What to Include in a Referral Handout for Your Wellness Practice
When referrals are one of your main sources of new clients, you want to make it easy for people to send others your way—and just as easy for those people to follow through.
A clear, thoughtful referral handout can support both sides of that process. Whether you’re leaving materials in a brochure rack, sharing them at a networking event, collaborating with another provider, or offering something your current clients can pass along, a referral handout gives people the information they need to confidently connect others with your work.
It doesn’t have to be fancy or formal. But it does need to reflect your work clearly and make it easy for someone to take the next step.
This could be a one-page PDF, a printed rack card, or even a folded brochure—whatever works best for your space and referral setup.
How to Introduce Your Work
Start with a short, conversational explanation of what you do. Think about how you’d explain your work in a few sentences to someone new—not just what your credentials are, but what kind of care or results you offer.
Instead of:
“Licensed massage therapist offering a variety of therapeutic techniques”
Try:
“I help people dealing with chronic tension and stress feel better in their bodies so they can move through life with more ease.”
Clarify Who You Work With
The more clearly someone understands who you work with, the more confidently they can refer the right people to you. You might mention specific conditions, life stages, or common challenges.
Examples:
Supporting highly sensitive teens and young adults navigating anxiety or overwhelm
Specializing in pelvic floor therapy for postpartum care, pain, and surgical recovery
Providing trauma-informed bodywork for chronic pain and nervous system regulation
What to Expect
Share a simple summary of what happens when someone reaches out. This helps ease anxiety and gives the reader a clearer sense of what to expect.
This could be as simple as:
“Most new clients start with a free 15-minute consult to talk through what’s going on and whether we’re a good fit.”
Then make sure the next step is clear:
“Book online at [your URL]”
“Call our office at [phone number]”
“Scan the QR code to see available appointment times”
Include the Essentials
Your handout should include the contact methods you actively use and want to receive referrals through—whatever makes it easiest for someone to take that next step.
Common options include:
Website URL (short and easy to type or scan via QR code)
Phone number
Email
Social media handle (if you actively use it to share helpful info)
Tailor Your Materials for Your Referral Sources
If you work with different types of providers—like OBs, PTs, or mental health professionals—it can be helpful to slightly adjust your materials to better speak to the clients they refer. A few edits to the headline, examples, or wording can go a long way in making your message resonate.
You can also take this a step further by linking your QR code or referral URL to a dedicated page on your website that speaks directly to that audience. For example, if a pelvic floor therapist often refers postpartum clients your way, a page focused on postpartum care helps those visitors feel seen and supported right away. These pages don’t have to be in your site’s main navigation—they can be simple, behind-the-scenes additions that make a big impact.
How to Use Your Referral Handout
These materials are flexible—and they don’t have to be paper-based. You can leave printed copies in waiting rooms, bring them to events, or give them directly to other providers. They also work well as follow-ups to conversations or consults, especially when sent as PDFs by email or text.
Whether you prefer print, digital, or both, a good referral handout gives people something to remember you by—and a simple way to pass your name along.
Final Thoughts
An effective referral handout doesn’t have to be complicated—it just needs to reflect what you do, who you help, and how someone can get started.
If you’d like support creating referral materials that feel aligned with your work—and make it easier for the right people to find and refer you—I’d love to help. We can also incorporate branded QR codes or create dedicated website pages if you’d like to personalize the experience even further.
