Episode Summary:
In this episode, Debbie Howard, co-founder of Senior Living SMART, speaks with Maggie Seybold, Vice President of Customer Insights at WelcomeHome Software, about key insights from the 2025 Senior Living Sales & Marketing Benchmark Report.
As the industry stabilizes after several years of disruption, senior living operators are entering a new phase: fine-tuning strategy rather than simply chasing occupancy. Drawing from data across thousands of communities, Maggie explains how prospect behavior, lead sources, and conversion strategies are evolving.
Debbie and Maggie explore the growing influence of AI in the research process, the shift toward lead quality over lead volume, and the continued importance of human connection in converting prospects into residents.
They also highlight one of the biggest opportunities for improvement: the tour-to-move-in stage, where consistent follow-up and collaboration between marketing, sales, and operations can significantly improve outcomes.
The conversation reinforces a simple but powerful truth for senior living operators: communities that combine data-driven strategy with authentic human engagement will be best positioned to grow occupancy and strengthen long-term performance.
Topics Discussed and Key Points:
- The Industry Has Entered a Fine-Tuning Phase: With occupancy rebounding across the industry, operators now have the opportunity to shift from simply filling units to optimizing sales and marketing strategy for long-term performance.
- Lead Quality Matters More Than Lead Volume: Lead volume has remained relatively stable, but conversions are improving. Communities that prioritize better-qualified leads over higher volume are seeing stronger results.
- AI Is Changing the Research Process: Prospects increasingly use AI tools to compare communities, pricing, services, and reviews. This means families may arrive more informed and closer to making a decision.
- Human Connection Still Drives Conversions: Despite the rise of digital tools, speed to response and meaningful voice-to-voice conversations remain critical in building trust and moving prospects forward.
- Referrals Remain the Most Powerful Lead Source: Personal referrals—from residents, families, and professional partners—continue to produce high-quality prospects with strong conversion rates and longer lengths of stay.
- Executive Director Engagement Makes a Difference: A simple post-tour phone call from the Executive Director can significantly increase move-in likelihood by reinforcing trust and demonstrating leadership involvement.
- The Real Opportunity Is After the Tour: Many communities generate tours successfully but lose momentum afterward. Consistent follow-up and thoughtful engagement during the tour-to-move-in stage is one of the biggest opportunities for improving conversion.
- Sales and Marketing Must Work Together: Communities that align marketing and sales strategies—supporting prospects throughout the entire journey—create stronger pipelines and better long-term outcomes.
Resources:
- Transcript
- Learn more about WelcomeHome Software
- Connect with Maggie Seybold on LinkedIn
- Explore resources from Senior Living SMART
