Referral engine toolkit: turn proof into pipeline

Referrals are still the #1 growth strategy for billing companies, but they’re becoming less reliable. According to Tebra’s third annual State of the Medical Billing Industry report, the share of billing companies citing referrals as a top strategy for winning new business fell from 71% in 2023 to 55% in 2025. 

This worksheet helps you turn the results you already track into predictable referrals. Use it to identify proof points clients can share, make the ask at the right moment, and track which introductions lead to new opportunities.