MARKETING & REFERRAL GENERATION
The best NDIS providers don't just deliver great care. They get found.
You're brilliant at what you do. But if referral partners don't know you exist and families can't find you online, your skills don't matter. Carely gives you the marketing tools to grow — without needing a marketing degree.
EMAIL CAMPAIGNS & DRIP SEQUENCES
Stay top of mind with the people who send you clients.
Build and send email campaigns to your contact lists. Segment by referral source, service type, location, or any custom field. Send a monthly newsletter to referral partners. Run a welcome sequence for new participants. Drip educational content to families exploring NDIS services. Use the visual email builder — drag and drop blocks, add your branding, preview on mobile. No HTML knowledge needed. Drip sequences let you do this at scale. A new referral partner enquiry can trigger a 6-email sequence over four weeks — introducing your services, sharing your capacity, and making it easy for them to refer their first participant.
- Visual email builder — drag and drop, no HTML needed
- Segment lists by referral source, service type, or any custom field
- Schedule sends or trigger automatically from contact actions
- Referral partners who hear from you regularly send more referrals
SOCIAL MEDIA POSTING & SCHEDULING
Show up consistently on the platforms your audience actually uses.
Connect your Facebook Page, Instagram business account, Google Business Profile, and LinkedIn company page. Plan a week's worth of posts in one sitting. Schedule them to publish automatically at the right time — no more remembering to post at 9am on Wednesday. The Social Planner gives you a weekly calendar view of what's going out and when. See posts across all connected platforms at once. Create a post once and publish it to multiple platforms simultaneously — Facebook, Instagram, and Google Business with a single click.
- Connect Facebook, Instagram, Google Business Profile, and LinkedIn
- Weekly calendar view — drag, reschedule, and adjust at a glance
- Publish to multiple platforms simultaneously with a single click
- Consistent social presence without the daily mental overhead
LANDING PAGES & ENQUIRY CAPTURE
Turn interest into enquiries.
Build landing pages for specific services, campaigns, or referral sources. Running a workshop? Create a registration page. Targeting support coordinators? Build a page that speaks directly to them. Advertising on social media? Send traffic to a page designed to convert. Every form submission feeds directly into your CRM and triggers your intake automation. No manual data entry. No enquiries sitting in an inbox unactioned. The moment someone fills in the form, they're in your pipeline and your follow-up sequence has already started.
- Build landing pages for specific services or campaigns
- Every form submission flows directly into your CRM
- Triggers intake automation immediately — no manual data entry
- Purpose-built pages convert better than a generic Contact Us form
SOCIAL MEDIA MESSAGING
Be where your audience already is.
Connect your Facebook Page and Instagram business account. When someone sends a message through social media, it appears in your unified inbox alongside SMS and email. Respond from one place. No more checking four separate apps to see if anyone messaged your practice page. Social media is increasingly how families discover and evaluate NDIS providers. Being responsive on these channels signals professionalism and accessibility. With Carely, a message sent to your Facebook Page at 7pm on a Thursday gets seen — because it's in the same inbox as everything else.
- Facebook Messenger and Instagram DMs in your unified inbox
- Respond from one place — no switching between apps
- Never miss a social media enquiry again
- Meet potential participants where they are
ENQUIRY NURTURE WORKFLOWS
Turn enquiries into clients — without the manual follow-up.
Most NDIS enquiries don't convert immediately. Families are comparing providers. Participants are waiting on plan funding. Support coordinators are juggling a caseload. The practices that win are the ones that stay present through the whole decision-making process. Carely's enquiry nurture workflows keep you present automatically. When a new enquiry lands, trigger a sequence: an immediate acknowledgement message, a follow-up in 48 hours, a helpful email about your services a week later. Build workflows visually — set triggers based on contact actions and define what happens next.
- Trigger sequences from form submissions, tags, or pipeline stage changes
- Immediate acknowledgement, 48-hour follow-up, week-one email — all automatic
- Tag contacts by service interest and drip relevant content over weeks
- Stay present through the whole participant decision-making process without lifting a finger after setup
Works with your existing tools
Ready to grow your practice?
Book a 30-minute demo and we'll show you the marketing tools that work for NDIS providers.