Coordinators remember who made their week easier.
Practical kits for support workers, allied health, behaviour support practitioners and small providers who are very good at the work and want more of the right referrals.
A coordinator isn't asking if you're good. They're asking if you're safe to send.
Every referral a support coordinator makes carries their name. If the provider doesn't turn up, the family rings the coordinator. If the provider goes quiet, the coordinator walks into the next plan reassessment without knowing whether the supports were used.
So they send work to the people who make that risk feel small, and they decide quickly, from whatever they can see before they commit, like how fast you replied and whether you knew which budget the support comes from.
The quality of your work matters enormously. It's also invisible until after they've taken the chance on you. These kits are about the part they can see beforehand.
Referral Ready: the support coordinator kit
Everything you need to become the provider a coordinator sends without having to babysit. Set it up once, then it runs from the notes app on your phone.
- The one-page service overview coordinators actually keep, with filled-in examples for a support worker, an OT and a registered behaviour support practitioner
- Eleven word-for-word scripts, from the first intro and the one-business-day reply through to plan reassessment summaries and handing over when a service ends, with phone and SMS versions
- A funding and intake section, so you know which budget a support usually comes from and what to ask before you say yes
- Editable files: the overview template and every script as Word documents, plus a coordinator tracker spreadsheet
- The monthly capacity update, written so a coordinator can act on it without ringing you first
- A response standard you can put your name to, and the mistakes that quietly cost referrals
Proof you can use.
A plumber can screenshot a five-star review and post it before lunch. You can't, and you shouldn't want to. This guide shows you how much trust you can build without anyone's quote, and how to ask properly when you do.
- The testimonial rules by profession: AHPRA-registered, self-regulated allied health, and support workers and coordinators
- Eight kinds of proof you can publish tomorrow, each written out ready to use, and none of them need a participant's words
- A consent process that makes saying no genuinely easy, because many participants find it hard to say no to the person who supports them every week
- Two ask scripts and a consent form you can adapt, plus an Easy Read version
- Google reviews by profession: whether you can ask, and how to reply without confirming someone is a client
Get referred, then stay trusted.
The coordinator kit gets you on their list. The proof guide makes sure everything they find when they check you holds up.
Written for the people who carry a lot of the sector
A good fit if you
- work independently or run a small provider, registered or unregistered
- do good work that the people who know you would vouch for, but strangers can't see yet
- get most of your work through coordinators, or want to
- would rather send a good email than post every day
Probably not for you if you
- run a large provider with an intake team and a marketing department already
- are looking for legal, pricing or compliance advice. These kits are general guidance, and the NDIS Quality and Safeguards Commission and the NDIA are the sources that count
Referral Ready in 5 days
One short lesson a day, each with one job you can finish over a coffee. You'll cover how coordinators check you before they ring, the one page they keep, the reply that wins the next referral, proof that doesn't need a testimonial, and staying on their radar.
One email a day for five days, then the occasional note from me. Your details stay with Rise Rooted. Unsubscribe any time.
I'm Em Nowland.
I run Rise Rooted, a brand and growth practice for service businesses where trust decides the sale. I've spent years building growth systems for registered NDIS providers in Western Sydney.
The pattern I keep coming back to is that good operators lose work to providers who are simply easier to send. That's fixable, and it doesn't take a rebrand or a daily posting habit. It takes a few clear documents and the discipline to send the right email at the right time. These kits are that part of my work, written down so you can use it without me.
Other ways I can helpYou don't need a big strategy project to work with me.
My Work With Me page covers the larger engagements. That's one part of what I do. Plenty of independent operators come to me needing something much simpler, and I'm glad to do that work too.
Just getting started
New ABN, no website yet, not sure where to begin. I'll set you up with a simple website and a Google Business Profile, so when a coordinator looks you up there's something real to find.
Need a website or a hand with marketing
You've been going a while and your site's out of date, or you know you should be doing more online and haven't had the time. I'll fix what matters most and leave the rest.
Starter websites are from $1,500. Anything else gets a fixed quote before we start, so you know exactly where you stand.
Tell me what you needBefore you buy
Is this written for my profession?
Probably, yes. It's for support workers, allied health, behaviour support practitioners and small providers who work with coordinators. Referral Ready has worked examples for a support worker, an OT and a registered behaviour support practitioner, plus a page for small teams. The proof guide sets out the testimonial rules separately depending on who regulates you. If you're regional, the overview works by suburb or council area, so it suits a big patch too.
Does it work if I'm unregistered?
Yes, for most supports. The overview template and scripts show you how to state your registration status plainly, including which participants you can work with if you're unregistered. Some supports, including specialist behaviour support and plan management, can only be delivered by registered providers.
I'm an OT, physio or psychologist. Is the proof guide still relevant?
Especially for you. AHPRA restricts testimonials about clinical aspects of your service, including comments on your skills, and the guide covers what you can and can't use, plus eight kinds of proof that don't rely on testimonials at all.
I've only just started. Is it too early?
It's a good time, actually. You get to set your response standard and your one-page overview before habits set in. There's a page on finding coordinators when you don't know any yet, and Script 1 is the intro to one you haven't worked with. A coordinator will usually look you up before they reply, so if there's nothing to find yet, sort that out early.
Is this a course?
The kits aren't. They're PDFs you can read in a sitting or two, and Referral Ready comes with editable Word and Excel versions of its templates. There are no videos and no logins. If you'd like to start smaller, the free 5-day email course above covers the basics.
How is the free course different from the kits?
The course gives you the thinking and one small job a day. Referral Ready is the full set you'd work from: the overview template with filled-in examples, eleven scripts, the funding and intake checks, the capacity update and the editable files. Proof You Can Use goes further on testimonials and reviews, with the rules by profession and consent forms. If the course turns out to be enough for you, that's great.
Will this get me referrals?
I can't promise that, and I'd be wary of anyone who does. Referrals depend on things neither of us controls, like local demand and who the coordinators near you already trust. What the kit fixes is the part a coordinator can see before they commit: how quickly and clearly you reply, and whether you keep them posted once the work starts. It also shows you how to track referrals by coordinator, so you can see what's working over time.
Why would a marketer know about referrals?
Fair question. I'm not a provider. My background is brand and growth work, and for years that's meant building growth systems for registered NDIS providers in Western Sydney, which has put me close to how referrals arrive and why they dry up. The NDIS and legal points in the kits are checked against official sources, with the date on each sources page, and for anything that touches your registration they send you to your regulator.
What's your connection to Careva?
I do brand work for Careva, and I'd rather you heard that from me. These kits are mine, made and sold through Rise Rooted. They aren't a Careva product, and your details stay with Rise Rooted. They aren't shared with Careva or anyone else.
Will following the kits keep me on the right side of AHPRA, privacy and the Spam Act?
They're written with those rules in mind. The scripts use initials and keep health details out of email, the capacity update has the opt-out line the Spam Act needs, and the proof guide sets out the testimonial rules by profession. It's general guidance, though, and rules change. For anything that affects your registration, check with your regulator or the NDIS Quality and Safeguards Commission.
Will the kits be updated when the rules change?
They're current as at the date on each sources page, and I don't promise updates. The NDIS is changing over the next few years, including wider registration from July 2027, so check the official sources linked in the kit before you rely on anything rule-based.
How do I get the files?
They arrive by email within a few minutes of checkout. Each PDF page carries your name and email, because the licence is yours, and Referral Ready also comes with its editable Word and Excel files. If they don't turn up, check your spam folder, then email me and I'll send them again.
Can I share them with my team or practice manager?
Each kit comes with a single-operator licence, so it's for you and your business. If someone helps you with admin, they're fine to use your copy for your business. Please don't forward the files or post them in a group. If other workers or practitioners would use it for their own referrals, email me at emily@riserooted.com.au about a team licence.
What if it's not useful?
Email me at emily@riserooted.com.au within 14 days and I'll refund you. No forms. This is on top of your rights under Australian Consumer Law.
Do you charge GST, and can I claim it?
No GST is charged, because Rise Rooted isn't registered for GST. Prices are in Australian dollars and you'll get a receipt with your purchase. Whether you can claim it as a business expense is a question for your accountant. It can't be paid for from a participant's NDIS plan.
Something I haven't answered? Email me at emily@riserooted.com.au before you buy.