Senior Living Search Engine Optimization 101

Photo for the article Senior Living Search Engine Optimization 101

We spend a lot of time diving into more advanced digital marketing topics on our blog. But sometimes, it helps to return to a beginner mindset. After all, if you’re new to digital marketing in the senior living space, you’re likely encountering all sorts of acronyms, like MQLs (marketing-qualified leads), TOFU (top of the funnel), and SEO (search engine optimization), all of which can be super overwhelming to newbies.

Today, we’re giving a crash course in senior living search engine optimization (SEO). Why are we focusing on this acronym rather than some of the others? Simple. Your website is the most important element in your senior living marketing efforts. If you don’t optimize your community‘s website for search, you might as well pack up and go home.

Below, we answer common beginner questions:

  • What exactly is SEO?
  • Why is senior living search optimization important?
  • What are the key components of effective SEO?
  • What is local SEO?
  • How do you measure SEO success?
  • What are some common SEO mistakes?
  • How can you stay updated with SEO trends?
  • What’s a smart next step for me to take?

What is search engine optimization (SEO)?

Simply put, search engine optimization—or SEO—involves enhancing your website’s visibility in online searches. The better visibility your website pages have in search results, the more likely you are to attract prospects to your website.

Why is senior living search engine optimization so important?

Today, most senior living prospects will begin their search online. That doesn’t mean they’re necessarily searching for a community at the outset. Some people will be in education mode: What is senior living? How can I finance senior living? Others will be checking out review sites or “listening” to conversations friends and family are having on social media.

Eventually, though, serious prospects will venture onto senior living community websites. Some will land on these sites because of paid ads or third-party aggregators (like A Place for Mom), but plenty of others will enter them via organic search, provided the site has been optimized properly.

Note: As a rule of thumb, most of your website traffic should come from organic search (shoot for 70 to 75%).

What are the key components of effective SEO?

Effective SEO involves many moving parts, but the big ones to keep in mind are the following:

  • Producing high-quality content that’s easy for humans to read and for search engines to navigate (thanks to things like H1, H2, and H3 tags, good formatting with bolding and bulleted lists, and strong page titles)
  • Gaining “authority” through quality backlinks that occur organically or that you build as part of a larger link-building strategy
  • Focusing on the right mix of keyword phrases, including ones with decent search volume and relatively low competition
  • Making sure technical elements are up to snuff, like mobile responsiveness and site speed

And let’s not forget:

  • Optimizing images and videos: Use alt text and appropriate file names to ensure your media is engaging and SEO-friendly.
  • Local SEO: This is critical for senior living communities since people often perform “near me” searches. Effective local SEO includes an optimized Google Business Profile, listings in local directories, and plenty of recent reviews.

The above list only scratches the surface. A lot goes into effective SEO and local SEO. And here’s a secret: you’re never “done” optimizing a website. It’s an ongoing process. You must monitor your site’s performance, stay updated on the latest trends, and adjust your strategies accordingly.

Further reading

How do I measure the success of my SEO efforts?

To gauge how well your SEO efforts are paying off, track key metrics like organic traffic, bounce rate, and conversion rates (anonymous traffic to marketing-qualified lead [MQL] and MQL to sales-qualified lead). Tools like Google Analytics can provide valuable insights.

What are some common SEO mistakes to avoid in the senior living industry?

Don’t try to game the search engines. This won’t end well for you. Always write for humans first, search engines second. Write naturally and avoid keyword stuffing. Don’t underestimate the importance of mobile optimization or user experience. As mentioned above, SEO is an ongoing process—you’re never done.

How do I stay updated with the latest SEO trends and algorithm changes?

Follow reputable SEO websites (like Moz and Search Engine Journal), attend webinars, and participate in SEO forums.

Below are some additional resources to check out:

What’s a smart next step to take?

While digging into the ins and outs of SEO is an excellent first step, you might be wondering what your next step should be. We recommend getting an SEO audit like the one we offer. Our team lives and breathes SEO, so we’ll be able to tell you what’s working, what isn’t, and how to address issues.

5 Signs You Must Pivot Your Senior Living Marketing Strategy

Photo of signs for the article 5 Signs You Must Pivot Your Senior Living Marketing Strategy

Nothing is more frustrating than spending precious budget and time devising and deploying your digital marketing strategy, only to experience “meh” results.

But the analytics don’t lie. If the results aren’t there, you must react. Here’s how.

5 signs you need to pivot your senior living marketing strategy

Sign #1: Most of your website traffic isn’t coming from organic search

70 to 75 percent of your website traffic should come from organic search.

Why? Well, leads from organic search have self-identified that they’re interested in (or need) senior living. (In other words, they want to hear what you have to say.) Plus, organic search traffic is free.

Running pay-per-click ads can be an effective marketing strategy, but the cost-per-lead can be expensive. For example, the cost per lead for memory care often costs $400 or more. Paid search traffic should be part of the mix, but the bulk of your website traffic should come from organic search.

⮚      WHAT TO DOPerforming a website audit is a smart first step. The audit can provide a solid overview of what’s working and what isn’t, allowing you to prioritize what to fix first.

Sign #2: You have tons of leads, but they’re not converting

Not all leads are created equal. Having tons of leads isn’t necessarily better than having a smaller number of targeted leads that are much more likely to convert.

⮚      WHAT TO DO: In this case, performing an SEO audit can be an excellent place to start. Doubling down on SEO efforts, targeting keyword phrases, and paying attention to local SEO (including the all-important “near me” searches) can be a fantastic way to increase targeted traffic. Note: You might see overall traffic numbers go down. Don’t panic. As long as conversions go up, you’re on the right track.

Sign #3: You have plenty of targeted traffic and leads, but conversions still aren’t where they should be.

Usually this indicates an issue with how you’re handling leads. Remember, not all leads should be treated the same way. Most often, the culprit is poorly executed or non-existent lead scoring, meaning ALL leads are immediately served to the sales team.

Remember, people enter your website at different points in their journey. Some are at the very top of the funnel, seeking education. They might not make a decision for 18 to 24 months (this is especially true for independent living). If you serve those leads to the sales team, they won’t convert no matter what you offer because they’re simply not ready.

⮚      WHAT TO DO: Revisit how you score and segment leads. That’s the first step. Then, you’ll want to create long-term nurturing campaigns for the marketing-qualified leads (MQLs). The goal is to nurture MQLs as they make their way down the sales funnel and help them convert into sales-qualified leads when they say they’re ready.

Sign #4: You have excellent conversions-to-tour but not tour-to-deposit

It’s easy to think this is a sales problem. After all, marketing has done its part by delivering qualified traffic that converts into tours. So, what gives?

A few things could be going on:

  • The marketing messages don’t match reality on the ground. You need to market the community that exists, not the one you and your team wished existed.
  • The personas you’re targeting don’t reflect the people who live in the community. While personas are fictional representations of ideal residents, the work that goes into developing them should be based on real people, a.k.a. happy residents who love your community. You might be attracting the personas that you made up based on hunches instead of focusing on accurate personas based on actual residents.
  • You don’t have a post-tour communication plan. You might think this task is on sales and that marketing did its job by delivering the leads. But why not work together? Marketing can create an automated email nurturing cadence to complement the ongoing sales outreach and follow-up.

Marketing and sales alignment is critical; there should be an overlap between the two. The sooner both sides see and accept this fact, the better.

⮚      WHAT TO DO: Audit your messaging, personas, AND post-tour communications. Does anything feel like a bait-and-switch? Are post-tour prospects left hanging and wondering what to do next? Are the people you’re attracting to tours the complete opposite of the types of folks who thrive in your community?

Sign #5: You know many things aren’t working, but you’re overwhelmed, feeling tons of pressure from the bosses, and don’t know what to do first

We hear this one a lot. The C-suite is asking marketing teams to do more with less budget, and then it gets annoyed when you’re not delivering leads to sales. Or maybe the sales team is being cranky and unhelpful. Or perhaps you’ve been tasked with managing marketing, even though your specialty is more on the sales end.

⮚      WHAT TO DO NEXT: Consider working with an outside marketing agency specializing in senior living. The right agency can help you identify the issues, create a plan for addressing them, and help you achieve the results you (and the bosses) want. Here’s what to look for in a senior living marketing agency, including common traps to avoid. Hint: We can help. Our specialty is creating senior living marketing strategies that get quantifiable results.

Pivoting your senior living marketing strategy isn’t a sign of failure

Your marketing strategy should be dynamic and responsive to data-driven insights. Recognizing the signs that a pivot is necessary and taking proactive steps can help you compete better and achieve the desired results.

And if you need help doing any of the above, give us a shout.

Content Creation Best Practices: How to Nail Your Voice & Tone

Photo of a female Female for the article Content Creation Best Practices: How to Nail Your Voice & Tone

Have you ever been on a company’s Facebook page, clicked over to its website, and then wondered if you were in the right place because it sounded “off”? The problem probably had something to do with the company’s voice, tone, or both.

Now, if you’re scratching your head wondering what the heck we mean by voice and tone, don’t worry. Below, we explain exactly what you need to know about content creation best practices for voice and tone—and how to apply this knowledge when developing content for your community.

What’s the difference between voice and tone?

When we talk about voice, we’re talking about a brand’s unique personality. It’s how you communicate with your audience, no matter the medium. When someone reads your social media content, it should sound like the same voice as the content on your website, emails, print ads, etc.

Why is this so important? Well, a consistent voice will help people remember your brand—and recognize it when they encounter it again. An inconsistent brand voice can create a disconnect in the reader’s mind. (They might even question if they’re in the right place!)

OK, now let’s talk about tone.

Tone is like an emotional dial that you can turn up or down, depending on the situation. For example, if you’re writing content about something serious—like signs of dementia to watch for—the tone will be much more somber than the tone you’d use to recap a Mardi Gras celebration.

Bottom line: Your brand voice should be consistent across all content and marketing channels. Tone will change, depending on the situation.

How do you define a senior living community’s brand voice and tone?

Developing a brand voice for your community involves two key components:

  • Revisiting your community’s mission and values
  • Knowing your ideal residents inside and out

Revisiting your community’s mission and values

Do a deep dive into your mission and values. These core principles should guide how you communicate with your audience. For example, is your brand all about providing compassionate care? Or do you emphasize a vibrant, active lifestyle? Does your community pride itself on treating employees exceptionally well since that will translate to a positive experience for your residents?

Understanding these elements will help you craft a voice that aligns with your community’s identity.

Knowing your ideal residents inside and out

Hopefully, you’ve done persona development work to understand your ideal residents—who they are, what they care about, and what content resonates with them. Your ideal residents will reveal the type of voice your brand must embody. Here are some examples to consider:

⮚      An older community that doesn’t have the latest amenities or flashiest apartments but does have an excellent, long-term staff that everybody raves about might define its voice as warm, homey, authentic, and caring.

⮚      An active adult community catering to the 55+ crowd in a busy metro area might define its brand voice as cosmopolitan, energetic, and positive.

⮚      A community focused on memory care and assisted living, where the average age of the residents is 80, might have a helpful, compassionate, and straightforward brand voice.

While tone typically depends on context, offering notes about tone strategy can also be helpful. For example, if your community offers luxury residences, and your tone is ultra-sophisticated, you might have a note indicating that content should avoid hyperbolic language or exclamation points since this would feel off-brand.

Ideally, you’d provide examples of acceptable tone and examples that didn’t hit the mark—and how to rewrite them to satisfy the tone requirement.

Where should you record this info about your community’s voice and tone?

You’ll add this information to your brand style guide (sometimes called a brand book or brand bible), which will also include information and instructions on things like . . .

✔    Audience
✔    Brand elements
✔    Brand story
✔    Brand typography
✔    Color palette
✔    Image guidelines
✔    Imagery
✔    Iconography
✔    Logo usage

This isn’t an exhaustive list, but the above are the essential elements in most brand books.

The voice and tone section doesn’t need to be long. You might provide a paragraph or two that discusses both (including lists of adjectives) followed by examples since those are critical for demonstrating the voice and tone you’re trying to achieve.

Anyone involved in content creation should have access to the brand book, from marketers to designers, full-time writers to freelancers. Encourage everyone on the team to run their creative against a simple
“voice and tone” checklist:

  • Is the content aligned with our brand’s voice?
  • Does the tone match the context of the message?
  • Am I using any verboten words, phrases, or punctuation?
  • Can I strengthen the creative to be even more on-brand?

See? It doesn’t need to be complicated. But having that gut check at every pass will help ensure the voice and tone hit the mark.

Does your community’s brand need some TLC?

Most senior living communities are treading water in the “sea of sameness,” so developing a strong brand voice can help differentiate your community. We love helping our clients do exactly that. Get in touch, and let’s talk about your community’s brand identity.

Want to dive deeper into branding, voice, and tone? Here’s more helpful reading:
 
⮚      Senior Living Branding Mistakes to Avoid – Senior Living SMART
⮚      5 Strategies for Powerful Senior Living Branding – Senior Living SMART
⮚      Brand Voice: What It Is, Why It Matters – Sprout Social
⮚      Creating Your Brand Voice: A Complete Guide – HubSpot
⮚      How to Define Your Brand’s Tone of Voice (+ Template) – Semrush

Senior Living Social Media: User-Generated Content 101

Photo of seniors for the article Senior Living Social Media: User-Generated Content 101

Battling the “sea of sameness” is something most senior living communities struggle with. How do you differentiate your community from the one down the street or the next town over when you’re essentially selling the same thing?

Enter user-generated content (UGC).

User-generated content includes anything created voluntarily by residents, their families, or staff. Think testimonials, reviews, photos, and videos.

And guess what? UGC is effective. A 2023 survey from EnTribe notes the following impressive findings:

✔    Nine out of ten participants preferred brands that highlight content from real customers.
✔    A significant majority, 86 percent, reported greater trust in brands that feature user-generated content over those that rely on influencer promotions.
✔    Eighty-two percent of respondents said they would be more likely to buy products or services from brands incorporating user-generated content into their marketing strategies.

Bottom line: UGC is so influential because it’s authentic. People appreciate and trust authenticity.

But UGC offers another important benefit: It can help differentiate your community from the sea of sameness. Since user-generated content is specific to your community, people won’t see the same content on another community’s website or social media channels.

So now the question becomes, how can you encourage people to create and share this content? This article aims to explore that question.

Let’s get to it!

7 tips that will help you generate great user-generated content

Tip #1: Create spaces for people to share their content

Fostering a great UGC strategy begins with having a solid social media strategy overall. Audit your current platforms and make sure everything is current and on-brand. You should also share engaging content and actively encourage follows from prospects, residents, family, and staff. After all, why would someone want to share content with your channels if the places feel like ghost towns?

Tip #2: Leverage hashtags

People love using hashtags in their social media content. However, hashtags also serve a practical purpose: They can help you categorize and find user-generated content.

Consider creating a memorable hashtag that reflects your community’s values. Display the hashtag prominently around the community and include it on brochures, ads, and billboards. Doing so will encourage people to use the hashtag and allow them to search for and see other user-generated content with the same hashtag.

Tip #3: Hold contests or social media challenges

One effective way to encourage UGC is through social media challenges (also known as hashtag challenges or contests).

For example, you could promote a photo contest themed around #GardenDelights. In this contest, you invite residents to share and tag pictures of their favorite spots around your grounds. This would foster community interaction while also highlighting your community’s beauty.

Want to boost the engagement further? You could pick three of the best shots, re-post them on your social media channels, and ask people to vote for their favorite. The winner gets a prize.

Tip #4: Make it easy for residents to share content

Most of us have gone to dinner with people who must photograph their meal and post it to Instagram. No doubt, some residents might want to do the same with the lovely meals your chef creates. The issue? Some folks might not know how to upload their pic to social media.

To combat this problem, consider holding frequent smartphone workshops in your community to help residents learn how to take pics, record videos, and upload their content (with the all-important hashtags). Provide devices that residents can use, like tablets, and keep them in places where people congregate or where you hold events.

⮚      PRO TIP: Create a cool program inviting local high school students to teach residents about technology. Check out this news story where one community did exactly that.

Tip #5: Create a straightforward process for reviews

Reviews are probably the most powerful form of user-generated content. When people shop around, they look at online reviews to learn about other people’s experiences.

When it comes to reviews, people want to see:

  • Recent reviews. If your most recent review is six months old, that will give people pause.
  • Mostly positive reviews. Notice our use of the word “mostly.” Savvy shoppers don’t expect perfection. In fact, a community with only glowing five-star reviews will feel suspect. Don’t fret over the occasional three-star reviews. These come with the territory. Be mindful of how you respond to two- and one-star reviews (because people will be watching how you respond).
  • Authentic reviews. People are savvy and can spot fake reviews.

Asking for reviews is an ongoing task, but marketing automation can help. Emails and text reminders can be scheduled to go out at different points in the post-deposit process. Make it easy for people to leave reviews. Include direct links to the site or sites where you’re seeking them.

You can also ask for reviews in newsletters, during family events, or by setting up a “review station” with a tablet ready to go in your lobby. Be proactive in managing these reviews by responding to them, thanking the reviewer, and addressing concerns.

Tip #6: Host live social media events

Live events are a fantastic way to generate immediate engagement. Consider hosting live Q&A sessions, virtual tours, or live-streamed community events. These activities allow for real-time interactions, comments, and shares, which will help spread the word about your community. Promote these events so that you have a good turnout and identify moderators to manage the interactions smoothly.

Tip #7: How to feature UGC on your social media channels

When it comes to using user-generated content, be mindful of the following:

  • Always ask for permission before sharing residents’ content.
  • Credit the original creator, whether it’s a resident, family member, or staff member.
  • Create a dedicated section on your website for resident stories and photos.

Once you have a collection of awesome UGC, plan to repurpose it across your marketing channels. For example, you could feature a snippet from a compelling review in your brochures or on a print ad.

Show us how you use UGC in your senior living marketing!

Integrating user-generated content into your community’s social media strategy will boost engagement while making your community feel authentic. We’d love to hear how you use and encourage user-generated content. Share your stories with us on our LinkedIn page.

If you’re looking for more personalized advice, don’t hesitate to reach out. Let us help you make your senior living community shine online.

Photo of seniors for the article: Why Customer Experience Marketing in Senior Living Matters

Why Customer Experience Marketing in Senior Living Matters

Photo of seniors for the article: Why Customer Experience Marketing in Senior Living Matters

All senior living communities sell the same thing—the same levels of care, the same amenities, and the same floor plans (more or less). The way to differentiate your community in this “sea of sameness” is by creating memorable experiences at key touchpoints for prospects, residents, and families.

This is known as customer experience marketing (CEM or CXM). Wondering where to begin? Don’t worry—we got you! Below, we share three areas to focus on:

● The Website Experience
● The Tour Experience
● The Resident Experience

Note: This post was inspired by a conversation that Debbie Howard (our CEO) had on her podcast with Jamison Gosselin, an executive-level marketing strategist with over two decades of senior living industry experience. In the podcast, Gosselin discussed interesting findings from an in-depth survey he conducted with thousands of adult children. We’re including quotes from the podcast. (Check out the full episode here.)

The Website Experience

Don’t make it hard for people to schedule a tour.

When we review senior living community websites, we often discover how hard it is to schedule a tour. Ideally, you should have a way for people to schedule a tour directly on your site. The online scheduler should be intuitive, easy to use, and provide email confirmation.

Howard says, “It’s funny. When I audit a senior living community’s website, I’m always interested—and a little bit scared—when I click on ‘schedule a tour.’ Because usually when you click ‘schedule a tour,’ guess what you don’t get to do? You don’t actually get to schedule the tour. There’s no date and time picker, which is what the person wants.”

People who schedule tours directly on community websites tend to be higher-intent conversions. So, not having a straightforward way to schedule a tour is a missed opportunity.

Don’t skimp on floor plans or photography.

Listen, it’s 2024, not 2004. We’ve come a LONG way in how we can show off floor plans. Take advantage of modern approaches and create a more engaging experience for site visitors.

Howard says, “People like the floor plans. Every time we do a heat map on a community’s site that has floor plans, the floor plans light up like Christmas. And yet so many communities are still using those silly, basic black and white architectural plans.”

The same is true with photography. Using stock images contributes to the “sea of sameness” feeling. People browsing various senior living websites often encounter the same stock images from one site to another. How are they supposed to keep your community straight?

Custom photography is one way. But don’t underestimate user-generated photos from your staff, residents, and their families.

Don’t avoid the pricing discussion.

Senior living is expensive, full stop. We know it. You know it. Prospects know it. The question is, how expensive? And can it work for the prospect’s budget? That’s what people want to know when they’re looking at senior living websites and hunting for pricing information.

Listen, we get why communities are hesitant about sharing pricing online. Slapping prices on your website might scare people away before they understand financing resources, like bridge loans or the Veterans Aid & Attendance benefit.

However, not sharing pricing information doesn’t create a good website experience for visitors who crave that info. Instead of hiding from it, perhaps try leaning into it.

Higher education is an excellent model to follow. We don’t have to tell you that college tuition is expensive. We know it. You know it. Prospective students and their families know it. (Sound familiar?)

But colleges lean into the pricing discussion. Colleges are transparent about costs because helping people self-qualify helps everyone. But they don’t just list prices and leave it at that. They provide context. They demonstrate the value. They’re quick to point out information about financing and financial aid. (Here’s a great example.)

Think about how you might approach pricing if you leaned into it instead of turning away:

● You could discuss the ranges and what influences those ranges (like the size of the apartment home and its location).
● You could discuss how families successfully finance senior living. Include information and downloads that discuss long-term care insurance, how people can use life insurance policies to fund care, the Veterans Aid & Attendance benefit, etc.
● You could include testimonials from residents and their families who “found a way” and discovered it was much more doable than they initially thought.

Gosselin says context is essential. “Some operators are doing it pretty well. Some are not,” he explains. “And I think we do need to be more transparent about not only what it is that we charge people in terms of amounts, but what does that mean in terms of the services and the amenities and the care and the apartment that people are getting as well.”

If you don’t include pricing info (or you do, but it’s vague), people might leave your site feeling frustrated, which isn’t the experience you want them to have.

The Tour Experience

Yay! You’ve gotten a prospect to convert into the almighty tour. If you work in marketing, you might think your job is done. If you work in sales, you might think you could give tours in your sleep by now.

Both ways of thinking are problematic.

Remember, the tour allows you to differentiate your community from the “sea of sameness.” How you act, how you connect, how you listen—all those things will have a significant impact on the person experiencing the tour. Sales directors must always bring their A-game.

Gosselin says, “How are you defining that initial experience on the tour? What’s your tour path? How do you involve residents and other team members in the community as part of the tour, and how do you just stand out . . . how does the experience of the tour allow you to differentiate yourself from all the other tours that they’re taking?”

Sales directors should:

Review all discovery notes about the prospect and their family. What’s the backstory? What activities are they interested in? Etc.
Alert the front desk that someone is coming for a tour. Share the name so the front desk person can greet the person warmly.
Pay attention to non-verbal gestures. The most effective sales directors know how to “read the room” and adjust accordingly. If the prospect is subdued and quiet, don’t go overboard with sunshine and rainbows. Meet the prospects where they are and build from there.
Never be afraid to deviate. You might have a typical tour routine. For example, maybe you always point out the hair salon. Well, if you’re giving a tour to a bald man, maybe skip the salon and bring him to where folks gather to play chess or show him where he can borrow books or DVDs. You get the idea.

Need inspiration? Check out our on-demand “Red Carpet Tours” webinar, which discusses planning and executing the perfect tour. It’s free.

Keep in mind that pre- and post-tour tasks matter, too.

For example, when was the last time you audited the communication workflow that goes out after someone books a tour? What does the confirmation email say? Is it personal? How about the reminder emails? Are they generic, canned emails that simply say, “Reminder, you have a tour on May 12”? Or do they sound personal?

Which email below would get you excited?

Option 1

Dear Anita,

Reminder that you have a tour scheduled with ABC Community on May 12 at 2:00 p.m.

We look forward to seeing you then.

Best,
(Community Sales Director)

Option 2

Dear Anita,

We can’t wait to meet you on May 12 at 2:00 p.m. and show you around our vibrant community.

The flowers in our garden are in full bloom (you can take some clippings home if you like), and I know some of the “girls” in our community meet for bridge at 3:00. (You had mentioned that’s one of your favorite activities, so I want to make sure I introduce you.)

Looking forward to seeing you!

Best,
(Community Sales Director)

Your post-tour communications should be equally warm and personal—whether it’s an email, a phone call, a home visit, or a combination of all of the above. Again, think of it as creating a rich customer experience rather than simply checking off a box.

The Resident Experience

This is a hot-button issue for all of us at Senior Living SMART. Again, you might think the marketing and sales teams are off the hook once a deposit has been placed. You’ve done your job of capturing a prospect and turning that prospect into a resident.

But here’s the thing: That fantastic experience you created on the website and during the tour needs to extend through the move-in—and beyond.

Post-deposit experience

Anticipating everything a person needs before moving in is a great way to create a positive post-deposit experience.

● Do they need movers? Make introductions to your list of trusted vendors.
● Do they need help downsizing? Provide tip sheets or services that can help.
● Do they know where to go the day they move in? Who will be greeting them? Where should people park? Etc.

Howard says this is where the marketing team can step in and help. “We can leverage marketing automation to deliver a welcome letter,” she explains, “or automatically send packing tips and downsizing tips and moving resources and what to expect on day one.”

Move-in experience

What’s your community’s plan for making it a wonderful experience? Howard says it’s important to have a plan for the first 30 days—and that it could make sense for marketing to pick up the slack once again.

“We know how critical the first 30 days are,” she says. “Every week, you can deliver a little delight and surprise to a new resident. It could be something simple, like passes to the dining room for your family members or a gift card for the salon. It’s not that difficult to deliver flowers on day 30 and celebrate that first month. Because guess what? If you create raving fans, they’re going to leave great reviews, and they’re going to recommend your community to their friends . . . I feel like there’s a whole missed opportunity post-sale and really continuing those positive customer experiences.”

Move-out experience

At some point, residents—even happy ones—will leave. They might move into a higher level of care, move out, or pass away.

You might be wondering what sort of “customer” experience you’re supposed to create for someone who’s no longer there. But remember, the past resident still has family and friends. What’s the experience been like for them?

⮚ Do you make it easy for family members to gather all their loved one’s belongings?
⮚ Do you simplify the process of paying any outstanding bills and finalizing paperwork?
⮚ Do you have a workflow that allows you to stay in touch with family members? Perhaps a newsletter or publication designed specifically for family members of past residents.

You’d hate for the great experience a resident had to be sullied by a sloppy or impersonal move-out experience that the adult child had to endure, right?

Remember, family members of past residents can still make excellent referrals.

Gosselin says, “We are not like your typical business-to-consumer industry where it’s very transactional . . . And the other side of it is because we’re serving people for a longer time, it’s not like going into a hotel room and checking out of a hotel room. You hopefully will move in, you’ll have a great experience, and then you’ll move on, pass away, move to a higher level of care, whatever it might be. But I would say that I think we as an industry need to think more creatively based on how our business operates. And I think we need to do a better job at that.”

Ready to elevate your customer experience marketing?

We can help! We have compelling and creative campaigns and programs that we can customize for your community so that you can wow prospects, residents, and their families at every touchpoint. Get in touch, and let’s discuss how we can help.

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Senior Living Marketing Tips: The Adult Child’s Journey

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We talk a lot about the buyer’s journey, specifically the one the senior embarks on. But what about the adult child helping the senior make the decision?

The adult child’s journey runs parallel, but it is different, and understanding the differences is essential to your senior living marketing efforts.

At the 2023 SMASH conference, Jamison Gosselin, an executive-level marketing strategist with over two decades of senior living industry experience, shared interesting findings from an in-depth survey he conducted with thousands of adult children.

Below, we’ll discuss two key insights that Gosselin shared with Debbie Howard, Senior Living SMART’s CEO and Founder, during our Senior Living Marketing Perspectives podcast. (You can check out the complete episode here.)

1. Having an optimized website isn’t enough to land your community on an adult child’s radar.

Adult children in the early stages of the buying journey are usually trying to educate themselves about senior living—what it is, how much it costs, and what insurance covers. They’ll often perform searches around those questions.

But guess what? Google’s top results aren’t likely to include your community—even if you have content that answers those questions.

Instead, other sites with more authority—think government agencies like the National Council on Aging, lead aggregators like A Place for Mom, and magazines like Forbes—will rank higher in the SERPs (search engine results pages).

So now, the question becomes: Once the adult children educate themselves and are ready to compile a list of communities to tour, how do you ensure your community makes it onto their list?

If you think having an optimized website is enough, think again. Other factors influence the adult child’s list-making before the adult child even makes it to your website. And the most significant influencer is your community’s Google Business Profile.

Gosselin says the Google Business Profile came up a lot among his survey participants. He adds, “If companies are not completely optimizing every feature and functionality available on their Google Business Profile, then they are missing out because the Google Business Profile has a number of bells and whistles that are more than just bells and whistles, frankly, and are like the church bells that should be ding-donging every time someone goes and does a [search on] ‘senior living in Las Vegas’ or ‘senior living in Portland, Oregon.'”

Google Business Profiles are critical because of the prevalence of “near me” searches. If someone searches for “senior living communities near me,” Google understands where the person is searching and will serve up well-optimized Google Business Profiles accordingly.

Optimizing your Google Business Profile (GBP) goes beyond simply claiming it and adding a blurb or two and some photos. Here are several mistakes that we consistently see communities make with their GBPs:

Not choosing the correct category. We’ve come across profiles for assisted living that use “skilled nursing” as their lead category. That won’t help your GBP show up for searches on assisted living.
Not optimizing the Q&A section for long-tail keyword phrases. Answering questions is a great way to demonstrate your community’s expertise and compassion while also giving Google more context about what your community offers.
Not using GBP posts effectively. Treat Google Business Profile posts like mini blog posts, where you can include clickable (and trackable) calls to action, like “Schedule a Tour” or “Join us for lunch.”

2. Don’t underestimate the power of referrals—or the adult child’s role in giving them.

Gosselin says 46% of his survey participants received a referral from a friend or family member. “That’s a huge number,” he adds.

However, too many communities don’t think through their referral or loyalty programs over the long haul. In particular, operators often forget to nurture relationships with the adult children of past residents.

The adult child’s journey with the community might have ended when their loved one died or moved out, but that doesn’t mean the child’s memory of their loved one’s experience ended. If the loved one had a genuinely good experience in the community, the adult child could remain a good referral source for years to come, provided you nurture this relationship and keep your community at the top of their minds.

Ideas for nurturing the adult children of past residents:

• Craft a special newsletter for adult children whose parents are no longer residents. The tenor and tone of this communication must be respectful, not sales-oriented, and you should carefully curate which adult children you add to the distribution list. Maybe you create a quarterly or yearly “Perspectives” newsletter or publication that shows what’s new in the community, highlights residents, and includes a spotlight on a long-term employee. These things can help keep your community on the adult child’s radar.
• Consider memorializing past residents so the adult child remains connected to the community. Invite adult children whose parents were particularly happy in your community to select a memorial item with their loved one’s name, like a brick in the new wall around the gardens, a butterfly tree, or a bench—you get the idea. Encourage the adult child and their family to visit the memorial anytime, including meaningful dates, like birthdays and wedding anniversaries.
• Send a “thinking of you” card to the adult child on the anniversary of their loved one’s passing. You don’t need to do this forever, but you could send a thoughtful card in the first few years after the resident’s death.
PRO TIP: People’s relationships with their parents are often fraught and complex. Don’t make assumptions about what the person might be feeling. Keep it simple. Here’s an example: “As the first anniversary of your mother’s passing approaches, we wanted to reach out and let you know we’re thinking of you.”

• Encourage adult children to maintain connections with other residents. Adult children often become friendly with people their loved ones befriended in the community. Encourage the adult children to stay in touch if it feels right.
• Don’t forget to send a thank-you note when the adult child makes a referral. Hopefully, your team is good at asking prospects who referred them to your community. If it turns out the referrer is the adult child of a past resident, you should still thank them by sending a handwritten thank-you note.

Understanding your community’s personas is the key to effective senior living marketing.

Creating personas isn’t a once-and-done exercise, and it isn’t something you should guess at or make up. We have a proven process for developing custom personas that will inform your marketing going forward. Contact us if you’d like to know more.

Photo of graphs for the article: How to Diagnose Senior Living Occupancy Issues

How to Diagnose Senior Living Occupancy Issues

Photo of graphs for the article: How to Diagnose Senior Living Occupancy Issues

Anyone who’s worked in senior living sales or marketing knows the tension that exists between the two. Marketing might say, “Hey, look at all the leads we’ve delivered. Why haven’t you closed more?” Meanwhile, the sales team often responds with, “These leads stink! They’re not qualified.”

Marketing and sales teams each play essential roles in driving senior living occupancy. This is why we must dial down the tension and find ways to encourage collaboration. To foster collaboration, everyone must understand two key points: who’s in charge of what and how to diagnose issues.

Below, we outline what marketing teams “own” and what sales teams “own.” Then, we provide tips for diagnosing senior living occupancy issues in each case.

What does marketing own?

Simply put, marketing owns lead generation.

⮚ Are you generating enough quality leads, meaning a good mix of sales-qualified leads (SQLs) and marketing-qualified leads (MQLs)?
⮚ Are the SQLs converting into tours and move-ins?
⮚ Are the MQLs advancing to sales-qualified status over time?

How can you tell if you have a lead gen problem?

Ask yourself the following questions to help diagnose a lead gen/marketing problem.

Where are most leads coming from? Understanding lead source attribution is critical. Your primary source of leads should come from organic search. Paid search takes the #2 spot. Direct traffic (which suggests an awareness of your brand) and referral traffic round out the top four. Read more about the difference between organic and paid search.

Are you bragging about lead volume, but the sales team still complains about lead quality? Listen to them! Too often, marketing teams point to the volume of leads generated rather than the quality. Quality trumps quantity every time. Think about it. Would you rather have 500 mediocre leads that don’t convert or languish in nurturing workflows? Or would you rather have 200 quality leads, half of which are sales-qualified and the other half marketing-qualified? It’s a no-brainer.

Are you dealing with website traffic issues? Traffic problems usually present themselves in one of two ways:

Not enough quality traffic to yield leads. You need a healthy amount of quality traffic to hit lead quotas for the sales team. Issues like poor optimization or lousy site performance can cause traffic problems. For example, Google might not even serve up your website if it isn’t secure or mobile-friendly. Use our instant website audit tool to evaluate potential problems.

High traffic, low conversions. Do you offer prospects plenty of conversion points related to where they are in their buying journey? Have you reviewed CTA performance? Do you use specific landing pages instead of a generic “contact us” form? Are you using third-party conversion tools, such as surveys, 3-D floor plans, and chat? All of these things matter and can make a huge difference in conversions. Check out specific strategies for turning website traffic into leads.

Are MQLs advancing to SQLs at an appropriate rate? You don’t want your marketing-qualified leads to wither on the vine. After appropriate nurturing, many of them should convert to SQLs (aim for anywhere between 25 to 40 percent).

How are your paid ads performing? Is your impression score greater than 10%? What is your conversion percentage and cost per conversion? Don’t throw money at paid search without a solid understanding of the ROI you should be getting. Read more about cost-per-lead benchmarks for senior living.

What does sales own?

Simply put, the sales team owns conversions.

⮚ What is your “speed to lead”?
⮚ Is your team converting inquiries to tours?
⮚ Is your team advancing tours to deposits/move-ins?
⮚ Are you underestimating the value of marketing-qualified leads?

Regarding that last point, the shorter the sales cycle, the shorter the length of stay, which means less revenue. Leads nurtured over a longer timeframe tend to reside in the community longer, resulting in more revenue. In other words, don’t dismiss the “not ready yet” marketing-qualified leads—or your marketing team’s efforts in producing and nurturing them. Many of our clients have over 50% of move-ins coming from MQLs.

How can you tell if you have a conversion problem?

Start by looking at how you score and segment leads. Bottom line: Not all leads are created equal. If you treat all leads the same, you’ll have trouble with conversions. This is where collaboration with (and respect for) marketing comes into play. Let marketing nurture the MQLs. The sales team should only focus on sales-qualified leads. Learn more about the biggest lead-scoring mistakes senior living marketers continue to make.

Review how quickly leads are responded to during business hours. The community that responds fastest to the initial inquiry tends to win. (That’s the reality. We can debate whether that’s fair some other time.) At LeadGenie, our outsourced senior living call center, we schedule 70% of our tours in the first hour and 95% in the first two days. How’s this possible? Simple: We answer 85% of sales calls within 30 seconds. Learn more about LeadGenie.

Review inquiry-to-tour conversions. Turn to sales benchmarking reports to get averages (download this free one from Aline). If your conversions are underperforming, this could be due to myriad reasons, such as poor lead response time, lack of discovery skills, lousy rapport, lack of empathy, problems overcoming objections, or simply not listening close enough to the prospect.

Review tour-to-deposit/move-in. Poor conversions could also be due to myriad reasons, such as a lack of planning/personalization of the tour experience, failure to secure a next step at the end of the tour, or lack of creative follow-up after the tour. Read these tips for converting tours to move-ins.

Review call-tracking data. How many sales calls go unanswered? Look at the time of day and day of the week when calls come in so you can ensure coverage at peak times. Listen to the calls to hear your prospects’ experience when they phone the community. Look for training opportunities for the front deck/concierge and the sales team. Check out why we love CallRail for call-tracking.

Review how the team handles other common types of leads. Let’s discuss three common subsets of leads and how to engage or re-engage them.

Leads that get stuck. Sometimes that once-hot SQL will stall in the pre-tour stage. Others might peter out in the post-tour stage. It’s the sales team’s job to work these leads. This is where creativity, collaboration with marketing, and marketing automation can come into play.

On-deck/generic leads. Some leads are unresponsive to sales outreach, and some CRMs might use generic-sounding status options for these leads, like “on deck,” “lead,” or “contact.” After several attempts, enroll these leads into a longer lead nurturing campaign and leverage marketing automation to stay in touch with these shy leads.

Lost but not disqualified leads. Some leads end up in the category of “lost but not disqualified.” These leads chose to stay at home, hire home care services, or move in with family. Continue to nurture them because, at some point, these prospects will likely need a more supportive environment than what family, home care, or adult day care can provide. Add these leads to a longer lead nurturing campaign so that when the next crisis arrives, your community will be top of mind.

Need help diagnosing senior living occupancy issues?

We can help diagnose the problem and align your marketing and sales teams. Get in touch and let’s discuss lead gen.

Photo of a board for the article: Should You Outsource Your Senior Living Call Center?

Should You Outsource Your Senior Living Call Center?

Photo of a board for the article: Should You Outsource Your Senior Living Call Center?

We don’t have to tell you that phone calls still matter in senior living. You’re living and breathing it every day.

But here’s an interesting stat from Invoca that verifies this experience: “70% of senior living and care consumers will call during the consumer journey. Since senior living and care is a highly-considered purchase, it often requires direct communication with a qualified agent.” (Emphasis is ours.)

The phrase “qualified agent” suggests a call center, a popular topic at the Senior Housing News conference in Tampa earlier this year. During various panels, several operators brought up the value of using a call center to improve lead response and conversions.

The question is, should you manage your own call center? Or should you outsource?

We have a strong opinion on this subject, and for a good reason: We built a senior living call center.

We launched LeadGenie in early 2023 to complement our marketing services and ensure that the leads we generate for clients are answered—and answered in a way that helps the prospect.

We got to this point after listening to countless hours of call recordings filled with lousy customer interactions and prospects who sounded frustrated (rightfully so). Many of these prospects had scheduled tours on the website, yet no one from the community had responded to confirm. Or they were dumped in voicemail, told to call back, or put on hold for so long that they abandoned the call.

It soon became clear that half of the leads we worked so hard to generate for our clients were mismanaged and never reached the salesperson.

So, we decided to build something that would work better for prospects—and our industry. The result was LeadGenie, a complete lead management solution with a call center at its core.

We’re not going to lie: It was really hard in the beginning. We made mistakes and had to rebuild the team and the infrastructure several months into the launch. Today, we know more about call centers and centralized lead management than we ever thought possible, and we love sharing our knowledge.

What to know about senior living call centers

The telephony system you choose can make or break your call center.

Your phone system must be easy for your staff to use. It should include workforce management to ensure proper staffing by day and time, provide transparency to staff performance so you can reward top performers and coach (or fire) underperformers, and generate a reporting dashboard to hold the team accountable to KPIs.

Speaking of KPIs, are you ready for some alphabet soup?

If you thought marketing jargon and acronyms were bad, just wait until you see the stuff related to call centers.

Service Level Agreement (SLA)

We set this with each client based on their goals. The most common is the percentage of calls answered within an agreed-upon timeframe.

We average 85/30, meaning we answer 85% of all calls within 30 seconds for inbound calls. We use minutes to measure outbound calls (generated from third-party leads and web forms) since the team has to receive the lead, read the notes, and make an outbound call attempt. We had a client with a 27-hour speed-to-lead that we reduced to a few minutes.

Once you agree upon the SLA, it should be visible on the client dashboard.

Average Handle Time (AHT)

Each client has a different goal regarding how deeply they want us to explore prospects. Some want light discovery with AHT under 3 minutes. Others want us to act as an extension of their sales team and conduct deep and detailed discovery, which can take eight to 12 minutes.

Call centers, whether you own or outsource, are labor intensive. Labor will be your biggest investment, so setting expectations on AHT is critical to achieving the desired results. Read more about call center best practices.

After Call Work (ACW)

Call center staff must document notes into your CRM once the call is completed. A few minutes per interaction must be built into staffing models and included in reporting.

Call centers might combine AHT and ACW into “screen time” if the telephony system records each agent’s screen for training purposes.

Workflow

Agreeing upon the lead response and follow-up cadence will help set the tone for a successful relationship. Some clients want us to manage a lead for only 24 hours, while others might want up to four attempts in three days. One client requested 14 touchpoints in 10 days, and others want us to own the lead until we qualify, disqualify, or advance it to an appointment.

Some of our workflows involve only inbound and outbound calls, while others include emails. Once everyone agrees on the workflow, there must be accountability for managing it successfully.

So, should you manage your own call center? Or outsource? 5 considerations.

The problem with managing your own senior living call center is you don’t realize how complex things can become until you’re in it. Five areas in particular can become headaches in a hurry:

1. Recruiting

This is a specialized hire (especially if you’re building a remote team). Do you have a recruiting specialist for this role?

2. Training

Do you have a team that can train new hires about the senior living industry? What about sales skills, call center skills, and technical proficiency? It can take skilled call center teams two to three weeks to fully train an agent before they’re ready to get on the phone. Oh, and training should never stop. You must have live call monitoring, evaluations of recorded calls, and one-to-one coaching with each agent.

3. Admin, HR, and Payroll

Do you want to manage a high-turnover, hourly staffing model with last-minute call-outs, no-shows, and missed punches?

4. Accountability and Productivity

Do you know how many sales activities each agent should complete per hour/shift? Do you have KPIs to measure quality, productivity, and results? Do you have the capacity to coach to improve performance and identify gaps in learning?

5. Knowledge Bases

You’ll have to build custom knowledge bases for each community so your agents can quickly provide prospects with answers to their questions. Agents will need more than what’s available on your website, so having the right platform to make it easy for agents to navigate while keeping the prospect engaged is critical.

Think you might be better off outsourcing? Give LeadGenie a try.

LeadGenie has been a great addition to our marketing agency services since it takes all the great leads we’ve been generating for clients and advancing more of them to tours and move-ins.

If you’re considering a call center partnership that allows you to use your CRM, customize your workflow, and measure results, schedule a call with LeadGenie. Visit the LeadGenie site to learn more.

Computer with a toolbox filled on top.

Getting the Most Out of Third-Party Website Tools & Integrations

Computer with a toolbox filled on top.

Third-party website tools and integrations can be an excellent way to elevate a prospect’s experience on your senior living website. The right products can boost engagement and conversions, but the key word here is “right.”

Below, we discuss what to consider when selecting and using these products as part of your senior living marketing strategy.

The primary question to ask when choosing a third-party website tool or integration

The following questions should always be in the back of your head as you consider different products:

  • What’s the goal?
  • What does success look like?
  • How will you measure results?

But one over-arching question that encompasses all of the above is this: How does the tool fit into your strategy?

Remember, every good marketing decision begins with the right strategy to achieve your goals. Common goals include:

  • Getting more leads in the pipeline
  • Booking more tours
  • Getting more phone calls
  • Shortening the sales cycle
  • Advancing marketing-qualified leads (MQLs) to sales-qualified leads (SQLs)

Your marketing toolbox should have various website tools to help achieve these outcomes. Here are some popular ones to consider—and how to get the most out of them.

Website Tools & Integrations to Consider

Surveys/Assessments & Decision Tools

When prospects visit a senior living community’s website, they often want to better understand their situation and determine which level of care is the best fit. Survey and assessment tools can help.

Some of these tools focus more on the clinical aspects of the decision (e.g., Roobrik), while others are more aligned with lifestyle and socialization preferences (e.g., Waypoint).

Surveys and assessment tools can work well as an initial conversion point, but we often find even better results when used in lead nurturing and marketing automation campaigns.

Where to use them:

  • Place them strategically throughout the website.
  • Use them on thank-you pages to advance prospects to take the next step.
  • Link to them in your lead nurturing email campaigns to advance prospects into the next stage of their buying journey.

Chatbots, Live Chat, or Virtual Sales Assistants (VSAs)

These tools empower prospects to get information without speaking on the phone (or in person) with a sales rep. Our data shows that returning visitors are more likely to engage and convert using one of these tools and that chat is frequently the touch point that converts anonymous website visitors into contacts.

  • AI-based tools can mimic humans and respond to frequently asked questions, freeing your sales team and front desk from having to repeatedly answer the same questions.
  • Live human chat that connects more personally can elevate this experience even further. The prospect might feel more relaxed communicating through a screen (rather than on the phone or in person) while still appreciating that there’s an actual human on the other end of the exchange. This could be especially helpful for adult children researching communities on behalf of a parent. The adult child likely uses this form of communication for other tasks (like cable, banking, etc.).

The good news is that plenty of solid options exist, including SiteStaff Chat and Further.

  • PRO TIP: Think about the experience you want to create. An AI chatbot is a different experience than a human interaction. A bot is better on a mobile device since typing entire conversations on a cell phone is difficult. However, human chat might be better for visitors using a desktop. You could also opt for a hybrid solution that combines human live chat during business hours for laptop users and AI bots for mobile visits to your website and after-hours coverage.

Call Tracking Tools

Call tracking tools like CallRail provide valuable insights, such as . . .

  • Which marketing channels are making your phone ring
  • How well your inbound sales calls are being managed (for example, answered vs. not answered)
  • The quality of the sales interactions (which you can learn about by auditing recorded calls)

To get the most out of these tools, you must set up each marketing channel with a unique local phone number, monitor your dashboards, and audit calls regularly.

When you review the analytics, pay attention to the following items:

Call attribution. This will tell you which marketing channels and campaigns are generating phone calls. An important caveat: You must monitor calls to ensure you’re not wasting precious marketing dollars on generating calls from staff members, job seekers, vendors, or families trying to reach residents.

Missed opportunities. The dashboard should show you how many calls from your marketing channels go unanswered, are abandoned, or go to voicemail. Peak times often correspond with morning and lunch hours.

Call quality. Audit recorded calls to see how your sales reps interact with prospects. Things to listen for include the ability to build rapport, the percentage of time they spend talking vs. listening (the prospect should be speaking 70% of the time), how often the salesperson asks open-ended questions, and whether the salesperson tries to advance the prospect by offering them a tour, lunch, or an invite to an upcoming event.

Documentation. Go into your senior living CRM to see if the lead has been entered and if comprehensive notes summarizing the information gathered on the call exist.

  • PRO TIP: Integrate your call-tracking tool with your marketing automation (like HubSpot) to enroll prospects into SMS lead nurturing and follow-up campaigns.

Bounced Lead Retargeting

“Not all who bounce are lost,” according to NaviStone, a software company that helps marketers drive growth to their brands. NaviStone’s research shows that 95% of all website visitors leave without taking action.

But with NaviStone, you can retarget prospects who bounce with personalized direct mail sent to their home address. Yes, you read that right: They can send snail mail to anonymous website visitors on your behalf. (About 70% of website visitors can be matched with physical snail mail addresses.)

This product empowers you to find your hidden market of anonymous visitors and bring them back to your community.

Marketing Automation

Every marketing channel and conversion tool becomes even more powerful when it integrates seamlessly with a marketing automation platform. Once prospects engage with a website conversion tool, your automation should send personalized follow-up communications as part of a lead nurturing workflow.

Why? Well, most conversions will be marketing-qualified leads (MQLs), meaning they’re not ready for a sales interaction yet. That’s OK. You still have an excellent opportunity to build your sales pipeline for future move-ins with MQLs.

  • PRO TIP: We’ve found that tours scheduled through chat have a higher no-show rate than tours scheduled through calls. To reduce no-shows, create a workflow in your marketing automation platform that confirms the appointment, reminds them of the appointment, pushes the tour notification into the CRM, and alerts the salesperson to connect personally with the prospect pre-tour.

We’ve written extensively about marketing automation. Here are three articles to dive into next:

A caveat about empowering leads to disqualify themselves

Early-stage marketing-qualified leads (MQLs) may just want a quick answer about the price to self-qualify or self-disqualify. Some web chat tools allow prospects to check “cannot afford” after the pricing is revealed and self-disqualify without ever speaking with a salesperson.

Is this what you want? Do you push all of these “cannot afford” leads into your CRM? Or do you only push over sales-qualified leads (SQLs) who are ready to tour or want to speak with sales? Are you sure that every prospect who self-disqualified using a bot understands potential funding resources (like the Veterans Aid & Attendance benefit)? Are you ready to let them go without any follow-up?

We had a client who converted seven “cannot afford” prospects into move-ins because we nurtured and educated them about available funding solutions they were unaware of.

  • PRO TIP: Integrate your chat tool with your marketing automation platform. Segment your leads into SQLs and MQLs and create workflows for each.

Remember, website tools won’t increase your website traffic

One of the most important considerations when choosing a new toy for your website is your website traffic volume. Website tools do not generate traffic. They only convert the traffic generated from search channels (organic, paid, direct, and referred).

Only a small percentage of your website visitors will engage with these tools. If your site doesn’t get a lot of traffic, you’ll have fewer conversions. You should address that issue before you focus too much on adding bells and whistles to your site.

And guess what? We can help with that. Contact us to discuss your senior living website strategy.

Multicolor boxes stacked in various patterns.

More Tech Stack Tips for Senior Living Marketing

Multicolor boxes stacked in various patterns.

Recently, I had the privilege of participating in a panel discussion at the Senior Housing News sales and marketing conference in Tampa alongside Sherrie Bebell and Wade Goodman.

The session, “Tech Stack Transformation: Innovating Senior Living Sales & Marketing in 2024,” offered a fascinating look into the collective drive to enhance the prospect experience, minimize decision-making friction, and refine the integration of marketing and sales for improved lead quality and conversion rates.

Of course, choosing the right tech stack can be challenging for senior living marketers since many legacy technologies haven’t adapted. Not to mention, there are so many new bright and shiny things to choose from.

We recently shared an article about the tech stacks all senior living marketing and sales teams should use. Now, let’s take a deeper look at three critical areas (and let’s use a fun analogy to explain them: shopping malls).

What do shopping malls have to do with your senior living community’s tech stack anyway?

Like shopping malls, today’s marketing tech stack has anchor stores, lots of smaller boutique shops, and a food court in the middle.

In this shopping mall analogy, the senior living website and CRM are at the ends of the mall, anchoring the smaller boutique shops. The marketing automation platform is the food court—it feeds the marketing machine. The small niche shops are your website chat, surveys, blogs, floor plans, videos, and so forth—the stuff that engages prospects as they pop in and out of their shopping experience.

Just as malls have had to rethink their structure to remain competitive, senior living operators should rethink their three anchor technologies: website, CRM, and marketing automation.

Outdated website? Here’s what to do next . . .

If your senior living website hasn’t been updated in over three years, consider this your sign for a makeover. Modern prospects expect a mobile-first, fast, intuitive, and easy-to-navigate online experience that allows them to research anonymously.

When doing your website makeover, emphasize original photography, comprehensive 3D floor plans, transparent pricing, trust signals like reviews, and robust educational content to keep prospects engaged and loyal to your brand.

Build your site on WordPress, own your hosting license, and avoid falling prey to proprietary websites that you cannot access and do not own.

Learn more about the ins and outs of effective senior living websites here.

Crappy CRM? Time to upgrade . . .

A great senior living CRM integrates with your chosen marketing tools, including your marketing automation, email marketing, chat (live or widget), surveys, call tracking, third-party aggregators, call center (outsourced or internal), Google Analytics, and social media.

The best CRMs also allow integration of choice rather than limiting the selection to only their preferred partners, which they monetize through forced bundling.

Today, with open APIs, Zapier, and custom middleware, operators should expect their CRM technology partner to provide bilateral integration with all marketing tools and platforms.

If your CRM doesn’t offer all of the above, it’s time to upgrade.

Is your marketing automation too basic? Time to upgrade here as well.

Your website (along with Google Analytics) should be able to capture the initial prospect journey information, such as lead attribution sources, most visited pages, entry and exit points, and conversion insights (where and how prospects are converting from anonymous website visitor to lead).

Your CRM picks up the prospect when they have advanced to a sales-qualified lead and documents all sales activities, effectively closing the loop when prospects advance to move-ins.

Your marketing automation, however, is the engine in the middle that works 24 hours a day to nurture and advance prospects throughout their journey. The connection between each of these three platforms ensures that there are no blind spots in the prospect journey and that no lead is left behind.

We recommend HubSpot above all others because of its reporting capabilities and the marketing dashboards you can create by ownership group, portfolio, region, and level of care. These dashboards allow you to visually display the entire lead pipeline by stage. You can see the ROI of every marketing dollar spent by channel, which is critical intel.

Don’t forget to integrate bespoke experiences for added panache, personalization, and conversions.

To complete our analogy of comparing the martech stack architecture with a shopping mall configuration, we can’t forget the smaller boutique stores that connect the anchor stores and the food court.

In our analogy, these would be all the third-party integrations that plug into your tech stack, including chat, surveys, call tracking, videos, map features, and the like.

Just as mall shoppers pop in and out of the niche store as they move between the large anchor chains and the food court, senior living prospects will use these tools when they visit your website.

Our approach to creating this foundational tech stack for our clients

Our clients have enjoyed great success using WordPress CMS, HubSpot marketing automation, and Welcome Home CRM. This combination of products provides complete visibility into the prospect’s entire journey.

From there, we can reverse-engineer move-ins to better understand:

  • The original lead attribution source
  • All the touchpoints along their decision path (engaging with social, paid, content, video)
  • Measure their engagement (number of website visits, landing page conversions, content downloads, and emails opened and clicked)
  • The number of days between first conversion and tour, first conversion and move-in, and tour-to-move-in by persona and level of care

Ready to rock your senior living marketing tech stack?

For communities that want to increase their lead generation and conversion rates, embracing a well-rounded tech stack is key. And we can help! Schedule a brainstorming call with us today, and let’s explore how we can transform your marketing tech stack.