RELATIONSHIP MARKETING FOR MEDICAL SPECIALTY PRACTICES
Drive Referrals and Patient RetentionWith Successful Relationship Marketing
Specialty medical practices rely on referrals from a wide array of providers. Strategic Relationship Marketing is a foundational initiative that is an important part of a comprehensive marketing plan. It uniquely relies on direct, in-person outreach and must be authentic to your practice, and genuinely valued by the referring practice.
Skills required for practice-to-practice outreach are becoming harder to develop due to a number of converging trends, including reliance on technology, time and staffing constraints and lack of training.
Referral Building Programs Just Right For Your Practice
Learn How to Build Relationships to Drive These Outcomes for Your Specialty Practice:
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Sustainable Growth: Increase patient volume through trusted referrals.
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Provider Loyalty: Become the go-to specialist your partners consistently recommend.
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Referral Stability: Reduce fluctuations in patient volume by building strong and steady referral networks built upon systems your practice can implement with transparency and accountability.
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Effictive Outreach: Effectively focus time and resources on the highest-potential referral partners.
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Reputation Building: Trust is built by establishing credibility as a responsive, collaborative provider.
Meet Your Trainer
Kristin Parker - Relationship Marketing Specialist
Kristin leads the relationship marketing programs with knowledge, experience and inspiring enthusiasm. An aware-winning, accomplished healthcare marketing and outsourcing professional with over 20 years' experience in medical sales and practice marketing, she has helped train, staff and oversee marketing programs throughout the US with physician groups, hospital systems and healthcare businesses.
Her skills in training and recruiting are renowned for empowering medical practices to build successful internal relationship outreach programs. She began her career as a teacher, and her passion for helping educate all levels of professionals--from new hire to practice manager and physicians--connects with all attendees.
Kristin Parker, Relationship Marketing Specialist
Upcoming Relationship
Marketing Courses
July 18, 2025
August 15, 2025
September 19, 2025
October 17, 2025
Session 1: Relationship Marketing 101
1 PM - 2:50 CST
Session 2: Building Your Referral Roadmap
3PM - 5:00 CST
Most attendees prefer to take both sessions on the same day the course is offered.
However, Session 2 may be scheduled separately at the next available course date.
If you choose not to attend both sessions on the same day, please be sure to specify your
preferred Session 2 date in the form below:
Relationship Marketing 101
The Fundamentals of Marketing a Medical Practice to Other Practices
Session 1: 2-hour Introductory Course
Who it's for: Practice Managers, Physician Liaisons,
Marketing Coordinators, Business Development Staff
What you'll learn:
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Gain insight into who actually drives referrals in a practice setting—and how to build trust with each role.
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Learn how to define what makes your practice referable and stand out in a competitive landscape.
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Walk away with clear strategies for improving your marketing materials, brand presence, and initial outreach.
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Understand how consistent, easy-to-implement actions “trust deposits” can yield meaningful, long-term referral growth.
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Have a baseline understanding of Relationship Marketing, ready to continue into Session 2.
What You Receive:
Downloadable Course Workbook
Building Your Referral Roadmap
Hands-on Tools & Confidence to Implement Without External Help
Session 2: 2-hour Course
Who it's for: Practice Managers, Physician Liaisons,Marketing Coordinators, Business Development Staff
What you'll learn:
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Walk away with a focused, actionable plan tailored to your referral goal—introductions, reactivation, or deepening loyalty—with mapped-out touchpoints and timing.
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Develop a Ready-to-Use Referral Toolkit practical, professional materials during the session, including a leave-behind, a sample outreach email, and a concise message that clearly communicates your value.
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Build a lightweight system for tracking outreach and referral quality using tools like Google Sheets or a CRM—plus strategies to stay accountable and adapt based on results.
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Practice your message live, get immediate feedback, and leave with more confidence and clarity in how to approach referrers.
What You Receive:
Guided Workbook
Private 2-day Boostcamp
Custom On-Site Relationship Marketing Workshop for Your Practice
Day 1: 9AM - 4PM Day 2: 9AM - 4PM
Who it's for: Medium-to-Larger Practices
What You'll Learn:
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A fully customized referral strategy built around your practice’s unique brand, niche, and growth goals
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Clear positioning and messaging that helps you stand out and makes it easy for others to refer you
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A curated list of top referral opportunities, including internal champions and high-potential external partners
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A complete message kit, with concepted print and digital materials you can use immediately—refined with expert feedback
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A 90-day outreach campaign plan, with monthly themes, targeted actions, and team assignments
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Team-based systems for follow-through, including referral tracking, accountability workflows, and weekly routines
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Real-time practice and objection-handling, so your team feels confident and prepared to reach out
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Ongoing tools for growth, including a review calendar, quality scoring system, and a long-term activation plan
What You Receive:
Customized Strategy Workbook
Focused Peer Roleplay
Marketing & Reporting Templates
Activation Plan
Exclusive Bonus:
1 complimentary month toward recommended 6-mo. coaching
Complimentary website and digital reputation audit
Streamlined Solutions & Support
Exclusive Additional Value-add Services for Workshop Clients
Customized Database List of Your Referring Practices & Prospects
One of the most valuable assets your practice can obtain is a customized list of your referral sources. In collaboration, with the input of your team and data generated from your reports, our relationship management team develops a detailed area map compiled of your referring practices.
Because we do the work for you, your outreach and tracking is immediately actionable.
Project Fee is based on the individual practice type and size, population density of target area.
Average Project Fee Range: $750 - 2,500
Monthly Coaching
To get the most out of the systems you'll establish in the workshop, a monthly check-in with Kristin Parker provides "is scheduled to help keep your outreach team supported. In this monthly hour-long call, your investment in your referral marketing initiative will accountability, efficiency, and encouraging.
*6-month Coaching Support is the most popular option.
1-year Coaching Support is ideal for practices whose management may be in need of additional support or in a time of transition.
6-month Support: $550/mo.
What Attendees Say
“[This workshop] impacted me on how to build myself up for better
interaction with other coordinators and offices...giving me the
confidence to talk about our practice and what we offer.”
“Despite anxieties I have about making calls, I know I have the
knowledge to overcome obstacles I may face."
“It was awesome! Thank you so much for this training and allowing us to learn and strategically plan our marketing targets and how to successfully build our referral base!”
CATALYST CONSULTING
CORPORATE HEADQUARTERS
4810B Spicewood Springs Rd.
Austin, Texas 78759
MARKETING CONTACT
Email: lynne@catalyst-consultants.com
Phone: 512-454-5911 Ext. 116
Main Office: 800-380-7911
If you would like to learn more about our custom training solutions for your specialty practice, please Contact Us.
Our marketing specialists will help create a program that
is tailored just for your needs.