Referral & Enquiry Analytics

Referral & Enquiry Analytics Spreadsheet – Simplified Referral Management

Learn more: https://professionals.regenerativepsychology.com.au/referral-enquiry-analytics/

Take the guesswork out of tracking referrals with the Referral & Enquiry Analytics, a structured and automated tool designed for efficiency and accuracy. This tool eliminates the need for manual data entry and complex tracking—simply input your referrals, customise key fields, and let the spreadsheet generate automated reports to help you identify trends and improve your intake process.

What’s Included:

✔ Access to the Referral Tracking Spreadsheet (Google Sheets & Excel compatible)

✔ Automated reports for referral conversions, sources, and non-conversion reasons

✔ Customisable fields for referral types and staff lists

✔ Confidentiality-friendly setup for secure data sharing

✔ Step-by-step setup guide to help you get started

Track Referral Insights Effortlessly:

📊 Referral conversion rates – See which referrals turn into bookings

📊 Referral sources & trends – Identify your most effective referral pathways

📊 Reasons for non-conversion – Understand common barriers in your intake process

📊 Monthly referral tracking – Gain a clear view of your referral volume and outcomes

Ideal for psychologists, allied health providers, and service-based businesses, this tool provides an easy, structured way to monitor referral trends, optimize your booking process, and make data-driven decisions.

💲 Price: $89 $59 until 28/02/2025

📥 Delivery: Instant access to the Google Sheets tool and resources.