notes | Actions |
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