Computer sending automated emails all day to help sales and marketing teams follow up with leads and schedule appointments and phone calls and meetings

Senior Living Leads: Auto Responders vs. Lead Nurturing

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Sometimes it makes sense to take a step back and define terms we use a lot, especially when it comes a complex topic like senior living leads. So let’s discuss two terms you’ll likely encounter: auto responders vs. lead nurturing.

What are auto responders?

An auto responder is exactly as it sounds. It’s an automated response, typically in the form of an email, that’s generated after someone takes an action on your senior living website.

For example, after someone fills out a website form, best practices suggest that you direct the person to a thank-you web page AND that you send an automatically generated email. The benefits are two-fold. First, the thank-you page and email reassure the person their form successfully went through. Second, the thank-you page and email provide an opportunity to serve up additional content the person might find interesting.

The reason you should do BOTH the thank-you page and auto-responder email is because the email gives the person something tangible to refer to. The thank-you page will “disappear” once someone navigates away from it.

BENEFITS: Auto responders are an effective way to personalize the experience for your senior living leads and to continue engaging with them.

What is lead nurturing?

Lead nurturing involves sending a series of emails to senior living leads who are not ready to “buy” right now. The goal? To continue engaging with them until they are ready.

Again, everything is automated thanks to your senior living software. Over time—days, weeks, even months—the person will receive a set of emails. The emails will engage and “push” the lead further along the sales funnel until they are ready to make a decision. At this point, sales would take over.

The types of lead nurturing emails that you send—the content, the frequency, how many overall—will be something that marketing and sales will (ideally) figure out together based on lead scoring and lead attributes (e.g., persona and decision timeframe).

Not all leads will enter a lead nurturing program. Leads that your marketing automation indicates as sales-ready/sales-qualified will go to sales for direct follow up.

BENEFITS: Lead nurturing will help your community stay in front of prospects who aren’t ready to buy right now, but who might be ready in the future. The content can help persuade people that your community is the best fit for their specific needs.

How auto responders and lead nurturing affect senior living leads

This isn’t an “either or” situation. You should use auto responders and lead nurturing in your ongoing marketing efforts. So, for example, after someone downloads a piece of content from your site, they will be redirected to a thank-you page and they will receive an auto responder email. Both things happen IMMEDIATELY after the person hits “submit” on the form.

If your marketing automation software identifies the lead as sales-qualified, the lead will go to sales for direct follow up. If the software labels the lead as marketing-qualified, the person will enter an appropriate lead nurturing workflow to engage them further.

The right senior living software is critical for lead scoring and lead nurturing.

If you need help choosing the right senior living software and setting it up correctly, give us a shout! We live and breathe marketing automation for senior living communities.

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Sales and marketing professionals getting to know their leads better through information collected from website forms and social media input and other internet activity

Senior Living Leads: How to Gain Deeper Insights

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Your website is bringing in senior living leads. Congrats! Now what? Enticing anonymous site visitors to give up their information is only the first step. Now, you must learn how to quickly gain insights into the website leads so that your marketing and sales teams know what to do next.

The following three tactics will help you effectively manage your senior living leads.

Keep in mind that you must have good marketing automation software to do any of these tactics. In fact, if you had to do any of these things manually, it would be impossible to keep up.

Tactic #1: Implement progressive profiling on website forms.

For the sake of this exercise, let’s assume your community website has multiple gated “offers.” By “offers,” we’re referring to guides, ebooks, checklists, and the like—information people seek when evaluating communities and senior living in general.

“Gating” means that the offer is behind a form. In other words, the website visitor fills out the form to access the content. Oftentimes, people will download several items during one visit. Or they might return in subsequent days/weeks and download more info. Each time they do so, they fill out another website form. This is where progressive profiling comes in.

Simply put, progressive profiling helps you get more information about the person every time they fill out a new form on your site. On the first website form someone fills out, you’ll capture the essentials like first name, last name, phone, email, and timeframe for making a decision.

When you set up progressive profiling thanks to good marketing automation software, the prospect can bypass most of these questions when they fill out subsequent forms. Why? Because the system will recognize the person (thanks to the magic of website cookies).

So, instead, you can ask the prospect other relevant questions that can help you market and sell to them better. For example, perhaps you ask the person about their hobbies and interests. The person’s new answers will automatically sync with their contact record in the system’s backend (as well as your senior living CRM if you’ve integrated the two). Now, marketing and sales have even deeper insights into the lead.

BENEFITS: Progressive profiling provides deeper insights that will allow your marketing and sales teams to create more relevant follow-up communications. For example, if the lead says they love traveling and going on day trips, your team can highlight any programs or amenities that speak specifically to this interest.

Tactic #2: Give your senior living leads a score.

With good marketing automation software, you can teach it how to score your senior living leads appropriately.

At its simplest, lead scoring allows you to automatically label those leads that are ready for a specific action. In most cases, we’re referring to the sales hand-off. You can teach your marketing automation software how to identify a high-value lead for sales to follow up on immediately.

Your marketing and sales teams would determine the criteria that would go into scoring a high-value lead. The criteria will likely include things like:

  • Specific content the lead downloaded
  • Engagement with lead nurturing emails (what did they open, what did they click on)
  • The amount of time spent on the site
  • What the lead indicated regarding timing for making a decision

The above is an incomplete list. Your marketing and sales teams will determine the criteria based on experience with leads who’ve gone on to ultimately convert into move-ins. What do those leads have in common? That’s the stuff that will fuel your lead-scoring criteria. Leads that aren’t ready to go to sales will continue to be nurtured.

BENEFITS: With lead scoring, your sales team can put its focus on high-value leads that stand a good chance of converting rather than on leads that aren’t ready. Marketing, on the other hand, can continue to nurture not-ready leads with relevant follow-up emails that will help move them down the sales funnel.

If you want to take a deeper dive into lead scoring, check out HubSpot’s detailed instructions. Or better yet, have us set up lead scoring for you!

Tactic #3: Segment your website leads according to personas.

If you do nothing else, at least do this. Segmenting leads according to your will help your marketing and sales teams have more meaningful follow-up conversations.

For marketing, this means the follow-up lead nurturing emails will talk to that persona, specifically the concerns and challenges the persona faces. For sales, this means the conversations the rep has with the person will be based on persona attributes.

Reminder: When we say “persona,” we’re talking about the prospective buyer and/or person influencing the buying decision. For senior living, personas can be divided into two main groups: seniors shopping for themselves or an adult child researching on behalf of a parent or older adult in their lives (like an aunt or uncle).

Those are BROAD categories. You can (and should) break them down even more:

  • Adult daughter researching for her mother
  • Adult daughter researching for her father
  • Senior searching for options for herself
  • Senior searching for options for himself
  • Adult son researching for his mother
  • Adult son researching for his father
  • Senior couple looking for options

Keep in mind that the above list is just a start. It doesn’t cover all the scenarios.

Our point is simple: How you communicate with an adult son researching on behalf of his father should be different from the way you communicate with an adult daughter researching for her mother. How you communicate with a single eighty-five-year-old man will be different from a 70-year-old couple getting ready to retire.

BENEFITS: Marketing automation will once again save the day by automatically identifying the persona it should attribute the lead to—and what communications should be served up to the lead as a result. And yes, persona identification will likely be one of the factors that goes into determining the overall lead score.

Bottom line: How you manage your senior living leads matters!

You’ve invested a lot of time, energy, and money into getting leads from your website. Don’t let them just “sit there.” And don’t group all of them together in one bucket. We know this might sound overwhelming. But it doesn’t need to be. Especially when you work with a partner like Senior Living SMART. Give us a shout and let’s talk about scoring your senior living leads appropriately!

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Stay In Touch cold and lost lead re-engagement program

Re-Engage Cold Senior Living Leads with Our Stay in Touch Program

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When it comes to the senior living leads in your database, does any of this sound familiar?

  • You have a CRM filled with hundreds of leads that fizzled and went cold—and you don’t know what to do with them.
  • Your sales team has strategies for nurturing leads that come in now—but no strategies for nurturing leads that are eighteen, twelve, or even six months old.
  • You don’t have the people-power to manually call or email all your colds leads, yet you know that you’re missing out on good opportunities.

If you were nodding your head YES as you read through the above, you’re not alone. Your senior living CRM is likely home to many old/cold leads—leads that never received any follow up.

Why didn’t they receive any follow up?

Well, as you know, prospects inquire at various stages of readiness, but sales people can only work 10 – 12 active leads at a time, so they focus on leads closest to decision. Providers know this is a problem. But most don’t have a strategy for addressing it. So, what do they do? They just keep buying new leads.

This isn’t a SMART approach.

And that’s precisely why we created our “Stay in Touch” program-to help busy sales and marketing teams re-engage cold senior living leads through a SMART marketing automation solution.

All you have to do is provide the list of cold leads, and we take it from there. Sounds great, right?

Below are some FAQs about the program.

How does the Stay in Touch program help re-engage cold senior living leads?

We’ve already created a series of surveys, offers, and emails that have proven to re-engage colder senior living leads. This content will help score and segment the leads according to their level of interest.

  • Leads with good potential get served up to your sales team.
  • Cooler leads continue through the various lead nurturing paths until they’re closer to decision and ready to talk to sales.

Why should my community use the Stay in Touch program?

We’ve done the heavy lifting for you! We’ve thought through the messaging that will most likely resonate, the offers that will entice people to take action, and the branching “logic” for the workflows.

We customize all pieces according to your community’s branding guidelines, set up everything (from emails to landing pages), and schedule emails at a rate that makes sense. Once it’s set up, it works on its own. (That’s the power and beauty of marketing automation!)

What will my community “get” from the Stay in Touch program?

The benefits are many. You’ll get . . .

    • A turnkey solution to engage cold leads and turn some of them into warm and hot leads that convert into tours and move-ins
    • More accurate views of your sales pipeline
    • A cleaner, nimbler database/CRM
    • Buy-in from marketing and sales regarding marketing automation
    • And did we mention cold leads that actually CONVERT?

I want the Stay in Touch program. What should I do next?

Let’s set up a 30-minute brainstorming session. There’s no cost for this session (and no obligation, of course). It’s simply an opportunity for you to get to know us and for us to get to know more about your community (or communities) and how you manage your senior living leads. We can also walk you through how the various elements of the Stay in Touch program work.

YES, I WANT TO SETUP MY BRAINSTORMING SESSION NOW!

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Senior Living Sales Strategies: Why Personalization Matters

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Today, we’re going to give you a simple, yet powerful tool to add to your senior living sales strategies: personalization.

When we say personalization, we mean exactly that: using a person’s first name, specifically in emails.

Why?

Well, as humans, we’re wired to respond positively when we hear and read our first names. It’s all about this concept called “implicit egotism.”

Marketers and advertisers for big companies already know this. It’s why you’ll often see your name in the subject lines of emails from your favorite brands. Subconsciously, we see our name, and our brains think “This was written for me.”

Of course, smart marketers don’t include names simply to stroke people’s egos. We do it because of the results: more opens and clicks. In fact, Campaign Monitor reports personalization increases open rates by 26%.

If you haven’t been using personalization in your prospect emails, it’s time to spruce up your senior living sales strategies with a little first-name magic.

Here’s how to add in personalization when communicating with your senior living leads:

Email subject lines

Good marketing automation software (and even email marketing software, like Mailchimp and Constant Contact) makes personalization super easy through the use of personalization tokens.

Typically, when you enter the text for your subject line, you’d enter a series of characters that would indicate to the software to automatically add the person’s first name.

For example, the string of characters might look something like this *|FNAME|*

Or some marketing automation software, like HubSpot, includes a button that says “Personalization” and you can choose how you want to personalize the subject line.

When you’re done, the subject line box of the email might look something like this:

*|FNAME|*, do you have questions about financing senior living?

When the email is sent, the marketing automation software will insert the person’s first name. So, this is what the person would see in her email inbox:

Mary, do you have questions about financing senior living?

Note: In order to personalize using a prospect’s first name, you need to make sure you’re GETTING this info on your online forms. This is why you should have separate FIRST NAME and LAST NAME fields on any online forms, rather than one generic NAME field.

Email body copy

With good automation software, you can do the same thing with your email copy and include the person’s first name.

A caveat: ONLY DO IT IF IT SOUNDS NATURAL.

So, for example, maybe you’ve just described what a lovely Saturday night might be like in your community, with wine on the patio, a scrumptious dinner, and then dancing in the pub. After the description, you might write:

Sounds great, doesn’t it, *|FNAME|*?

When the email is delivered to the recipient, they would see their name in the copy like this:

Sounds great, doesn’t it, Mary?

In the above example, the line sounds natural.

Don’t overdo it! We don’t recommend adding personalization more than one time in the body of the email. And again, ONLY do it if it sounds natural.

Need assistance adding personalization to the emails you deliver to your senior living leads?

We’d be happy to help! Connect with us and let’s talk about your marketing needs.

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Increase Occupancy By Maximizing LTCi Benefit Payments

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A panel of senior living marketing professionals will share strategies and tactics for lead generation, nurturing and conversions given current restrictions regarding tours, events and community visits.

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Mom’s House Helps Seniors Move-In Faster

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A panel of senior living marketing professionals will share strategies and tactics for lead generation, nurturing and conversions given current restrictions regarding tours, events and community visits.

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How to Get More Repeat Visitors to Your Senior Living Website

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Most prospects visit a senior living website an average of seven to eight times before contacting someone from sales. So getting prospects to come back often throughout their journey is important.

How do you do this?

By giving them a reason to come back.

Here are five strategies for doing exactly that.

1. Lure them through compelling subscription-based content (like a blog or newsletter).

If you have a senior living blog, encourage people to subscribe so that they automatically get notified when a new post goes live. When it comes to newsletters, make sure the sign-up for your prospect-facing newsletter is available on every page of your site. The footer is a great location for this. Fill each newsletter with content that gets prospects to click back to the site—it could be a link to a blog post or piece of premium content or an alert about an event, like an open house.

2. Charm them on social media.

As senior living website visitors travel through your site, make it easy for them to follow your senior living community on social media. Include social media icons on every page of the site, ideally in the header and footer. Then, make sure you have a good social media strategy in place where you regularly post helpful, interesting, engaging content that inspires people to click through and/or to go back to your site on their own.

3. Convey targeted messages with lead nurturing campaigns.

Different from newsletters, lead nurturing emails are just that—a series of simple, short, text-based emails that speak to the prospect and where they are on their journey.

So an adult daughter searching various options for her aging mom might be in one series of lead nurturing emails. And the links in these emails will point to pages on the senior living site that will be most beneficial to her. Another set of emails might be for a husband looking for options for his spouse who needs memory care. You get the idea.

Each email should have a specific message based on where the person is in their buying journey. Someone in the research phase might be sent to blog posts to deepen their knowledge base, while someone who is farther down the so-called sales funnel might receive an email about floor plans.

Again, the goal is to get people to click back to the site and engage with your content even more.

4. Make them never lose sight of you, thanks to retargeting ads.

Have you ever been looking at a product online, and the next thing you know, you start seeing ads EVERYWHERE for the product? All over Facebook and other websites you visit, such as media sites?

This is by design, not chance. Known as retargeting, this type of advertising allows you to “follow” someone as they leave your site so that you can serve up ads enticing these folks to return to your site—or at the very least, these ads will hopefully keep your senior living community top of mind.

Note: retargeting ads are a great way to focus on anonymous senior living website visitors. So if someone comes to your site, but they don’t download any content, you might think you have no way of staying in front of them because you don’t have any info on them, like a name or email. Retargeting helps bridge this gap.

5. Surprise senior living website visitors with unexpected “old school” methods of engagement.

Radio or TV spots with big companies aren’t always within budget, but for smaller, local stations, you might get a budget-friendly ad buy and the target audience you’re looking for since many seniors still listen to the radio and watch TV. Same goes with print ads, since older demographics are big readers of physical publications like daily and weekly newspapers.

But how does this get people to come back to your website? Simple: Because you’ve included the website URL in all print and radio ads. You could even create special web pages so you can track activity from each promotion: www.YourCommunityName.com/radio.

We talk a lot about digital marketing and inbound marketing, and plenty of marketers will tell you to only focus on those methods. But we think there’s still a place for some old school methods (also known as outbound marketing).

Get Started NOW!

You can use a variety of ways to re-engage people and entice them back to your senior living community’s website. Getting started can be the toughest part, however.  WE CAN HELP.

Take advantage of our experience in the senior living trenches.

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Expand Beyond Zoom: Bigger, Better Ways to Use Video

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A panel of senior living marketing professionals will share strategies and tactics for lead generation, nurturing and conversions given current restrictions regarding tours, events and community visits.

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Why All Senior Living Websites Need To Have a Blog & Premium Content

The Benefits of a Senior Living Blog & Premium Content

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Even as we sit here in 2020, it still amazes us the resistance we occasionally encounter when we tell people they should have a senior living blog and offer premium content (e.g., free guides, infographics, checklists, ebooks, etc.).

So let’s explain our rationale once and for all.

1. Senior living blog posts and premium content provide additional opportunities to attract people to your site and engage them with helpful info.

The more paths you can give people to enter and explore your website, the better. And that’s precisely what premium content and senior living blog posts do.

Remember, most people begin their shopping online these days. A basic 10-page or 20-page senior living website isn’t enough to cover all the information people are searching for. But every blog post you write is considered a website page. Every landing page you have for a free download, like a guide or infographic, is considered a page. And ALL of these pages are excellent ways to help attract site visitors and convert them into leads.

Google also likes a deeper website with lots of helpful info: “If your pages contain useful information, their content will attract many visitors and entice webmasters to link to your site.”

2. Blog posts and premium content provide a great opportunity for long-tail keyword optimization.

A long-tail keyword is one that’s hyper specific, but doesn’t have a ton of monthly searches. That’s OK, because the specificity of the search term often indicates someone’s eagerness to buy sooner rather than later. For example, someone searching on “yellow sneakers women wide width size 8” indicates a certain level of interest beyond someone who simply googles “women’s sneakers.”

Armed with a solid list of long-tail keywords relevant to senior living, you can optimize your blog and premium content so that it helps capture the people conducting these long-tail searches.

3. Blog posts and premium content can speak to a specific point in the buyer’s journey—and to different buyers.

Some of your core pages—like your home page—need to speak to everyone. It’s the home page, after all. It needs to be welcoming to everyone who lands on it, regardless of who they are or where they are in their journey.

But a guide that that discusses the differences between independent living and assisted living is speaking to someone earlier in their journey. The one-sheet on your community’s pricing is speaking to buyer who is in the decision making stage.

Having different types of content that speak to different types of buyers at different points in their journey is not only helpful to your prospects, but also your marketing and sales teams. How? Well, marketing and sales will be able to score the leads appropriately based on the types of blog posts and premium content the prospects read and download.

In the example we used earlier, the person learning about independent living and memory care would be a marketing-qualified lead (MQL) since they’re still in the educational stages, while the person who requested pricing would be a sales-qualified lead (SQL).

4. Blogs and premium content allow you the space to dive deep into complex questions.

Think of the most common questions people ask about senior living. Do a quick answer on your FAQs page. But go into a deeper explanation in a blog post or guide.

5. Blogs and premium content give you a great place to show your community’s personality and unique point of view.

In a previous article, we mentioned that one of the challenges facing senior living communities is that most (if not all) are essentially selling the same thing—and your core web pages won’t differ too much from competitors’ web pages.

But with a blog and other premium content, you can begin to differentiate yourself simply by how you talk and the approach you take to common questions (or objections/challenges).

In fact, we’d argue that more and more senior living communities need to get into this “personality-driven” content. Write a blog post on a day in the life of your…activities director, nurse practitioner, head of dining, you get the idea. Include candid photos and real quotes. Or create a guide on “How 3 Real Families Helped Ease Their Parents’ Angst About Moving into Our Community.”

THAT’S the type of content people won’t see anywhere else because it’s unique to your community. It’s honest, and it tackles the stuff that’s in the back of so many people’s heads.

The communities that start producing truly original, heartfelt, honest content are the communities that will succeed the most this decade—and a blog and premium content are a great way to disseminate this sort of material.

Need fresh ideas for your blog or premium content?

Let’s brainstorm together for 30 minutes!

What is Marketing Automation & Do You Need It?

What is Marketing Automation & Do You Need It?

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With marketing automation, you can easily schedule and duplicate various marketing tasks (typically connected with actions on your website) to happen without any further work on your part.

Marketing automation examples:

  • When someone downloads a piece of content from a site, they usually receive a thank you email. THAT’s marketing automation in action. This email can include additional information to engage them further.
  • Quality marketing automation software can automatically identify and label website leads as marketing qualified leads (MQLs) or sales qualified leads (SQLs) based on criteria you set. From there, the MQLs could be automatically entered into an email workflow for longtime nurturing.

The goal with marketing automation is to make everyone’s lives easier—think marketing, sales, and even your prospects.

How marketing automation helps senior living marketing teams

Your marketing team can “set it and forget it.” This frees up senior living marketing teams to do more important things like brainstorm and try out new ideas, create more of what works, efficiently move prospects through the sales funnel, and tweak existing campaigns based on results.

Remember, the majority of your website visitors are NOT ready to buy yet. They are researching and comparing. Marketing automation helps you capture these otherwise anonymous visitors (through forms) so that you can continue the conversation with them at their pace.

How it helps senior living sales teams

Sales can now spend more time focusing on true sales-qualified leads (SQLs). For example, if someone requests info on pricing, the automated system might label them as an SQL because of that action—and automatically notify sales to follow up with that particular lead.

Sales can focus on converting SQLs to tours and move-ins while the MQLs “marinate” in a lead nurturing program that readies them to become SQLs when the time is right. This means better close rates for sales teams.

How it helps prospects

Let’s say a prospective resident is browsing your site at midnight and is interested in reading your guide on “How to Finance Senior Living for Aging Parents.” Instead of requesting it and waiting for someone to manually email or snail mail it, the person will get it instantly—without anyone on your end having to lift a finger.

Does your senior living community need marketing automation?

If you’d asked this question a decade ago, the answer would have been “it depends.” As we enter this new decade, however, we’d argue that all senior living communities need some form of marketing automation in order to remain competitive.

The question you need to ask is what level you need.

Do you need the Cadillac version with all the bells and whistles or would basic software do? We’re huge fans of HubSpot (we’re a certified HubSpot agency). We’ve had a ton of success working with senior living communities who install HubSpot.

Marketing automation IS an investment.

But if your teams use it correctly, it will pay for itself over time by identifying sales-qualified leads when they’re truly “hot,” nurturing cool and warm leads over time, improving efficiencies, and providing deep insights in terms of analytics.

Still on the fence?

Or maybe you know you need some form of marketing automation but you don’t know what to do next? Don’t go it alone! The only thing worse than NO marketing automation is the wrong marketing automation for your needs—or setting it up incorrectly.

Download our Hubspot for Senior Living Guide
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