Referral trends show growth in January, stagnation in February, and declines in subsequent months, with Dr. Toms' absences identified as a contributing factor. Notably, despite a dip in referral volume in April, there was a significant increase in earnings — suggesting outreach may have strengthened relationships with higher-value providers. Regaining referral momentum is a priority for June and beyond.
Going forward, all outreach activity will be logged monthly in Referral Lab as a named event (e.g., "June 2026 Outreach"), with every provider visited recorded individually. This enables more accurate tracking of referral ROI over time. Teresa will also cross-reference and update the April outreach log to fill in any missing provider entries and notify Jayme when complete.
Michael Toms DDS hit its monthly goal for the first time this year — a meaningful milestone attributed to having a full staff in place, which enabled improved scheduling and operational efficiency throughout the month.
Teresa previously completed 20 office visits and delivered baskets to new and targeted offices in March. The Seattle Study Club meeting also took place, though on a rescheduled date.
A visit to Bateman's office was missed due to holiday commitments, and a planned event did not take place as many doctors were out of town. These activities will be rescheduled as part of June outreach.
Teresa will prioritize office visits on days when Dr. Toms is out, specifically the 29th and 30th, targeting at least 5 to 6 practices per week. Breakfast drop-offs will be used to reach offices early before their days get busy.
Teresa is planning to create and deliver summer-themed baskets as part of June outreach, sourcing materials and coordinating drop-offs alongside regular office visits to maximize efficiency.
Jayme emphasized the importance of consistent, documented outreach throughout June and asked Teresa to keep Jayme updated on progress. The effectiveness of these efforts will be analyzed after a few months to assess impact on referral momentum.
Official invitations for the Reds game have been sent. The event will be logged and tracked as a September campaign. Teresa will monitor RSVPs and potentially invite additional offices if spots remain available. Due to limited email tool access during the ongoing merger, Teresa will personally follow up with invitees via calls and in-person reminders during June office visits, distributing flyers and collecting headcount information directly.