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Senior living lead eggs hatching with footprints towards sale sign

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What you should pay attention to:

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

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

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

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

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

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

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

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

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

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

hubspot for senior living

7 Reasons Why We Love HubSpot for Senior Living

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We think HubSpot for senior living is the bees knees. And no, we’re not saying that because we’re a HubSpot Solutions Partner. We became fans of HubSpot long before we entered their Partners Program, and the main reason is simple. (Cue Tina Turner, please.) HubSpot is simply the best. Better than all the rest! Here are seven reasons why.

1. HubSpot remains the leader in inbound marketing.

While there are many inbound marketing pioneers to thank, from Seth Godin to Meerman Scott, the founders of HubSpot are the ones who made the concept stick. Today, businesses around the globe embrace the inbound methodology. And even though many competitors have popped up, HubSpot remains the leader.

2. HubSpot believes in continuous innovation — and practices what it preaches.

One of the reasons HubSpot holds onto its leadership position is because it refuses to rest on its laurels. (Doing so is the fastest route to obsolescence.) Since its founding, HubSpot has constantly innovated and reimagined the marketing software that made it famous. 

From developing a CRM that can hold its own against all the big guys (like Salesforce) to developing marketing automation that’s equal parts robust and intuitive, HubSpot continuously impresses.

Best of all? It listens to its customers and community. HubSpot bases updates and product improvements on community feedback.

3. HubSpot for senior living is more than just marketing automation software.

When we talk up HubSpot for senior living with our clients, we often lead with marketing automation, since that’s the foundation upon which effective inbound marketing is built.

But HubSpot offers senior living marketers and sales reps so much more: an excellent CRM (or the ability to integrate with popular CRM brands), powerful analytics, and easy-to-use content management tools (just to name a few impressive product features).

Different levels of HubSpot make it easy to find the right package for your community’s size and its goals. And if you’re not sure which level is right for you, don’t worry: HubSpot works with partners (like us!) who can help. Which brings us to our next point.

4. HubSpot values partnership.

HubSpot values creating strong relationships with its customers and its formal partners (like us). HubSpot’s Solutions Partner Program enables us to deliver the best experience to our clients. So when you choose us and HubSpot, you get the support and backing of the entire HubSpot ecosystem. (Read more about the platinum tier that we achieved in 2021.)

Download our Hubspot for Senior Living Guide

5. HubSpot practices what it preaches and makes it easy to learn how to do inbound marketing right.

Visit the HubSpot website, download a piece of content, follow HubSpot on social media, and/or interact with HubSpot sales folks, and you’ll quickly get a lesson in effective inbound marketing tactics.

And when you need a tutorial for how to do something within HubSpot, you don’t need to look any further than HubSpot itself. It has an impressive HubSpot Academy where you can earn accreditations that’ll transform you into an inbound marketing rockstar. (And many of the certifications are free and clear, meaning you don’t even have to be a paying customer.)

6. HubSpot has great reviews and stacks up well against popular competitors.

Don’t take our word for it; read independent reviews on meaningful places like Capterra and G2. Capterra breaks down reviews on different HubSpot products (for example, CRM, CMS, HubSpot Sales), but that doesn’t make a difference: HubSpot always has at least 4 out of 5 stars (and regularly shows 4.5 stars).

Reviews on other reputable sites, like G2, are equally impressive.

7. HubSpot for senior living works, and our clients are proof.

Remember, we’re not just HubSpot promoters—we’re also a HubSpot customer. We wouldn’t recommend something that we didn’t believe in or use ourselves. Our clients are proof that HubSpot for senior living works. Check out our case studies. Then, get in touch and let’s discuss how we can help your community rock HubSpot.

Let’s Chat!
senior living marketing graphic of filling lead funnel

Senior Living Marketing Channels: Which Ones Matter in 2021?

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Which senior living marketing channels do the majority of your prospects hang out on today? Let’s keep it high level and discuss the big three umbrellas: Search, Social, and Email.

Senior Living Marketing Channel #1: The Search Is Over.

Who would have thunk when Google was founded in 1998 that it would take over in the way it has? Today, “google” is a verb, and it’s the first thing we all do when we’re searching for anything online, whether it’s a new place to eat, a new car to buy, or a new place to live, like a senior living community.

Sure, how your prospects get to you via search might not always be a straight line. Some searchers might come from review sites. Others from directories. Still others from your Google My Business listing or social media. And, of course, some will land on your website first and explore the above after. But it all starts with search.

We’ve shared stats like these before, but they’re worth sharing again:

Over 6000 searches related to senior living communities are made each hour. [Source: Senior Housing News]

Baby Boomers spend more time online than Millennials, and a staggering 92% of Boomers shop online. [Source: The Shelf]

Boomers have great attention spans and will read your content! 60% of Boomers regularly read blogs, and 70% percent watch video content online. [Source: The Shelf]

Boomers are almost as likely as Millennials to own a tablet. [Source: Marketing Charts]

68% of Boomers own a smartphone. [Source: Pew Research Center]

Plenty of senior living marketing tasks come under the search umbrella, including the following:

Bottom line: Whenever you think about senior living marketing, you should always be thinking about it in relation to search. Optimizing your digital marketing for search should drive everything you do.

Senior Living Marketing Channel #2: Let’s get social.

Social media is an important channel to focus on now—for a few reasons.

First, your prospects are already hanging out on various social platforms. Consider the following breakdown for social media usage among Baby Boomers in the U.S. according to Statista.

  • YouTube – 70%
  • Facebook – 68%
  • Pinterest – 27%
  • LinkedIn – 24%
  • Instagram – 23%
  • Twitter – 17%

Second, consider the generations following Boomers—specifically Gen X and older Millennials. They’re even bigger social media users. So investing in social media marketing now makes sense. You’ll capture the Boomers who are active, and you’ll be poised to welcome the next generations as they start thinking about senior living for themselves.

Third, you can be a lot more casual on social media than you can in other places, like your website or Google My Business listing. You can be whimsical. You can even make a typo without anyone walking away thinking you’re unprofessional. Best of all, you can give a real sense of what your community is like.

As we often remind our clients, all senior living communities are selling the same thing. Differentiating yourself from the community down the street or the next town over involves pulling back the curtain and letting people see your community’s true “essence”—those little things that make it different, special, and that might inspire someone to call your community home. Social media is a great way to share your community’s essence.

Senior living marketing activities that fall under the social media umbrella include:

Check out this series we recently completed on senior living social media marketing.

Senior Living Marketing Channel #3: The death of email has been greatly exaggerated.

The adoption of smartphones and tablets is one of the main reasons why email is alive and well—and will remain so for the near future.

This article reports that email is a top three distribution channel for both b2b and b2c marketers, that over 4 billion people around the world used email in 2020, and that email has over a 90% penetration rate among US internet users. The same article notes that email remains the most reliable channel for nurturing and converting marketing-qualified leads to sales-qualified leads to actual customers.

Of course, the key to effective email marketing is making sure you have a smart strategy—and that you have good marketing automation that’ll help you execute that strategy. This involves understanding your prospects’ journeys so you can develop the right content for the right prospect and deliver it to them via email at the right time.

Remember, silo mentalities need not apply.

Don’t approach each senior living marketing channel as if it exists separately from the others. Instead, create one strategy that includes all three channels. Need help? You’ve come to the right place. Our strategic marketing roadmap is an excellent place to start.

Let’s Chat!
Marketing Automation graphic, HubSpot for senior living

Got HubSpot for Senior Living. Now What?

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We’ve had several senior living communities contact us because they recently purchased a license for marketing automation technology, like HubSpot for senior living, only to realize they had no idea what to do next.

We liken this experience to the holiday season when you’ve scored the one thing your child desperately wants, only to discover there are a thousand pieces you need to put together before your kid can play with the thing. And, come to find out, the special little magic wrench that screws everything together is missing.

That’s exactly how it can feel after you’ve signed a license for marketing automation like HubSpot. As you enter your shiny new online portal, you suddenly realize how many moving parts are involved—and how much work it’s going to take to get campaigns and workflows up and running. Not to mention, where the heck is that special little magic wrench anyway?

Our biggest piece of advice to senior living marketing teams is this: First, take a deep breath. Second, ask yourself the following questions. Because the truth is you might need to outsource the onboarding work to an agency partner that has experience in HubSpot for senior living.

1. Do you have existing staff to power your HubSpot for senior living?

Think in terms of immediate onboarding (the first 90 days are important). But consider the long haul as well. Is your marketing department one person? Or do you have a larger department where you can assign someone ownership of HubSpot? Is anyone on your team HubSpot certified? Or do you have someone in-house who’s ready to become a HubSpot master?

What to look for in the answer: First, there’s no right or wrong answer here. People bring different skill sets to their senior living marketing roles, and that’s OK. You might get lucky and have someone who is fluent in HubSpot—or who is a quick learner and willing to put in the time to get there.

If you don’t currently have a HubSpot person on staff—and no one has the bandwidth to take it on—then that’s a good sign it’s time to work with a HubSpot agency partner, like us.

2. Do you know what info you need from prospects—and how to use this info to inform your lead-nurturing workflows?

Good marketing automation helps you give the right person the right piece of content at the right time. But this process doesn’t magically happen on its own. You need to understand your prospective buyers—and their journeys. And you need to configure HubSpot so that you’re asking site visitors for the right info when they fill out a form. And by “right,” we mean information that’s relevant to your prospective buyers, such as their role in the decision, the decision stage, and their motivation.

What to look for in an answer: We love the adage, “You don’t need to know how to build a watch in order to tell time.” The same is true for marketing automation like HubSpot for senior living. It’s OK if you don’t know how to configure it. What’s essential is that you understand what you want it to do—and that you can articulate this to a HubSpot agency partner who can set it up properly for you.

3. Do you have multiple properties that are on your HubSpot portal?

Onboarding one property can be hard enough for a senior living marketing department to do on its own. But when multiple properties are involved? That’s when things can get super complicated super quick.

You need to build templates, create nurturing workflows with branching logic, create a strategy for lead scoring, develop lead distribution lists, and understand how to use personalization tokens so all communities can share the same email, landing page, and newsletter templates. When you successfully do the latter, you won’t have to copy these items over and over again for each property.

What to look for in an answer: Honestly, if multiple properties are involved, you should definitely work with a marketing automation expert. Even if it’s simply to spot check and test the setup your own team did. The only thing worse than no marketing automation is broken automation that sends the wrong piece of info to the wrong person. (Or does silly things like getting the name field wrong, so the email says, “Dear Fred” instead of “Dear Mary.”)

Download our Hubspot for Senior Living Guide

4. Do you have the right content to keep the right prospects engaged?

When we say the “right” content, we mean content that will move marketing-qualified leads to sales-qualified leads. Think relevant blogs, e-books, videos, infographics, and the like. You’ll be serving up this content to prospects based on their lead score and the email nurturing cadence you assign.

What to look for in an answer: If your content is lacking, it makes sense to work with a digital agency that can provide guidance on HubSpot and produce strong content. Remember, HubSpot can only do so much on its own. HubSpot is powerful, but if your current content offerings are weak, the results will be mediocre at best.

5. Is your HubSpot for senior living aligned with your sales process?

When communities start using marketing automation, the sales teams often panic due to what they perceive as a sudden drop in leads. Sales teams are used to working “all” leads. Yet this approach is inefficient because the majority of leads aren’t ready for a sales interaction.

Marketing automation helps segment leads into marketing-qualified leads (MQLs) and sales-qualified leads (SQLs). Sales teams only need to follow up on the SQLs. The marketing automation will continue to nurture MQLs.

What to look for in the answer: The best way to avoid the panic is to educate the sales teams about this shift before you implement the software. This way you can address concerns. However, it can be hard to educate sales folks on this concept if it’s still a new concept to marketing teams as well. A good HubSpot agency partner can often provide training for both teams and ensure everyone’s goals are aligned.

How’d you do on our little “quiz”?

Did your answers surprise you? Did they make you realize that yes, your community needs assistance with configuring HubSpot? Let us help. We recently achieved the Platinum Tier in HubSpot’s Solutions Partners Program. This tier recognizes our expertise with all things HubSpot. We can help your community get yours up and running in no time. Get in touch and let’s talk HubSpot for senior living.

Senior Living marketing automation best practices - the do's and don'ts

4 Email Marketing Automation Best Practices

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Email marketing automation might seem like a magic wand. But you have to set it up correctly to get the biggest benefits.

Below, you’ll find four email marketing automation best practices that’ll help your senior living community experience the magic.

1. Email marketing automation best practices: Don’t buy lists.

Recently, we’ve had several clients interested in purchasing email lists. We advised them against it. (And we told them we wouldn’t upload the lists to HubSpot or Active Campaign.) Why are we anti purchased lists? For several reasons.

  • First, purchased lists are truly COLD lists. List vendors can only deliver on demographics, such as location, age, sex. They can’t deliver on need or intent. Meaning, they have no way of knowing whether someone on their list needs a senior living community or currently has any intention of moving to one.
  • Second, purchased lists violate the terms of most (if not all) quality marketing automation software, like HubSpot or Active Campaign. (That’s one of the reasons we refuse to upload these lists.)
  • Third, a better way exists. Why not create keyword-rich content that your prospective buyers are already searching for in Google and use this content to attract them to your site? Doesn’t that make more sense? It’s not rocket science either. Inbound marketing, when done right, will produce more qualified leads than a purchased list—every single time.

2. Email marketing automation best practices: When it comes to messaging, one size doesn’t fit all.

The most effective email marketing automation is custom. We realize that might sound like an oxymoron. How can something be “custom” and “automated” at the same time? Simple. You start by knowing the personas for your senior living community.

Let’s say you have five key personas. You should focus on writing custom content for each persona. Why? Think about it. An email to the adult daughter of an eighty-year-old woman with memory issues should be different from the email you send to a seventy-year-old couple looking to start the next chapter of their lives.

Once you have your custom content for each persona, THEN you can automate the delivery via email.

3. Email marketing automation best practices: Revisit copy regularly.

Messages will change over time. The year 2020 served as a great example. Most (if not all) messages in your emails should have referenced COVID-19, even if it was only a link in your signature. (Something like, “Visit our COVID-19 resource center for current information on how we’re navigating the pandemic.”)

Auditing email copy should be a regular part of your marketing plan. You don’t need to audit everything at once. But every quarter, make sure you’re reviewing some email campaigns. Lather, rinse, repeat.

4. Email marketing automation best practices: Review analytics and make adjustments accordingly.

Marketing automation doesn’t simply exist to make life easier in terms of sending out emails. Yes, that’s a benefit. But marketing automation’s main purpose is to help increase conversions by moving marketing-qualified leads down the sale funnel.

The only way you’ll know if it’s working is by monitoring the results. Marketing automation software like HubSpot provides excellent analytics that’ll show you things like open rate, click-through-rate (on links and offers you include in your emails), and conversion rates. Depending on how sophisticated your marketing automation is, you can even A/B test the all-important email subject lines so you can identify a clear winner.

The biggest mistake we see senior living communities make is they’ll give the analytics a cursory glance every month or quarter. That’s not enough. You need to make decisions based on what the data is telling you.

For example, do you have an email marketing campaign where one email isn’t getting many clicks? Change the offer and/or revise the copy and see if that helps boost clicks.

Or maybe you’re getting clicks, but once people get to the landing page with the offer, they bounce away. Make some tweaks to the landing page (or adjust the email copy’s messaging so it better reflects what people can expect once they get to the landing page).

Analytics offer a treasure trove of intel that you can use to get your email marketing automation working better for you. Take advantage of these insights.

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What to look for when choosing a Senior Living CRM software

3 Tips for Evaluating Senior Living Software: Marketing Automation

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Senior living communities need a wide variety of senior living software to support operations—from electronic medical records to CRMs to everything in between. Today, we’re going to talk about an important piece of senior living software for the marketing and sales department: marketing automation.

First, what is marketing automation?

With marketing automation, you can easily schedule and duplicate various marketing tasks (typically connected with actions on your website) to happen without any further work on your part.

For example, you can have your marketing automation “score” every lead that comes into your website as a marketing-qualified lead or a sales-qualified lead based on criteria you set. The marketing leads will automatically enter email workflows that will nurture them. The sales leads will immediately go to sales for follow up. All of this happens AUTOMATICALLY without anyone having to label things manually. This frees up the marketing and sales teams to focus on substantive tasks.

Learn more about what marketing automation is.

Does your senior living community need marketing automation?

The goal with marketing automation is to make everyone’s lives easier. Think marketing, sales, and even your prospects. Every senior living community operating today needs some level of marketing automation in order to remain competitive.

In other words, the question isn’t whether you need it. The question is what type of marketing automation you need. Below, we discuss three tips for evaluating this important piece of senior living software.

How should you evaluate different marketing automation solutions?

1. Consider what your teams need.

Marketing automation companies typically offer different tiers ranging from basic products to the Cadillac version. Get the right solution for your needs. You don’t want to spend dollars on features your teams don’t need or won’t use.

Questions to ask as you evaluate marketing automation:

  • What’s your number one reason for investing in marketing automation right now? Make sure you can articulate this clearly.
  • How easily does the marketing automation software scale? For example, if you’re looking to expand your senior living portfolio in 2021 and 2022, how easily can new communities get on board with the solution?
  • How much does it cost? When comparing products, make sure you’re comparing apples to apples. Some solutions might bill based on the number of contacts. Others might bill on the number of marketing emails you send. Understand ALL the costs.
  • Can it easily integrate with your existing technology? Will it “play nice” with your current website? Will it integrate with your senior living CRM? These are the two most important pieces of technology to consider. But if your community uses any other apps/technology, make sure you understand any integration limitations.
  • Is it intuitive? You’ll want to sit in on a few demos. Does the interface make sense? Can you follow along with how things work? Can you see your team using the software?
  • Is it built specifically for the senior living industry? If not, can it adapt to the industry’s needs? Most marketing automation companies will highlight the industries they serve. Check out their websites. Look for case studies that talk about how the software is used in other senior living settings.
  • What sort of support does the company offer? Ideally, look for a company that builds relationships with its customers. You will need tech support at some point.
  • What are the analytics like? The best marketing automation provides solid insights into results—click-through rates, conversions, engagement, etc.
  • Will you be managing the marketing automation yourself? Or will a third party, like a marketing agency, be assisting? While marketing automation does save time by automating many functions, you shouldn’t treat it as a “turn it on and forget it” sort of system. If you only have the budget for one or two people to manage it, then you might want to opt for a simpler solution or a basic version of a product that has tiered options.

2. Read reviews on marketing automation software.

Capterra does an excellent job curating reviews and providing objectives pros and cons. However, the list for marketing automation software is overwhelming. So you might want to start with Capterra’s Top 20 Report.

When perusing reviews, don’t simply read the five- and one-star reviews. Those will be predictable. The five-star reviews will make the product sound like the best thing since sliced bread. The one-star reviews will make the product sound like it was developed by a child. Instead, pay close attention to the three-star reviews. Those will often provide the most revealing—and helpful—insights regarding the solution.

Pay attention to how the marketing automation company responds to negative reviews. You can tell a lot about a company by how they respond to critical feedback.

3. Ask for recommendations from senior living marketing agencies.

Again, you could ask any marketing agency for its preference. (They will definitely have one!) But asking an agency with senior living experience makes much more sense. A senior living marketing agency will understand the types of software a community like yours needs in order to achieve its marketing and sales goals.

At Senior Living SMART, we’re big fans of HubSpot. (Full disclosure: We’re a HubSpot Gold Solutions Partner.) But that doesn’t mean we’re not fans of other products. Many good marketing automation products exist. (As well as not-so-good products.) If you’ve whittled down your list to three or four (even if HubSpot isn’t on the list), we’d be happy to discuss your options in a free 30-minute brainstorm.

Download our Hubspot for Senior Living Guide

And if you're just getting started with thinking about marketing automation, even better!

We can help you from start to finish, including choosing the right product for your community, setting it up, and analyzing the results. Get in touch!

Let’s Chat!

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Senior Living Sales: How to Cater to the Prospect’s Journey

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When it comes to senior living sales and marketing, understanding what your prospects want and need at any given moment is critical. But here’s the thing: The prospect journey is rarely linear. A prospect doesn’t wake up one day and decide to move into a senior living community the next.

For some prospects, they might research and think through options for several years before making the move. Other prospects might be on a tighter timeframe and make a decision within six months. For others, it might be three months.

Plenty of prospects aren’t even buying for themselves, but rather someone they love. Not to mention, many prospects often go back and forth between being “sales qualified” and “marketing qualified.” And, of course, the sales cycle for all of the above has grown more complex, thanks to COVID-19.

The biggest challenge for senior living marketing and sales teams is finding a way to meet each prospect wherever they are on their individual journey. This level of customization was impossible two decades ago. But now, thanks to marketing automation, you can create custom experiences based on a prospect’s actions, interests, and motivations.

How marketing automation enhances the prospect journey

1. Keeps prospects engaged with your brand

Even if the prospect doesn’t always open your lead nurturing emails, simply seeing your name show up in their inbox helps to keep your community front and center in their minds. For those who do open the emails, a personal touch and warm, reassuring tone can go a long way in helping the prospect feel positive about your brand.

2. Entices prospects back to your site

Through engaging lead nurturing emails, you’ll offer helpful content that entices prospects back to your site. Once there, and depending on how well your site is developed, you can engage with them further by offering more content or by providing ways to interact with the site (through live chat or interactive surveys, for example).

3. Automatically matches the right content/message to the right prospect

Again, the main tenet of successful lead nurturing is providing the right content to the right prospect at the right time. You can gather much of this intel through your website opt-in forms and lead scoring. This info will automatically funnel to your marketing automation system. From there, every lead will enter a workflow that makes the most sense for them.

4. Provides real-time insights on what’s resonating and what isn’t

Instead of cold calling all leads (regardless of their level of interest), your sales team can dip into the backend analytics and see how prospects are responding to lead nurturing in real time.

For example, maybe your sales rep notes a prospect who has opened the last three lead nurturing emails and clicked on each offer inside. From there, the person ends up spending 10-15 minutes on the site. This person might indeed be a “hot prospect” and the sales rep might actually get somewhere if they call the person.

In addition, marketing and sales can get a good sense of what type of content works best. Perhaps your prospects love videos. Or maybe they love free guides. You can develop more of what works and less of what doesn’t.

5. Helps move marketing-qualified leads (MQLs) to sales-qualified leads (SQLs) over time

Lead nurturing’s main purpose is to move MQLs to SQLs over time. A thoughtful approach and robust marketing automation can help make sure you achieve this goal.

6. Offers a much less intrusive way for your brand to stay in front of prospects

People will often engage with a brand a half dozen (or even more) times before they’re interested in taking a call with a sales rep. Lead nurturing caters to this shift by providing a much less intrusive way for your brand to stay connected with prospects.

Of course, before you can create the right customized journeys, you need to understand your prospects.

We call this work persona development. Think about your favorite residents. Wouldn’t you want to fill your community full of residents just like them? You can! Persona development helps you identify the traits and behaviors of your ideal prospect. You then develop a customized journey that will attract and nurture more of these ideal prospects.

Remember, when it comes to senior living marketing and sales, it’s not about getting more leads. It’s about getting the right leads—those that match your ideal prospect persona and are a good fit for the lifestyle services that you provide.

 

 

What is Marketing Automation & Do You Need It?

What is Marketing Automation & Do You Need It?

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With marketing automation, you can easily schedule and duplicate various marketing tasks (typically connected with actions on your website) to happen without any further work on your part.

Marketing automation examples:

  • When someone downloads a piece of content from a site, they usually receive a thank you email. THAT’s marketing automation in action. This email can include additional information to engage them further.
  • Quality marketing automation software can automatically identify and label website leads as marketing qualified leads (MQLs) or sales qualified leads (SQLs) based on criteria you set. From there, the MQLs could be automatically entered into an email workflow for longtime nurturing.

The goal with marketing automation is to make everyone’s lives easier—think marketing, sales, and even your prospects.

How marketing automation helps senior living marketing teams

Your marketing team can “set it and forget it.” This frees up senior living marketing teams to do more important things like brainstorm and try out new ideas, create more of what works, efficiently move prospects through the sales funnel, and tweak existing campaigns based on results.

Remember, the majority of your website visitors are NOT ready to buy yet. They are researching and comparing. Marketing automation helps you capture these otherwise anonymous visitors (through forms) so that you can continue the conversation with them at their pace.

How it helps senior living sales teams

Sales can now spend more time focusing on true sales-qualified leads (SQLs). For example, if someone requests info on pricing, the automated system might label them as an SQL because of that action—and automatically notify sales to follow up with that particular lead.

Sales can focus on converting SQLs to tours and move-ins while the MQLs “marinate” in a lead nurturing program that readies them to become SQLs when the time is right. This means better close rates for sales teams.

How it helps prospects

Let’s say a prospective resident is browsing your site at midnight and is interested in reading your guide on “How to Finance Senior Living for Aging Parents.” Instead of requesting it and waiting for someone to manually email or snail mail it, the person will get it instantly—without anyone on your end having to lift a finger.

Does your senior living community need marketing automation?

If you’d asked this question a decade ago, the answer would have been “it depends.” As we enter this new decade, however, we’d argue that all senior living communities need some form of marketing automation in order to remain competitive.

The question you need to ask is what level you need.

Do you need the Cadillac version with all the bells and whistles or would basic software do? We’re huge fans of HubSpot (we’re a certified HubSpot agency). We’ve had a ton of success working with senior living communities who install HubSpot.

Marketing automation IS an investment.

But if your teams use it correctly, it will pay for itself over time by identifying sales-qualified leads when they’re truly “hot,” nurturing cool and warm leads over time, improving efficiencies, and providing deep insights in terms of analytics.

Still on the fence?

Or maybe you know you need some form of marketing automation but you don’t know what to do next? Don’t go it alone! The only thing worse than NO marketing automation is the wrong marketing automation for your needs—or setting it up incorrectly.

Download our Hubspot for Senior Living Guide
We LOVE helping our clients get the most out of their marketing automation. Let’s talk solutions.
Digital Marketing for Senior Living

Digital Marketing for Senior Living

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Digital marketing has become a catch-all phrase for a wide variety of marketing and even sales activities. We thought it would make sense to define what we mean by digital marketing for senior living.

The word “digital” is key.

Synonyms of digital marketing include online marketing or Internet marketing. Essentially, digital marketing is all the marketing stuff you do that isn’t tangible (in the physical sense). Think emails, blogs, social media, pay-per-click advertising, and—of course—websites. You get the idea. All of those things happen in cyberspace, as opposed to some of the more traditional marketing efforts senior living communities are used to doing, like giving tours or hosting events or sending direct mailers.

Digital marketing for senior living vs. inbound marketing – what’s the difference?

Some folks make the mistake of thinking senior living digital marketing is the same thing as inbound marketing. In our minds, the reverse is truer: all inbound marketing is digital marketing, but not all digital marketing is inbound.

Inbound marketing involves attracting the people who are already looking for your services/products through tactics like excellent website optimization, compelling offers, and sticky blogs and social media profiles. And where do people typically “look” for products or services these days? Online.

So, if you’ve got an optimized website and an awesome blog filled with keyword-rich terms your audience is searching on—and said audience is coming to your site organically to learn more about your senior living community, then that’s inbound marketing/digital marketing.

But what if you buy a list of email addresses and send “cold” emails to the entire list? Emails come under the umbrella of digital marketing, but, in this case, the emails wouldn’t qualify as inbound marketing. Rather, it’s outbound marketing with digital marketing flare.

Or think about ads you see online. Some hit the mark—the ads might actually be for something YOU are interested in, so you click. But often times, they don’t match your needs/wants, so you ignore them. Again, that’s outbound marketing with digital marketing flare. See the difference?

Yeah, we might be splitting hairs, and, no doubt, some people will disagree with our definitions. We always tell our clients that they shouldn’t get too hung up on definitions anyway. In order for everything to make sense, use common sense. It likely makes sense to most people that “digital” means “online.”

Why is digital marketing so important to the senior living industry?

You already know the answer. Think about it. Many of your current residents began their search online, right? And the majority of your future residents (and their families) will definitely begin their search online. So you need digital marketing to help attract these folks and keep them engaged and coming back for more.

You’ll accomplish this through digital marketing efforts, such as the following:

  • Having an optimized website that allows people searching for a senior living community like yours to pop up regularly in their searches
  • Offering excellent content that people can’t get anywhere else (e.g., download of floor plans, virtual tours, guides about things to do in the area)
  • Having an easy way to score prospects who visit your site (e.g., cold, warm, hot) – and to have the appropriate automated follow-ups for each type
  • Making sure other sources of information about your community—particularly review sites and business listings—are up to date and responsive to both positive and negative feedback
  • Creating thoughtful pay-per-click advertising strategies wherever you do them (Google AdWords, Facebook advertising, digital ads on third-party sites)

 Senior Living SMART "Why Digital Marketing?" eBook

Senior living digital marketing is more than simply a necessity.

Digital marketing isn’t just something you need to do in this competitive online world. Yes, you need to play, but digital marketing also offers several benefits.

When done right, it takes a heavy load off marketing and sales.

You can’t have a sales person working 24/7, but your digital marketing efforts can work 24/7. For example, when you build a wonderfully optimized website with excellent info, it doesn’t matter if someone enters at 2PM or 2AM, as long as they can find the info they need and you can engage with them (e.g., via a form submission, newsletter sign-up, request for more info, even a helpful bot-chat).

When done right, it’s easy to duplicate/replicate.

Some of the sweetest words in a marketer’s ears: “Lather, rinse, repeat.” In the old days of direct snail mail, marketing and sales teams were at the mercy of designers, printers, and budgets. Today’s digital marketing is all about turnkey customization, like email templates you can make your own with a few clicks, clone with another click, and schedule as far out as you want. Take “winning” campaigns (email, social, PPC) and duplicate them to run again and again.

When done right, it’s easy to measure success.

The ultimate metric in senior living marketing is move-ins. But the great thing about digital marketing is you can measure all the other benchmarks that lead to the move-in, such as first contact, tour requests, and so forth.

How much of your senior living marketing budget should you spend on digital marketing?

The bulk of your marketing budget today will be spent on digital marketing efforts (welcome to 2020!). We’re talking a powerful, high-converting website and all that goes with it (e.g., hosting, maintenance, basic updates, content creation, and any special elements like live chat); email marketing (newsletters, lead-nurturing/drip campaigns); social media; reputation management (review sites); and, most likely, some form of online advertising.

Sure, you’ll likely still have some outbound efforts/needs as well (e.g., snail mail, billboards, traditional advertising), but we’re definitely seeing more and more of a shift in budgets. Depending on your goals and your community’s size, your split might be 60% digital marketing and 40% more “traditional” marketing, or you might be seeing more of an 80/20 split. Our point: more and more of your marketing dollars will be going towards digital marketing efforts this decade.

Digital marketing in the senior living space is a lot to take in. Don’t go it alone.

In fact, why not work with digital marketing experts who are ALSO experts in the senior living industry? That would be us. :)  We can guide your digital marketing efforts, making sure they follow industry best practices (and we mean both industries: senior living and marketing!).

Let’s Chat

30-minute no-obligation brainstorming session.

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Inbound Marketing: Your Best Employee Recruitment Tool

Inbound Marketing: Your Best Employee Recruitment Tool

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

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

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

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

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

1. Define Your Objectives

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

2. Define the Candidate “Persona”

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

3. Define Your Culture

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

4. Create “Hooks”

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

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

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

5. Create Opportunities to Build Relationships

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

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

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