Quick Scripts & Reference

How to use this tool

1Use the tabs to switch between text templates, referral sentences, and the follow-up schedule.

2Your name and phone auto-fill from other tools — update once, it carries everywhere.

3For texts: fill in the recipient name, copy, and paste directly into your phone.

4Check the Follow-Up Schedule tab before every outreach session so no contact falls through.

Your information auto-saved

Your first name

Your phone

City / area

Who you're texting

Their first name

Where you worked together

Where you both worked — agency, facility, or hospital.

Text preview · updates as you type

Past Care Network

Initial Text — reaching out to former colleagues

Send this to CNAs, HHAs, nurses, and supervisors you worked with at agencies or facilities. They know you, they know how you work, and they talk to families. A referral from a trusted colleague is worth more than a cold introduction.

Your information auto-saved

Your first name

Your phone

City / area

Who you're texting

Their first name

Text preview · updates as you type

Past Care Network

Follow-Up Text — no response to initial text

Send this 2–3 weeks after the initial text if you haven't heard back. Keep it short — they're busy. Two follow-up attempts total is enough. After that, move on and re-engage in 3–6 months if the relationship is worth maintaining.

Your information auto-saved

Your name

Credential

Years of experience

City / area

These are sentences for real conversations — church, family events, old coworkers, neighbors. Say one naturally and let them respond. If they ask more, hand them your card.

Personal referral sentences — tap to copy

Follow-up schedule reference

When to Follow Up With Each Contact Type

Use this alongside your Outreach Tracker. Most caregivers stop after one contact — the referral almost always comes from the second or third.

Contact Type	First Follow-Up	Second Follow-Up	Third Follow-Up	Max Attempts
Discharge Planner	7–10 days after first contact	30 days	90 days	3–4
PT / OT Office	10 days after first contact	6 weeks	90 days	3
Elder Law Attorney	3–4 weeks after first email	8 weeks	—	2–3
Past Care Network Text	3 days if no response	3 weeks	—	2
After You Left a Voicemail	24 hours — send follow-up email	7–10 days — call again	—	2–3
After Packet Was Dropped Off	7 days — confirm they received it	21 days	60 days	3
After They Said "Spoke — Interested"	Within 7 days — no exceptions	14 days if no reply	30 days	4
After "Not Interested" or Graceful Close	90 days — treat as a new introduction	180 days	—	2

The rule that matters most: Anyone marked "Spoke — Interested" in your tracker gets a follow-up within 7 days. Not 10, not when you get around to it. Within 7 days. That's where clients come from — not the first call, the follow-up.