Module 2

Your Target List

In this module, you’ll learn how to build the foundation of your physician outreach system by identifying the healthcare providers most likely to refer patients to your practice.

Estimated Time: 10 Minutes
Build Your Foundation
Implementation Step 2
Watch the Training

Build the right list from the start.

This training shows you how to identify the right doctors to target, why your list matters so much, and how to organize your outreach so the rest of the system runs smoothly.

In This Module

What you’ll walk away with.

By the end of this module, you should know exactly who belongs on your Target List and how to start organizing your outreach.

  • Understand why your Target List drives your results
  • Know which doctors should be prioritized first
  • Begin organizing your physician outreach in one place
  • Prepare the first outreach assets for your list
Best Practice

The better your Target List, the better your outreach. Spend a little extra time getting this part right and everything gets easier from here.

Your Action Steps

Do these before moving to Module 3.

These steps will help you build a clean, organized list and get your first outreach materials ready.

  1. Start building your physician Target List Aim to identify the providers in your area most likely to refer the types of patients you want to help.
  2. Download the Target List Tracking Sheet Use it to organize contact details, track communication, and keep your outreach consistent.
  3. Review the Ice Breaker Letter This will prepare you for your first professional introduction once your list is built.
Module Resources

Everything you need for Module 2.

Download these resources now so you can begin building your outreach system immediately.

Audio Download

Listen to the training on the go if you prefer audio over video.

Download Audio →

Ice Breaker Letter

Your first professional introduction to physicians on your Target List.

Download PDF →

Target List Tracking Sheet

Use this spreadsheet to organize your Target List and track your outreach.

Download XLS →

Module 2 Training

Watch the full lesson again anytime as you refine your Target List and outreach plan.

Watch Video →
Next Module

Module 3: The Art of Case Notes

In the next module, you’ll learn how to communicate professionally with other healthcare providers using case notes that build trust and strengthen referral relationships.

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Research Authority Packs

Want more condition-specific research to support your outreach?

Authority Packs make it easy to access curated sets of 5 research briefs organized by condition, niche, or referral conversation, so you can strengthen credibility without digging through a massive archive.

  • 5 research briefs per pack
  • Attract your ideal patients
  • Get more referrals
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