
Referral Architecture: Building Compliant, High‑Value Referral Partnerships That Actually Convert
Most new agencies chase leads and hope referrals follow. This episode flips that script: a practical, state‑aware Executive Roundtable that teaches you how to design repeatable, compliant referral partnerships that convert. Drawing on Scott McKenzie’s work across HCAB’s 531+ licensed launches, Daniel, Claire, and Sophia walk through the exact scripts, partner agreements language you should verify against state rules (we reference California’s Home Care Services Consumer Protection Act as a compliance anchor), and the operational handoffs that stop referrals from evaporating at intake. You’ll…
The skinny
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