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[WEBINAR] Senior Living Lead Generation During COVID-19

Even during a pandemic, we marketing and sales professionals must continue to connect and engage with our prospects, both existing and new. Learn what senior living lead generation options are available to continue your work towards those 2020 marketing and sales goals!

Senior Living Lead Generation During COVID

Here’s what you’ll learn: 

  • Engaging with prospects in the absence of tours and events
  • Alternative lead gen strategies
  • What prospects need from you during this pandemic
  • Maintaining and increasing your brand awareness
  • Best CTAs that are not tour or event focused
What You Need to Know About Your Online Senior Living Competition

Competitor Analysis: How Senior Living Communities Need to Evaluate Online Competition

You’ve likely set goals and key performance indicators (KPI) for your digital marketing strategy. Hopefully, you’re reviewing the data and adjusting your strategy based on the results against your goals. But to truly analyze your digital marketing success, you have to compare it to the results from your market. In other words, you need to conduct competitor analysis. This involves monitoring and measuring your competitors’ digital marketing efforts as well.

Want to be a better online sleuth? Focus on these top four areas and follow our tips.

Content

Look at what types of content perform best. Which blogs have the most reads or the greatest number of likes and shares? What sort of content offers does the competition promote? What about videos? Infographics? You get the idea.

Pro tip: And speaking of ideas, keep track of content topics that your organization hasn’t been capitalizing on—yet. We’re not suggesting that you plagiarize, but we guarantee looking at your competitors’ content will get your own creative juices going.

Website Traffic

It’s easy to fall down the rabbit hole when looking at competitors’ websites and related analytics. Focus on these metrics for a solid overview of a site’s performance:

  • Overall traffic by month
  • Unique traffic
  • Main sources of traffic
  • Who is visiting
  • Time on site

Pro tip: HubSpot has an excellent (and free) online website grader that can provide this top-level intel. If you want to go deeper, SimilarWeb has free and paid subscriptions.

Search Engine Optimization (SEO)

Search engine optimization has changed dramatically in the last two decades. One of the foundational elements is keywords (although the way we approach keywords has also evolved over the years).

  • What keywords are they bidding for?
  • What keywords are they ranked for?
  • Do they have any quality backlinks?

Pro tip: SpyFu is a great tool for SEO competitor analysis. WordStream takes a deep dive into eight tools (including SpyFu).

Social Media and Ads

When it comes to social media, look beyond “vanity metrics,” such as the number of followers, since those are rarely accurate. Instead, focus on engagement, such as the number of shares and comments. This will give you a better idea about what content is resonating with people.

Pro tip: Social Media Examiner offers a great list of four free tools to help you analyze and compare.

See how you compare with your competition!

Want someone else to do the heavy lifting for you? That’s what we do!  Click HERE to schedule a free consultation!

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!

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!

Top 5 DIY Marketing Tips for 2019

Top 5 DIY Marketing Tips for 2019

Already working on your Q1 marketing plans? Join your fellow senior living sales and marketing professionals for this 45- minute webinar where you’ll learn helpful tips to get your promo plans in place for 2019.

  • Goal set based on numbers
  • Identify target personas
  • Select the right promotion for the job to be done
  • Select the right media for the job to be done
  • Measure a job well done

The takeaways from this webinar will help you better structure your goals, strategies, tactics and actions to drive more move-ins more effectively. We’ll also answer some of your questions.

The Five Most Important Resident Marketing Trends

The Five Most Important Resident Marketing Trends

In 2017, LeadingResponse marketed to, and surveyed, more than 250,000 prospective residents, their adult children and caregivers to gain insights, and generate new move-ins for their senior living community clients.  During this hot topic webinar, you’ll learn more about the amazing data and results that were born out of this initiative and how to use that information to dramatically improve your occupancy.

What You Will Learn:

  1. Provide the latest resident marketing trends
  2. Discuss best practices based on data to generate new move-ins
  3. Gain consumer behavior details that increase your conversion rate
  4. Learn more about very targeted efforts to yield the strongest qualified leads
  5. Discuss the difference in behaviors between face to face leads vs digital leads
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
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.

Understanding Sales and Marketing Transparency in Senior Living

Understanding Sales and Marketing Transparency in Senior Living

Understanding Sales and Marketing Transparency in Senior Living

Creating lead generation transparency is unique in senior living yet critical to each community’s efficiency and productivity. We will pull back the curtain with statistics on lead management, lead validation and conversion rates.

What to schedule a demo or learn more? Click here for more information on SeniorVu services