How to Make a Referral

Making Effective Referrals

• Preface the referral with a phone call or email to the person or office where you referred the student.
• Be sure the student has contact information - phone number, email, location - for the referral.
• Set a date for the student to let you know the results of the referral ("Email me by next Friday and let me know what you find out"; "Give me a call on Tuesday and let me know what you find out")
• Make a note to call or email the student in a week to ask about the referral. Aside from being a bit of an accountability factor, this may open the door if the student still has questions and is at all hesitant about taking up your time.
• Sample referral sheet (pdf).