How client referrals work at held
When someone reaches out looking for a therapist, we do the work of finding the right match
Here is how that process works, what to expect when an enquiry comes your way, and what we ask of you in return.
What happens before you hear from us
Every enquiry goes through a quiet matching process before it reaches you. You do not need to know the detail, but it helps to understand the thinking behind it.
When an enquiry lands, we work through the following:
• Has the client asked for a specific therapist? If so, we go to them first.
• Have they asked for a particular type of therapy or modality? We match on that too.
• We work through our membership tiers to find the right practitioner, with Emergent members receiving enquiries first as part of the community's commitment to supporting practitioners who are growing their practice.
• Once we have a good match, we get in touch with you directly.
In short, here is what we ask of you
• Respond to referral emails promptly and let us know whether you have space.
• Offer a free introductory call or session before committing to ongoing work.
• Contact the client within 48 hours of receiving their details.
• Share the date of the first session with Gavin once it is booked.
• Pay the £80 referral fee if the client reaches session four.
• Refer clients back to held if the work ends before session four.
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We will let you know a client is interested and ask a simple question: do you have space? We will not share the client's contact details at this stage, just enough for you to make a decision.
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If you have space, let us know and confirm that you are happy to offer a free introductory call and that you will reach out to the client within 48 hours of receiving their details.
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Once you have confirmed, we will send you the client's name and contact information, and let the client know to expect to hear from you.
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Contact the client directly and arrange a free introductory call or session. This is your chance to establish whether you are a good fit for each other before committing to ongoing work.
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If you decide to work together, please share the date of your first session with Gavin. This helps us keep track of the referral and plan ahead.
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If the client reaches their fourth session with you, a referral fee of £80 will be invoiced to you at that point. If the client ends before session four for any reason, no fee is owed.
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If a client finishes their work with you before session four, we would ask that you refer them back to us. We can help them find another practitioner within the community if needed.
About the referral fee
The referral fee is £80, invoiced as a one-off per client at the point they reach their fourth session with you. If the client ends before session four, for any reason, no fee is owed and nothing is invoiced.
Once the first session date is logged with Gavin, he tracks the milestone and sends the invoice at the right time. The fee only applies once a referral has genuinely led to ongoing work. It is designed to feel proportionate, not punitive.