What Can Sales People Do If They Cannot Sell?

Senior Living Sales Tips: What Can Sales Reps Do If They Can’t Sell?

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EDITOR’S NOTE: Like everyone else around the globe, we’re struggling with this new reality due to the COVID-19 pandemic. Heartbreaking stories of loss and grief and a world economy inching towards recession are just some of the things keeping us up at night.

As a marketing agency focused solely on the senior living industry, we’ve been thinking about all our clients as they face these unprecedented times. It’s hard to see past this pandemic since we’re only in the early stages, but at some point, we know we’ll begin to adjust to this “new normal.” The articles we’ll be providing during this time are designed to offer senior living sales tips and marketing strategies that can help right now. 

Senior Living Sales Tips: Selling in the Age of COVID-19

COVID-19 has understandably restricted many senior living sales activities, such as tours, events, home visits, and move-ins, but there’s still plenty that sales teams can do to remain productive and helpful.

Here are some senior living sales strategies to consider.

Stay connected with prospective residents:

Remember, the goal isn’t to sell, but to connect. Be that reassuring voice people need in this time of uncertainty.

  • Work the phones in a compassionate way. This is the perfect time for senior living sales reps to call every prospective resident and see how they’re doing. (Your call-out connect rate should be very high with everyone being at home!) Really listen to people’s stories, their concerns, their fears, and how they’re navigating day to day. Again, there’s no need to sell. Let them know you’ll be there when they’re ready to move forward.
  • Give back to local businesses. Support local restaurants and have meals delivered to prospects who are isolated and/or purchase restaurant gift cards and send them out.
  • Put the CARE into care packages. Drop off care packages on prospects’ doorsteps with non-perishable foods, like canned soups, pasta, and rice; crossword puzzles/ game books; cleaning supplies (if you have them); and a good book to read.
  • Be a conduit of helpful info. Put together a list of local resources and mail this document to people (or include it in the care packages). To start, call local senior centers, area agencies on aging, Meals on Wheels, churches/synagogues, and so forth to learn how they are serving seniors. Get a list of delivery options for meals and pharmacies. In addition to sharing this info with prospects, post it on your website and social channels as well.
  • Post uplifting photos, stories, and testimonials. Include ones from residents and staff and post to places like Facebook. This will help show how your team is serving residents and staff during the pandemic.
  • Line up speakers who can provide virtual events. You can host these events via Facebook Live or Zoom to keep prospective residents informed and connected to your community.
  • Put together a “Daily Distraction” email. Include an uplifting message and things like links to fun activities to do at home, funny YouTube videos, zoo/aquarium cams, and so forth.
  • Continue to create virtual sales experiences. Check out this article with even more tips for creating positive virtual sales experiences.

More Senior Living Sales Tips: Help fellow staff members and current residents:

Sales teams can also offer a helping hand to overworked staff members. Some ways you can help:

  • Offer to lead activities or visit with residents to increase engagement. Ask your community’s activities director how you can help. They’ll have tasks for you, no doubt! (If you have a talent, interest, or hobby that you can share, go for it!)
  • Help residents remain in contact with their families. Set up Skype/ FaceTime for residents to connect with their families.
  • Roll up your sleeves. Assist with non-clinical tasks, such as delivering meals and cleaning common areas.

Attack that to-do list:

Have you ever said, “If only I had some extra time, I could get some of these things done”? Well, now you do. Start tackling some of those items that get pushed down the to-do list during busier times.

Some ideas:

  • Update online listings. This is the perfect time to update and optimize your Google My Business page and all your directory listings (we can help with this!). The more you can do today to improve search ranking, the better positioned you’ll be when your community is fully open for visits.
  • Crank out content. Write blogs about all the questions that prospects have in the sales process. Blogs will provide a much needed SEO boost for better search ranking when things return to normal.
  • Connect with the marketing team. Review analytics (pre-COVID-19) to better understand what marketing initiatives have been working and to brainstorm new ideas to try in the future. Sales and marketing teams should be working together regularly anyway, but this is a good excuse to re-engage with them.

As always, we’re here to help you market and sell more effectively during the pandemic. If you need other ideas regarding senior living sales tips and marketing strategies, don’t hesitate to reach out to us.

Crisis Communication Tips for Senior Living Communities

Crisis Communication Tips for Senior Living Communities

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EDITOR’S NOTE REGARDING CRISIS COMMUNICATION: Like everyone else around the globe, we’re struggling with this new reality due to the COVID-19 pandemic. Heartbreaking stories of loss and grief and a world economy inching towards recession are just some of the things keeping us up at night.

As a senior living marketing agency, we’ve been thinking about all our clients as they face these unprecedented times. It’s hard to see past this pandemic since we’re only in the early stages, but at some point, we know we’ll begin to adjust to this “new normal.” The articles we’ll be providing during this time are designed to help senior living sales and marketing teams when they’re ready to move forward.

Crisis Communication: Appropriate Messages during COVID-19

The messages your senior living community puts out during a crisis matters. You’ll need to halt salesy messaging like “Schedule a Tour” or “Join Us for Lunch” and focus on complete transparency. Yes, transparency should always be the foundational element of your sales and marketing messaging, but let’s face it: in normal times, messaging doesn’t always sound like that, does it?

But we’re not living in normal times. So things NEED to shift to 100% transparency.

The crisis communication messages you should be sharing:

Community-wide/General

Your leadership’s clear and direct response to COVID-19. You should have a call-out in the header area of your website with a clear link to your community’s full response. This response should include basics, like how your community is addressing the outbreak, visiting hours, important phone numbers, and how you’ll be delivering updates. Check out this blog post for more tips.

The various ways your community is supporting residents, staff, and their families. Social media is an excellent way to share real-time images of your community’s social distancing efforts, cleanliness efforts, and modified activities in the Age of COVID-19. People crave reassurance during this time. Visual images can go a long way in helping. (This goes without saying, but under no circumstances should you “stage” any photos. Be real. Be authentic.)

Unvarnished truths. No sugarcoating is allowed. Don’t try to convince people that they’re better off in a community when all credible news reports are constantly reminding us about social distancing. Instead, talk about how your community is helping everyone stay safe and adjust to new realities. At the same time, you can and should absolutely share solid truths. For example, if your community is indeed fully stocked with food, cleaning supplies, and medical supplies, that’s a reassuring message that people will want to hear.

Safe, actionable things that family members can do to support their loved ones. This is likely going to be one of the biggest things you need to focus on—the feeling of helplessness that so many family members are going to have when it comes to being able to connect with their loved ones. Some ideas:

Marketing and Sales: Changes to Messaging

 Update the messaging in paid advertising. Paid campaigns will need to have different calls-to-action for the time being. Again, halt the “schedule a tour” messages and focus on “virtual experience” items. See this previous blog post for ideas regarding that.

Pause lead nurturing OR update it to reflect the current situation. If you let your automated lead nurturing simply continue “as is” during this pandemic, your community will come across as out of touch and incredibly insensitive. So pause all campaigns OR update every email with a simple disclaimer at the top about COVID-19 (in italics, in a different font—something to make it clear there are humans behind these emails). Double check subject lines and revise any that are too cute/clever.

Review any scheduled social media posts. If you schedule out your social media posts, take a moment to review everything that’s scheduled and pause, delete, and revise, as needed. Remove any posts that are too self-promotional. Make sure you’re sharing a good mix of COVID-19 related messages (see first section above).Be mindful about third-party posts that you share. ONLY share from credible organizations like the CDC or your local department of public health.

Consider shifting some digital marketing dollars to more traditional direct mail efforts. Direct mail might have a better chance to stand out since more people are at home right now. Reminder that we have a turnkey solution for your direct mail efforts: SMARTbrand (including a basic free plan).

Update email signatures. Your marketing and sales teams should update email signatures with a link regarding your community’s response to COVID-19 and provide a way to “virtually” meet, like a link to an online scheduler.

With COVID-19, things are changing hourly, and recommendations will change.

What we recommend now could change tomorrow or a week from now. If you need help with your crisis communication plan and messaging, call us. We’ve worked in senior living communities for decades and know what it’s like during times of chaos. Let’s chat soon.

Tips for Creating Virtual Sales Experiences in Senior Living

Senior Living Sales Strategies During COVID: Create Virtual Experiences

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EDITOR’S NOTE: Like everyone else around the globe, we’re struggling with this new reality due to the COVID-19 pandemic. Heartbreaking stories of loss and grief and a world economy inching towards recession are just some of the things keeping us up at night. As a senior living marketing agency, we’ve been thinking about all our clients as they face these unprecedented times. It’s hard to see past this pandemic since we’re only in the early stages, but at some point, we know we’ll begin to adjust to this “new normal.” The articles we’ll be providing during this time are designed to give senior living sales strategies and marketing tips that can help. 

Senior Living Sales Strategies: Think Virtual & Interactive  Experiences

The current “no touch” reality due to COVID-19 will require creative approaches for senior living sales teams. Several states have suspended move-ins and on-site visits. As a result, occupancy rates can only go down until these restrictions are lifted.

No doubt, the last thing on most people’s minds is marketing or sales, but it’s important to keep initiatives going—in a thoughtful and compassionate way, of course. For the foreseeable future, tours, events, and perhaps even home visits will not be options, so here are some ideas for creating effective (and, bottom line, SAFE) sales experience for prospective residents.

Your New Front Door

People might not be able to physically enter your community, but that doesn’t mean you can’t provide them a glimpse inside.  Remember, your website has always served as your virtual front door. And, for the time being anyway, it is THE entry point into all that your community offers. Everything that people would usually come into the community to experience must be available on your website.

Here’s a quick list of must-haves to create an interactive experience:

  • Live Chat. Real human chat “hosts” should personally welcome website visitors, answer questions, provide information, and generate leads. Your human “hosts” can work from the safety of their own homes.
  • Video Conferencing. Meeting “face-to-face” in this new reality is possible, thanks to virtual conferencing options. Skype is free and widely accessible. Paid options like Zoom are budget-friendly.
  • Downloadable brochures (gate this with a form so you can gather contact information and follow up). Here is an example.
  • Video Tours. If you don’t have professional video tours, invest in a technology such as HeartLegacy and have the sales team create videos to highlight the community. Here is a sample.
  • Interactive Surveys such as Roobrik allow prospects to find their best senior housing and care option.
  • Floor Plans and Interactive Room Planners. Here is an example.
  • Testimonials to show the experience of living in the community. Check out these examples.
  • Links to Facebook to highlight all the positive stories within each community.
  • A Robust Resources Section. Think blogs, guides, videos, links to COVID-19 articles, and guidelines to show that you are well prepared, caring, and reassuring.

Taking these steps won’t be in vain, either. Since most searches for senior living begin online, creating a strong virtual experience for people is something that will help your community for the long term.

As always, we’re here to help with your marketing and senior living sales strategies during COVID.

If you need assistance making any of the above happen during this chaotic time, don’t hesitate to reach out to us.

Battling COVID-19 Webinar

Senior Living Marketing Webinar: Battling COVID-19

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We’ve gathered industry experts for this FREE senior living marketing webinar to give you the tools to effectively manage the COVID-19 pandemic in your senior living community. From resident and staff health, effective procedures for cleaning and disinfecting to managing crisis communication.

Here’s what you’ll learn: 

  • Strategies to prevent the spread of COVID-19 in senior living communities
  • Prevention, treatment of COVID-19
  • COVID-19 HR Policy
  • CDC Recommendations
  • Safety FAQs
  • When should you use standard precautions
  • Three types of transmission
  • Practicing good EVS procedures
  • Supporting staff, residents and families
  • Crisis Communication
  • Virtual sales tools
Download Slide Deck Presentation
Special Edition: COVID-19 Communication Tips

Senior Living Marketing Crisis Communication Tips for COVID-19

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The World Health Organization has officially used the term “pandemic” in relation to coronavirus disease 2019 (COVID-19). Senior living communities are especially vulnerable to this disease, so what your community does next matters. These crisis communication tips will help.

Effective and pro-active communication with residents, families, referral sources, and prospects should be a high priority.  If you have a crisis communication policy, dust it off and start executing. If you don’t have something in place, follow these crisis communication tips ASAP.

Crisis Communication Tips: Be Open, Honest, & Transparent

Everyone wants reassurance that you have a plan in place to minimize risk and exposure to your residents and staff. Plan to communicate at least daily through a dedicated hotline number with a regularly updated recording. Or make a live central contact available to answer questions. Provide specifics on your protocols. In addition, reference the CDC recommendations for reducing risk and exposure to residents and staff.

Here are some links to include in your communication:

Crisis Communication Tips: Address the Most Pressing Concerns

Some of the most pressing questions include the following. Make sure you have answers:

  • Is my loved one safe right now? How will you ensure their safety throughout this crisis?
  • Will you close the community to visitors? If so, how will you provide resident status updates?
  • Are you stopping admissions, cancelling events and trips, serving residents on paper or delivering meals to apartments?
  • Do you have enough staff and supplies?
  • Are you increasing inventory of medical, food, and service supplies?
  • Have you increased your cleaning/ disinfecting protocols?
  • Are you retraining staff and hosting Town Hall meetings with residents?
  • What will you do if the virus is detected in the community?

People want to know what steps you’re taking to minimize risk. In addition, they expect regular communication about it.

Crisis Communication Tips: Use Every Communication Channel

You don’t know how or where people will go to access info. So, use all communication channels to deliver a consistent message.

Website. Put a banner on your website with a link to your prepared statement.

Email. Send emails, as needed, to all residents, family members, and responsible parties. First, outline your resident safety protocols. Second, reassure fearful and anxious family members. Finally, provide the various ways people can get regular updates.

Phone. Have a dedicated hotline to provide regular communication. This can be a central person available at the corporate level, recordings at the community level, or a call center. The more proactively you push out information, the fewer burdens there will be in managing incoming calls.

Live Chat. Provide your live chat partner with your crisis communication plan and FAQs so they can engage appropriately with website visitors.

Automated messaging technologies. Communication platforms, such as Voicefriend, automate notifications to residents, families, and staff via recorded phone messages, text, and email.

SMS. Do a bulk text notification to all residents, family members, and responsible parties. Include links to your updated notification channels, such as your hotline and website.

Prepare a media statement. If reporters contact your community, your department heads need to have a prepared statement that they can provide. Here is an example from Brookdale.

Example to follow: Brookdale has done a great job communicating their plan. They even created a COVID-19 Toolkit. Check it out here.

As always, if you need help creating or setting up any of these items, we can help you effectively sell and market your community during the pandemic

Inbound Marketing: Your Best Employee Recruitment Tool

Inbound Marketing: Your Best Employee Recruitment Tool

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In today’s job market, the candidates have the upper hand. We know that 95 percent of the people that companies want to hire for critical roles are not actually looking for a job. As a result, companies are competing for the best candidates. In order to effectively vie for great talent, you need the right tools.

As part of their recruitment strategy, many companies are using outbound marketing. This involves reaching out to potential candidates through job postings, paid advertising, or a third-party recruiter.

But today’s recruitment efforts need a more advanced strategy—one that you’re likely already using to attract residents: inbound marketing.

With inbound marketing, you create content that attracts new prospects to your company. From there, you can engage with them and determine if they’re the right fit. It’s an opportunity to establish a dialogue with passive and active job seekers, create a unique candidate experience, and build relationships with top talent.

Here are five quick ways to get started with inbound marketing as a recruitment tool:

1. Define Your Objectives

Before you start, decide on which positions you are trying to attract. Do you want to focus on executive level and above? Or do you also want to also use inbound marketing to source your nursing and care staff?

2. Define the Candidate “Persona”

Once you know which roles you want to recruit for, you also have to determine the characteristics that you are looking for in your ideal candidate. You should start with educational background, previous experience, and any technical requirements (licensure, software knowledge, etc.) that you may want in a candidate. Then dig a little deeper. Look at employees who are successful in their roles and identify traits and skills that help them prosper.

3. Define Your Culture

Think about your company culture. How do you define success in your company? What are the company non-negotiables when it comes to character and performance? What are the top 10 words you would use to define your culture?

4. Create “Hooks”

According to Career Builder, 75% of job seekers start their search on Google. So you should create search-friendly content that will attract the ideal candidates to your site (which is one of the reasons you develop the candidate personas).

Content can include why you are the best company to work for, associate testimonial videos, and educational info. Find the best channels to connect with your prospective candidate. This could be Facebook, LinkedIn, Twitter, You Tube, as well as industry sites.

Get creative where you share this content. Based on chats with your current successful employees, is there anything that most have in common? For example, maybe most are members of the local YMCA. If that’s the case, see if you can conduct an informal job fair there or post some info about open positions on the Y’s bulletin boards.

5. Create Opportunities to Build Relationships

Applying for a job is an investment. Today’s candidates want to know more about the company culture and role before they commit to the process. If a candidate isn’t ready to apply, create opportunities to engage them and develop a relationship. Give them opportunities to learn more about your company. This can be done with additional educational content, blog content, company resources, or signing up for a “keep in touch” newsletter.

It often takes many touch points to influence a decision, so invest the time in these relationships now to reap future rewards.

Learn more in this webinar: Inbound Marketing: Your Secret Weapon In Winning the Recruitment Game →

Senior Living Employee Recruitment: Tips for Attracting Great People

Senior Living Employee Recruitment: Tips for Attracting Great People

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Question: Do you know the top five reasons a candidate would want to work for your senior living community?

If you don’t know the answer, start thinking about it. Because understanding why your company is a great place to work will help you attract great staff.

It’s no secret that it’s a competitive hiring market in senior living. Many companies are vying for the same candidates, from care staff to executive directors. So when you find a candidate you like, how do you convince them that they should work for you? You have to market your community to potential job candidates with the same intensity you market to prospects.

Which is why knowing the top five reasons candidates would want to work at your community is a great way to engage prospective employees and stand out from the crowd.

How do you come up with your list? Start by asking your current employees why they work for you and what they like about their job, the community, their co-workers, their managers, and even the residents. You’ll probably get some valuable feedback and great insights into why staff members stay with your community.

When you’re talking to job candidates, share these insights with them and ask which one is most important. Then, talk about that particular topic in more depth. For example, if a collaborative workplace culture is important, show them the ways your community and team foster this sort of environment.

The Impact of Marketing Automation on One Senior Living Community

Marketing Automation: The Impact On One Senior Living Community

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Sonata Senior Living operates in highly competitive markets in central and southern Florida. They were looking for a way to drive more qualified prospects to their site, convert more tour and phone interactions, and determine the ROI of their digital efforts. We recommended marketing automation, since it’s both strategic and measurable.

Here’s the philosophy behind it…

Persona Development to Attract the Ideal Prospects

A persona is a fictional representation of the most qualified prospects with the highest opportunity to convert to a resident. Think about your most successful residents. They’ve lived in the community for a long time. They enjoy the amenities and lifestyle. And their families are involved and supportive. To get more of those ideal leads, you should develop buyer personas to understand common attributes, decision-making behavior, and key motivators.

Content Development to Attract More Qualified Leads

Once the personas are developed, the next step is to create an editorial calendar with relevant topics that are compelling to your personas throughout their journey. Content development should start with a keyword analysis for the target community and their nearest and dearest competitors. We focus on building a content strategy with topics for each persona and each stage within their journey.

Our copywriters work from keyword-rich titles based on our clients’ ranking for desirable keywords vs. the ranking of their competitors. For example, Sonata ranked lower on “Florida Senior Living” than their competitors. This keyword had a strong search volume, so we increased the number of blog titles with that keyword to elevate their ranking.

Boosting Conversions through Marketing Automation

Blogs serve as the bait that attracts interested prospects to the website, but gated premium content reels them in! Simply having regular blog content (we recommend two to four original blogs per month) will improve your SEO. But once you add gated premium content, conversions will significantly increase. For example, Sonata is seeing contacts double thanks to premium content.

Optimizing contact forms is a quick win. Offering multiple choices to prospects instead of only “contact us” or “schedule a tour” will allow prospects to opt in at the level they are most comfortable.

For instance, early stage leads are not ready for a tour, but they will eagerly download brochures and pricing. We like to offer “speak with an advisor,” “join us for lunch,” “schedule a tour,” and “receive our newsletter.” Sometimes just changing the location of the contact form can increase conversions.

Creating Workflows to Nurture Leads

Once a prospect takes the bait, marketing automation ensures that each prospect is nurtured according to where they are in the buyer’s journey.

Leads in the “bottom” of the sales funnel are ready to buy. We call these Sales Qualified Leads (SQLs). The goal is to get SQLs to the sales team quickly while integrating prospect information into the CRM.

Another goal is to keep Marketing Qualified Leads (MQLs) in a nurturing environment to build trust, provide valuable information and resources, and continue to advance them to SQL status.

Sending all leads to the senior living CRM is a distraction to the sales team. In addition, it often turns off early-stage prospects who aren’t ready for the sales pitch. Marketing automation can discern sales-qualified vs. marketing-qualified leads. Automation can also plate-up highly qualified and motivated leads to the sales team without losing the “not ready” opportunities.

Return on Investment – How Much Revenue Does Your Website Generate?

Sonata was interested in measuring the effectiveness of every marketing investment. They provided us with their average rent and length of stay by lifestyle. We tracked deposits and move-ins. Also, we were able to calculate the ROI of marketing automation and PPC efforts. In the first three months, Sonata realized a 1200% ROI. (Nope, that’s not a typo.)

Interested in learning more? Download the full case study today!

How to Boost Occupancy & Lead Generation Through Inbound Marketing.  In this case study, track the growth of 10 communities in just 3 months using marketing automation, and view measurable results with reported ROI.

Download Case Study

Senior Living Marketing Tips to Kick Start January 2019

How to Create an Effective Senior Living Marketing Plan

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It’s that special time of year. Dreams of sugar plum fairies and winter wonderlands are interrupted with the seasonal realities of Q4. A blizzard of demands grows our To Do list. And all of a sudden, it’s next year. Still a bit hazy from some holiday cheer, you might rush to cobble together a senior living marketing plan for Q1.

It’s fine, you think. After all, look at all those online and aggregator leads coming in!

But is it really OK?

Maybe not, especially when you consider the following…

  • Online leads tend to have a lower quality score than other lead sources, such as referrals.
  • Move-outs tend to increase this time of year, meaning you’ll need even more move-ins.
  • In some regions, weather can wreak havoc with promotional efforts.
  • Not to mention, as we update this article, a pandemic has changed senior living marketing (possibly for good).

So what can you do to make sure you’re not panicking on January 1?

Here are some strategies to follow NOW so that you can hit the ground running with an effective senior living marketing plan for the upcoming year, quarter, or month…

1. Set goals based on real numbers.

Number-driven goals are best, since it’s easier to measure their success. Move-in volume is a typical, measurable sales number (or, at least, it used to be pre-COVID). Set a realistic move-in goal for each month. If you’re not sure, look at the last 12-24 months. (You’ll want to consider 2018 and 2019 numbers to get a realistic sense of what the numbers look like during “normal” times. Then, you’ll want to consider 2020 numbers, too.) And set a monthly marketing budget. You need these numbers to plan.

Once you have a move-in number and a budget number for the month ahead (or better yet, the upcoming quarter or even the whole year), planning becomes easier.

For this exercise, let’s say the move-in number for January is 4.

Based on a budgeted 4 move-ins, how many leads do you need? Leads will equal the number of move-ins divided by your community’s lead-to-move-in conversion rate.

So let’s say your average lead-to-move-in conversion rate over the past 12 months is 12.8%. The math: 4 move-ins divided by .128 = 31 leads. So, in general, you’ll need 31 leads to produce 4 move-ins.

But is that really the number? Probably not for January.

Why? Well, what do we know about Januarys?

  • Online and lead aggregator volume typically spikes.
  • Move-outs often increase.
  • The weather stinks in ¾ of the country. Think ice, snow, rain, wind, and cold. And even if you’re working in a community that’s welcoming snowbirds, you’re thinking how you can keep them with you year-round.

Now, what do we know in general?

  • Not all lead sources are equal.
  • So many variables impact an average annual conversion rate.
  • Leads produced in the current month will most likely convert next month depending on several factors both in and out of your control.

So, most likely, you will need more than 31 leads.
All that said, 31 leads is a good starting point. From there, you can develop a senior living marketing plan that will generate these leads. Then, you can let lead aggregators produce gravy for you.

2. Identify target personas.

How do you bucket the various types of people contacting you and sitting in your CRM? Keep your various buyer personas in mind, including where they might be on their journey:

  • Some know they have problems, but don’t know what will solve them.
  • Others are researching their options on the internet (perhaps prompted by a postcard or a newspaper ad they saw).
  • Some are now calling you, touring communities, talking with lead aggregators, and actively weighing all the options (meaning your direct and indirect competition).
  • Meanwhile, a few are ready to buy, but they may have some concerns.
  • Others may move back up the funnel because of a bad tour, guidance from a friend, a change in financial situation, or other reasons.

You’ll want to bucket your targets.

  • On the lead generation side, you’re looking at seniors, their adult children, professional influencers, and residents with friends they can refer to you.
  • On the consumer side, you’ll look at demographic and socio-economic sweet spots based on an analysis of your CRM data with a data insights company.
  • On the lead nurture side, you most likely are bucketing by time frame to moving in – hot, warm, and cold.

Some of you may have more sophisticated lead scoring in place. Your hot and warm leads should be a enjoying a very personalized sales approach based on your discovery.

3. Select the right marketing campaign to get the job done.

Now that you’ve bucketed your targets, what will you do to generate new leads, nurture your various lead types, and influence professionals and residents to refer to you?

Consider three types of senior living marketing campaigns:

  • Event promotions
  • Product/brand promotions
  • Price promotions

Event promotions are designed to work hard to encourage someone to visit your community and experience the lifestyle you offer. If you are promising an event, you need to ensure you can pull it off successfully. Events are valuable for lead generation and lead nurturing. However, you can also leverage daily resident activities, clubs, and outings as lead nurturing events once you better understand the various interests of people in your CRM.

We recommend one event a month for lead generation. Yes, they are time consuming, but if executed well, you really drive home the value of what you offer to residents. (Psst. Need help creating collateral to promote your events? Check out SMARTbrand.)

Product/brand promotions focus on people on the early side of the buyer’s journey. So your message should focus on things like what you do and what makes your community different/better than your competitors. In essence, you’re making the local market aware of your community. This might involve placing advertisements in places that reach your target audience, both online and off.

Price promotions. We don’t recommend price promotions for lead generation. It cheapens your product and really confuses potential leads about how pricing works at your community. Price promotions are good sales closing tools for a part of your lead base already aware of all you do to offer value, quality, and peace of mind.

What are good ways to come up with promotions?

First, get a calendar of all the holidays during the year. Second, bring your community leadership team together to discuss promotions, especially event promotions. You’ll need their help to pull off successful events for lead generation purposes. Third, you can look at all the promotional options in a “brand-on-demand” system. These systems typically have a catalog of postcards and flyers, and you simply add your branding, event details, and community details. From there, you get them printed and distributed. (A great option is SMARTbrand.)

Select the right media.

Once you’ve figured out your promotions each month for your various targets, you’ll need to determine how you’ll get the promotions to them. This is where budgets are necessary. Some things you can do very inexpensively. For example, with SMARTbrand, you can easily customize digital banners, download them, and place them on social media or your website. But for lead generation, typically you’ll want to look at direct mail, advertising, and online services, too. You’ll also want some materials to hand out to residents and professional referral sources.

Measure a job well done.

How will you measure success? Remember, it’s import to record every inquiry. You may have criteria on what determines who goes into your senior living CRM, but knowing a postcard, print ad, or web page works to generate an inquiry is critical, even if the person ultimately isn’t interested or doesn’t qualify for your services.

You can use things like call-tracking numbers and special website landing pages for direct mail (there are seemingly countless ways to measure—we’re just mentioning a couple).

Bottom line: over time, this information will help you identify media and promotions that give you the biggest bang for your marketing buck.

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