Tips for Long-Term Success

• Stay Connected: Join quarterly check-ins with your CSM to learn about updates and share feedback.
• Track and Share Impact: Use your data reports to celebrate wins and show the value of your work to leadership and funders.
• Keep Your Info Fresh: Update your organization profile and contacts regularly so partners always have the right details.
• Celebrate Partnerships: Shout out partners on social media or in your newsletter! Recognition goes a long way in keeping engagement high.
• Maintain Your Partner List: To keep your partner list up-to-date, we recommend you update it each quarter. Please reach out to your CSM to get a copy of your partner template.

Here are a few proven ways to build referral trust and engagement across your network:

Identify the Right Partners:

Take time to map out which organizations you need on the network to meet your community’s needs, then share that list with your CSM so we can help bring them on board. We provide a unique VIP link and QR code to every customer during implementation. These can be shared directly with organizations you want to invite to your network. If you need help locating your VIP link, you can request it here. 💡Your CSM can help you design the optimal network, balancing the number of CBOs (quantity) with having the right organizations (quality).

Tell the Story:

Share real examples of how referrals led to better outcomes. Stories make the value of the network tangible. We’ve made this easier for you – with templates for:

• Co-branded social posts: Share how your organization is working within the network and invite others to join.
• Local press releases: Announce your participation in the network and highlight early wins or community impact.
• Email campaigns: Reach out to partner organizations or providers to explain how referrals work and how to get involved.

Make It a Community:

Invite partners to meetings, learning sessions, or joint initiatives that reinforce shared goals. You can reach out to your CSM if you want to co-host a session.

Refer Other Organizations:

Our Referral Program makes it easy to strengthen your community and connect more organizations to a trusted, collaborative platform. When you refer an organization and they join, we’ll expand access to services, improve coordination, and increase impact—plus, we’ll donate to a nonprofit of your choice!

Announce Your Partnership

Tell your community the “why.”

Share your commitment to whole-person care and explain how the Unite Us network helps connect people to the right services faster. Use simple, consistent language in newsletters, social posts, and conversations with partners so your message is clear and repeatable.

Highlight your unique services.

Showcase the specific support your organization provides, whether that’s housing assistance, food resources, or healthcare access. Use success stories and data points to make your impact visible and relatable.

Show the power of collaboration.

Emphasize that you’re not working alone, you’re part of a coordinated network. Point to how referrals are streamlined, partners are responsive, and outcomes improve when organizations work together. Share real examples or testimonials to bring this collaboration to life.

• Email campaigns: Reach out to partner organizations or providers to explain how referrals work and how to get involved.
• Post on Social Media
• Review our Press Release Guide and start sharing with the media!

We’re committed to helping your network grow and thrive, not just locally, but as part of a larger movement. Through coordinated national and regional strategies, we raise awareness of the Unite Us approach, build trust with partners, and drive ongoing engagement.

Here’s how our behind-the-scenes marketing efforts strengthen and sustain your network:

• National Campaigns: We lead awareness efforts at the national level, such as paid digital advertising and social media campaigns, that showcase the Unite Us approach to coordinated care. These campaigns are designed to strengthen brand recognition, highlight our impact stories, and support market education. They are not intended to fund or replace local advertising for individual partners but rather to create broad visibility that benefits the entire network.
• Regional and Local Events: From our flagship One Continuum events to local events co-hosted with partners, our team shares success stories and outcomes from across the country, showcasing the impact of networks like yours and encouraging others to join.
• Ongoing Webinars: Unite Us hosts monthly events featuring live demos and practical takeaways. Regular offerings include:
  • Monthly Information Sessions: Attendees will see a quick demo and learn how to join a growing cross-sector care network.
  • Communities of Practice: Local online meetings for existing partners focusing on network health and collaboration. Email communitygrowth@uniteus.com to discuss steps in building a “Community of Practice” in your area.
• Newsletter: Our monthly Community newsletter promotes events, shares the latest resources, and highlights case studies and news about CBO-specific needs. Ensure you are registered by signing up on our website.
  • Our monthly newsletters promote events, share the latest resources, and highlight case studies and news about customer and CBO-specific needs. Encourage potential partners to sign up on our website: https://uniteus.com/subscribe
• Customizable Assets: We provide ready-to-use templates, graphics, and messaging you can adapt to your own outreach—making it easier to promote your services and network.

Together, these efforts build visibility, attract new partners, and reinforce the value of your network in the community.

Who tracks new CBO progress?

Your Customer Success Manager (CSM), in collaboration with the Unite Us Community Growth Team, keeps a close eye on your network’s growth and health. They monitor referrals, track activation milestones for new partners, and help identify any barriers slowing adoption. You’ll get regular updates from your CSM so you can see progress and work together on solutions.

How fast is onboarding?

Most partners are up and running within 2–3 business days after signing up. They’ll receive automated onboarding emails, self-guided training materials, and access to our support team. Your CSM can also schedule live training or a quick Q&A session to ensure partners feel confident using the platform.

Can we host a local event?

Absolutely! Local events are one of the best ways to build relationships and grow your referral network. Ask your CSM about co-hosting options, including branded invitation templates, help with event promotion, presentation slides, or ideas for engaging partners during and after the event.

What should I expect from Unite Us?

You’ll have ongoing support from both your CSM and our broader Unite Us team. That includes regular engagement, event promotion assistance, adoption support strategies, and access to Unite Us–led awareness campaigns and ready-to-use marketing materials.

How do I keep my partners engaged?

Engagement is key to long-term success. Some tried-and-true ways to keep your network active include:

• Share quick wins: Celebrate completed referrals and highlight partner success stories.
• Offer regular training refreshers: Invite partners to short “tips & tricks” sessions.
• Communicate consistently: Send monthly newsletters or emails with updates, resources, and reminders.
• Invite feedback: Ask partners what’s working and what could improve.

Where can I find success stories and case studies?

We believe real-world examples are the best way to show the power of a coordinated care network. We regularly feature our partners’ success stories in our blog and case studies, highlighting topics such as:

• The Success Story of CONNECT
• Community Comes First in Community Health
• Navigating Medicaid Reimbursement for Community-Based Organizations

You can access these stories and other valuable insights by visiting the Unite Us blog or our Case Studies page.

Can we offer incentives to encourage partners to join and stay engaged?

Yes! Offering incentives like credit, recognition, or other rewards is an excellent way to boost engagement and participation. We recommend coordinating with your CSM to discuss your incentive program and how to best promote it to your network partners.

Is it okay to post our relationship with Unite Us on our website?

Absolutely. We encourage you to announce your partnership on your website and social channels. We provide promotional copy, logos, and success stories to help you share your commitment to coordinated care with your community. We also encourage you to link to the Unite Us website to direct other CBOs to our resources and to learn how they can join your network.

Do you have an online community for CBOs?

Yes, we do! We’ve launched a new online community to help you connect with other CBOs to share ideas, ask questions, and offer peer support. Join our official Facebook group here.

What does Unite Us do to help with partner adoption and engagement?

We’re committed to helping your partners not just join the network, but thrive within it. We provide a full-circle approach to support and engagement, including:

• All-encompassing Digital Onboarding: We provide a comprehensive onboarding experience for all new CBOs, ensuring they get up and running quickly and confidently.
• Regional Support: Our team provides direct support to your partners in your region, helping them with specific needs and challenges.
• Easy Access to Help: We help your CBO partners get their Unite Us needs met with a simple email, making it easy to get questions answered.
• Flexible Training: We offer various training options so partners can get the education they need on their own schedule, whether through live sessions, on-demand courses, or other resources.

• Co-branded social media posts for announcing your partnership and inviting others to join.
• Imagery for promoting events, including our National Info Sessions and your own community gatherings.
• Images for our Facebook community group to help you connect with other CBOs.
• Graphics and flyers for promoting your Assistance Request Form (ARF) or Public Resource Directory (PRD).
• Sample copy for press releases, email campaigns, and website content to help you tell your story.