# Referral-partner letters and one-pagers > **Some professionals *hand off* rather than treat:** evaluating psychologists, psychiatric prescribers, and family-law attorneys constantly need someone to send people to. A few well-run relationships with them can be worth more than any directory listing. --- ## Choosing the approach | | **Volume mail-out** | **Named-account relationships** | |---|---|---| | **Good for** | Large, less clinical audiences (e.g. 30+ family-law firms) | Small, sophisticated clinical audiences (e.g. 8 adult ADHD evaluators) | | **Format** | Templated letter and one-pager, one batch | Personalized letter and one-pager, then email, then call | | **Hit rate** | Low; accepted | Higher; each one matters | | **Watch out for** | Online contact forms: many firms have one, so adapt the letter to fit | Clinical peers vet credibility. Your letter must reflect real training and experience in what you're claiming. | --- ## The three-touch sequence (named accounts) 1. **Letter and one-pager** by mail, which stands out among clinicians buried in email. 2. **Follow-up email** 10 to 14 days later: "I sent a letter recently. I'd welcome a 15-minute call." 3. **Phone call** offering a brief intro call or coffee. Log each touch in your [referral tracker](https://toolkit.marcusberley.com/referral-tracker/), including referrals in **both directions**. --- ## Letter template: clinical referral partner *Print on letterhead, one per recipient. `[personalization]` is one true, specific line about them; if you don't have one, delete it.* > Dear Dr. [Last Name], > > I'm [Your Name], a [Washington / Rhode Island] [credential] in private practice in [City], writing to introduce myself as a therapy referral resource for the [adults you evaluate / patients you treat]. [personalization] > > [Two or three sentences describing the specific situation after their work where yours begins, written from their client's point of view. Example for evaluators: "When an evaluation confirms ADHD or autism in an adult, the work that follows is often as much about meaning as management: making sense of a history that suddenly reads differently, rebuilding self-trust, and renegotiating the relationships the diagnosis touches."] That's where I focus. [What you provide, concretely.] > > I also know a good referral relationship runs both ways. [When your clients need what they offer.] I'd value having someone I trust to send them to. > > A few things that make referrals easy: I'm private pay, so I can usually see someone within [timeframe] without insurance delays; I work [via telehealth across Washington / Rhode Island, or in person in City]; and with the client's written consent, I'm glad to coordinate with you. > > I've enclosed a one-page summary of who I work with and how referrals work. If it's useful, I'd welcome a brief call to introduce myself and to hear what you look for in a therapist before you send someone. More at [website]. > > Thank you for your time. I hope we can be useful to each other's clients. > > Sincerely, > [Your Name, credentials] --- ## One-pager template *One page on letterhead, enclosed with the letter. A busy clinician reads it in 20 seconds and keeps it after the letter is recycled.* > ## [Your Name, credentials]: [one-line description] > [Washington / Rhode Island] [credential] · [years] in practice · [City] · [telehealth statewide / in person] > **[website] · [email] · License # [number]** > > ### Why I make referring easy > - **Fast access:** private pay, no insurance gating; usually a first session within [timeframe] > - **[Telehealth across WA / RI, or convenient location]** > - **I close the loop:** with written consent, I coordinate with you and keep you in the picture > - **Superbills on request** for clients using out-of-network benefits > > ### Who I'm a good referral for > [Population] who need ongoing therapy for: > - **[Focus 1]:** [short, concrete description] > - **[Focus 2]:** [short description] > - **[Focus 3]:** [short description] > > ### Who I'm *not* the right fit for > [e.g. Children/adolescents · acute crisis needing a higher level of care · medication management]. I'll say so quickly rather than hold a poor-fit referral. > > ### The two-way street > I also refer out. When a client of mine needs [their service], I'd value sending them to someone I trust. > > ### Fee > $[fee] / [length]-minute session · private pay · superbill provided > > ### To refer or talk > Email **[email]** or call **[phone]**. Happy to do a brief intro call first. --- ## Adapting for attorneys - Lead with **what their client is going through** rather than your clinical framework. - Don't imply you'll take sides or provide evaluations for litigation unless you actually do that work (and know the rules around it). - For firms with only an online contact form, write a four-to-six-sentence version, colleague to colleague, with no address block or salutation. - Research the firms first (name, partners, whether they do family law, mailing address, contact-form URL). That list is most of the work. ## Producing the letters Use a word-processor mail merge, or generate one PDF per recipient from a single document. Print the letter and one-pager together and address the envelope to the named person, not "Office Manager."