The Marketing Agency Trap in Senior Living

The Senior Living Marketing Agency Trap

We are a senior living marketing agency. Over the years, we’ve worked with marketing agencies, and weve hired marketing agencies at various times throughout our growth. This gives us a unique perspective on the pros and cons of the typical marketing agency model. 

Here are some of the lessons weve learned about the agency world. 

Lesson #1: Be Wary of the Ol’ Bait & Switch.

Too often, a strategic leader in the marketing agency will woo you, but the minute the deal closes, they disappear.

That’s a big problem because the greatest value provided by an industry-specific marketing agency is in the development of the strategy. If you don’t have a sound marketing strategy, nothing else matters.

On a couple of occasions in our earlier years, we were “sold” by a charismatic and strategic agency leader with great insights and ideas. But after we signed the contract, we never saw or spoke to that person again.

Pro Tip: Before you sign the contract, learn how often the strategic leader will be joining results calls and strategy sessions.  (They should be involved at least quarterly.) Make sure you have this point outlined in the contract. Psst: When you work with Senior Living SMART, you always get one of us—the founders—on your team.

Lesson #2: Remember, You Get What You Pay For.

In the world of marketing agencies, the budget you’re willing to spend will determine the experience and quality of the team assigned.

Only clients with the largest budget will get the A Team. Agencies employ marketing specialists with a wide variety of experience levels from entry level on up. This means, you may end up with a B, C, or D team based on your spend.

Pro Tip: Before you sign the contract, find out all you can about the people on your marketing “team.” This should include their professional marketing experience, how long they’ve been with the agency, and what other senior living clients they’ve worked with. You can learn all about our senior living marketing team here.

Lesson #3: Make Sure Your Brand is NEVER Held Hostage.

Read your marketing agency contract carefully and be sure that you own your content and brand elements! We’ve worked with senior living clients who’ve discovered their agency would not release their logos, images, and creative files to them. In essence, the agency was basically holding the brand hostage.

Pro Tip: Always retain the original art files, brand guidelines, logos, and images you purchase. And have an attorney double check your contract before signing.

Lesson #4: Be Skeptical of Too Many Trade Secrets.

In the course of delivering a great digital marketing experience, agencies will employ multiple technologies for analytic and diagnostic purposes. Most will “white label” these resources so they can retain the licenses and own the marketing “secrets.”

This might be OK while you’re working with the agency. But in the future, you might want to transfer the licenses to yourself or another agency—and you shouldn’t have to lose your historical data in order to do so. Here are some examples where the data and analytics can really pile up: marketing automation software, reputation management, social sharing platforms, SEO, and heat mapping tools.

Pro Tip: Before signing the contract, get a list of all tools and technologies that will be used to manage your account and be sure there is a process to transfer all licenses to you or your next agency.

Lesson #5: Your Agency’s Idea of “Success” Doesn’t Match Yours.

We worked with marketing agencies that were always excited to report their wonderful results in reaching various goals. The problem? Their goals were NOT our goals.

Goal setting should be collaborative and realistic. Don’t be fooled by the fluff reporting of impressions, views, clicks, and website traffic. In the senior living industry, the best measurements of success are conversions-to-leads, tours, and move-ins.

Pro Tip: Ask about reporting up front. What will be measured? What are the sources of truth? How will ROI be determined?

Learn from our lessons and avoid these mistakes!

And if you’re looking for a senior living marketing agency that works exclusively in the senior housing and care industry, we’d love to chat. Click here to schedule a 30-minute brainstorming session.

How to Build Your 24/7/365 Senior Living Sales Team

How to Build Your 24/7/365 Senior Living Sales Team

Fifty percent of all senior living sales inquiries occur outside of regular business hours. Prospects often engage during early mornings, after work, and on weekends when full-time sales teams are not typically in the community. And keep in mind that these prospects aren’t just looking at your community. They’re likely engaging with several at the same time.

This can create challenges since studies show that the sales person who responds to the prospect first—”speed to the lead”—has the best chance of converting them. This is why building a 24-hour virtual sales team is a must if you want your community to remain competitive.

Sound like a daunting task? Here’s the good news: Many solutions exist to help you fill in the sales “gap” during off hours.

Senior Living Website – Your 24-Hour Sales Office

Eighty-seven percent of your prospects begin their journey on your senior living website—and it’s open 24 hours a day.

What information should you have on your site? Think about the top 10 questions that prospects ask your sales people during the inquiry process (and what resources the sales team provides). Make sure that those answers and resources are easily accessible on your website.

For example, prospects usually want to know what your community offers. Therefore, information on accommodations, amenities, activities, and care should be accessible through downloadable brochures, calendars, menus, and floor plans. Extra points for video tours and photo galleries, since most people prefer to consume information visually rather than reading a lot of copy.

Prospects also want to know about pricing, so tell them (at least the “starting at” pricing). Pricing transparency improves qualified lead conversion. People use pricing information to self-qualify themselves, which will give your sales teams a better chance to work with high-conversion opportunities.

Finally, prospects want to educate themselves before they get a sales pitch. Having educational blogs, guides, and checklists to help prospects make an informed decision will go a long way in building trust.

Make sure that there are CTAs (calls to action) throughout your website to lead your visitors down a path to conversion. For example: scheduling a visit, requesting a call back, or subscribing to a newsletter. Each CTA creates an opportunity to convert an anonymous visitor into a lead.

Marketing Automation/ Lead Nurturing

If someone called into your community or scheduled a tour, your onsite sales team would follow up, right? Marketing automation creates workflows for ongoing lead nurturing after prospects leave your website—without your senior living sales team doing a thing.

Even better? The most powerful marketing automation will allow you to personalize the content and messaging based on each prospect’s interests. Lead nurturing that is both automated and personal tends to have the highest conversions.

Not convinced? Well, imagine this: someone comes to your website at 10 PM on a Saturday and they request a brochure. Your sales team is not available and your prospect does not want to wait for the information. No worries! As soon as the person requests the brochure, they would receive it right from the website along with a “thank you” email that demonstrates the community team is ready to help. From a backend perspective, the person would be automatically enrolled in a lead nurturing workflow.

Then, a day or so later, they receive a second email to see if they have any questions. The second email might also include a CTA to request a call back and a second piece of content, like “how to make a decision” guide. Finally, a few days later, they receive a check-in email with encouragement to schedule a visit.

Notice how each interaction offers resources, builds trust, and encourages them to take the next action—and it’s all happening automatically in the background without your sales team needing to do anything.

Remember, 90% of your first-time website visitors are “not ready to buy”—yet. Marketing automation keeps prospects engaged, brings them back to your website, and exposes them to your brand until they are ready to move forward.

Technology that is Always On Duty

Complete your virtual senior living sales team with these technology solutions (vetted and approved by us, Senior Living SMART):

  • SiteStaff humanizes your website via chat services with college-educated American hosts hired for empathy, trained in senior living sales skills, and ready to answer questions with information available in a community-specific knowledgebase.
  • Roobrik offers interactive assessments to match needs with solutions. Prospects spend four to five minutes answering up to 28 questions about their situation, challenges, finances, cognitive status, and readiness to embrace change. A “Care Fit” report scores each person based on urgency and then matches them to care and housing recommendations.
  • Marchex provides a lens into the customer journey, their experience, and sentiment. And the entire process is automated—every single call. With the data surfaced, your sales team will be able to deliver a better, branded customer experience, which will result in greater revenue performance. By understanding “breakage” in the customer journey, you can advise your staff about lost opportunities and tips for correcting them. Information gathered will help the sales team to personalize their interactions, which will give you an advantage over competitors.

And, of course, if you need help with your senior living website or marketing automation, give us a shout!

Senior Living Sales: It Doesn't Have to Be Like "Groundhog Day"

Senior Living Sales: It Doesn’t Have to Be Like “Groundhog Day”

I sometimes miss working on the operations side of senior living, so much so that I’ll do occasional sales trainings and coaching projects to stay sharp. Whenever I dip my toes back into sales, the thing that surprises me most is this: marketing is like The Jetsons – innovative and exciting. Sales, however, is still like that Bill Murray classic: Groundhog Day. It’s as though time has stood still over the last 15 years as sales reps continue to struggle with the basics.

So let’s change that for good, shall we? Here are some ways to improve the sales process and results.

1. You never get a second chance to make a first impression.

Look at your community through prospects’ eyes and be honest about the basics. Start with the experience of arriving at the community. Can you improve the locations, landscaping, and visibility of signage (even at night)? Will zoning allow you to add feather banners or A-frames? Is there dedicated parking reserved for tours near the front door or are prospects circling endlessly? Is the landscaping inviting year-round? Is the outdoor furniture clean and arranged?

These small details can make a huge difference between your tour arriving relaxed and feeling welcome or stressed out and frustrated.

Bonus tip: Personalize your tour parking signage to add the names of expected guests so there will be a parking spot with their name on it.

2. Create a sense of belonging.

Prospects are typically looking at four to six communities. And let’s face it: most communities are very similar in design, services, and amenities. Prospects make decisions emotionally, which means you must build a strong sense of belonging from the minute they walk through your door. This starts with planning the visit to incorporate their life story, preferences, wants, needs, motivations, and non-negotiables.

Spending time as a team to plan every step of the visit will pay off with higher conversions. The better the discovery call, the better the planning and conversions. It takes the whole team to create a sense of belonging. For example, be sure the front desk is notified of all visits and has all the information they need to personalize their greeting. Also, provide notification to the line staff so they can participate more personally in the tour – and reward them when they do a great job!

 

 

 

Bonus tip: Use our turnkey “Red Carpet Tour” kit with all the resources needed to plan and execute the perfect tour.

3. It’s a $100,000 lifetime value sale, so why is there Styrofoam?

It now costs an average of $1200 to get a family to tour. This is an emotional decision and families will be sharing personal concerns, so setting up a hospitality suite with refreshments is a must. Conference rooms and offices are not conducive to sensitive and personal conversations.

And let’s get rid of Styrofoam, paper cups, and plastic cups and plates once and for all! The average resident lifetime value is usually greater than $100,000, so let’s roll out the glassware and china. Please use name-brand beverages. Store brand and generic brands shout “cheap.”

Bonus tip: Here is everything you need to create an inviting hospitality suite.

4. Location of the model apartment is critical.

I can’t tell you how many times I find the model apartment at the farthest end of the building. Why? So the maintenance department will not have to move it! The result? By the time the family gets to the model, they are already questioning if their loved one will be able to manage due to physical or memory deficits.

Always think of your prospect first—and what will be convenient to them. Ideally, the model apartments should be located in proximity to the hospitality suite. The model apartment should engage all senses: lights on, music playing, scented plug-ins, soft fabrics, and refreshments available. This is a place to linger, so have calendars, newsletters, floor plans, and menus out to create meaningful conversations.

Bonus tip: Use this model apartment checklist to see if your models are up to snuff! (download model apartment checklist)

5. Goodbyes and Advances.

Once the visit is wrapping up, it’s time to get a commitment to advance the relationship. This will be different for each prospect based on their unique situation. For earlier stage leads, a home visit, luncheon, or upcoming event may work best. For those closer to making a decision, a deposit, assessment, or re-tour with other decision-makers would be appropriate. Giving prospects something special is a memorable way to part ways, so consider having a swag collection available so you can find the right gift for each prospect. I recommend having dog/cat treats, teas/coffees, mugs, candies, small books etc. so I can find just the right gift for each prospect.

Bonus tip: Walk all tours out to their car to end the visit with a personal gesture.

Try free samples of our Red Carpet Tour kit!

Execute the perfect tour with planning tools, including forms, signs, staff recognition & post-tour gifts and followup resources.

Effective Marketing: 5 Metrics Everyone in the C-Suite Should Know

Digital Marketing for Senior Living: 5 Metrics Everyone in the C-Suite Should Know

A few years ago, Eat This, Not That! was published to provide advice on how to replace unhealthy food choices with better alternatives.

Today, we’re sharing Ask This, Not That! – a guide for VPs of marketing and the C-Suite to measure the effectiveness of their digital marketing for senior living.

We recommend focusing on five critical metrics:

1. Digital Marketing for Senior Living: Conversions, Not Traffic

Don’t be distracted by website traffic. Instead, focus on what matters: conversions. As in traffic that actually converts into customers.

Invest your budget in creating more website conversion points rather than simply increasing traffic. Here are some ideas for doing exactly that:

  • Blog more. Websites that publish new blog posts every week get 3.5 times more leads per month.
  • Create premium content such as guides, e-books, tool kits, and infographics. Gate them (put them behind a form) to increase conversions of anonymous visitors to leads.
  • Add live chat (like SiteStaff) to respond to prospects’ questions and convert chats to leads and tours.
  • Make your website experiential with interactive surveys (Roobrik), room planners (Design Floor Plans), and financial calculators.

Note: Marketing teams should be able to quantify how many leads have converted to inquiry calls (using call tracking, such as Marchex), scheduled tours, and brochure/ pricing requests.

Question to bring up during your next meeting with marketing and sales: “What are the conversion rates for each marketing channel?”

2. Digital Marketing for Senior Living: Not All Leads Are Created Equal

Asking how many leads are generated is the wrong question. A better question to ask is this: How many leads are Marketing Qualified Leads (MQLs) vs. Sales Qualified Leads (SQLs)? You should have a way of measuring both.

  • MQLs are early stage leads in research mode. They engage by reading blogs, downloading guides and brochures, and checking out pricing. Or maybe they are trying to self-qualify, but they’re not ready for a sales pitch. They want to be left alone until they are ready!
  • SQLs, on the other hand, are in the consideration and decision stages. These leads will opt into calls-to-action, such as “schedule a tour” and “speak with an advisor.” As such, it’s imperative that the sales team has immediate access to these leads.

Having technology that can apply lead scoring to quickly sort leads into MQLs and SQLs is critical in today’s competitive “speed to the lead” environment. And your marketing team should be able to provide the number of MQLs and SQLs in the pipeline.

Question to bring up during your next meeting with marketing and sales: “How do we identify MQLs vs SQLs so the sales team is working with the prospects most likely to convert?”

3. Digital Marketing for Senior Living: Nurturing the “Not Ready” Leads

Pressure on getting move-ins TODAY has created dangerous behaviors of focusing exclusively on urgent (high acuity) leads rather than building a healthy pipeline.

Each sales team member can realistically manage only about 10 active leads. So what do you think is happening with the other 200+ leads languishing in the CRM? Not much beyond maybe a few perfunctory “just checking in” follow-up calls to make an activity quota.

Marketing teams should have a strategy to keep the “not ready” leads engaged. Marketing automation (we use HubSpot) takes rote and repetitive tasks off the sales team’s plates and uses automated workflows to ensure that “not ready” leads are given resources while being exposed to your brand. Over time, this fosters trust and encourages the lead to advance to an SQL as they continue on their decision-making journey.

The best part? You can customize these strategic “drip campaigns” to each prospect based on their expressed interests and website behaviors. Links to blogs, premium content, newsletters, and event invitations keep prospects engaged until they are “ready.”

Question to bring up during your next meeting with marketing and sales: “What is our strategy to engage, nurture, and convert ‘not ready’ leads?”

4. Digital Marketing for Senior Living: Impact of Third Party Leads

The question most executives ask is “how many leads are in the CRM?” But a better question is this: “How many unique leads are in the database?”

A VP of Sales & Marketing recently told me that 80% of the leads in their CRM were generated from third party lead sources. This is important for two reasons. First, these leads averaged a 3% conversion rate. This means the sales team spends 80% of their time with low conversion opportunities. That leaves them only 20% of their time to work with leads generated from high conversion lead sources, such as friend and family referrals (35% conversion), professional referrals (40% conversion rate), and organic digital lead sources.

Second, these are shared leads – probably with five to seven of your nearest and dearest competitors. So in measuring actual lead volume, third party leads should only count as 1/5th or 1/7th of a lead. Counting third party leads as a unique lead will skew your actual lead volume and lull sales teams into a false sense of security that they have “plenty of leads” in the pipeline.

Question to bring up during your next meeting with marketing and sales: “What’s the lead percentage from each referral source category?”

5. Digital Marketing for Senior Living: It’s All About the ROI

At the end of the day, it is all about ROI. That is the difference between a marketing expense and an investment. You should be able to measure through every marketing channel—digital, paid AdWords and social campaigns, events, and traditional print, radio and TV advertising—the dollars invested and the leads generated in return.

Ideally, you should have a way to follow every lead through their journey and measure the cost per lead, cost per qualified lead, cost per tour, and cost per move-in. At Senior Living SMART, we help our clients go even further by calculating the resident lifetime value. Our clients provide the average length of stay and average rate by lifestyle for each community so we can accurately calculate the ROI of all marketing efforts.

Effective Marketing: 5 Metrics Everyone in the C-Suite Should Know

Question to bring up during your next meeting with senior living marketing and sales: “What is the ROI of each marketing campaign?”

Need help analyzing your analytics?

As a senior living marketing agency, we can help you understand the metrics that matter most. Get in touch!

How to Boost Occupancy & Lead Generation Through Inbound Marketing. Learn how we helped one client experience over 1200% ROI across 10 communities in fewer than four months! In this case study, track the growth of 10 communities using marketing automation, and view measurable results with reported ROI.

The First Conversation in Senior Living Sales

Senior Living Sales Tips: How to Engage Prospects Online

Not too long ago, the first conversation with senior living sales prospects happened either over the phone with the initial discovery call or in person during an event or tour. Today, the first conversation with prospects is digital in nature. Eighty-seven percent of senior living sales start online, and providers have only seven seconds to engage prospects.

Here are five senior living sales tips to increase engagement and conversions.

Senior Living Sales Tip #1: It’s Not About You.

Your prospects don’t come to your senior living website because they have nothing better to do. They come because they have a compelling need or concern, many questions, and a desire to connect with helpful resources to guide their decision-making journey.

Remember, you only have seven seconds. So ask yourself how you’re going to connect, engage, and convert them to a lead. Prospects today are much more experiential in their research style. If you have relevant information, they will stay on your site. If not, they will bounce off to a competitor or third-party lead aggregator site.

So make sure you put the most relevant and helpful info front and center on your most trafficked pages, particularly the home page. Include calls-to-action that will lead people to helpful resources they can download. Make sure FAQs are easily accessible in the navigation (better yet, include a Live Chat feature so you can address their questions in real-time).

Senior Living Sales Tip #2: Create Content for All Stages in The Buyer’s Journey.

Ninety percent of website visitors are not sales qualified. Prospects in the Awareness Stage are looking for basic information (e.g., What are the options? What’s included? Can I afford it?).

When they move into the Consideration Stage, they are weighing pros and cons and transitional issues (e.g., Is home or community the best setting? What will we do with all the stuff? Is the family on board? How do we broach the subject with Mom/ Dad?).

By the time prospects move into the Decision Stage, urgency replaces ambivalence and the conversation shifts to timing and location (e.g., Which community is going to be the best fit? what funding sources can we tap into? How do we make a smooth transition?).

To meet prospects where they are, your website must offer a range of content types to consume throughout the journey and multiple CTAs (calls to action) to advance leads. You’ll want to gate some content, but you should also “un-gate” some content as well. Blogs make great un-gated content (we recommend two to four original educational blog posts per month). Offering downloadable activity calendars, menus, and newsletters works well, too.

Guides, e-books, and tool kits work best for gated content (the prospect must exchange limited contact information in exchange for the valuable resource). Offering digital brochures and pricing resources are very popular with prospects and have high engagement and conversion metrics. We have found that e-newsletters are the number one tool to re-engage website visitors.

Senior Living Sales Tip #3: Make Your Website Interactive.

Websites today have to be more than online brochures. Less copy and more interactive experiences will make the website “sticky” so prospects stay longer and come back often.

Need some ideas? Live chat (not self-managed, not bots, and not foreign-based) produces high conversion rates with 40% of chats turning into leads and 20% converting to a scheduled tour. Interactive surveys (such as financial calculators) and self-guided decision tools (such as Roobrik) engage and convert anonymous website visitors into marketing- and sales-qualified leads. Interactive site maps, virtual tours, and room planners allow prospects to explore from their couch, without the drive time or sales pitch.

Senior Living Sales Tip #4 Optimize the Contact Us Form.

Prospects at each stage will respond to different CTAs, so offer them a menu of choices. Create a “pick list” with options such as the following:

  • Download a brochure
  • Check pricing
  • Join us for lunch
  • Schedule a home visit
  • Schedule a tour
  • Attend an upcoming event
  • Speak with an advisor
  • Subscribe to our newsletter and/or blog

Sales Qualified Leads (SQLs) who opt in to face-to-face or voice-to-voice interaction should immediately go to the community sales team. We recommend marketing automation to nurture early stage leads with personalized workflows. This allows sales teams to stay focused on high-conversion opportunities without the distraction of following up with leads that are not ready.

Senior Living Sales Tip #5: Attract and Convert More Leads, Tours, & Move-Ins with Essential Resources.

Below, we’ve rounded up some of our favorite resources. But you can find others in our Senior Living Marketplace.

  • Senior Living SMART – website design, marketing automation, content development
  • SiteStaff – live chat staffed by college-educated Americans trained for senior living
  • Roobrik – self-guided decision tools with low lead-acquisition costs and high conversions
  • Marchex – call tracking to measure conversion points for digital, social, and traditional channels
  • Design Floor Plans – interactive sitemaps, room planners, 2- and 3-D floor plans

Need help getting your sales team to embrace this online environment?

We love working with marketing and sales teams. Our approach helps make everyone’s jobs easier. Let’s chat about your needs!

What Happened? How to Improve the Customer’s Experience Webinar

What Happened? How to Improve the Customer’s Experience Webinar

Marketing, sales and operations have a blind spot into the offline customer journey once a call lands with the sales channel.  Learn ways to deliver a consistent, branded customer experience to improve revenue performance.

You’ll learn:

  • Inbound call handling best practices
  • Understanding where breakage occurs in the customer journey
  • How to effectively score all inbound customer calls
  • How to optimize media to drive more opportunities
senior living marketing

Senior Living Website Tips for Better Resident Photos

Your senior living website is your virtual storefront. Ideally, it should accurately reflect your community. This means using REAL photos, not stock images.

Here are seven tips for taking better resident photos.

Today, we have a guest post from Tom Sanders of Senior Living Visuals. Tom is going to provide seven tips for taking better photos. Follow these and you’ll soon have a distinctive senior living website that truly reflects your community.

1) You’re a Storyteller First and Foremost

You need to ask yourself, “What is the story I’m trying to tell in this portrait?” When I taught digital photography at San Jose State, I was always happier with the students who had a stronger story and technically weak photograph (rather than the other way around) because your goal is to emotionally touch your audience.

In my opinion, it is easier to pose people and have them not look at the camera than it is to “capture” a random moment. Why? When you pose people, you have total control and the viewer will not know you posed the photograph if you do a good job. For example, if you are asking two friends to raise their wine glasses, just ask them to look at each other and they can keep toasting their wine until you have the photo that expresses the candid feeling you want.

2) Less is More

You want to simplify your portraits and keep clear of distractions. If a resident couple is celebrating their 60th wedding anniversary in the dining area, place them at a table near a window or wall so when you take their photo there will be fewer distractions in the background. The benefit of being near a window is light. You can always shoot a low angle and isolate the subjects against the sky to have a natural backdrop.

3) Color vs. Black and White

In my ongoing series on WWII veterans and in my book, I have both color and black and white portraits. People often ask me, “How do you know when to make a photograph black and white or leave it in color?” The objects, expressions, and clothing in the portrait will determine changing a photograph to black and white.

For example, I photographed a portrait calendar on centenarians, and as a side project, I also photographed details of their wrinkled hands. Since it was only skin tone and a black backdrop with dramatic lighting, changing the centenarian hand portraits to black and white made the wrinkles dramatic and the hand iconic.

On the other hand…Just like babies, as we get older we become androgynous looking again, and so I tend to always leave my female portraits in color so the women are not mistaken as men (I’ve had this happen; the viewer has mistaken some of my black and white veteran female portraits as men). So if the viewer can see the pop of red lipstick, for example, the viewer knows that the subject is a woman.

4) Using a Prop

Have your residents hold a prop to help tell the story for your senior living website. So ask yourself the following: What scenario is the resident in and what prop would help tell the story? Having your subject hold an object gives them something to focus on and makes them feel more comfortable. Having the gentleman hold a simple cup of coffee conveys that he is having his daily cup while subtly highlighting the nice landscaping of the senior living community.

5) Lighting Outside

A good rule of thumb: Take portraits in the morning or at the end of the day because the lighting is more manageable. Many think that you want to have people face the sun. In some cases, this works, but it is usually better to have the sun behind the person. Photographing people with their back to the sun makes for more even and complementary lighting. The harsh sun can bring out wrinkles and blemishes.

But again, remember to ask yourself this: What is the story you’re trying to tell and how does the lighting play into your story? You typically want to stay away from noon lighting because it adds big dark shadows in the eyes, which look horrible on a person. Then again, depending on the story, you might want those big dark shadows in the eyes to add to the mood of your portrait (see the famous Depression-era portraits from Dorothea Lange).

6) Lighting Inside

Usually, the lighting in senior living communities is from overhead lights, which don’t tend to work well in portraits. Still, you do have a couple options for inside lighting. First, you can use the flash setting on your camera/smartphone to create a poppy energetic feeling. Second, or you can place the residents near a window that offers different lighting possibilities. In a room with many windows surrounding the subject, you can usually get a nice even lighting that will look good at most any angle.

7) Critique

Ask several of your fellow associates which photos they like best before posting your photos to your senior living website. Usually, you can get a consensus from people on what they like and you can narrow down the best photographs from there. If someone does not like your photos, do not take it personally. We all have our own unique upbringings and backgrounds; we are entitled to our opinions. Ask 5-10 people what their favorite photos are and you will figure out what photographs to use.

About Senior Living Visuals. Senior Living Visuals will create photography and films that will elevate your marketing and increases your online presence. Senior Living Visuals is based in the San Francisco Bay area and works with companies nationwide. They have been creating films, photography for advertising, and artistic portraits series for the aging industry for over thirteen years.

Lessons Learned From Doing 100,000 Mystery Shops

Senior Living Mystery Shopping: Lessons Learned From 100,000

Senior Living SMART recently interviewed Mike Miller, CEO of Primo Solutions, to discuss senior living mystery shopping. He has mind-blowing data gathered from doing over 100,000 mystery shops (phone and in-person) of senior living sales professionals.

Let’s dive into the results of this senior living mystery shopping.

RESULT: 90% of questions asked by the Sales Counselor are closed-ended questions, which makes it nearly impossible to build rapport.

SLS: What are some of the best open-ended questions that every sales counselor should ask? 

MM: I normally do not provide a list of open-ended questions because it can be different for everyone. However, one of the best questions I love to ask the adult child/family member is this: “When you are not taking care of mom/dad, what are some of the things you enjoy doing?” Not only does this open the door to building rapport with the adult child, but it also puts the sales counselor in a closing posture. Saying that, I am including a list of “Starter Questions” that sales counselors can use to get a conversation started as well as transition through the sales process.

RESULT: 98% of the Sales Counselors talked more than 70% during the entire call.

SLS: How can sales managers train/ coach to improve this?

MM: This can easily be improved by asking more open-ended questions, which force the prospect to answer with more than 1 or 2 words.

SLS: What do they talk about? Is it feature-dumping/ laundry listing?

MM: Yes, it is features dumping. After asking just a couple of questions, most sales counselors jump right into presentation mode. They share everything there is to know about the community. The problem is that they never discovered the true needs (both physical and emotional), so most presentations are not specific to the prospect and that is a huge mistake.

Watch the Recorded Webinar: How To Use Mystery Shops as a Coaching Tool

RESULT: 45% of the time, the prospect was asked to visit the community in the first two minutes of the call. No rapport or discovery was attempted. How do you think this made the prospect feel?

SLS: Are there any stats about how many questions sales counselors typically ask before trying to close for the tour?  

MM: This is a great question and it really does depend on the personality of the sales counselor and the amount of training and coaching they have received. But if I had to put a number on it, I would say they typically ask 4-5 questions. Although asking too few questions is a problem, asking the wrong questions compounds that problem. Most of the questions being asked are questions that qualify or disqualify a prospect from moving into the community.

RESULT: The receptionist asked for the caller’s name only 20% of the time.

SLS: Is this getting worse?

MM: It seems to be getting a little better for those companies who are actually investing in the front-line staff members who answer the phone. However, the industry as a whole is not getting any better. Many times the caller is put on hold and then just transferred to the sales counselor. This one “little” thing can make the difference in creating a good first impression.

SLS: Do you offer training on this?

MM: When we are brought on to conduct sales training for a company, many times the concierge and management is included in the training. However, one does not need professional training to learn how to properly and professionally answer the phone, and then how to handle the call. A little bit of guidance from the ED or sales counselor can go a long ways.

RESULT: 35% of the time, prospects did not get answers to their questions on the first call.

SLS: Why is this?

MM: This statistic is actually derived from call backs. The first time a prospect calls a community, they think they have an idea of what questions to ask and what information they need to gain. However, as we all know, it is an educational process.

Sales counselors need to ask questions that lead to an outcome. They need to ask questions to guide the prospect to start thinking about for more than what they called in. However, it normally takes several calls to other communities before they start piecing together the questions they did not even realize they needed to ask. The bottom line is that most of our prospects do not know what questions to ask when they call in. It is the job of the sales counselor to help them identify those questions, needs, and solutions.

Download ‘Questions to Use in the Inquiry Process’ checklist

RESULT: 60% of the Sales Counselors used the brochure as the close. 

SLS: Why? Have they disqualified the caller as not being hot/ urgent enough so they call back to the brochure?

MM: After the initial call, if a tour has not been scheduled, the sales counselor immediately offers to send a brochure. The problem is not the sending of the brochure. The problem is that they are not gaining a commitment to the next step. Perhaps the prospect needs to share the information with a family member, or they need to call a few other communities. There could be a number of reasons why the prospect does not agree to a tour initially. However, there still needs to be a next step, e.g. follow up call.

SLS: Do they not have other options: tour, lunch, event, home visit, support group, etc.?

MM: There are a number of different options. It just depends upon the objection given by the prospect. Many times the sales counselor does not even ask for the close, because they have not earned the right and therefore do not feel comfortable. So, they revert to sending a brochure. I am a firm believer that you need to earn the right to ask for the close. However, even if you have not earned the right, you still ask for the close. The truth is that most sales counselors are not earning the right to ask for the close. So, just ask!

SLS: These statistics obviously show there is a lot of room for improvement in the discovery process. Has anything changed in the last 5 years?

MM: There has been a significant amount of talk about changes in the industry. You cannot attend an industry conference without hearing about changes. The place where I have seen the greatest change is in technology. The problem is that technology is not the fix to creating a sales culture in your organization. This industry requires a sales process that is founded on relationship building principles. We do a good job of talking about these principles, but we do a poor job of implementing them.

SLS: Are there trends that we can learn from?

MM: There are certainly some key trends that we can learn from, and they are not industry specific. The first thing we need to do is invest in our people. When it’s time to reduce budgets, normally the training budget is the first thing cut. This is a huge mistake. A training program that is implemented correctly can create a sales culture, increase closing ratios, and decrease turnover.

The second thing we need to do is hold our people accountable. If you make the commitment to invest in them, then make the commitment to hold them accountable. Third, you need to have follow up and follow through measures in place. Training your people once a year will not create any changes. There needs to be ongoing training and coaching. There needs to be tools in place, e.g. mystery shopping, that identifies specific areas of opportunity. Then you reinforce those areas of opportunity with more coaching and training.

SLS: What kind of senior living sales training/ coaching has the best impact on improving skills?

MM: Although there are a number of training processes, I believe we should be using a process that is specific to the senior living industry. Once the sales process has been identified, then you need to ensure specific skill sets are being trained. There is a lot of training out there that tells you what you need to do, but they don’t tell you specifically how to do it. Any trainer can tell you that relationship building is crucial to the sales process, but don’t just tell me – show me. I am not a huge believer in inquiry forms, primarily because the sales counselors are not trained on how to properly use them. The majority of the time, the inquiry form turns the sales process into more of an interview or interrogation.

Additionally, since most of these inquiry forms have pretty much the same questions, the prospect is getting asked the same questions regardless of what community they are calling. When a sales counselor asks a question, they should not know what their next question will be until they have heard the answer. The question should be based off the answer because that is how you are going to get below the surface to the emotional level. The inquiry form seems to be more of a hindrance than an assistance.

SLS: Of the best performers that you have shopped, what are the common characteristics and behaviors that set them apart?

MM: First, they build rapport with the person who is on the phone (normally the adult child). This rarely happens but when it does, it transforms the call completely. Second, the call sounds like they are having a normal conversation with a friend. If they are using an inquiry form, it is certainly disguised by the sales person’s ability to drill down and ask deeper questions. Third, all of the best performers are great listeners. They listen with intent and pick up on key phrases that allow them to dig deeper until they get to an emotional level. Our prospects ask us about the logical things, but they really care about the emotional things.

SLS: Do you ever shop EDs or back up teams/ MOD? Anything we can share about those shops?

MM:  We do have clients that shop their EDs and back up teams. Many clients even conduct phone shops after hours (nights and weekends) to see how the calls are being handled. If you have contact with the prospect, you should be getting shopped. As you can imagine, the EDs and backup teams typically score significantly lower than the sales counselor. The main reason is because they are not provided the necessary training to handle an inquiry. I am not saying they need to master the sales process like your sales counselors, but they need to be armed with enough skills to properly handle the call without losing the lead.

Senior living mystery shopping is one of the most cost-effective tools you can invest in that could provide a very large return. If you don’t measure it, you can’t expect it.

Primo Solutions Mystery Shops & Sales Training

Primo Solutions, LLC is a full service Mystery Shopping, Training, Marketing, and Satisfaction Survey company, providing quality follow-up and follow-through measurement tools to evaluate your sales, customer service, and other team members.

content marketing

Using Content Marketing to Generate More Leads, Tours, & Move-Ins

Content marketing, when done correctly, can help you attract and convert website visitors into qualified leads, scheduled tours, and move-ins.

But what content should you create? Most people immediately say “blog posts.” While blogs are a great tool to improve SEO, increase traffic, and engage visitors, you need to do more than simply “blog” if you want to generate leads, tours, and move-ins.

1. Invest in Premium Content Marketing

Your site probably has lots of ungated content, meaning people can access it without giving you their info. Your blog posts are examples of ungated content.

But offering premium content—something people can’t get anywhere else that is “gated” behind a form—motivates visitors to give you their contact information in exchange for the valuable content. From there, you can continue to nurture the prospects along their sales journey. So what should the premium content be? Think guides, e-books, “how-to” articles, and checklists.

A good place to promote your premium content is through a call-to-action (CTA) at the end of a blog post (e.g., “Get our free guide on aging well!”). The blog posts are the bait, your prospects are the fish, and the premium content serves as the hook.

Keep in mind that it’s important to have a variety of premium content because prospects will “bite” on different content based on their stage of readiness and interests.

2. Create Stellar Landing Pages

Your landing page is where the premium content “lives.” This the “gate” part in gated content. The landing page should include:

  • An image of the premium content – so work with a graphic designer on a beautiful cover!
  • A compelling description of what the prospect will learn – so work with a copywriter!
  • A form to gather contact information in exchange for receiving the content. If you want to be sure to gather real emails, distribute the content to prospects via email rather than direct download.

Don’t overwhelm prospects with too many required fields! This is a first date, so simply ask for first and last name and email address. In terms of how to create and host landing pages, we recommend HubSpot because they offer progressive profiling so you can ask additional questions with every opt-in form. As prospects take more premium content, you get more information such as preferred location, their role, and desired lifestyle.

Remember, marketing’s job is to “plate up” sales-qualified leads (SQLs) to the sales team. Each landing page represents a piece of content related to the sales funnel. Your sales team will be especially interested in prospects who opt into content that indicates they’re sales-ready. And by knowing what content the SQL has downloaded, your sales team can have a more productive conversation when they talk to the prospect on the phone or meet face-to-face.

3. Set Up Effective Senior Living Marketing Automation to Nurture Leads

Congratulations, you took an anonymous website visitor and converted them to a lead – great! Now, it’s time to nurture these leads to create face-to-face or voice-to-voice interactions with the sales team.

However, if you reel in the fish too quickly, it will get spooked and drop off the line. That is what happens when you send every lead directly into your CRM. Instead, use a marketing automation platform that will create automated workflows to provide additional content and offers (e.g., tours, lunches, home visits, events) that are relevant to the lead based on the “bait” that reeled them in.

For example, if someone downloads a piece of educational content on tips for aging well, this suggests they are at the top of the sales funnel and perhaps just beginning to learn about senior living options. How you nurture them will be a lot different from the way you nurture someone who’s downloaded a guide on how to finance different senior living arrangements.

If you follow these three steps, you will establish your brand as a thought leader and you’ll continue to bring prospects back to your website throughout their journey. Best of all? You’ll be serving up SQLs that your sales team can take across the finish line.

If you need assistance setting up these systems, please contact us or call 888.620.9832.

The Senior Living Sales Counselor – A Trapeze Artist

The Senior Living Sales Counselor – A Trapeze Artist

Success in senior living sales is a balance of art and science with many analogies. I have heard it described as a dance-very artistic. Others describe the journey as a funnel or pipeline-100% science. My analogy involves a trapeze. Let me explain!

Going to the circus as a child, I was mesmerized by the trapeze artists. I watched excitedly as they climbed the precarious ladder up to the tippy top of the tent and gathered on the absurdly small platform to take their places. I don’t know what their official roles were, but I thought of them as catchers and flyers.

The catchers were first up, hanging upside down, establishing a steady rhythm, and preparing themselves for the responsibility of catching one or more of the flyers-without a safety net. The flyers then started their swinging back and forth, getting into synch with the catcher and waiting for the right time and alignment to let go of the safety of the swing.

I held my breath until the flyer was caught and brought over to the platform on the other side. It always seemed to take forever and I could never figure out how the flyers knew just the right moment to let go and fly! There was a lot of technique involved in executing this feat, but there was also grace, flexibility, and trust.

In a senior living sales process, I see the families as the flyers and the community sales teams as the catchers. Families bravely climb the scary ladder, gather together on the platform, and try to make it to the other side of finding the right senior living community. Our community sales team “catchers” are always ready to catch the family and bring them safely across the divide. They cannot rush the flyer or entice them over; they just have to be there as a steady presence to build trust.

Usually, the family members gathered on the tiny platform nominate the adult daughter as the first flyer and over she comes as the family scout. Others follow with encouragement from those that went before until, finally, the future resident joins. And the whole time, the senior living sales team is there, waiting to catch.

Whether your sales philosophy falls more on the side of art or on the side of science, here are some resources that should be of interest.

FREE DOWNLOAD: Follow Up: From Failure to Fabulous!

Are you sick and tired of giving away more than 3/4 of your prospects to your competition because of follow-up failure? Keep reading…because you’re about to go from FOLLOW UP Failure to Follow up FABULOUS!