Our Favorite Senior Living SMART Blog Posts & Podcasts

Our Favorite Senior Living SMART Blog Posts & Podcasts

It wouldn’t be December without an article dedicated to some of our favorite Senior Living SMART content from 2024!

If you missed any of these gems the first time around, now’s a great time to sit down with a cuppa and catch up.

Senior Living SMART Blog Posts

4 Smart Ways to Use ChatGPT in Senior Living Marketing

People often complain about ChatGPT’s output when it comes to writing content. What’s great about this post is that it discusses four ways to use ChatGPT that have nothing to do with content creation. Instead, this article focuses on data analysis, competitor research, brand voice, and buyer personas.

Oops! 5 Senior Living Branding Blunders to Avoid

Successful branding involves so much more than a logo and a slick website. In this post, we share five common places where branding gets overlooked. How does your brand measure up against the list? Don’t worry: The fixes are straightforward. And you can always reach out to us if you need help.

How to Use Behavioral Science in Senior Living Marketing

Ready to geek out? This post is based on a podcast we did with Nancy Harhut, who specializes in applying human behavior techniques to marketing. Warning: You’ll want to buy her book after you read this post. That’s OK because the book is a must-read for any serious marketer.

Senior Living SEO: How to Optimize for ‘Near Me’ Searches

If there’s one article on this list you come back to, make it this one. We can’t emphasize the importance of optimizing for those all-important “senior living community near me” searches. This post provides practical advice for doing exactly that.

User-Generated Content 101

User-generated content (UGC) includes anything created voluntarily by residents, their families, or staff. Think testimonials, reviews, photos, and videos. And guess what? UGC is going to be incredibly important to Boomers and Gen-Xers.

How to Create a Great Schedule-a-Tour Page

Want to get your hands dirty with something you can tackle and fix fairly quickly on your current site? This post provides lots of great tips for turning your schedule-a-tour page into a tour de force. Hint: Start treating the page the same way colleges do.

How to Market Senior Living Communities in a Sea of Sameness

To wrap up, we’ll leave you with a philosophical question that all senior living marketers, sales teams, and operators struggle with: how to stand out in a sea of sameness since most communities essentially sell the same thing. Don’t worry—there’s hope. And this post highlights what to keep in mind.

Senior Living SMART Podcasts

Mastering Google Ads to Boost Senior Living Lead Quality

Are you wondering how to beat A Place for Mom? Chris Zook, our Director of Search, answers this provocative question and explains things in an easy-to-understand way. If you’ve been wondering if Google Ads are worth it, this episode is worth listening to.

The Power of Outreach

Building and nurturing professional referral sources is one of the smartest things sales reps can do—yet too many don’t. In this episode, Debbie Howard engages in a thoughtful conversation with Michael Moye, Senior Account Executive at WelcomeHome. They discuss why grassroots marketing and professional outreach are so important—along with tips for doing both well.

Consumer Perceptions of the Buyer Journey

What do prospects want? What do they care about when it comes to your website, your marketing, and your sales team? How the heck can you possibly stand out in the sea of sameness? What are communities getting right, and where can they improve? This free-ranging discussion covers a lot of ground and provides plenty of practical advice.

BONUS: We published a book in 2024!

We’d be remiss if we didn’t mention our new book: SMART(er) Marketing for Senior Living Communities: How to Work Smarter, Not Harder to Grow Occupancy.

Whether you’re a digital marketer, VP of sales, or a member of the C-suite, this essential guide introduces the SMART framework—Strategy, Marketing automation, Analytics, Resources, and Technology—to drive effective, results-oriented marketing. Buy it now.

Senior Living Marketing Trends & Predictions for 2025

Senior Living Marketing Trends & Predictions for 2025

Last year, we asked our fabulous team members to dish on senior living marketing trends and predictions for the new year. We’re officially making this “ask” a tradition.

Here’s what our team has to say about 2025.

Hint: AI dominates the conversation.

Deborah Howard, CEO

AI will ramp up in senior living marketing.

Debbie sees 2025 as the year AI will gain a strong foothold in senior living marketing across all channels.

Here are just some of the AI opportunities that Debbie’s excited about.

  • Building comprehensive buyer personas by lifestyle and role. Debbie explains, “The goal will be to get AI to identify each community’s ideal resident and create customized marketing campaigns to attract new prospects that align with their ideal buyer.”
  • Integrating all prospect engagement touchpoints to create personalized brand experiences. “Many new conversion tools, such as virtual sales assistants, assessments, chat, and financial calculators, have been introduced over the last several years,” Debbie says. “While each has some value individually, there is far more value when the information is integrated into the prospect journey.”
  • One word: Video. “AI video is getting better every day, which makes the development of meaningful video content more accessible and affordable,” Debbie says. She also notes that video consistently outperforms across all channels in senior living marketing. “AI video will be a game changer.”

A bigger focus on post-sale marketing will boost reviews and referrals.

Debbie cites a recent study of 1500 prospects researching senior living. Personal referrals had the most impact, while professional referrals also played a crucial role.

To encourage more of these all-important referrals, Debbie predicts that 2025 will be the year operators really focus on building consistent brand experiences from first brand engagement through move-in.

“Marketing will not end with delivering a sales-qualified lead to the community team,” she says. “Operators looking for a differentiator will need to create a consistently positive brand experience that will result in positive reviews and increased participation in resident and family referral programs. The experience of transitioning successfully into a community sets the stage for the rest of the relationship. Social proof like testimonials, reviews, and personal recommendations are today’s currency.”

Eliminating blind spots will provide better visibility into the prospect’s journey.

Debbie says one of the goals for senior living marketers in 2025 should be to eliminate blind spots in the prospect journey and ensure there are no “dead ends.”

Debbie explains, “In the past, sales and marketing data were typically siloed in different reporting platforms that weren’t connected. Marketing only had visibility into how prospects engaged with marketing channels. This led to a disconnect when the prospect advanced to tours, deposits, and move-ins, making it difficult to evaluate which marketing channels and campaigns generated the best results.”

Meanwhile, aside from the attribution source, sales had no visibility into prospects’ behavior before receiving the lead.

Luckily, there’s no reason for things to operate like this now.

“Today, we can integrate sales and marketing data and touchpoints to eliminate these blind spots,” Debbie says. “This gives us full visibility into the entire prospect journey, from first-touch attribution through move-in. Improving the alignment between marketing and sales increases conversions from prospect to resident.”

Andréa Catizone, President & COO

Andréa is doubling down on two predictions in our 2024 article: the need for more personalized content and voice search optimization.

More personalized content

Andréa says, “Tailoring marketing messages to address the specific concerns and interests of seniors and their caregivers enhances engagement and builds trust. Understanding the demographics and preferences of this group is critical for crafting effective marketing strategies.”

Better voice search optimization

Andréa says as more seniors adopt voice-activated devices, optimizing content for voice search has become essential to improving accessibility and visibility.

“Senior care providers can enhance their voice search performance by targeting long-tail keywords and ensuring their websites are fully mobile-friendly,” she explains.

Paul Trusik, VP of Operational Technology

Paul agrees that AI is going to be huge in 2025, especially for senior living, but he’s coming at it from a different angle than some of his SLS colleagues. “My focus will be more from an integrative approach vs. ideation and predictive enhancements,” he says.

Leveraging HubSpot’s AI-driven lead scoring could help do the following:

  • Prioritize prospects most likely to convert based on their interactions, such as visiting the pricing page, filling out a survey assessment, or requesting a tour
  • Focus sales efforts on high-value leads, which will help improve conversion rates

“For example,” Paul says, “adult children who engage with multiple blog posts about senior safety and family decisions might be flagged as high-priority leads for follow-up.”

He says there’s also a lot of opportunity with HubSpot’s conversations tool, including AI-powered chatbots that can:

  • Qualify leads by asking questions about care needs or timelines
  • Offer instant answers to common inquiries (e.g., “Do you provide memory care services?”)
  • Schedule tours directly through the chatbot

“A prospect visiting the site late at night can interact with a bot to explore services, book a tour, and even receive a follow-up email.”

Additionally, Paul and his team are exploring how to use AI to summarize the prospect’s journey, marketing touchpoints, and intent before updating sales teams. “The idea is to help paint a picture about potential leads and provide a more custom experience for families,” Paul explains.

Doug DeMaio, Director of Client Success

More AI predictions . . .

Doug says broader use of generative AI should allow for more specific and contextual lead nurturing at scale.

“Think more personalization and more connection to different buyer personas at different points throughout the buyer’s journey,” he says.

A shift toward aspirational marketing

Aspirational marketing involves positioning senior living as a desirable choice rather than a decision made out of crisis.

Doug says he expects more communities to embrace this approach. “This shift will include focusing more on a younger demographic and bringing the ‘me’ generation into well-appointed communities that match their wants just as much as their needs,” he explains. “This will help populate communities with long-term residents who are enthusiastic about where they live, which can be positively transformative for communities.”

Kerri-Anne Pendergast, Director of Creative Services

Kerri-Anne says that she and Lois Warden (one of SLS’s digital communications specialists) think we’ll see an uptick in user-generated content (UGC) from the boomer generation since they’re more tech-savvy.

“Because of this, communities can really push for post-sale marketing to make those new residents into influencers and brand ambassadors,” Kerri-Anne explains. “People who love their community tend to write reviews and make referrals.”

Kerri-Anne also believes creating strong brand experiences is going to play a bigger role. “Communities should look at their brand experience through the entire journey,” Kerri-Anne says. “From first touch to post move-in.”

Finally, Kerri-Anne notes that short-form videos will continue to be the most engaging and important form of content while Facebook continues its reign as king.

Christopher Zook, Director of Search

Chris is our search guru. He’s also an expert in paid ads and AI. So, it’s no wonder he has predictions about these three areas.

Will Google remain king?

Chris says, “SearchGPT is the first earnest challenge to Google’s domination of online search in history. With it, we may see SEO transition from a Google-centric strategy to multiple platforms.”

What about pay-per-click (PPC) advertising?

“With the advent of SearchGPT, it’s reasonable to expect that some form of advertising will come with it, similar to Google Ads,” Chris explains. “Again, this presents a major market challenge to Google.”

And about that elephant in the room, AI . . .

Chris says that unless AI is regulated at some governmental level, it will continue its rapid expansion, growth, and self-improvement to enter an enormous amount of business and consumer verticals.

“OpenAI, Google, Meta, and Microsoft are naturally at the forefront,” he says, “but this also entails open-source AI software that individuals can use, refine, and further develop. As a result, the people who learn how to use AI—and adapt their processes to include it—will likely thrive while non-adaptive competitors struggle.”

Need help with your senior living marketing next year? Get in touch.

We love helping communities increase occupancy through strategic and proven marketing initiatives. Reach out and let’s talk.

Is It Possible to Beat “A Place for Mom” in Google Ads?

Can you beat apfm

One of the most common questions we get from our clients is this: “How can I beat ‘A Place for Mom’?”

We get it. Leads generated from aggregators are highly competitive and expensive. Why not take the money you pay to lead aggregators and use it for paid ad campaigns that promote your community instead?

But that question leads to an even bigger question: Can the average senior living community compete against lead aggregators in Google Search?

After all, A Place for Mom is a venture-backed company that not only earns revenue but also raises investor funding regularly. Their budgets are almost guaranteed to be higher than your average senior living community.

Our Director of Search, Chris Zook, addressed this topic in a recent podcast. We’re sharing highlights below, but we encourage you to listen to the whole episode.

First, here’s a quick refresher on how Google Search works.

Someone enters a search term (like “independent living communities”) into the Google search bar, and Google serves up results.

These results include AI Overviews, paid ads, and organic (unpaid) listings. We’ve written about these topics, so if any are new to you, check out these articles.

Now, back to the topic at hand . . .

Is it possible to beat “A Place for Mom” in Google Ads?

If A Place for Mom is advertising on Google and your community is advertising on Google, the addressable audience is the same—at least on paper.

But lead aggregators like A Place for Mom have deep pockets. They invest heavily in paid ads and search engine optimization (SEO). They employ people with expertise in Google Ads and Google Search, and they’ve been perfecting their techniques for years.

This is why A Place for Mom (and other big-name lead aggregators) dominate Google Search results, which can be discouraging for everyone else.

That’s the bad news. Now, some good news.

Google Search campaigns aren’t the only game in town.

While Google Search is Google’s “bread and butter” (Google makes billions from ad revenue), Google is also incredibly innovative. So Google Search isn’t the only game in town.

Google has a product called Performance Max, which allows businesses to promote their services or products in a single, consolidated campaign across the entire Google Network.

The Google Network is a collection of places where Google ads can appear, including Google sites, partner websites, and mobile apps.

If you’ve ever opened Gmail and noticed ads, that’s an example of the Google Network in action. Or if you’ve ever sat through an ad before watching a video on YouTube, that’s another example.

How Performance Max helps level the playing field

Even if A Place for Mom runs a Performance Max campaign in your area, there are so many different places where your ad can appear that you’re less likely to be in direct competition.

A Place for Mom’s ad might show up on YouTube one day while yours appears in Gmail the next.

Can using Performance Max help reduce your community’s reliance on A Place for Mom—and even compete against it?

In our podcast, Chris shares a client success story. (Listen to it starting at 16 minutes in.)

For this particular client, the answer has been yes. About eight months after the client gave Chris and his team the green light to use this approach, the client reached a point where 33% of its community roster successfully moved away from relying on A Place for Mom.

It’s important to note that this approach isn’t an overnight fix. But with time, effort, and a smart strategy, it is possible to rely less on big-name lead aggregators and successfully compete against them.

Would you like to beat A Place for Mom? Get in touch, and let’s talk.

Request a meeting with Chris so he can get a better understanding of your paid ad campaigns and potential next steps.

Nonprofit CCRC Marketing Best Practices

Nonprofit CCRC Marketing Best Practices

Anyone working for a nonprofit CCRC knows it’s quite different from a for-profit senior living community, especially when it comes to marketing.

That’s why we asked Stephanie Landes, one of our fabulous customer success managers, to share some of her CCRC marketing best practices. Stephanie got her start in senior living by working for a CCRC, so she has a good sense of what CCRC marketing and sales teams should keep in mind.

Get comfortable explaining the nonprofit CCRC model, especially to those in the earliest stages of the buying journey.

One of the biggest challenges in marketing nonprofit CCRCs is making sure prospects and their families understand how the model works.

Stephanie says, “The life care promises should be emphasized. The security and peace of mind of knowing that you or your loved one won’t be asked to leave or kicked out due to the inability to pay, should financial means be exhausted outside of one’s control, is huge.”

At the same time, the life care promise can often sound too good to be true to people new to the concept. Constant education and easily accessible resources are critical to helping people understand what CCRCs are all about.

At a minimum, make sure you . . .

  • Offer a thorough FAQ page about the life care promise—what it means in general, what it means in practice in your community, common objections, legitimate pitfalls, etc.
  • Provide financial transparency. Disclose your community’s financials even if your state doesn’t require such disclosures.
  • Explain essential concepts in different formats. Some people learn best by reading. Others prefer videos or interactive formats. Offer a good mix of guides, checklists, and videos (both long- and short-form).

Never assume when it comes to financial qualifications.

While the initial investment into a CCRC is significant, Stephanie cautions against assuming your target audience only includes people from high-paying industries, like doctors and lawyers.

Stephanie explains, “One example from my CCRC experience included two women who were both former teachers. They ended up leaving a multi-million-dollar gift to the organization after their deaths—in addition to the entry and monthly fees they paid while living in the community. We refer to them and others like them as the ‘everyday millionaires’ who were financially sound and planned appropriately.”

Instead of making assumptions about prospects’ finances, help prospects self-qualify by being transparent about your CCRC’s costs, your community’s approach to contracts (for example, clauses about refunds on the entry fee), and info on medical tax deductions.

  • PRO TIP: Free lunch-and-learn series can be an excellent way to educate prospects and their families about critical financial considerations while introducing people to your community.

Be prepared for a longer sales cycle.

The sales cycle for traditional senior living models is already lengthy. Stephanie says you should be prepared for an even longer sales cycle with CCRCs.

“I think, given the financial commitment, it may take more time and nurturing to gain trust and confidence in making the investment. It may also take prospects more time to gather paperwork in order to complete the admissions process.”

Family members typically need more time to get on board with the decision as well.

“Consider it a marathon,” Stephanie explains, “and an opportunity to really get to know these people rather than a meet-and-greet sprint.”

Stay focused on—and genuinely interested in—the prospect.

A prospect-focused approach to your CCRC marketing is a winning formula. Stephanie offers three ways to keep prospects front and center.

  1. Get to really know each prospect. Learn their interests and passions, as well as their care needs and financial capability. Lunch-and-learns are an excellent first step. But go beyond those. Pair up prospects with residents to spend the day or attend activities together. This will encourage them to start forming relationships within your CCRC.

    PRO TIP: Online surveys like Roobrik and Waypoint offer great opportunities to help prospects self-assess what’s important to them as they consider transitioning to a senior living community. Plus, the info will help the sales team better personalize touchpoints and the prospects’ visits.

  2. Make prospects feel like the community isn’t the same without them there. Highlight the strengths and unique characteristics the prospects bring to the community whenever they visit—and how residents and team members would benefit from their full-time presence if they move in.
  3. Keep in touch with prospects over the long haul. Many nonprofit CCRCs are at full occupancy with long waiting lists. Automated nurture campaigns can allow your community to stay engaged with prospects while they wait. The goal is to make it easy for them to jump when a vacancy opens up.

Avoid common CCRC marketing mistakes.

Don’t dismiss traditional marketing tactics.

Stephanie says direct mail and in-person events can work well with the CCRC audience. Both can help prospects stay informed and feel welcome in the community.

Stephanie does point out that many seniors hate waste, so be mindful about how much direct mail you send. If you have prospects’ email addresses, you can send correspondence that way.

As for events?

“Just make sure the events are well-planned and have substance,” Stephanie says, “and that both the prospects and residents are treated like royalty.”

Here are some event topics that tend to be crowd-pleasers.

  • How to fund senior care, particularly CCRCs
  • Education about how to avoid elder fraud and scams
  • Estate and legacy planning
  • Downsizing and selling a home
  • Understanding different care options

Don’t let the sales and admissions teams become complacent about getting involved in the local community.

CCRCs need to be active participants in local associations, so much so that the representative is almost synonymous with the cause. Think of things like the local chamber of commerce, senior living association, senior safety/TRIAD chapter, Walk to End Alzheimer’s, American Heart Association, etc.

“Getting involved and caring for more than just the people within the community’s physical boundaries speaks volumes,” Stephanies says. “And it also holds the CCRC accountable for its nonprofit status.”

Don’t dismiss the importance of nurturing professional referral sources.

Networking is essential (and it’s never done, either).

Stephanie says, “Help your referral partners answer the hard questions that they get asked by their clients. Provide your partners with information and education to pass along on your behalf. And keep them apprised of your CCRC’s availability and vacancies so they can help match their clients with your living options.”

Remember, the partnership goes both ways. “You must genuinely care about the work they’re trying to achieve and how you can help be a referral source for them, too,” Stephanie says.

Need help marketing your nonprofit CCRC?

We understand that your needs are different. Let’s discuss how we can support your CCRC marketing efforts.

Senior Living Leads: Myths vs Facts

Senior Living Leads Myths vs Facts

It’s time to bust three common myths about senior living leads for good.

Myth #1: Sales-qualified leads are fully-qualified leads.

A sales-qualified lead (SQL) means the person has actively shown interest in the community by scheduling a tour, clicking to call, or requesting a callback from sales. The person has essentially raised their hand and indicated their sales-readiness. The goal is to get them face-to-face or voice-to-voice with the sales team.

Some sales teams think a sales-qualified lead automatically means “fully qualified” when, in reality, it’s the sales team’s responsibility to determine this.

Remember, fully qualified means financially qualified, health qualified, and emotionally/psychologically qualified (i.e., the prospect is willing and able to move into senior living).

For example, let’s say an adult daughter and her mom tour your community. The daughter is eager to get her mother into your community, but the mother isn’t. Sure, Mom might very well be qualified from a financial and health standpoint. But if she’s digging in her heels about leaving her home, she’s not emotionally qualified. At least, not yet.

Bottom line: Marketing delivers SQLs to sales, but the sales team is responsible for ensuring they are fully qualified.

Myth #2: Industry benchmark reports are the best way to measure your community’s lead-generation efforts.

Industry benchmark reports are a great starting point. They provide guidelines. But you shouldn’t consider them an absolute simply because so many variables come into play when it comes to senior living lead generation.

For example, your community’s levels of care, location, and even the number of people on your sales team can all affect your lead-gen efforts.

You can still review industry benchmark reports. Just don’t fixate on them. And don’t panic if your numbers don’t align perfectly. Always consider the big picture.

Better questions to ask:

Bottom line: Once you understand the big picture, you can figure out what’s working, what isn’t, and where you can improve.

Myth #3: Sales-qualified leads are more valuable than marketing-qualified leads.

Most senior living sales reps tend to say the same thing: “We need more sales-qualified leads.”

It’s easy to think urgent, high-intent sales-qualified leads make the difference—and that they’re the be-all and end-all of senior living lead generation.

Yet, as SLS’s Debbie Howard points out, marketing-qualified leads (MQLs) tend to have the longest length of stay.

“Just because somebody has intent and urgency and they’re ready to take that action, it doesn’t mean that they’ve gone through any kind of education or qualification,” Debbie explains. “It’s the early-stage leads that actually benefit from all of the education. I know the Aline 2023 Benchmarking Report showed that 53 percent of the move-outs that stayed less than a year came from the shortest sales cycle.”

Debbie says sales teams need to shift their mindsets and embrace the value of having a healthy pipeline of MQLs in addition to SQLs because the MQLs you invest in with education, time, and effort will become residents who stay longer, provide testimonials, and refer friends.

When you think about it, it makes sense, right?

The marketing-qualified leads who took their sweet time making a decision chose YOUR community out of all the others. They had options. They looked at other places. But they chose your community because they wanted to live there.

Those are the leads that are going to help grow your community. They’re going to show up on your social channels and testimonials. They’re going to be the welcome wagon when you lead a tour.

Bottom line: Don’t dismiss MQLS. They’re valuable, too.

Need help getting more tours, deposits, and move-ins?

That’s precisely what we deliver. Let’s discuss your occupancy goals.

Best Practices for Better Senior Living Referrals

Best Practices for Better Senior Living Referrals

Professional referrals can be one of the best ways to grow occupancy in senior living communities. In fact, when done well (and consistently), senior living referrals tend to be cost-effective, yield higher conversion rates, and lead to longer stays.

In one of our recent podcasts, SLS’s Debbie Howard chatted with Michael Moye, Senior Account Executive at WelcomeHome CRM. Michael has a unique perspective on community outreach because he used to work as a community relations director.

Here are the key takeaways from his conversation with Debbie, along with best practices to improve your senior living referral program.

Understanding the importance of senior living referrals

Professional referrals play a significant role in driving occupancy, mainly because they tend to convert at higher rates. Michael says approximately 6% of leads come from professional and non-professional referrals. But 75% of those tours will move in. (Michael tracks this data using WelcomeHome CRM.)

The reason behind the high conversion rate is trust. When sources that people trust refer them to a community, decision-making becomes easier and quicker.

Michael acknowledges that building relationships with trusted sources takes effort. However, the payoff can be huge.

“So think about the six months that it takes—you’re laying the foundation,” he says. “It’s really hard work. But then once the framework is there and you start to see the pipeline of referrals coming in, 75% of those are moving in.”

This is because your referral partners have already educated people about your community, so your prospects end up knowing a lot about it before they even set foot inside.

Compared to other lead sources, referral-based leads are the least expensive.

Debbie explains, “The only thing you have to invest is your time and creativity. And when you compare that to how much you’re paying aggregators or paid digital leads or newspaper or direct mail, it really is the most cost-effective as well.”

Developing a referral-based marketing strategy can be wise for communities looking to maximize their marketing budget while achieving high-quality results.

How to build strong relationships with referral sources

Make community outreach part of your community’s DNA.

Referral success doesn’t happen overnight. It has to be ingrained in the community’s culture, something Michael refers to as being part of an operator’s DNA.

He says operators and owners should establish a clear framework for their sales teams and emphasize the importance of engaging with the local community.

Recognize that potential referral sources are everywhere.

It’s easy to focus on the biggest professional referral sources like hospitals. But it’s also important to remember that anyone can be a potential referral. Much benefit can come from simply opening up your community and making it a local destination.

Debbie echoes this sentiment and recalls her experience in senior living sales and how some referrals came from unexpected places.

“I got move-ins from somebody from the Girl Scout troop that we hosted to help them with a baking project,” she explains. “And we got a move-in from somebody who came to a piano recital. We had a grand piano and a beautiful space, and we partnered with a local music school, and we had refreshments. When you open those doors, and you create those opportunities, you never really know who’s going to be there that might have a need that you’re not going to find any other way.”

Outreach strategies that lead to better senior living referrals

Be more than simply a “cupcake marketer.”

It’s easy to fall into the habit of delivering small gifts or baked goods to professional referral sources, but that won’t necessarily help build long-term partnerships. You might look like the hero for a hot minute, but people will quickly forget about you after they gobble down the goods because you’re not delivering substance about the community.

Instead, Michael says to bring cupcakes with a purpose. What can you tell them about your community? Is there something new about your community that could help them?

PRO TIP: If you really want to differentiate yourself, instead of just bringing in cupcakes, bring in your chef with the cupcakes and have the chef talk about their approach to dining and nutrition in your community.

Identify your Trojan horse.

When he worked as a community relations director, Michael turned his community’s health and wellness director (HWD) into a Trojan horse. He had a great relationship with his HWD and would position himself as a tagalong when they made hospital or other outreach visits.

He says referral sources, especially those in hospital or rehab settings, preferred talking to the HWD.

“They would much rather hear about outcomes and [our] care to approach than hearing it from a sales director like myself,” he says. “And so I won a lot of hearts and minds, not because of my wits and my smarts, but because I was smart enough to bring us the smarter person in the room and going in and making sure that they visit the people.”

Debbie notes that this approach is another brilliant way to differentiate your community in the sea of sameness.

“Nobody else has your health and wellness director,” she says. “Nobody else has your outcomes. Nobody else has your stories or your passion or your mission statement or your values or your culture.”

Follow good sales etiquette.

Always add value to your conversations with referral partners.

Michael says there’s a saying in sales: Don’t spill the candy in the lobby.

He explains, “It’s so easy just to get a little bit nervous and then just start pitching and talking their ears off and annoying them.”

Always remember your job is to make their lives easier. What are their biggest problems? What are their biggest headaches? Which patients are they most worried about? How can your community help solve these pain points?

Go into every conversation with a way to help them rather than a sales pitch about another feature/benefit in your community.

Don’t monopolize people’s time.

You can make a big impression in five or ten minutes by focusing on adding value.

Michael says, “I think it’s super important to know that it doesn’t have to be an hour-long conversation. In fact, I don’t think they want you to be there for an hour. I think they’re like, ‘Get out of my office. I’ve got a job.’ But if it’s five valuable minutes that they can be educated about something that your community does and maybe differentiating from other competition—that’s the meat. That’s where you’re going to find a lot of value compared to just dumping everything out.”

Block your calendar to hold yourself accountable.

One of the biggest challenges for sales teams is being consistent with outreach. The best thing you can do is block your calendar specifically for these outreach appointments and drop-ins and stick to it.

Talk less, listen more.

A good way to do this is by asking thoughtful questions, such as what challenges people face, what referrals look like for them, etc. Michael says, “I think there’s a really good 70/30 rule on talking about 30 percent and then allowing them to talk the other 70 percent.”

Give your referral partners updates after someone moves in.

Keeping referral sources updated on the well-being of their referrals can solidify trust and keep the relationship strong.

Michael says you can use automation, like WelcomeHome, to trigger a reminder to thank the referral partner after a referral has become a move-in. “Sometimes, we’re so busy we forget to thank our referral partners, and we forget to update them,” he says.

Debbie agrees. “And that really means a lot to them to be able to say, ‘This is someone you referred 30 days ago when she was just coming out of rehab, and she was having these issues. And now, here’s a picture of her enjoying this activity or on a trip’. That’s going to do more than any cupcake you bring through the door.”

Bottom line: Add referral partner outreach to your sales and marketing mix.

Building a strong referral network is an ongoing process that requires both effort and attention. However, by implementing these best practices, your senior living community can foster meaningful relationships that consistently drive high-quality referrals.

More helpful reading and listening:

How Executive Directors Help the Senior Living Sales Process

How Executive Directors Help the Senior Living Sales Process

When people think of sales in senior living, the natural assumption is that the sales director leads the charge. However, the executive director (ED) can play an equally crucial role in driving occupancy and creating a culture of sales accountability.

Here’s the thing, though: The ED’s role isn’t just about supporting the sales team—it’s about ensuring the entire community contributes to the sales effort and long-term relationships with residents.

On one of our recent podcasts, Debbie Howard chatted about this topic with Erin Thompson, owner of Aspire for More. Erin coaches senior living sales teams based on her successful ED experience. (Check out her LinkedIn profile.)

Below, we’ve compiled key takeaways from the podcast. But we encourage you to listen to the full episode here.

How EDs can better support the senior living sales process.

1. Remember, your sales director’s success is your success.

Erin acknowledges there were moments earlier in her career when she struggled with her sales director getting all the glory. But she says it’s important to remember that their glory is also your glory since everyone is judged on occupancy.

She explains, “Every executive director needs to realize that the success of your sales director is your success, period.”

2. Be available and present when your sales team needs you, especially during tours.

Executive directors shouldn’t run and hide from tours. “People want to know what the leader thinks, feels, and how they operate,” Erin says. “Be able to tell that in a tour.”

Being present will also help your sales team understand they’re not alone. “The more present you are,” Erin says, “the more people know that you are a part of the sales process.”

3. Become adept at managing your sales director’s big asks with other managers’ needs.

Anyone who’s worked in senior living operations long enough has likely heard about the “demanding” sales director who’s always asking for something. For example, they go to the kitchen and request a special menu for someone coming in for a tour or cookies for professional outreach. Or perhaps they’re famous for telling the facilities director that they need a particular room flipped by a specific time.

One key challenge for executive directors is balancing these so-called urgent requests with the operational needs of other managers. While last-minute requests from the sales director might positively influence a prospective resident’s decision, they can also cause frustration for other departments if handled poorly.

This is where the executive director’s leadership comes into play. Erin says big asks should come from the ED instead of the sales director. She recommends addressing the challenge directly. “You could say, ‘I acknowledge this is a really bad time. I acknowledge that, and I respect that. But we have somebody who wants to move in to take this last room, and this is going to be the goal for all of us. Is there any way you can make this happen?'”

By acknowledging the inconvenience and presenting it as a shared goal, team members are more likely to respond positively, knowing their efforts are valued.

4. Encourage the sales team to share their perspectives with prospects.

Erin says that while sales reps must listen to family members, it’s also important for the reps to share their insights because they inherently have a perspective that the prospects don’t have. “It’s not salesy if you offer advice through your experience,” she says.

For example, when the sales rep hears a common concern or objection, Erin notes that they could share their insights by saying something like, “I’ve seen this before. I’ve heard this before. Let me give you some examples. And then you decide, based on what you want and what success looks like to you and your loved one at that moment.”

Erin says it’s important for the ED to remind the sales team their perspectives matter.

5. Be a model of leadership and sales integrity.

Good executive directors know how to keep the team focused. “It’s more about how can we inspire the team to come together through the sales process,” Erin says. “Because sales is at the beginning of the journey, in the middle of the journey, and at the end of the journey.”

She says the ED should remind the team to help the prospect rather than close the prospect—and that the sales team must be mindful of their role beyond move-in.

“Transitions to higher levels of care is one of the most vulnerable positions a community can be in legally, referral-wise, and just emotional-wise,” Erin explains. “And so we have to be mindful of how we support family members who are leaving our community for the last time, who are moving into memory care or assisted living or who passed away. How we, as a community, support those transitions is very important because what do people remember the most? They remember the way they felt when they walked out of the door the last time. And that is just as valuable as the first time that they walk in.”

Erin notes that when she was an ED, she used to call families after a resident transitioned to a higher level of care or if the resident passed away. She would tell the family, “Thank you for sharing your loved one with me. I wanted to let you know that this is something important. This is the way they impacted my life. This is what I learned from them. ”

Executive directors must teach their teams how to do the same thing. A good time to model this behavior to newer sales reps is when the family comes in for the last time.

Erin explains, “You tell the team, ‘Hey, so-and-so is coming to move the furniture out today. Give them a hug, shake their hand, thank them. And if you think of a really cute, fun story, share it because your relationship meant the world to this family. And even if they’re leaving and they don’t want to, or it’s emotional, do it because you’re worth it, and they’re worth it, and it does change everything. It really does.'”

Need more senior living sales tips?

Check out these helpful resources:

4 Ways to Improve Off-Page SEO for Senior Living Communities

4 Ways to Improve Off-Page SEO for Senior Living Communities

There’s a saying in senior living SEO that “all search is local search.” It makes sense, right? Most people thinking about senior living probably want to remain in their local community near family, friends, and the organizations they’re active in.

The data supports this theory. Consider the search volume for “senior living near me” phrases. We’re talking thousands of monthly searches.

This is why optimizing your senior living community’s website for local search is a must.

But did you know there are actions you can take outside of your website to help improve your site’s visibility in search results, including local search?

It’s called off-page search engine optimization (SEO), and it’s all about boosting your site’s reputation so that search engines see your community’s site as reputable, trustworthy, and authoritative.

Remember, the more reputable your site seems to Google (and other search engines), the more visibility your site will have in the search results.

Below, we discuss four ways to improve off-page SEO for senior living communities.

1. Become a wiz at managing your community’s online reputation.

People rely on reviews when making purchasing decisions. This is why you must have a plan for soliciting and managing reviews, especially on the all-mighty Google.

The more positive reviews you have (especially on Google), the more reputable and trustworthy your site will seem to search engines, and the more likely your site will be served up, especially on relevant local searches.

Don’t take our word for it, though. Google says, “High-quality, positive reviews from your customers can improve your business visibility and increase the likelihood that a shopper will visit your location.”

So, how can you get more reviews? SLS’s Debbie Howard says the key is being “intentional” about your approach to senior living reputation management.

She recommends doing the following:

  • Develop a proactive review strategy. Create opportunities for residents or visitors to leave reviews. For example, in your post-tour follow-ups, include a line like, “Thanks for stopping by for a visit today. We’d love to know about your experience. What did you like best about the tour? Leave a quick review here. It takes only 30 seconds.”
  • Try different delivery methods. Most people have smartphones, so they can easily access email and texts. Experiment with both and see which medium converts better.
  • Re-post positive reviews across multiple channels, especially social media. Share those glowing four- and five-star reviews on your site, in email campaigns, and across all of your social media channels. Experiment with how you present the review snippets. For example, create a video montage and see what it does for engagement.
  • Lather, rinse, repeat. You’re never done asking for reviews because people expect to see recent ones (within the last three months or so) on places like Google.

More helpful reading:

2. Embrace link building.

Earning high-quality backlinks to your community’s website signals to Google that you have a site worth serving up in search results.

Some links will happen organically. For example, a news site might link to one of your guides about funding senior living. But other links require a strategy. Semrush offers some good (but time-consuming) suggestions for generating backlinks.

Here are some other link-building tactics that might be more accessible and that can help with local search.

  • Whenever your community is involved in a sponsorship, request a backlink to your site from the sponsor’s website.
  • Pay attention to local businesses’ websites and collaborate with those that are a good fit and have good Domain Authority. Make sure you cross-promote and cross-link.
  • Create valuable local content that naturally attracts links. For example, highlight local attractions, like museums and theaters, in blog posts or “fun stuff to do” content.
  • Make sure members of your team who appear as guests on podcasts, videos, and blogs get a link back to your site in the show notes or bio blurb.

3. Ensure consistency in local citations and directories.

Building consistent citations across the web helps establish your community’s credibility.

  • Make sure your community’s name, address, and phone number (NAP) are consistent across all online directories.
  • List your community on relevant local directories and senior living-specific platforms.
  • Claim and verify your listings on major sites.

At SLS, we use BrightLocal to clean up our clients’ online business listings. We usually find that 75% are inaccurate or unclaimed.

4. Optimize your Google Business Profile and continue giving it TLC over the long haul.

We feel like we talk about this tip A LOT. And yet, whenever we think we can ease up on this directive, we come across a Google Business Profile that needs a ton of work. (Or that hasn’t even been claimed yet—yikes!)

Google is still king when it comes to search, and there’s a good chance people will come across your community’s GBP before they make it to your website. Treat it like a microsite that you keep updated with current info, real pics (not stock images), and videos. And as we mentioned earlier, pay attention to reviews, too.

Need help? Check out these resources:

Remember, off-page SEO for senior living is a long game.

SEO is never done, so don’t treat it like a box on a to-do list that you check off once. Instead, include SEO in your ongoing marketing strategy. Need help? Our dedicated SEO team can assist you with all aspects of your senior living search engine optimization.

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How the Silver Tsunami is Changing Senior Living Marketing

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You already know that the senior living industry is undergoing a major shift thanks to the growing number of baby boomers entering the market—a.k.a. the “silver tsunami.”

The question is, how should this affect your approach to senior living marketing?

Below, we discuss the following points:

  • A key difference with the baby boomer persona
  • Two non-negotiables for boomers
  • Why digital marketing is so important

Boomers: A different kind of senior living consumer

The Baby Boomer generation vastly differs from the Greatest Generation. Members of the latter traditionally relied on family support when making senior living decisions. And the decision to move to senior living often resulted from a crisis, like a bad fall or the death of a spouse.

Boomers, however, often make decisions independently and base those decisions on choice rather than crisis. For example, they choose to downsize because they legitimately desire to live a maintenance-free lifestyle.

SLS’s Debbie Howard explains, “It’s no longer solely the adult children leading the charge. We’re seeing more and more boomers directly performing their own research and making decisions for themselves.”

What this means for your senior living marketing

The idea that senior living could be choice-driven vs. needs-driven has been a dream for many senior living marketers because messaging can be more aspirational. And those aspirations can help differentiate communities.

In the past, communities have often struggled to differentiate themselves in the sea of sameness since all communities sell the same “product” more or less. However, because more boomers are making decisions based on choice rather than need, a community can build messaging around its unique vibe rather than the same old features and benefits.

Two non-negotiables: autonomy and transparency

1. Boomers want to self-direct and indicate when they’re ready for a sales interaction.

Boomers are perfectly capable of researching independently, weighing their options, and deciding when they want to talk to sales. If you force them to talk before they’re ready, you’ll annoy them or worse—turn them off your community completely.

What this means for your senior living marketing

Use lead scoring and segmentation to quickly identify which leads have high intent. Nurture the “not ready yet” leads until they naturally advance to sales-qualified status. Send the high-intent leads—the ones who have asked for a sales interaction—to the sales team.

2. Boomers crave clear, reliable info when they want it.

Boomers often want immediate access to information like floor plans, pricing, and details about a community’s amenities and unique features. They don’t want to jump through hoops or interact with sales to get this information.

What this means for your senior living marketing

Senior living communities must shift their approach and cater to boomers. Debbie explains, “Old-school practices like keeping info gated or forcing people to visit the community to get info on pricing will not work with this generation.”

We know this can feel like a daunting shift, especially when it comes to the pricing discussion. For example, you might worry that displaying prices could scare people away before they understand financing resources, like bridge loans or the Veterans Aid & Attendance benefit.

However, not sharing pricing information might mean you lose out on qualified boomers who pursue communities that make it easy for them to shop and compare. Here’s one way you could approach the pricing conundrum.

Digital marketing is where it’s at.

Boomers are the most tech-savvy demographic that senior living communities have ever marketed to (at least, so far). They’re comfortable using search engines, social media, and various digital devices like laptops, tablets, and smartphones.

And this is good news for marketers. Remember, it can take approximately 25 touches to move someone from anonymous search traffic to move-in. Digital channels can help provide these crucial touchpoints.

What this means for your senior living marketing

Effective digital marketing can help your brand score more tours, deposits, and move-ins, but the keyword is “effective.” You need a sound strategy that drives all your digital marketing, and everything should work together.

To that end, here’s some helpful reading:

Is your brand ready for the silver tsunami?

As the silver tsunami continues to change the senior living landscape, communities must adapt their marketing efforts to meet the expectations of this generation. The shift from needs-driven decisions to want-driven ones is profound, and it requires marketers to be more transparent and in tune with the boomers’ independent spirit.

Sales and marketing teams that embrace these changes will be well-positioned to attract and engage boomers, converting more of them from anonymous traffic to tours, deposits, and move-ins.

Do you need help aligning all your digital marketing channels to effectively “speak” to boomers? Contact us, and let’s chat about your boomer marketing efforts.

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9 Buyer Persona Questions for Your Best Residents

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If you’re not spending time talking to your best residents, you’re missing out on valuable marketing and sales intelligence.

Your community’s happiest residents can:

✔    Serve as a living and breathing example of your ideal prospect

✔    Share thoughts about your competitors

✔    Indicate which messages resonated with them and which ones fell flat

This doesn’t need to be a formal sit-down. Have a casual conversation. Write up your notes afterward. Once you have critical mass (meaning notes from five or more conversations with some of your best residents), revisit your existing personas and refine your messaging and engagement strategies as needed.

Below, we dive deeper into these tasks, starting with buyer persona questions we recommend asking and our reasoning behind asking each question.

Let’s get to it.

Nine buyer persona questions for your best residents

  1. What wasyourbiggest concern or fear about our community before you chose it? What helped you overcome these concerns?

Why ask this question? It’s helpful to understand people’s objections about your community and how they overcame them. Was it something your marketing or sales team did to help address their concerns? If yes, you’ll want to know so you can continue doing it.

Or did they somehow convince themselves? In this case, you can focus on having your marketing and sales team better address specific concerns, especially if you note a common theme among the residents you chat with.

Keep in mind that objections can change over time, and they will change from demo to demo. The objections that folks from the Greatest Generation had five years ago likely won’t be the same as the objections boomers have.

Asking this question can also help challenge your own assumptions. For example, one of our clients with an older community worried it would be impossible to compete with the glitzy and glamorous new community down the road.

But once we began talking to the happiest residents, we learned they were turned off by the new place’s glitz and glamour and preferred a more homey and comfortable setting. This intel fueled our marketing and paid ad initiatives so we could attract more people like our happiest residents.

  1. What would you tell someone else considering a move toour communityabout your move-in experience?

Why ask this question? Here’s where you can uncover important gaps, especially between the marketing and sales handoff. Do the residents talk about any issues after they made their deposit? Are they neutral about it? Or did they have a seamless experience from first interaction to move-in (and beyond)? If yes to the latter, what was so great about the experience?

Bottom line: You want to do more of what’s working and fix what isn’t.

  1. What specific amenities or services made the biggest difference in your decision?

Why ask this question? Marketing and sales teams are often too close to the product they’re selling. What sounds exciting to your team might not matter much to the resident.

But there’s another reason to ask this question: Hearing how real residents discuss various services and amenities can help with messaging.

For example, many communities have an on-site hair salon, but only your community has a stylist named Liz with a penchant for color and pin-curls. You get the idea. Having those conversations with residents will surface compelling words and phrases that you can sprinkle throughout your marketing for added authenticity.

  1. How did you first hear aboutourcommunity, and what resources did you use to research us?

Why ask this question? You might think you’re covered if your marketing automation and CRM are integrated properly. Don’t get us wrong: You want your martech platform connected bilaterally to your senior living CRM so you can see when, where, and how a lead first enters your site and their conversion touch points along the way.

But how do you track the conversation that happened at a cookout two summers ago where your now-happy resident first learned about your community from an old friend—and that friend’s testimonial made your resident aware of your senior living brand in the first place?

Asking this question can help you better gauge how much brand awareness residents had before they began their search and how well your brand-building initiatives have and haven’t been working.

  1. What was the most frustrating part of the senior living search process?

Why ask this question? Your residents might not point to any frustrations with your community, which is great if that’s the case. But if they make a general across-the-board statement such as “Everywhere we looked did this negative thing” or “No one did this,” pay attention to what “this” is and see if it’s something you need to address.

Note: Some frustrations that bubble up might be out of the marketing and sales teams’ control. Pass on helpful insights to the appropriate department, whether that’s operations, activities, dining, etc.

  1. What did other communities do better than us, andwhat ultimately convinced you our community was the right fit?

Why ask this question? Understanding the final “tipping point” for residents can offer invaluable insights into what truly resonates with prospects during their decision-making process.

Whether it’s specific amenities, the level of care, or the community’s atmosphere, identifying these factors can ensure you promote them to like-minded prospects (think look-alike audiences).

Knowing what intrigued people about your competitors is also valuable intel. For example, maybe your best residents mentioned a feature about your competitors that they didn’t realize is also available in your community. That suggests you need to better highlight this feature on your site, social media channels, and during tours.

  1. What’s something you wish you knew before moving in that would’ve made the transition easier?

Why ask this question? Too often, marketing thinks their job is done once they hand off a sales-qualified lead (SQL) to the sales team. And too often, the sales team thinks their job is done once an SQL makes a deposit. But what about that precious time between deposit and move-in? And those critical 30 days after move-in?

We’re not trying to make more work for people, but the reality is that there’s a gap that needs closing. If you make a person’s move-in experience seamless and their first month as wonderful as possible, you’re positioning the resident for ultimate success in your community, which can lead to fabulous five-star reviews and excellent referrals.

The good news? This gap doesn’t require a heavy lift. Just as marketing automation helps nurture not-ready-yet leads to sales-qualified status, marketing automation can help guide soon-to-be-new residents through the transition with a friendly welcome letter, helpful resources (such as local movers), and the like.

For example, we’ve created a turnkey program called “Countdown to Move-in Day” that our clients can customize.

  1. How has living here impacted your daily routine or quality of life compared to your previous living situation?

Why ask this question? This question gives you a direct window into how your community has improved residents’ lives. Identifying the tangible benefits of living in your community is crucial, such as increased socialization, improved wellness, or a better sense of security.

You can then leverage these real-life benefits to create more compelling, value-driven messaging and stories that align with the prospect’s ultimate goal: enhancing their lifestyle. By focusing on the positive transformations, you’re showing prospects what they have to gain by moving in.

  1. How do you define “feeling at home” in a community, and what aspects ofourcommunity helped create that feeling?

Why ask this question? A sense of home is deeply personal and often subjective, but it’s also a powerful driver in senior living decisions. Asking this question helps you pinpoint the specific elements—whether it’s staff interactions, social opportunities, or even the physical environment—that make residents feel truly at home.

These insights allow your marketing team to highlight those emotional and environmental aspects in your campaigns, making your messaging resonate more deeply with prospects searching for a comfortable and welcoming community.

How to use the insights that you gather from these conversations

Once you’ve gathered responses to these questions, revisiting and refining your buyer personas is essential. Use the insights to update key persona traits, such as motivations, pain points, and decision-making triggers. From there, adjust messaging and other engagement strategies accordingly.

For example, if many residents cite specific amenities or a strong sense of community as top reasons for choosing your community, your marketing should emphasize those elements more.

Additionally, note any behavior shifts, such as the increased use of a particular digital channel, and rethink how you’re using that channel. For example, if you’re finding that your happiest residents are big Instagram users, you might want to look into how you can leverage the platform more, whether encouraging user-generated content to promote your brand or experimenting with paid ads.

By updating your personas with honest resident feedback and the messaging you use to engage them, your marketing will align better with your target audience’s evolving preferences and expectations.

Need help perfecting your personas and messaging?

We understand the customer journey in senior living and can help you fine-tune your personas and messaging. Get in touch, and let’s chat.