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REVEALED: The Exact 3-Step Email Template That's Getting Discharge Planners to Actually Respond (Copy and Paste This Today)

May 06, 20254 min read

REVEALED: The Exact 3-Step Email Template That's Getting Discharge Planners to Actually Respond (Copy and Paste This Today)

If you're tired of sending emails to discharge planners (and other referral partners) that disappear into the void, you're not alone. The average discharge planner receives 70+ emails daily and has about 3 seconds to decide whether yours is worth reading.

After testing dozens of approaches with hundreds of home care agencies, we've developed an email template that's getting open rates of 38% and response rates of 14% – numbers that destroy the industry averages of 21% and 9% respectively.

Here's the exact template you can use right now.

The 3-Step Email Template That Gets Responses

Subject Line: [Specific Patient Type] + Readmission Prevention Resource

Email Body:

Step 1: Personalized Relevance Hook [Name], I noticed [specific observation about their facility's focus/recent initiative/challenge]. This made me think about the [specific patient type] patients you're discharging who often struggle with [specific challenge] at home.

Step 2: Value-First Offer I've attached a one-page guide/ education on [specific solution to challenge] that you're welcome to share with patients and families. It includes practical tips for [specific benefit] that can help reduce readmission risks.

Step 3: Easy-Response Close If you find this helpful, I have similar resources for [other patient types]. Which patient population is currently presenting the biggest discharge challenges for your team?

Best regards, [Your Name] [Your Agency] [Phone Number] [Email]

Why This Template Works When Others Fail

This template succeeds because it follows three principles most sales emails violate:

1. Specificity Over Generality

Compare these two openings:

  • Generic: "I wanted to reach out about our home care services..."

  • Specific: "I noticed your hospital's recent focus on reducing CHF readmissions. This made me think about the heart failure patients you're discharging who often struggle with medication adherence at home."

The second opening demonstrates you've done your homework and understand their specific challenges.

2. Giving Before Asking

Most sales emails immediately ask for a meeting or referrals. This template reverses that approach:

  • You provide valuable content upfront (the one-page guide or any other resource you have)

  • You offer it with no strings attached

  • You position it as a resource they can share (making them look good)

"When I started giving valuable resources first, everything changed," reports Rachel, a home care marketer who implemented this approach. "Referral partners started seeing me as a resource rather than just another vendor asking for referrals."

3. The Easy Response Question

The final component - asking which patient population presents challenges - is strategically designed to:

  • Require minimal effort to respond (just a few words)

  • Provide you with valuable intelligence for follow-up

  • Position the conversation around solving their problems

"The easy-response question was a game-changer," says Ron, who saw his email response rate jump. "Instead of asking for time on their calendar, I asked which patients were challenging to discharge. Not only did I get responses, but they gave me exactly the information I needed for my next follow-up."


Customizing This Template for Your Agency

To make this template work for you:

  1. Research your target facility (recent initiatives, focus areas, challenges)

  2. Identify specific patient populations they discharge frequently

  3. Create or obtain a valuable one-page resource related to that population

  4. Personalize the email with specific details and observations

"The key is making it super specific to each facility," advises Michael, a home care agency owner who trained his team on this approach. "When we started customizing each email based on research, our response rates doubled."

Beyond the Email: The Follow-Up System

Of course, even the best initial email is just the beginning. You need a complete system for:

  • Following up effectively without being annoying

  • Converting email conversations to in-person meetings

  • Transitioning from helpful resource to referral partner

  • Maintaining relationships over time

The Complete Marketing System

While this template can immediately improve your results, it's just one component of a comprehensive approach to referral partner communication.

The RoadMap to Referrals program provides your team with:

  • Dozens of email templates for different scenarios and referral sources

  • Ready-to-use patient resources you can share immediately

  • A complete system for following up effectively

  • Strategies for converting email relationships to referral partnerships

"Having a complete system saves so much time," says Kim. "We don't have to reinvent the wheel for every communication - we just follow the roadmap."

Try It This Week (But Don't Stop There)

I encourage you to customize this email template and send it to a referral partner this week. You'll likely be surprised at the improved response rate.

But if you're serious about maximizing your communication strategy, don't stop with just one template. The RoadMap to Referrals program gives you a complete system for every aspect of referral source communication – from initial outreach through lasting partnerships.

Ready to upgrade your entire approach to referral generation? Schedule a free strategy call today or click here to get immediate access to the complete RoadMap to Referrals system.

Leading with Heart and WINNING with strategy!

Melanie 

P.S. This email template is just one of dozens included in the RoadMap to Referrals program. Imagine having proven templates for every communication challenge you face!


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