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Tips for Connecting with New Customers

by Bianca S. | NDIS Expert
Last Updated: March 2026
Tips for Connecting with New Customers
NDIS

How to Successfully Engage Clients

​Follow these steps to have the best chance of connecting with Participants:

  • Introduce yourself via SMS and EMAIL
  • Ask when it would be convenient to call them (show understanding)
  • Make the phone call at the agreed time (show reliability)
  • If they don't respond, make the call at a reasonable time (expect them to be busy)
  • Follow up with an SMS (important)
  • Repeat if no response but don’t harass them
  • Use all means of contact (phone, email and SMS)

MyCareSpace Listing Badges

Earning these badges on your listing shows Support Coordinators that you are a reliable and communicative and they are more likely to connect with you. 

You can earn badges like these by updating your referrals.

UPDATE the status of each referral in your portal as you progress with the service so that our Connections Team can track your progress and send more requests your way. 

If you are unable to service your chosen locations or have no capacity, we need to be notified so that we can help you update your listing reach.

 

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