Building referral into your workflow
Make debt referral a routine part of how your practice manages client receivables.
What this play helps you do
- Embed referral into regular client review routines
- Set simple triggers for when an account gets referred
- Standardise the documents you gather each time
- Make client updates a repeatable, low-effort habit
- Turn referral from ad hoc into a dependable system
6 min
When to run this
Run this play when you want recovery to stop being a reactive scramble and become a dependable part of how your practice manages receivables. Building referral into your workflow means aged debts get handled consistently, not whenever someone happens to notice.
How it works
A workable system has three simple parts:
- A trigger. Decide the point at which an unresponsive account is flagged — for example, aged past a set number of days with no result from reminders.
- A standard file. Keep a consistent checklist of what to gather: invoices, amount, debtor details, terms of trade, contact history.
- A routine. Review aged receivables on a regular cadence and refer the accounts that meet the trigger.
Because Merion is commission-only, building referral in carries no standing cost — you simply act faster when an account needs it.
What to tell the client
Let clients know recovery is part of your process, not a panic move: 'When an account ages past the point where reminders work, we refer it to a specialist — at no upfront cost, handled confidentially.' Framing it as routine makes future referrals easy and expected.
What happens next
Document your trigger and checklist, fold the review into your regular cadence, and lodge qualifying debts via the refer a debt form. If referral becomes a regular feature of your practice, consider whether to become a partner to streamline submissions and tracking.
Key takeaways
- A good system has a trigger, a standard file, and a regular review.
- Routine referral means aged debts are handled consistently, not by chance.
- Commission-only pricing means building referral in carries no standing cost.
FAQ
What is a sensible trigger for referral?
An account aged past a set number of days that stays unresponsive after your normal reminders. Pick a threshold that fits your client base and apply it consistently.
How do I keep referrals consistent across clients?
Use a standard checklist of documents and a regular receivables review, so every qualifying account is handled the same way.
Is it worth becoming a partner if referral is routine?
If you refer regularly, partnering streamlines submission and tracking. Your clients still get the same commission-only, no-recovery-no-fee terms.
Run the play — we'll handle recovery
Commission-only recovery your clients can trust. No recovery, no fee.