Whether you're a therapist, wellness practitioner, or community provider, you likely receive client inquiries that aren't always the best fit for your current scope, caseload, or availability. At the same time, you may be seeking trustworthy connections with others in your field who align with your values and care philosophy.

To support your outreach with softness and sincerity, we've created five done-for-you referral email scripts. These are short, thoughtful templates that you can gently personalize and send to potential referral partners. Each one opens the door to collaboration and shared support: without pressure, pushiness, or sales-y language.

Peer-to-Peer Therapist Referrals

Connecting with fellow therapists is one of the most powerful ways to ensure your clients find the care they need, even when it's not with you. Having a small circle of trusted therapists you can refer to (and receive referrals from) fosters a sense of community, reduces isolation, and enhances continuity of care. These relationships are best built on mutual respect and shared values.

Sample ready to use script for you:

Subject: A quick introduction - therapist in [Your City]

Hi [Peer’s Name],

I hope this message finds you well. My name is [Your Name], and I practice in [Your City], specializing in [your specialty].

I know we all receive inquiries that may not always be the best fit for our scope, caseload, or availability. To better support those clients, I like to keep a small network of trusted colleagues for referrals and I’d love to include you in mine.

If you’re open to it, I’d be glad to exchange details or set up a quick call. Thank you for the meaningful work you’re doing.

Warmly,

[Your Full Name]
[Your Practice Name]
[Your Contact Info]
[Your Email ]

Physicians & OB/GYNs

Medical providers are often the first point of contact for individuals facing mental health challenges. Building relationships with physicians and OB/GYNs helps create a holistic care network that supports clients on both physical and emotional levels. These connections are strengthened when you communicate clearly, honor their time, and offer simple ways to collaborate.

Sample ready to use script for you:

Subject: A quick introduction - [Your Name], therapist in [Your City]

Hi Dr. [Last Name],

I’m [Your Name], a therapist practicing in [Your City], with a specialty in [e.g., perinatal mental health, anxiety].

Many of my clients also receive care from medical providers, and I value having a trusted referral network for those whose needs are beyond my scope. I’m currently accepting new clients and would be honored to support your patients where appropriate.

If it would be helpful, I’d be happy to share a flyer or connect further. Thank you for the care you offer our community.

Warmly,

[Your Full Name]
[Your Practice Name]
[Your Contact Info]
[Your Email ]

Psychiatrists & IOP Programs

Clients often benefit from a collaborative approach between therapy and psychiatric services. By establishing respectful, proactive communication with psychiatrists and intensive outpatient programs (IOPs), you help create smoother referrals, coordinated care, and better client outcomes. These connections grow stronger when you reach out with clarity and mutual support in mind.

Sample ready to use script for you:

Subject: Building a referral connection for client support

Hi [Dr./Program Director’s Name],

I’m [Your Name], a therapist in [City] focusing on [specialty]. Many of my clients benefit from collaborative care with psychiatric and IOP services.

I’d love to keep your information on hand for referrals and also share that I’m currently accepting new therapy clients. If it feels aligned, I’d be happy to send an overview of my practice or connect briefly.

Thank you for your continued dedication to client wellbeing.

With respect,

[Your Full Name]
[Your Practice Name]
[Your Contact Info]
[Your Email ]

School Counselors & University Wellness Centers

Young people often experience mental health struggles while navigating school or academic pressures. Collaborating with school counselors and wellness centers ensures students receive timely and appropriate support. These relationships thrive when you introduce yourself as an accessible, aligned resource not just a provider.

Sample ready to use script for you:

Subject: Introducing myself as a local therapist resource

Hi [Counselor’s Name],

I’m [Your Name], a therapist in [City] working with [adolescents, college students, etc.].

I know students often need extra support beyond school resources. I’m currently accepting new clients and would be happy to offer a gentle space for those navigating anxiety, transitions, or trauma.

I can send a brief flyer or collaborate however feels most helpful. Thank you for your ongoing care for students.

Warm regards,

[Your Full Name]
[Your Practice Name]
[Your Contact Info]
[Your Email ]

Local Wellness or Community Spaces

Wellness centers, yoga studios, gyms, and meditation hubs are natural allies for holistic mental health care. Building referral relationships here allows you to offer your clients well-rounded support, while also being a resource for others in your community who may need therapy. These connections often grow from mutual respect, shared values, and a willingness to co-create healing spaces.

Sample ready to use script for you:

Subject: Exploring collaboration to support community wellbeing

Hi [Owner’s Name],

I’m [Your Name], a therapist in [City], and I specialize in [e.g., somatic therapy, trauma recovery].

I often refer clients to wellness practices like yours for holistic support. If you're open to it, I’d love to drop off cards or co-create a simple resource we can share with our community.

I’m also accepting new clients and happy to support your members needing additional care.

Thank you for your role in cultivating wellbeing.

Warmly,

[Your Full Name]
[Your Practice Name]
[Your Contact Info]
[Your Email ]

Closing With Love

At Purna Web, We help you set up gentle systems that bring ease, flow, and balance to your practice, so you can keep doing the work you love without losing yourself in it.
Making meaningful connections in our professional community doesn’t have to feel awkward or promotional. These gentle templates were designed to help you open conversations with warmth, integrity, and a shared commitment to client care.

May these scripts serve you as bridges; not just to referrals, but to collaboration rooted in kindness.

This article is for education and support; it’s not medical or legal advice.