01 - Introduction

This article explains why tracking referral partners matters and how CareFunnels keeps those relationships organized.

How It Works

1. Why Tracking Matters

   • Referral relationships often live in inboxes or on business cards instead of one shared system.

   • Without tracking, referrals get missed and you can’t see which partners are producing results.

2. Top Performer Benchmarks

   • 30+ in-person visits and 40+ total activities per week

   • About 30% of time in scheduled meetings

   • At least seven key partner accounts

3. How CareFunnels Helps

   • Each partner gets a record under their company, tracked through a relationship pipeline.

   • Appointments are logged on the calendar, so anyone can see where things stand in seconds.

Key Takeaway
If it’s not in CareFunnels, it didn’t happen. Log every visit, call, and meeting to keep your data accurate.

✅ Tip: Use the CareFunnels mobile app to log activity right after each visit.