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Personal Services Configuration Overview: Driving Client Satisfaction & Loyalty
Personal Services Configuration Overview: Driving Client Satisfaction & Loyalty

Recommended platform configuration to help drive patient referrals

Updated over a year ago

Word of mouth referral are essential to help grow any business. Learn how to use Medallia Concierge to build relationships with your patients/clients to create a return and loyal customer base, implement referral programs and streamline operations.

Below is the recommended configuration to help you in driving client satisfaction and increasing your referral base.

KEY INTERACTIONS to think about:

  • Inform patients/clients about different offerings available.

  • Follow up with you patients/clients on any questions or concerns efficiently.

  • Offer incentives for referrals

  • Uncover missed revenue by following up with clients/patients that show interest in your services.

  • Promote special offers and events to re-engage your client/patient base.

TEMPLATES to create to help answer member FAQs:

  • Referral program information

  • Available treatment offering

  • Hours

  • Follow Ups

SEGMENTS to setup to help target your patient communication:

  • Location based

  • Treatment/service interest

  • Return client/patient

ZINGS to create to help automate your communication and processes:

  • Registration Zing

  • Referral Enrollment Zing

  • Escalation Zing

  • Keyword promotional trigger

Want to see a step by step walkthrough of this and other Personal Services use cases? We've got you covered, check out the video section of our knowledge base for video tutorials.

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