ChatGPT for Senior Living Marketing

ChatGPT: What to Know for Senior Living Marketing

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You’ve probably heard people buzzing about ChatGPT. Its emergence has dominated headlines (it’s the fastest-growing app of all time), spurred countless debates, and worried everyone from teachers to writers to editors to ethicists to conspiracy theorists.

But what exactly is ChatGPT? And how can it be used to support your senior living marketing efforts?

Below, we’re going to answer those questions and more:

  • What is ChatGPT?
  • What sort of content can ChatGPT produce?
  • Are there any issues with ChatGPT-generated content?
  • Should you use ChatGPT for your senior living marketing?

Let’s get to it.

What is ChatGPT?

ChatGPT is a free artificial intelligence (AI) chatbot. It was released in November 2022 by OpenAI. ChatGPT stands for “Chat-based Generative Pre-trained Transformer,” which is a mouthful.

Also, what the heck does that even mean?

Simply put, ChatGPT delivers text-based responses to your “prompts.” A prompt is a question or a request, such as “Write a 600-word blog post about the benefits of senior living.” ChatGPT produces its responses astonishingly fast—and the responses sound remarkably human.

ChatGPT is “trained” on massive amounts of text data. From this data, it has learned how to mimic human conversations.

It’s worth mentioning that ChatGPT isn’t the only AI game in town. Here’s a list of 30 ChatGPT alternatives (free and paid). We’re focusing on ChatGPT because everyone is talking about it.

What sort of content can ChatGPT produce?

You can prompt ChatGPT to create various content, like a well-reasoned essay about Romeo & Juliet, a poem on first love, or an explanation of the Veterans Aid & Attendance benefit.

See the screenshot below, which includes our prompt and ChatGPT’s response.

ChatGPT definition of Veterans benefit

ChatGPT wrote the above in a matter of seconds.

Impressive, right? Well, yes and no.

The above might sound convincing, but ChatGPT’s answer is outdated. The 2023 rate for a surviving spouse is now $1,432, not $1,244. The other numbers are also incorrect.

The above example highlights two of the most significant issues with ChatGPT to date:

  • ChatGPT is “trained” only through 2021.
  • ChatGPT makes LOTs of mistakes.

ChatGPT got the details wrong about the Veterans Aid & Attendance benefit because of its training—it has no “knowledge” of anything after 2021, so it doesn’t know about the updated rates for 2023.

But here’s the thing: ChatGPT also makes plenty of mistakes on things it should know.

Many people have written about this issue. Here are some excellent articles to check out if you want to dive deeper.

Are there any other issues with ChatGPT-generated content?

Yes! If the lack of accuracy isn’t enough to give you pause, then the following issues might:

  • ChatGPT has trouble producing long content. It can lose the “thread” of a discussion once it hits 800 or so words.
  • ChatGPT content often sounds stilted. It’s trying to mimic humans, but it’s not human. While the content is grammatically correct, it can still sound wooden. (And good luck trying to get it to capture your brand voice.)
  • ChatGPT-generated content could have serious SEO implications. We’ll address this in a subsequent blog post, but if you use ChatGPT to create tons of content to manipulate your site’s rankings in Google, we have two words for you: keyword stuffing. (In other words, Google doesn’t like being manipulated, and it’s only a matter of time before it updates its algorithm accordingly.)

Should you use ChatGPT for your senior living marketing efforts, like content creation?

ChatGPT shouldn’t replace your current process for creating high-quality, original, long-form content. The issues with originality, accuracy, tone, and potential SEO implications outweigh any benefits.

But ChatGPT does have potential in other areas:

Use it for brainstorming.

Brainstorming might be the best use for ChatGPT in senior living marketing. Give ChatGPT a keyword phrase and ask it to brainstorm ten potential blog post titles. Then, choose the title you like best and hand it off to a writer.

Below is a screenshot of this idea in action.

ChatGPT blog title brainstorm Vet Benefit

Use it to create outlines.

A keyword-rich blog title and solid outline can help make a writer’s job go much faster. Having ChatGPT do the heavy lifting with the outline is another smart way to use this tool.

See the screenshot below. You’d still want to review and revise the outline. But ChatGPT typically delivers a solid structure that you or your writer could easily work with.

ChatGPT blog outline

Use it for short-form content (but always review and revise).

We asked ChatGPT to write five calls to action for a guide about the Veterans Aid & Attendance benefit. Some might work better as social media posts. All would need to be revised for style and voice.

ChatGPT CTAs

Bottom line: Be careful how you use ChatGPT for your senior living marketing.

ChatGPT is one tool, not the only tool. While it might be helpful with brainstorming and generating outlines, you shouldn’t use it to generate long-form content. Stick to humans for that.

Need help developing an effective content strategy for your senior living community? Get in touch, and let’s chat!

Senior living sales training tips for engaging phone calls

Senior Living Sales Training: Tips for Engaging Phone Calls

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Just about everyone today begins their search for senior living online. But at some point, phone calls come into play, which is why phone skills still matter, even in the age of digital marketing.

How does your sales team do on the phone? Kinda-sorta OK? Meh? Not so great? We got you! Below, you’ll find helpful tips for your senior living sales training.

Hint: Pay close attention to our last suggestion for taking things to the next level.

Tips for Better Senior Living Sales Calls

1. Display genuine empathy

Empathy and sympathy are not the same thing. (And sympathy won’t serve you in this case.)

Empathy is the ability to put yourself in someone else’s shoes and to see and appreciate things from their perspective. Through your words, you can demonstrate this understanding. (If you’re on a Zoom call, your non-verbal gestures can also help.)

Examples of empathy in action:

  • “Oh, my gosh, you don’t need to apologize for sounding frazzled. Making a decision like this is extremely overwhelming. It only makes sense that you’re experiencing so many emotions right now.”
  • “I can only imagine all the questions running through your head since there are many things to consider. We can take as much time as you need and go through your questions one by one. And if you think of something later, call me back, and we’ll chat some more. How’s that sound?”
  • “You know what? That’s an excellent question, and I don’t know the answer. But I completely understand how the answer will affect your decision. If I were you, I’d want to know the answer, too! Let me do some digging, and I’ll call you back. I should be able to do that within the next day or so. How does that sound?”

Related: WHAT IS EMPATHETIC MARKETING & HOW CAN YOUR COMMUNITY USE IT?

2. Listen actively

Active listeners:

  • Focus on the person talking. You shouldn’t be multi-tasking or doing something else while talking with a prospect, like scrolling through Facebook or reading emails.
  • Speak less. As the saying goes, there’s a reason why you have two ears and one mouth. You should spend much more time listening during a sales call than talking.
  • Aren’t afraid of silence. Prospects need time to think, process, and finish their thoughts. Sure, pauses can sometimes feel awkward. Resist the temptation to jump in and fill it. Take a deep breath and count to three. If there’s still silence at that point, you can say something.
  • Make it clear that they’re listening. This means giving appropriate verbal cues on the phone, such as saying “yes” or “uh huh,” while prospects talk.
  • Recap and clarify what they’re hearing along the way. Here’s an example: “So it sounds like you and your husband are interested in a two-bedroom model, not a one-bedroom. Do I have that right?”

3. Don’t rush people

One of our favorite scenes from Grace and Frankie is when Frankie (played by Lily Tomlin) gets her first laptop and doesn’t know how to get online. She calls the Apple tech support number, but they overwhelm her with questions. Flustered, she spouts that she’s seventy, which is the magic word—she’s transferred to a guy named Mike.

Mike is patient. He takes his time. He’s relaxed. He’s chill. He puts Frankie at ease.

Here’s the clip (with a naughty word or two, so consider yourself warned).

 

Remember, you’re talking to an older population, so more people will be like Frankie than not. Even if you’re dealing with adult children, you’re still talking to people who are likely north of fifty—and often quite a way over that. This demographic needs more time to explain things, vent, and ask questions.

An article from the National Institute on Aging (NIA) offers solid advice when talking to older adults: “Be mindful if you are feeling impatient with an older person’s pace. Some people may have trouble following rapid-fire questioning or torrents of information. Try speaking more slowly to give them time to process what is being asked or said, and don’t interrupt. Once interrupted, a [person] is less likely to reveal all of their concerns.”

4. Be mindful of hearing deficits

The NIA also reports that one-third of older adults have hearing loss. You might need to compensate for hearing deficits when chatting with prospects.

On the phone, this can be even trickier, but here are some tips:

  • Ask if the person can hear you OK.
  • Talk slowly and clearly. Enunciate.
  • As mentioned above, don’t fill in pauses (the other person could be processing or coming up with a question).
  • If you have a bad connection (due to a cell phone or cordless phone), ask to reconnect on a landline, if possible.

5. Always provide a brief recap and next steps at the end of the conversation

Say something like this, “Before we hang up, I’d like to make sure I captured everything we discussed. Let me read through my notes, and you can tell me if I missed anything, OK?”

After you recap, say, “OK, so my next steps are A and B. And your next steps are C and D. Does that sound right?”

BONUS: Consider outsourcing to a senior living call center

When we discuss inbound marketing with our clients, we’re always reminding them that the goal is to segment and score inbound leads appropriately. The high-intent ones go to the sales team for follow-up. The warm but not-ready leads continue to be nurtured.

The same philosophy applies to inbound phone calls. Not every prospect who calls your community will have “high intent.” Why waste the sales team’s time by having them field ALL inbound calls?

A better solution is outsourcing your inbound calls to a call center with expertise in handling senior living inquiries. And guess what? We offer that through LeadGenie.

LeadGenie is a fully customizable lead management solution. It provides virtual sales support to respond to your leads quickly and consistently. Visit the LeadGenie site to learn more and to schedule a demo.

Senior living lead eggs hatching with footprints towards sale sign

5 Things You Shouldn’t Do with Your Senior Living Leads

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If we could share one article with every senior living marketing and sales team, this would be it. Why? Because it has to do with everyone’s favorite topic: senior living leads. Specifically, mistakes to avoid. Let’s get to it.

1. Don’t treat all senior living leads the same.

If you’re a Senior Living SMART client and/or a regular reader of our blog, you’ve likely heard us say that not all leads are created equal. Some leads are ready to buy now. Others might be ready two years from now.

How should you handle the very different needs of various leads? To start, you should divide your leads into two buckets—sales-qualified leads (SQLs) and marketing-qualified leads (MQLs). SQLs want to buy sooner rather than later, so they will be served up to the sales team. MQLs aren’t ready yet, so they will enter longer-term nurturing campaigns.

For all of this to happen efficiently, you’ll need marketing automation software and website forms that capture meaningful info to help segment and score your leads. You can choose to get more granular with your lead segmentation if you wish. For example, within your MQLs, you might segment leads according to buyer persona (e.g., senior vs. adult child).

Bottom line: Meet your leads according to where they are on their journey. Don’t treat them all as if they’re ready to buy today or tomorrow.

2. Don’t ignore leads just because they’re in the very early stages.

This goes along with the previous point, but it’s worth repeating. Too often, we see marketing and sales teams ignore leads that are in the earliest stages of their journey (think leads that don’t plan to buy for at least a year). This is short-sighted. Remember, today’s researchers are tomorrow’s buyers—even if that “tomorrow” is eighteen months from now.

While you might not market as aggressively to early-stage leads, you should still provide regular, helpful communications. The goal? For the lead to think well of your community so that when they are ready to buy, your community will be top of mind.

3. Don’t bombard your leads with the same marketing messages.

Since you have a variety of leads coming in, you need to have a variety of marketing messages at the ready as you nurture MQLs to SQLs. Because that’s precisely what good nurturing is—delivering the right message to the right person at the right time.

Getting to know your leads is an excellent way to develop engaging content for them. But how do you get to “know” your leads? Simple. Through your website forms.

Earlier, we mentioned having website forms that capture meaningful info. But if you want to take it to the next level, consider implementing progressive profiling. With progressive form fields, you can control which questions appear on which website forms. Not only that, but once a person has filled out one set of questions, they’ll be asked a different set the next time they fill out a form on your site. The answers will give you valuable insights into your prospects. As a result, you can serve up nurturing campaigns that make sense to them.

For example, maybe your website forms capture people’s favorite hobbies. For those who love food and cooking, you can serve up emails that discuss all the fabulous activities in your community centered around cooking: breadmaking class, sushi night, wine-tasting every Thursday afternoon, pot-luck dinner parties, etc. For those who cited sports as a favorite hobby, you can serve up a similar set of emails that talk about your fitness center, tennis and pickleball courts, golf league, football get-togethers, and the like.

The basic email campaign can be the same, but you will customize the messaging so that it speaks directly to your leads. Custom messaging is the secret sauce to effective lead nurturing.

4. Don’t “set and forget” your marketing automation.

With marketing automation, it’s easy to set up email nurturing campaigns and forget all about them. While automation is supposed to make your life easier, you still need to monitor results—and make adjustments based on what the numbers tell you.

What you should pay attention to:

  • Engagement. Are people opening the emails? Are they clicking through to your offers? Are they converting on those offers? Don’t send emails just to say you’ve sent them. You want your emails to work, meaning they should motivate the recipient to take a specific action—even if that action is something as simple as reading a blog post.
  • Conversions. Over time, provided your email nurturing is effective, you should see increased conversions: MQLs to SQLs and SQLs to customers.
  • Messaging. Even if engagement/conversions look good, revisit messaging to make sure everything you say is accurate. For example, you might have promoted virtual tours due to COVID. Now, you might have options for both in-person and virtual tours. We recommend looking at all messaging at least twice a year.

Don’t be afraid to adjust messaging that isn’t working. Trust what the numbers are telling you. You could throw a whole campaign out the window and start over. Or you can A/B test smaller changes. For example, if people aren’t opening your emails, test different subject lines. Haven’t tried personalization yet? Maybe you experiment with that and see how the results look.

Effective marketing automation is part science, part art—and it absolutely requires the human touch.

5. Don’t assume you’re in control. (Because you’re not.)

This is the hardest pill for sales and marketing teams to swallow. Twenty years ago, before everyone was online and before every senior living community had its own website, each community’s sales and marketing team was very much in control of the sales process. If someone was interested in learning about your community, they had no choice but to call or come in for a tour, which put them (the buyer) at the mercy of the sales team.

Things have changed. Thanks to senior living websites, review sites, and social media, buyers can now research to their heart’s content before ever talking to a salesperson. And they’ll only do the latter on their terms when they’re ready for a sales interaction.

If senior living sales and marketing teams want to succeed today, they must embrace this shift and focus on enabling buyers to get the info they need, when they need it. This means marketing and sales must remove any friction from the process and make it as easy and straightforward as possible for the buyer to purchase from you. Say hello to your new top priority!

Want more helpful strategies for increasing senior living leads? Download our guide.

Even though we bill ourselves as a marketing agency, we also have expertise in the senior living sales process, as this free guide demonstrates. Enjoy it with our compliments!

And, of course, if you need assistance, get in touch and let’s chat about your senior living sales challenges.

How to Increase Sales in Senior Living Schedule a 30 minute brainstorming session
senior living leads, MQL SQL Blocks

Senior Living Leads: Why You Should Think Beyond 60 Days

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Our industry has gotten into a bad habit. Too many marketers and sales folks neglect senior living leads that haven’t signaled a need to move within 30 to 60 days. In addition, many communities purchase marketing software like HubSpot thinking they’ll suddenly have an influx of sales-qualified leads (SQLs) for sales reps to work their magic on. 

What most of these sales reps and marketing folks don’t seem to understand is that the majority of senior living leads come in as marketing-qualified leads (MQLs), not sales qualified.

Ignoring MQLs isn’t the answer. Learning how to nurture MQLs to sales-qualified status is. Follow the best practices below for doing exactly that.

Create different paths for different buyers.

We’re famous for saying that not all senior living leads are created equal. Now, let’s take it a step further: Not all MQLs are created equal, either. 

Some MQLs will be older adults looking for a place to move in 6 to 12 months. Others will be adult children looking on behalf of their parents. The older adults might be married, divorced, or widowed. Some might be in excellent shape and others might have health challenges. In the older children camp, some might be searching for a loved one who’s resisting the move. Others might be dealing with complex family dynamics (sibling against sibling).

  • Your Task: Create plenty of marketing paths on your website to satisfy many different types of MQLs. For example, the content an adult child needs will be different from the needs of an older adult who’s buying for herself. The first step in this process involves doing buyer persona work.

Create compelling lead nurturing campaigns.

The keyword is “compelling.” The biggest mistake communities make is treating lead nurturing like a box they need to check off, meaning not much thought is given to the emails in each campaign.

Content matters. Don’t send emails simply for the sake of sending them out. Think about what the campaign is trying to accomplish. Are you trying to get someone to download another piece of content? To view a video? To schedule a tour? While it’s easy to think “Yes! I want everyone to schedule a tour,” keep in mind that not all MQLs are ready for tours just yet. Nurture, don’t rush.

Monitor your lead nurturing campaigns.

The next big mistake that communities make with their lead nurturing is setting up and forgetting about it. Marketing automation is the culprit here. Don’t get us wrong: Automation is great! It was designed to eliminate manual, rote processes, after all. But setting up something to automatically go out and never following up to see if what you’re sending out is actually working isn’t a smart strategy.

  • Your Task: Look at overall conversions for each campaign. Is the lead nurturing campaign accomplishing what you set it up to do? If the goal of the campaign was to get someone to download the next piece of content that makes sense for them in their journey, how many folks in the campaign did exactly that? A dismal 1%? Or an impressive 20%?

For the campaigns that aren’t delivering impressive conversions, take a deeper dive.

  • Look at the analytics for each individual email. Look at open rates. Yes, open rates can be misleading/deceiving, but you need to start somewhere. Study the subject lines in the winning emails from your successful lead nurturing campaign. Can you draw any conclusions on why they’re so effective? (Such as length or use of personalization.) Tweak the subject lines in the emails that aren’t enjoying high open rates and see if things improve.
  • Look at the content in the emails that have high open rates, but low conversions. Try changing one thing—perhaps the call to action or the length of the email—to see if it improves conversions.

While analytics are based in real numbers, how you respond to the analytics and what you decide to fix/change to get more senior living leads will be less scientific. 

The numbers might be telling you that email #1 has a 42% open rate but 1% conversions on the offer. You know something isn’t working. But now you have to experiment to see if you can figure out why it isn’t converting—and if you can come up with a solution. This part is more art than science. Once you make your adjustment, you’ll then return to the analytics in a few weeks or months to see if your adjustment changed things for the better.

Track what successfully moves an MQL to an SQL to an actual customer.

As you nurture more MQLs to SQLs, and convert SQLs to residents, pay attention to where the lead conversions happened. Is there a certain piece of content that’s doing the trick? You might want to spend more time promoting that content (and not just on your site, but through other means, like paid search). Is there a specific call-to-action that gets people to schedule a tour? Use that CTA in other emails and on your site.

  • Your Task: Do more of what gets you the results you crave and less of what doesn’t.

Work with a senior living marketing agency that can help you maximize your MQLs.

Even with automation, you still need to keep track of a lot in order to get the amount of senior living leads you’re looking for. And you’re already juggling ten million other things. That’s where we come in. We can help you maximize your MQLs. Reach out and let’s chat →

Let’s Chat!

 

senior living marketing event ideas, food truck

Senior Living Marketing Event Ideas to Try

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Need some fresh senior living marketing event ideas as we emerge from the pandemic? Here are some to consider. 

Senior Living Marketing Event Ideas to Boost General Awareness about Your Community

With these events, the goal is to create awareness about your community with the people who live in the surrounding area. These events cast a wider net—in fact, some of the events might skew younger—but the idea is everyone knows (or is connected to) someone who fits your ideal buyer persona. 

In other words, that twenty-five-year-old might have a grandparent in the area, or that forty-year-old might have a mother who’s been thinking of making the move to senior living.

Host a blood drive.

The American Red Cross has a turnkey system for hosting a blood drive. You provide the space, the volunteers, and the donors. The Red Cross takes care of everything else.

  • Who to invite: General population in the area, current leads, residents/families. The nice thing about this event idea is that you gain a lot of traction in one fell swoop. 
  • How to promote the event: Promote it to your lead database via email, promote it to residents and families, and promote it to people in the area through local advertising (such as Patch.com and the local paper—you can often submit event listings for free).
  • How to market your community at the event: After people donate blood, send them off with a goody bag with collateral about your community and a fun branded promotional item. Have sales reps on hand in case people have questions about the community. And make sure the reps are prepared to conduct impromptu tours if someone is interested.

Host “Food Truck Friday.”

Reach out to local food truck vendors in the area and designate a “Food Truck Friday” event. The trucks come from, say, 4-8 and park in your lot for residents/families and people from the larger community to enjoy.

  • Who to invite/how to promote the event: Same as above.
  • How to market your community at the event: You bring dessert! Set up a candy booth with your company’s signage. (Like the candy tables that are popular at weddings.) People can fill a bag of candy (for free). The bag will be branded with your community info and include collateral. Again, have sales staff available in case someone attending the event has questions about your community.

Senior Living Marketing Event Ideas to Woo Hot Prospects

When it comes to creating events to court prospects who’ve already expressed sincere interest in your community, you need to think strategically. These events will be “smaller” in terms of scale—and if any particular event proves successful, be prepared to start running it on a more regular basis.

Spaghetti Supper to Go

One of the most popular questions that prospects ask sales counselors is this: “How’s the food?” Show off your chef’s mad skills by offering spaghetti dinners to go—complete with garlic bread and cannolis. Serious prospects can finally taste food that they’d see on your menu if they lived in your community.

  • How it works: Prospects can reserve their order and drop by to pick it up between five and seven on the appointed day. With each order, make sure someone greets the prospect, helps them carry the dinner to their car, and offers a swag bag with some extras, like fun branded promo items. The next day, the sales rep can follow up and ask what the prospect thought of the meal.
  • Who to invite: Limit the initial send to hot sales-qualified leads (SQLs). And if this is your first time doing an event like this, limit the total number. Discuss with your chef about a reasonable number of spaghetti suppers they can prepare for one evening and start with that number as the upper limit. (So if the number is 10, send the offer to 10 prospects. There’s little chance that all 10 would say yes, but if by some chance they did, the chef could still accommodate all of them.)
  • How to promote it: Use a combo of email marketing and good old-fashioned phone calls. 
  • Bonus tip: The sales rep should follow up the next day with the prospect and ask what they thought of the food and to see if they’re any closer to making a decision. Plus, once you get in a rhythm, this can be an easy ongoing event—one you do every month for hot SQLs you’re trying to close.

Backstage Pass

You’re trying to sell how great your community is as a place to live, right? So give some of your hot prospects backstage passes to try out certain amenities.

For example, do you have a fabulous fitness center with lots of fun classes? Give the prospect a free pass to try it out for a week. Got an amazing restaurant on site? Give prospects a pass to enjoy a meal on the house. You get the idea. The goal is to give the prospect the opportunity to experience the community without a sales person hovering.

  • How it works: Determine ahead of time 3-4 amenities that you’ll allow free passes to (and any rules/conditions). Create a nicely designed oversized “backstage pass”—something that reflects your community’s branding. Give it to the prospect and explain how it works. Even if they don’t use the pass, the offer itself will likely have a powerful—and memorable—effect.
  • Caveat: Make sure relevant team members are aware of the backstage pass. So, for example, if the pass is for the fitness center, everyone who works in the fitness center should A) be aware of this promotion and B) be alerted when someone is given a pass to the fitness center. This way, the fitness center employees can greet/help the prospect accordingly.
  • Who to invite/how to promote it: Determine on a case-by-case basis. If the hot prospect seems really interested in your community, this might be the offer to help seal the deal. Or if the prospect is wavering between your community and another one, this offer might help them decide.
  • Bonus tip: The sales rep should follow up with the prospect after the person has “used” the backstage pass. Again, inquire about the person’s experience and see if they’re any closer to a decision.

Senior Living Marketing Event Ideas for Thanking Referral Sources

Coffee and Donuts On Us

Don’t underestimate the value of your existing referral sources. It’s always good to thank them and remind them you’re there. Invite them to a quarterly “drive through breakfast” at your community. The goal is to reconnect with those you know and to show your gratitude for their referrals.

  • How it works: Buy boxes of coffee and donuts/bagels ahead of time. (It’s always good to order them ahead.) Have a team managing a booth at your entrance with all the goodies between, say, 6 and 9. Invite your referral sources to stop by and pick up breakfast—on you. Offer a little swag bag with a gift card to Starbucks and some collateral that they can use to promote your community (like a stack of postcards or brochures).
  • Who to invite: Referral sources—active ones and ones who’ve gone quiet.
  • How to promote the event: Create an ongoing email list of your referral sources and do a three-prong email blast. Send the first a week out. Send the second a few days before. Send the final one either the night before or early AM on the day of. The gist is simple: Go for a “thank you for your referrals. Enjoy donuts and coffee on us” message.
  • Bonus tips: Record who shows up! Get names. Then, follow up with the person individually via email saying you hoped they enjoyed the coffee/donuts, and you’d love to have them over to the community for lunch sometime. Again, you’re trying to stay top of mind in these folks’ heads while also giving them reasons to promote your community (by experiencing the great food, seeing the gorgeous grounds, and so forth).

After-hours Networking

Hosting an after-hours networking event is always a great way to mingle with referral sources—and possibly meet new ones! In terms of how to set it up . . . you can be in charge of doing everything—securing the location, food, etc. Or if your community is a member of the local Chamber of Commerce, they often have sponsorship opportunities for after-hours networking events.

  • How it works: Host a cocktail hour at your community or a nearby restaurant. Invite referral sources and prospective referral sources for an evening of cocktails and networking. Make sure everyone leaves with a swag bag (filled with a promo item, something special like a gift card, and collateral about your community that they can hand out on your behalf).
  • Who to invite: Your current referral sources and a list of referral sources you’d like to get.
  • How to promote it: Follow the same steps as above for your current referral sources. For your prospective referral sources, create a separate email list. You’ll use similar messaging—”Join us for a night of networking. Sponsored by Awesome Senior Living Community.”
  • Bonus tips: Have several team members at the event and make sure they mingle. They should pass out business cards and get cards from whoever is there. Then, the next day, they should send a personal email to each person they met (new referral sources and existing ones) and ask to set up a one-to-one coffee chat to foster the relationship further.

Senior Living Marketing Event Ideas: Don’t Underestimate the Value of Virtual Events

As we emerge from the pandemic, we’re all itching for more in-person events, which is why we focused on those sorts of ideas above. But if the pandemic has taught us anything, it’s this: Virtual events can be effective—and can sometimes even work better for certain personalities (like introverts) or for people who want to explore your community from afar.

So don’t stop hosting virtual events. Your best bet moving forward is to offer a combo of in-person events and virtual events—and to monitor the results.

Check out these helpful articles for more info:

Remember, the Key to a Successful Event is Starting with a SMART strategy.
Be strategic in your planning—from the purpose of the event, to how you’ll market it, to how you’ll follow up. Need help along the way? Reach out. We love helping our clients develop and execute effective senior living marketing events.

senior living sales consultant, two women talking

Hiring a Senior Living Sales Consultant? Read This First

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If you’re thinking about hiring a senior living sales consultant because something isn’t working with your sales team, read this first. Not all issues require an outside consultant. In fact, many issues are fixable within the team itself, especially if yours is grappling with one of the very common issues below.

Are the marketing and sales teams working in silos?

Departmental silos are so last century—and for good reason. Collaborative efforts between sales and marketing teams reduce friction and unnecessary redundancies. When marketing and sales teams work in harmony, the results can be powerful. (HubSpot refers to this alignment as “smarketing.”)

How can you tell if an alignment issue exists? Well, do your sales and marketing teams meet regularly to discuss goals and results? If the answer is no, that’s usually the first (and biggest) clue that your sales and marketing alignment is out of whack.

Is the sales team attempting to work all leads?

It doesn’t make sense for sales departments to work all the leads that come in. Why? Because most leads aren’t ready for a sales interaction. The lead wants time to engage with your site and content (often upwards of eight times!) before talking to anyone in sales. Here’s the good news, though: When a lead is ready to talk to sales, they’re going to be much easier to close.

How is the overall lead quality?

Maybe the problem isn’t the sales process, but the lead quality itself. We often remind clients that more website traffic isn’t always better—sometimes it’s just more. Don’t get taken in by vanity metrics. Instead, focus on quality. Attracting a smaller volume of highly quality website traffic is much better than a high volume of low quality traffic.

  • SOLUTION: Revisit your buyer personas and audit your website’s messaging and keyword strategy. What messages and keywords brought in the types of leads that have converted in the past—and that you’d like to see more of? Again, making this adjustment might cause you to see a dip in overall website traffic. Don’t panic! If lead quality and conversions increase, even if traffic has decreased, you know you’re on the right track. (And, of course, you’ll follow the above tip about scoring leads appropriately!)

Has a lead nurturing program been developed and properly executed?

If your sales team has been treating all leads the same way, then the answer to this question is “probably not.” Remember, marketing-qualified leads (MQLs) aren’t ready to talk to a sales person just yet. That’s OK. Your job is to provide helpful info that will empower them during this journey. A good lead-nurturing workflow will do all of that in the low-pressure way today’s buyers crave.

Has the team given up too quickly on leads?

If your sales team has been working all leads, no doubt you have a high number of leads in your senior living CRM that are labeled cold or dead. The problem? Many of those leads were likely only marketing-qualified, not sales-qualified. So of course a high number of them didn’t answer the phone or return your sales reps’ calls.

Implementing lead-scoring and lead nurturing workflows for MQLs is a great solution for moving forward. But what about all those so-called cold or dead leads already sitting in your CRM? Aren’t at least some of them still viable? 

Still not sure what you need? Give us a shout.

We work closely with marketing and sales teams and can help identify ways to shore up your processes without dumping valuable dollars into a senior living sales consultant. (But if we think a sales consultant is the answer, we’ll tell you that, too!) Reach out and let’s chat →

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Our Senior Living Marketing System

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We recently became part of Duct Tape Marketing, a network of marketing agencies and consultants from around the world.

As the Duct Tape Marketing website explains, “Duct Tape Marketing is founded on the simple belief that marketing is the most important small business system. And we just so happen to believe that small business owners are the true heroes of business, so we’ve made it our mission to build, train, support, and teach small business marketing strategies and tactics to as many of these heroes as possible.”

For us, we joined Duct Tape Marketing for three reasons:

  1. We wanted to bring in thought leadership from outside the senior living industry.
  2. We wanted to participate in a community of professionals who are as passionate about marketing as we are.
  3. We wanted to use a proven system that simplifies digital marketing.

Being a part of the network has helped us refine how we work with our clients. This has resulted in our ability to offer clients more choices, dependable delivery of work within budget and timeframes, and consistent results.

So, what is this marketing “system” that Duct Tape promotes? The system’s foundation involves creating three levels of marketing support: Build, Grow, and Ignite.

For the Build phase, we create a solid digital foundation that enables prospects to easily find your senior living community.

A strong digital foundation includes many components:

Once that work is complete, we move into Grow.

This is when we focus on content, such as . . .

When it comes to content, we create compelling pieces for all stages of the prospect journey so they will keep coming back to your website. With this new content, we can also optimize a variety of social channels (think Facebook, Instagram, and even Pinterest). In addition, we often start (or re-start) a monthly email newsletter to re-engage existing leads.

Then, we move to Ignite.

We fire up the lead generation turbo booster known as marketing automation. Marketing automation offers many benefits, but the biggest one is that it automatically scores and segments leads.

Remember, not all leads are created equal! Some leads are in the early stages of their journey, conducting research. They have no interest in talking to sales—yet. Other leads need to decide soon. And still other leads will fall somewhere in between.

How you treat different leads will—and should—vary, based on where the lead is in their journey. Your marketing team will work on nurturing the “not ready” leads (i.e., marketing-qualified leads or MQLs). In the meantime, the sales team will work on the sales-qualified leads (SQLs).

The marketing automation system makes this process seamless, by automatically serving up the SQLs to the sales team (and, ideally, your senior living CRM). For the MQLs, the marketing automation funnels them to appropriate lead nurturing workflows based on how they engaged with your site and what answers they provided on opt-in website forms.

This saves everyone time, and it increases conversions, since your sales team will only be focusing on high-intent leads rather than ALL leads.

During the Ignite phase, we often implement paid advertising to increase the number of qualified prospects coming to your site. We are good stewards of client budget. And we don’t recommend pursuing paid advertising until we reach the Ignite phase. After all, why waste money driving people to a bad website with poor navigation, limited content, and nothing to do when they get there?

This three-prong approach to senior living marketing has many advantages.

First, it aligns expectations and timelines for deliverables. Second, it keeps everyone focused on results. And, finally, it works! Interested in learning more? Let’s set up a complimentary 30-minute brainstorming session so we can discuss your senior living marketing and sales challenges.

Connect with us to learn more!

Let’s chat about your senior living marketing and sales challenges.

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Creating a marketing plan for 2021

Your Senior Living Marketing Plan for 2021

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Too often, marketing and sales teams stress out when creating their yearly senior living marketing plan. At the end of December or beginning of January, they will create complex, color-coded spreadsheets with endless tasks and dates and “ownership.” (Often, no one ever looks at the plan again!)

Don’t get us wrong: Planning is important. But it’s impossible to plan a whole years’ worth of marketing tasks in one fell swoop. Instead, it makes more sense to develop an overarching plan for the year—that famous 30,000-foot view. From there, you can create tasks per quarter. (And you don’t need to create the quarterly tasks all at once, either.)

Talk about a much easier approach, right?

The purpose of this post is to help you with that 30,000-foot view.

We recommend getting your team together and talking through the following four main buckets. An important note: You will need to think about them in conjunction with each other. But to start, devote four separate afternoons. Spend each one on a different bucket. On the fifth day, bring it all together and develop your broad-stroke senior living marketing plan to guide you for the year.

What comes out of your discussions will vary depending on your community. It will also depend on the type of year you had, your goals for next year, and your budget. Below, we’re including some questions to get the ball rolling.

CAVEAT: If you’re reading this in 2020, you can’t go into 2021 without thinking about the pandemic. So your 30,000-foot view needs to include the reality of COVID-19. Hopefully, it will be a different story when we enter 2022. If you haven’t already done so, be sure to get instant access to our COVID-19 marketing assets.

1. Senior living marketing plan: Think search.

Let’s face it: Almost everyone begins their searches online. This is certainly true for older adults, which is why the foundation of every senior living marketing plan needs to be search and SEO.

Some questions to ponder or to kick-start your discussion:

  • How often did you conduct keyword research last year? Be honest! If you’re reading this in 2020, we wouldn’t be surprised if the answer is “not much” since everyone was dealing with COVID. If that’s the case, make it a priority going into 2021.
  • When’s the last time you did a site optimization audit? Your website is a machine. Like any machine, it requires maintenance.
  • If you’ve been running paid search campaigns, how have they been working? Review metrics, including the most important one: move-ins. Have your PPC campaigns performed well? Do you want to increase the budget? If they haven’t performed, is it because they’re not the right campaigns? Or is PPC not right for your particular community at this time? Meaning you might want to put the budget towards something else for part of next year and revisit?

No doubt, you’ll come up with plenty of other discussion points around search. Keep track of the big items and themes. For example, maybe you come out of this meeting with something like the following:

  • Perform fresh keyword research in Q2.
  • Re-optimize site, as needed, in early Q3.
  • Increase budget on Facebook ads, decrease budget in Google AdWords.

2. Senior living marketing plan: Think content.

As we like to say around here, content isn’t king—it’s emperor. People crave content at every stage of their journey. Your job is to make sure what they need is available to them when they need it.

At the very least, your content strategy will involve discussions around:

  • Blogging. You should enter January with a three-month editorial calendar in place. The calendar should include keyword-rich topics, blog writing assignments, and due dates. In fact, when you enter January, you should already have the completed January content in hand. Your team should be working on February content.
  • Premium content. Aim for a good mix of gated pieces that will entice people to provide their email address so you can continue nurturing them.
  • Social media. We don’t have to tell you how personal senior living is. Your community should have an active and engaging presence on places like Facebook and Instagram. From a business standpoint, maintain a good LinkedIn page so you can continue to attract great employees. (Make sure you’ve claimed listings on places like Glassdoor and LinkedIn as well.)
  • Email marketing associated with automaton. We’ll dig into this more in the automation section below. Bottom line, though: Don’t simply set it and forget it.

Again, the above will get you started, but it isn’t an exhaustive list of items to think about. Always look at content holistically. For example, is there a “theme” you’d like to focus on for the first half of 2021? Maybe it’s around “choosing senior living during uncertain times.” How can different channels—blog, email, social, premium content, and so forth—support that theme?

Try to walk away from this brainstorming session with a couple of larger themes for next year that will drive your month-to-month content creation.

3. Senior living marketing plan: Think automation.

We’ve written A LOT about marketing automation. If there’s one thing ALL senior living communities can do better, it’s in this area.

If you have marketing automation…

  • When’s the last time you looked at analytics? Review the last two quarters. What surprised you? What made you excited? What worried you? Bottom line: you’ll want to do more of what’s working. And you’ll want to reassess what isn’t.
  • When’s the last time you reviewed the content of your lead nurturing campaigns? Too often, we see communities set up their lead nurturing email campaigns and never look at them again. Some messages will be evergreen. But others will need tweaking. For example, what you said in May of 2020 will (thankfully) sound different from emails sent during May of 2021.
  • Consider your leads. Not just the number of overall leads, but conversions to move-ins. What’s the quality of SQLs? What’s the breakdown of MQLs to SQLs in the database? Etc.

If you don’t have marketing automation . . .

While your marketing team will be involved in all of these discussions, you should absolutely include sales in any discussion pertaining to lead gen. They know the leads. They can speak to their quality—or their perceived quality.

4. Senior living marketing plan: Think outsourced marketing agency.

Are you currently working with a marketing agency? If yes, are you happy with the engagement? If not, why not? Can you communicate your concerns with the agency and discuss strategies for moving forward together? Or is it time to make a change? If it’s time to make a change, what will be the process for making a switch? (Who will own it?)

  • Hint: What’s the sign of a truly good agency? They’re actively involved in planning next year’s marketing. In fact, they’re likely driving the discussion.

If you’re not working with an outsourced marketing agency, discuss whether it would make sense to do so. What sort of budget do you have? What are your expectations?

And on the fifth day of planning your senior living marketing . . .

Now, you’ll bring it all together: Your themes. Your goals. Your plans around search (organic and paid). Your content strategy. Your marketing automation tasks. Your budget. Make sure everyone is on the same page regarding these things. Then, create your Q1 marketing calendar. Use your tool of choice—Asana, Trello, Google docs, Basecamp.

Think of your senior living marketing plan as the roadmap. Think of the month-to-month calendar as the actual driving directions and milestones (tasks) along the way.

Feeling overwhelmed? Don't have time to plan?

Hey, we get it! Its been a tough year. Here’s the good news, though: We can do ALL the leg work for you (with your input, of course). We can distill everything you tell us—your goals, your budget, what’s working, what isn’t—and put together a strategic marketing roadmap for your community. Your team can execute it, or we can. (Or a combination!)

Let’s talk about your marketing plan!

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Qualified Lead action figures packaged on the shelf and ready to purchase

Senior Living Sales Tips: Marketing Qualified vs. Sales Qualified

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When we work with clients, we love sharing all sorts of senior living sales tips, including definitions of common terms. Ones you’ll hear us talk about a lot: marketing-qualified leads (MQLs) vs. sales-qualified leads (SQLs).

What’s the difference? Let’s dig in!

What is a marketing-qualified lead (MQL)?

Before people “buy” something big and meaningful—whether it’s a new car or a new home in a senior living community—they do their homework. During this stage, they are actively gathering info. They are researching. They are dreaming. Some might have an urgent need. Others might be planning for months or even a year or more from now.

Obviously, if your sales rep were to call any of these folks, the sales rep wouldn’t get very far. Why? Because the prospect hasn’t reached that point in the process where it makes sense for them to engage with a sales person. They haven’t made a decision. They haven’t even whittled down their options. In fact, they might actively hate the idea of talking to a sales person right now, preferring instead to self-direct their buying process.

In other words, they are NOT a qualified sales lead—yet. But their actions demonstrate that they could very well become sales qualified somewhere down the line. But for now, they are a marketing-qualified lead (MQL). They have indicated their openness to educational materials and learning more.

The challenge: making sure MQLs keep your community top of mind so that when they ARE ready to take the next step (like a tour), they remember your senior living community.

One of the best ways to stay top of mind is through an automated lead nurturing program. The marketing-qualified leads will receive a series of emails that speaks to who they are (their buyer “persona”) and where they are in the buying process. Over time, some of these leads will become sales qualified.

What is a sales-qualified lead (SQL)?

A sales-qualified lead means the person has indicated through their actions that they are nearing a decision or have made a decision. For senior living communities, people who are sales-qualified are likely requesting pricing/financing options, tours, conversations with current residents, and the like.

SQLs are handed off to the sales reps to follow up with directly (in person or via phone/ZOOM in the Age of COVID-19).

Why is it important to differentiate MQLs from SQLS?

If you push all leads directly to your sales team, three things can happen:

  • The sales team is forced to manage too many leads.
  • The sales team makes 2-3 attempts to get in touch with a prospect. At that point, they move whoever they can’t engage with directly to cold/lost leads.
  • The prospect gets scared away and disengages because they are not ready for the sales interaction.

Senior living sales teams often fail because they can’t recognize the high-intent leads. Why? Because all leads look the same if they’re pushed over equally. Not to mention, prospects won’t get the types of interactions they’re necessarily looking for, either. In the end, it doesn’t work out for either the sales team or the prospect. The result? BOTH move on.

By identifying and labeling leads as MQL or SQL, however, you move the hottest leads to your sales team while your marketing team works on nurturing the MQLs until they’re ready to take the next step.

No wasted time, no wasted effort. Just better conversions along with happier prospects and happier marketing/sales departments.

Bonus senior living sales tip: Your website needs to speak to MQLs and SQLs.

You’ll have both types of people entering your senior living website. As a result, you need to make it super easy for people to self-identify where they should go.

But here’s a secret: Most senior living websites only offer SQL options (typically in the form of “click to call” or “schedule a tour”). Talk about a wasted opportunity, right? You need a way to capture the MQLs so that you can continue marketing to them. Offering valuable content, such as downloadable brochures, guides, and e-books, will increase web conversions by up to 30% (based on our experience) provided you follow best practices.

Remember, though, that capturing info is just the first step. You need to nurture the MQLs until they are ready for an interaction with the sales team.

For SQLs, you’ll still want to make “Book a Tour” or “Contact Now” visible options on every page. Live chat (true live chat hosted by real, knowledgeable humans) can be another great way to speak with SQLs (and even MQLs who have specific questions).

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Robot helping sales person write emails and complete tasks

Senior Living Sales Strategies: 3 Surprising Benefits of Marketing Automation

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We don’t have to tell you that senior living is an ultra-competitive industry. You live and breathe it every day, right? Which is why you always need to find ways to enhance your senior living sales strategies. Good news! Marketing automation is an effective budge-friendly way to do exactly that.

Here are three surprising benefits.

1. Say hello to your “always on” sales assistant.

When it comes to successful lead conversion, here are the two biggest factors:

  • How quickly leads are responded to
  • The persistence of follow-up attempts

Let’s tackle that first factor. Marketing automation ensures that your senior living leads receive an instant response after they take an action on your site. If they fill out a form, for example, they’ll automatically be redirected to a thank-you page that speaks directly to them. AND they’ll receive an auto responder email.

Everything happens automatically in the background—whether it’s 2 p.m. or 2 a.m. And it happens no matter what’s going on in the world, like a pandemic. In other words, marketing automation becomes your 24/7 sales assistant.

Now, let’s discuss the second factor: persistence of follow-up attempts. Remember, you want to implement effective senior living sales strategies. With marketing automation, instead of lumping all leads together and handling them the same way, you can segment leads, score them appropriately, and create custom lead nurturing workflows.

Gone are the days of treating cool leads the same way you do hot leads. Truly hot leads—for example, someone requesting a tour tomorrow—can be passed off to sales and handled ASAP. But cooler leads can be nurtured according to their needs, interests, and timelines. You can customize your messaging so it speaks TO the person (rather than simply some generic message that you share with everyone).

BENEFITS RECAP: Marketing automation ensures that every prospect gets an almost instantaneous response and a reliable follow-up plan. Follow-up effectiveness and timeliness no longer depend on the availability or skillset of the community sales person. Now, the sales team members can focus on their strengths, such as building relationships with prospects, rather than performing rote tasks (like sending brochures).

2. Eliminate the blind spots in the sales process.

Marketing automation provides visibility into every action a prospect takes on your site. Think the number of times the person visited a specific page, the blog posts they read, how long they spent on a page, and so forth.

So, for example, if someone requests a tour and the sales person can see that the prospect spent a lot of time consuming financial-related info as well as articles about amenities your community offers, the sales rep can be sure to discuss those two areas.

In addition, when you integrate your marketing automation software with your senior living CRM, you’ll get an excellent big picture regarding sales conversion points (i.e., tours, deposits, and move-ins). With this knowledge, you can measure the ROI of every marketing effort and channel. This is critical since more and more marketing budgets are being slashed and/or coming under greater scrutiny.

BENEFITS RECAP: Building a profile of each prospect and passing that information on to the sales team empowers them with relevant information to personalize their interactions.

3. Nurture “not ready” leads until they ARE ready to decide.

We touched on this in the first point, but let’s take a deeper dive. The majority (up to 90%) of the prospects visiting your website are “early stage” opportunities. They want to remain anonymous and gather knowledge, information, and resources in a self-directed way.

Your website should provide everything the early-stage prospect seeks. You should provide this info without requiring the prospect to engage in a sales interaction.

Once you get people’s info, you need to be thoughtful in how you handle it. Your sales team shouldn’t be wasting valuable time pestering “not ready yet” leads with calls and emails.

Instead, marketing should handle these leads by entering them into custom lead nurturing workflows. When we say “custom,” we mean custom, too. The workflows shouldn’t be one size fits all. You should have a set of workflows to match specific lead attributes, like buyer persona and timeframe. Robust marketing automation can ensure the right person gets the right set of emails at the right time.

BENEFITS RECAP: With strategic lead nurturing, you’ll build trust and demonstrate your community’s expertise. When the person is ready to book a tour, request pricing, or make the leap and move in, your community will be top of mind. (BONUS: We’ve designed a turnkey lead nurturing program for SUPER COLD senior living leads. We’re talking leads that have been sitting in your CRM for over six months. LEARN MORE.)

Download our Hubspot for Senior Living Guide

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