The library · Health clinics · Enquiries and follow-up

Approach a referral partner

GPs, dentists, physiotherapists, personal trainers, employers and insurers send patients steadily when they trust the clinic to look after them and report back.

The prompt
I work in marketing at a private health clinic. Help me approach a business that could refer clients to us.

Context: GPs, dentists, physiotherapists, personal trainers, employers and insurers send patients steadily when they trust the clinic to look after them and report back.

Before you start, ask me for anything missing from this list:
- Who they are and who they serve
- What we could do for their clients
- What we can offer in return and what we cannot

Then:
1. Open with what their clients need.
2. Suggest one small way to start.
3. Keep it under 120 words.

Give me:
- The first message
- A follow-up
- Three talking points for a call

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general health information only. Never write anything that reads as advice on a person's own condition, and never suggest a treatment is certain to work or free of risk.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our clinical lead or the registered manager who approves marketing should see:
- Any referral fee or reward, and whether your professional rules allow it
- What we can and cannot offer in return
- That patient information is shared only with the patient's consent

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Any referral fee or reward, and whether your professional rules allow it
  • What we can and cannot offer in return
  • That patient information is shared only with the patient's consent

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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