Challenge
Referral partner follow-up was entirely manual, so intake coordinators couldn't keep pace as referral volume grew, and partner relationships suffered from slow, inconsistent follow-up.
Solution
Cedarline automated intake follow-up sequences with ZynReach Marketing Automation, scoped strictly to marketing and CRM contact data, not clinical records.
Result
The team tripled the number of referral partners it could actively manage without adding headcount, while follow-up consistency improved across every partner relationship.
“Automating intake follow-up let us scale referral partnerships without scaling the team.”
Director of Growth · Cedarline Health (illustrative)
