Posts

Robot helping sales person write emails and complete tasks

Senior Living Sales Strategies: 3 Surprising Benefits of Marketing Automation

We don’t have to tell you that senior living is an ultra-competitive industry. You live and breathe it every day, right? Which is why you always need to find ways to enhance your senior living sales strategies. Good news! Marketing automation is an effective budge-friendly way to do exactly that.

Here are three surprising benefits.

1. Say hello to your “always on” sales assistant.

When it comes to successful lead conversion, here are the two biggest factors:

  • How quickly leads are responded to
  • The persistence of follow-up attempts

Let’s tackle that first factor. Marketing automation ensures that your senior living leads receive an instant response after they take an action on your site. If they fill out a form, for example, they’ll automatically be redirected to a thank-you page that speaks directly to them. AND they’ll receive an auto responder email.

Everything happens automatically in the background—whether it’s 2 p.m. or 2 a.m. And it happens no matter what’s going on in the world, like a pandemic. In other words, marketing automation becomes your 24/7 sales assistant.

Now, let’s discuss the second factor: persistence of follow-up attempts. Remember, you want to implement effective senior living sales strategies. With marketing automation, instead of lumping all leads together and handling them the same way, you can segment leads, score them appropriately, and create custom lead nurturing workflows.

Gone are the days of treating cool leads the same way you do hot leads. Truly hot leads—for example, someone requesting a tour tomorrow—can be passed off to sales and handled ASAP. But cooler leads can be nurtured according to their needs, interests, and timelines. You can customize your messaging so it speaks TO the person (rather than simply some generic message that you share with everyone).

BENEFITS RECAP: Marketing automation ensures that every prospect gets an almost instantaneous response and a reliable follow-up plan. Follow-up effectiveness and timeliness no longer depend on the availability or skillset of the community sales person. Now, the sales team members can focus on their strengths, such as building relationships with prospects, rather than performing rote tasks (like sending brochures).

2. Eliminate the blind spots in the sales process.

Marketing automation provides visibility into every action a prospect takes on your site. Think the number of times the person visited a specific page, the blog posts they read, how long they spent on a page, and so forth.

So, for example, if someone requests a tour and the sales person can see that the prospect spent a lot of time consuming financial-related info as well as articles about amenities your community offers, the sales rep can be sure to discuss those two areas.

In addition, when you integrate your marketing automation software with your senior living CRM, you’ll get an excellent big picture regarding sales conversion points (i.e., tours, deposits, and move-ins). With this knowledge, you can measure the ROI of every marketing effort and channel. This is critical since more and more marketing budgets are being slashed and/or coming under greater scrutiny.

BENEFITS RECAP: Building a profile of each prospect and passing that information on to the sales team empowers them with relevant information to personalize their interactions.

3. Nurture “not ready” leads until they ARE ready to decide.

We touched on this in the first point, but let’s take a deeper dive. The majority (up to 90%) of the prospects visiting your website are “early stage” opportunities. They want to remain anonymous and gather knowledge, information, and resources in a self-directed way.

Your website should provide everything the early-stage prospect seeks. You should provide this info without requiring the prospect to engage in a sales interaction.

Once you get people’s info, you need to be thoughtful in how you handle it. Your sales team shouldn’t be wasting valuable time pestering “not ready yet” leads with calls and emails.

Instead, marketing should handle these leads by entering them into custom lead nurturing workflows. When we say “custom,” we mean custom, too. The workflows shouldn’t be one size fits all. You should have a set of workflows to match specific lead attributes, like buyer persona and timeframe. Robust marketing automation can ensure the right person gets the right set of emails at the right time.

BENEFITS RECAP: With strategic lead nurturing, you’ll build trust and demonstrate your community’s expertise. When the person is ready to book a tour, request pricing, or make the leap and move in, your community will be top of mind. (BONUS: We’ve designed a turnkey lead nurturing program for SUPER COLD senior living leads. We’re talking leads that have been sitting in your CRM for over six months. LEARN MORE.)

 

Clicking a mouse with a hundred dollar bill graphic, representing pay per click advertising in Senior Living

Senior Living Advertising: The Formula for Pay-Per-Click Success

Senior living advertising, particularly pay-per-click (PPC) advertising, can be a great strategy to generate leads. Or it can be a complete waste of money.

The success of your PPC senior living advertising hinges on three things:

1. Developing a sound strategy

You need to target the right audience with a compelling message and/or offer. This involves understanding your ideal prospect. It also involves developing engaging content that appeals to your ideal prospect. Finally, it involves knowing the keywords your prospect is searching on.

Bottom line: Don’t bother with any sort of paid advertising until you’ve done your persona work. You need to know your ideal prospects inside and out before you can advertise to them online.

2. Having a senior living website optimized for conversions

You can spend a lot of money driving traffic to your website. But if your site isn’t built to convert visitors into leads, what’s the point?

An optimized senior living website will have the following:

Bottom line: Don’t bother with pay-per-click advertising of any kind until you’ve done all of the above. Otherwise, you’ll just be wasting money.

3. Being realistic about your online advertising budget

Effective online advertising is marathon, not a sprint. Unlike a print ad that you run once a week or once a quarter, your online ads are something that will likely run daily for the long haul with a specific daily spend limit.

The dollars can add up quickly, too. For more competitive regions in the country, you’ll spend more. This is why it’s critical to have a sound strategy and a senior living website that’s poised to convert the leads that come in from paid ads. As noted earlier, this often involves creating special landing pages and content specifically for the prospects who come in from the pay-per-click advertising. (And this additional work will increase your advertising budget even more.)

Bottom line: When figuring out your budget, consider the lifetime value of a resident and work backwards on what you should target for a daily spend that will deliver the best ROI.

Should you work with a PPC firm on your senior living advertising?

It does make sense to work with a firm that has experience in developing, setting up, and monitoring online advertising for senior living communities. Pay attention to that last part. Having a firm with PPC expertise isn’t enough these days. Choose a firm that also understands senior living.

marketing automation targeting customer head mind niche target market marketing concept business

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

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.

 

 

Process of leads production on the conveyor belt.

Not All Senior Living Leads Are Created Equal (the Pizza Shop Analogy)

Read that headline again: Not all senior living leads are created equal. Too often, however, marketing and sales teams treat every lead the same way. We’ve discussed this point ad nauseam on our blog. So maybe it’s time to mix it up. Let’s use an analogy that demonstrates the problem with this approach.

Pretend you own a pizza shop. Would you serve every person who walked through the doors a small pepperoni pizza?

Of course not.

Some folks might prefer sausage to pepperoni. Others might be vegetarians craving peppers and onions. Some might be perfectly fine with pepperoni, but they need to feed a family of four, so a small pizza won’t work. Others might be in the mood for a calzone, sub, or salad. And, of course, some people might simply be looking for directions—or a job.

This is why when someone calls or enters a pizza shop, the pizza shop employee says, “How can I help you?” rather than “We’re giving you a pepperoni pizza whether you want one or not.”

You need to start thinking of your senior living website as if it’s a pizza shop.

Don’t serve everyone the same small pepperoni pizza. Instead, find out what they need and help them accordingly.

People typically go to a senior living website because they are…

  1. Researching options for themselves or someone else, but the need isn’t urgent—yet
  2. Comparing different communities and scheduling tours because they need to make a decision sooner rather than later for themselves or someone else
  3. Looking for a job in your community
  4. Doing broader research on senior living in general (for example, trying to understand costs)
  5. Going to your site directly because they heard about your community from a friend, family member, or advertising

How you approach the senior living leads in one group will be different from the way you approach the leads in another group.

For example, let’s compare the leads in the first group (interested, but not urgent) to the leads in the second group (interested and urgent). To extend the pizza shop analogy, the first group is akin to someone browsing the pizza shop’s online menu because they might go there at some point in the future. On the other hand, the second group reflects someone who needs to order food in an hour for a hungry group of teenage boys returning from soccer practice.

With the first group, you might invite the leads to download the menu and receive a discount on their next order if they sign up for your newsletter. For the second group, you’d direct them to where they can order online RIGHT NOW or a number they can call to talk to a human.

The first group is being “nurtured” by marketing. But the second group goes directly to sales.

The same is true for senior living leads. The leads who are “ready to order” should go directly to sales for immediate follow up. But the ones who aren’t ready to order should be nurtured over time with content and resources based on their needs and interests.

Let’s talk about “needs and interests” and use the pizza shop analogy yet again.

Let’s say someone follows a gluten-free diet. It would be great if the person could download the gluten-free menu from the pizza shop website. This way, the person can see at a glance what items can be made gluten-free.

Going back to your senior living website . . . when you engage with a lead (via a website form or Live Chat), you should ask pointed questions that will help you provide the best content for their needs.

For example, maybe someone indicates they’re interested in information relating to financing. You could enter them into an automated content “stream” that sends them targeted information about financial topics.

Again, think of the question the pizza shop employee asks on the phone or in person: “How can I help you?” You need to do the same thing with your senior living leads!

Managing senior living leads is easier when you use marketing automation.

Now, here’s the good news. You don’t need to do everything by hand. Marketing automation can triage leads based on the actions people take on your website. The sales-qualified leads (SQLs) will automatically get served to the sales team. The marketing-qualified leads (MQLS) will automatically go into lead nurturing workflows based on their needs/interests and timelines.

In other words, no more pepperoni pizza for everyone. Instead, you’re serving up a customized experience, one that will enable your sales and marketing teams to work more efficiently and effectively.

 

 

Computer sending automated emails all day to help sales and marketing teams follow up with leads and schedule appointments and phone calls and meetings

Senior Living Leads: Auto Responders vs. Lead Nurturing

Sometimes it makes sense to take a step back and define terms we use a lot, especially when it comes a complex topic like senior living leads. So let’s discuss two terms you’ll likely encounter: auto responders vs. lead nurturing.

What are auto responders?

An auto responder is exactly as it sounds. It’s an automated response, typically in the form of an email, that’s generated after someone takes an action on your senior living website.

For example, after someone fills out a website form, best practices suggest that you direct the person to a thank-you web page AND that you send an automatically generated email. The benefits are two-fold. First, the thank-you page and email reassure the person their form successfully went through. Second, the thank-you page and email provide an opportunity to serve up additional content the person might find interesting.

The reason you should do BOTH the thank-you page and auto-responder email is because the email gives the person something tangible to refer to. The thank-you page will “disappear” once someone navigates away from it.

BENEFITS: Auto responders are an effective way to personalize the experience for your senior living leads and to continue engaging with them.

What is lead nurturing?

Lead nurturing involves sending a series of emails to senior living leads who are not ready to “buy” right now. The goal? To continue engaging with them until they are ready.

Again, everything is automated thanks to your senior living software. Over time—days, weeks, even months—the person will receive a set of emails. The emails will engage and “push” the lead further along the sales funnel until they are ready to make a decision. At this point, sales would take over.

The types of lead nurturing emails that you send—the content, the frequency, how many overall—will be something that marketing and sales will (ideally) figure out together based on lead scoring and lead attributes (e.g., persona and decision timeframe).

Not all leads will enter a lead nurturing program. Leads that your marketing automation indicates as sales-ready/sales-qualified will go to sales for direct follow up.

BENEFITS: Lead nurturing will help your community stay in front of prospects who aren’t ready to buy right now, but who might be ready in the future. The content can help persuade people that your community is the best fit for their specific needs.

How auto responders and lead nurturing affect senior living leads

This isn’t an “either or” situation. You should use auto responders and lead nurturing in your ongoing marketing efforts. So, for example, after someone downloads a piece of content from your site, they will be redirected to a thank-you page and they will receive an auto responder email. Both things happen IMMEDIATELY after the person hits “submit” on the form.

If your marketing automation software identifies the lead as sales-qualified, the lead will go to sales for direct follow up. If the software labels the lead as marketing-qualified, the person will enter an appropriate lead nurturing workflow to engage them further.

The right senior living software is critical for lead scoring and lead nurturing.

If you need help choosing the right senior living software and setting it up correctly, give us a shout! We live and breathe marketing automation for senior living communities.

Stay In Touch cold and lost lead re-engagement program

Re-Engage Cold Senior Living Leads with Our Stay in Touch Program

When it comes to the senior living leads in your database, does any of this sound familiar?

  • You have a CRM filled with hundreds of leads that fizzled and went cold—and you don’t know what to do with them.
  • Your sales team has strategies for nurturing leads that come in now—but no strategies for nurturing leads that are eighteen, twelve, or even six months old.
  • You don’t have the people-power to manually call or email all your colds leads, yet you know that you’re missing out on good opportunities.

If you were nodding your head YES as you read through the above, you’re not alone. Your senior living CRM is likely home to many old/cold leads—leads that never received any follow up.

Why didn’t they receive any follow up?

Well, as you know, prospects inquire at various stages of readiness, but sales people can only work 10 – 12 active leads at a time, so they focus on leads closest to decision. Providers know this is a problem. But most don’t have a strategy for addressing it. So, what do they do? They just keep buying new leads.

This isn’t a SMART approach.

And that’s precisely why we created our “Stay in Touch” program-to help busy sales and marketing teams re-engage cold senior living leads through a SMART marketing automation solution.

All you have to do is provide the list of cold leads, and we take it from there. Sounds great, right?

Below are some FAQs about the program.

How does the Stay in Touch program help re-engage cold senior living leads?

We’ve already created a series of surveys, offers, and emails that have proven to re-engage colder senior living leads. This content will help score and segment the leads according to their level of interest.

  • Leads with good potential get served up to your sales team.
  • Cooler leads continue through the various lead nurturing paths until they’re closer to decision and ready to talk to sales.

Why should my community use the Stay in Touch program?

We’ve done the heavy lifting for you! We’ve thought through the messaging that will most likely resonate, the offers that will entice people to take action, and the branching “logic” for the workflows.

We customize all pieces according to your community’s branding guidelines, set up everything (from emails to landing pages), and schedule emails at a rate that makes sense. Once it’s set up, it works on its own. (That’s the power and beauty of marketing automation!)

What will my community “get” from the Stay in Touch program?

The benefits are many. You’ll get . . .

    • A turnkey solution to engage cold leads and turn some of them into warm and hot leads that convert into tours and move-ins
    • More accurate views of your sales pipeline
    • A cleaner, nimbler database/CRM
    • Buy-in from marketing and sales regarding marketing automation
    • And did we mention cold leads that actually CONVERT?

I want the Stay in Touch program. What should I do next?

Let’s set up a 30-minute brainstorming session. There’s no cost for this session (and no obligation, of course). It’s simply an opportunity for you to get to know us and for us to get to know more about your community (or communities) and how you manage your senior living leads. We can also walk you through how the various elements of the Stay in Touch program work.

superhero delivering effective lead nurturing automated senior living email

Senior Living Lead Generation: Create Better Lead Nurturing Emails

Congratulations! Your senior living lead generation is WORKING! You’ve enticed anonymous websites to give you their contact info, thanks to compelling content offers.

Now what?

Make sure you’ve set up your website forms to support a strong senior living lead generation program.

Any form on your senior living website should gather basic info: first name, last name, email, and state. But it should also ask two required questions that will provide further valuable insights.

First, ask something like this: “Are you gathering this info for yourself or a loved one?”

A drop-down would appear with these choices:

  • I’m looking for myself.
  • I am an adult child looking for a parent.
  • Other

You’re keeping the options simple here, because you don’t want to overwhelm people with questions. And you don’t want to create overly complicated lead nurturing paths, either. (More on this in a moment.)

Second, ask something along these lines: “What’s your timeline for making a decision about senior living?”

A drop-down would appear with these choices:

  • ASAP
  • 3-6 months
  • 6-12 months
  • 12-24 months
  • No timeline—just researching

Again, you’d don’t want to overwhelm visitors with too many choices. And you don’t want to complicate the lead nurturing paths you set up.

Now that you’ve set up proper lead forms, you can think about the next steps.

Lead nurturing best practices: Turbocharge your senior living lead generation program.

1. Score and segment your senior living leads.

See? Everything we recommended earlier with the website forms serves a purpose. By allowing your prospects to self-identify who they are and where they are in their journey, you can score and segment your senior living leads accordingly: marketing-qualified leads (MQLs) and sales-qualified leads (SQLs).

For example, an adult child who is looking to make a decision for her mother ASAP should be funneled directly to the sales team for immediate follow up. This is a classic SQL.

But you can place anyone who chooses one of the other timelines into a longer-term lead nurturing workflow. This way, you can nurture these “not ready yet” leads, or MQLs. The goal involves staying in front of them so that when they ARE ready, they will think of your community first.

Depending on your internal resources at the outset, you can drill down deep into the lead nurturing “logic.”

So, let’s consider someone who is researching senior living for herself. If she is making her decision ASAP, she will become an SQL and go to sales. But if she chooses one of the following timelines, she’ll be considered an MQL primed for nurturing:

  • 3-6 months
  • 6-12 months
  • 12-24 months

Now, here’s the thing: You’ll need to create a separate set of lead nurturing emails for each timeframe.

For example, if the person conducting her own research enters the 3- to 6-month workflow, she would receive one set of emails. Another person entering the 6- to 12-month workflow would receive a different set. And so forth.

Yes, some of the emails in each set might be similar—or even identical.

Remember, you want to personalize the emails so that they match where the person is in their buying journey. An adult child researching options for her dad to move in 18 months is in a very different place from an eighty-year-old woman needing to move by the end of the year and researching for herself.

If you’ve been thinking, “Gee, that sounds like a lot of emails we need to write and set up,” you’re correct!

But, again: some emails will work in all of your lead nurturing campaigns. And others might only require a few tweaks. Plus, once you do the initial set-up, it becomes an extremely easy program to manage and even tweak, provided you use marketing automation, which brings us to our next best practice . . .

2. Use marketing automation for your senior living lead generation.

Your senior living sales and marketing teams don’t need to manually score leads, segment them, and send the emails. Marketing automation takes care of it. This way, the sales and marketing teams can focus on the RESULTS, specifically the analytics, so they can respond accordingly.

And it goes without saying, but most leads should change from MQL to SQL over time. At least, that’s the goal.

For example, let’s say a prospect in the “I’m an adult child researching for a parent in the next 6-12 months” category is opening your emails, downloading content, and spending more time on the site. You can change the lead score from marketing qualified to sales qualified. (And if you have a robust marketing automation system, you can program it to automatically make this change based on the lead behavior). Now, the sales team can follow up directly with the lead since the person appears to be super interested.

Bottom line: A good lead nurturing program helps salespeople focus on the best opportunities. And it helps the marketing team understand which types of emails and content drive conversions. Armed with this information, the marketing team can focus on creating more content like it.

Need help right away?

At Senior Living SMART, we love helping senior living sales and marketing teams shine.
Reach out and let’s talk!

3. Follow email marketing best practices.

Like everything else, email marketing best practices evolve. But certain evergreen practices will always remain true:

  • Pay attention to grammar, punctuation, and spelling. Nothing yells amateur like careless mistakes.
  • Shorter is almost always better. First, leave long-form copy to your guides and e-books. Second, keep emails short and highly skimmable.
  • Make your emails mobile responsive. More and more people are reading emails on smaller devices like tablets and phones. (Yes, this includes older adults.) Test your emails on a variety of devices. Some marketing software, like HubSpot, bakes this feature into its platform.
  • Keep subject lines succinct. MailChimp recommends no more than nine words or 60 characters.
  • Send the email from a real person. You don’t want to make it look auto-generated by having a no-reply@community.com email.

Remember, make it about the buyer. Don’t lead by talking about your community. Think about the pain points the person might be experiencing. How can you solve for these pain points? Offering a piece of helpful content is a great place to start.

As for current email marketing trends, here are some to consider testing:

  1. Personalization. Emails that include a person’s name in the subject line have a 29% higher unique open rate and 41% more unique click-through rates.
  2. Experiment with emojis (but still use sparingly). Emojis are a popular trend right now, and mileage varies widely. But you could test subject lines with one emoji.

For example, if one of the emails in your lead nurturing set includes inviting someone to have lunch at your community, your subject line could be something playful: Lunch on us! WE HAVE CAKE! (Then, include a cake emoji 🍰).

Test and see if the subject line with the emoji improves open rates, but also keep in mind that open rates are just ONE metric. Conversions are what matter most. In other words, do you get more people requesting lunch when you use a subject line with an emoji? THAT is what you need to pay attention to.

4. Don’t set it and forget it.

Marketing automation makes life easier because it reduces the manual labor. But you still have to use your noggin and regularly review the analytics and make smart decisions based on what the numbers are telling you.

You also need to make adjustments to lead nurturing emails when something unexpected happens. For example, if you run any lead nurturing campaigns right now, you’d be remiss if you didn’t acknowledge the pandemic.

5. Seek help with your senior living lead generation when you need it.

Setting up a well-designed senior living lead generation program doesn’t just happen. And not every marketing or sales team has the requisite skill sets. Working with a reputable senior living marketing agency that has experience in lead generation can save you time and money.

Need help right away?

At Senior Living SMART, we love helping senior living sales and marketing teams shine.
Reach out and let’s talk!

Traffic Conversion spelled out underneath laptop computer, mouse, pencil, clipboard, like icon and assorted internet related web icons

How to Turn Senior Living Website Traffic into Leads

Someone visited your senior living website. Great, right? It is, except for one problem: the person who visited your site is anonymous. You don’t know who they are or whether they’re truly a good prospect for your senior living community.

What to do?

Simple: optimize your senior living website so that it encourages anonymous traffic to convert into leads.

Here’s how . . .

1. Gate your content.

Gated content is exactly how it sounds—premium content (like white papers, checklists, and infographics) that you keep hidden behind a gate.

In order for website visitors to access said content, they must offer up some info about themselves, like first name, last name, email, location, and where they are in their journey. (More on these form “fields” in a moment.)

It’s a fair exchange—they get great content, for free, and you get some valuable intelligence on your website’s visitors.

2. Make sure you have engaging calls-to-action (CTAs) throughout the site.

These CTAs will naturally lead people to places where they can easily convert from anonymous visitor to a name and face: landing page for gated content, contact us page, schedule a tour page. You get the idea.

3. Provide interactive elements, like Live Chat and other self-qualifying tools.

Live chat is a great way to turn anonymous visitors into real leads. One of the first questions your chat can ask for is a name, in a friendly, natural way. Like, “Hi, there. My name is Rebecca. Got any questions?” If someone types a question, Rebecca can respond by saying, “Hey, great question. Before I answer, can you quickly tell me your name and give me an email address, just in case we get disconnected. Then, I can follow up.” (Hint: SiteStaff is one of our favorite Live Chats for the senior living industry.)

With self-qualifying tools, like interactive surveys and other prospect decision tools, the anonymous website visitor can answer a series of questions to help them better understand the options for their specific situation. Many of these tools only require the person to submit an email to get the results (no phone number for a sales person to hound). But an email is all you need to continue to nurture and grow the relationship. (Hint: Roobrik is one of our favorite prospect decision tools.)

4. Provide easy ways for people to subscribe to blogs and newsletters.

If someone’s reading a blog post, you can have a slide-in subscription box that says: “Get more helpful articles like this. Subscribe to our blog.” Same with a newsletter.

Experiment with what works for your audience. A lightbox pop-up form (that box that suddenly “takes over” a website page) can be annoying to some visitors but a great way to convert others. You need to see what works for your specific audience (website analytics will be your guide regarding this).

5. Use progressive fields in forms to capture better info.

For that first point of contact you make with an anonymous senior living website visitor, you want to ask for the least amount of info, but at the same time, you need SOMETHING to help inform how to score the lead appropriately (more on scoring leads below).

At the very least, for that first contact, you should get first name, last name, email, state, and a dropdown that might ask: Which bests describes you?

And then the dropdown would offer three options:

  • Actively looking for a senior living solution for myself
  • Actively looking for a senior living solution for someone else
  • Not actively looking, just researching for now

If the person downloads only one piece of gated content from your site, you’ll have enough info to know at least something about this lead—and what to do with them next.

But here’s the beauty of smart forms these days: you can use what’s known as progressive fields on forms. This means every time a person fills out another form on your site, the form automatically adjusts for that particular prospect and requests NEW information in NEW fields.

So you won’t make them repeat what they’ve already entered (except for what would make sense to the prospect—like their name and email). But on the second form they fill out, you could ask for their full address and phone number and depending on HOW they answer the initial drop-down question we mention above, you could ask an appropriate follow up.

For example, if on the first form the person indicates they are actively looking for a senior living solution for someone else, perhaps you ask this question on the next form they fill out: Which best describes your situation? “I’m actively looking for a senior living community for my…”

  • Mother
  • Father
  • Spouse
  • Other family member (aunt/uncle, sibling)
  • Friend

And then this: Which best describes your timetable? I’m looking to make a decision in…

  • 60 days.
  • 3-6 months.
  • Within a year.
  • 18-24 months.

Now you have even further intelligence, which will help marketing and sales teams follow up appropriately.

Note: you’ll need good marketing automation, like HubSpot, to set up progressive fields on forms. And we won’t lie—this does take some time to think through, but once you get it set up and working, this will result in excellent information to inform your next steps.

Which brings us to the following . . .

Once you have senior living leads, what happens next?

Now that you’ve turned anonymous website visitors into leads, here’s what should happen next:

Score leads appropriately.

Remember what we said about the form fields above? How they provide important insights? You’ll use the information people share in these form fields to help score each lead appropriately.

For example, someone who is looking to make a move for a parent within 60 days is in a very different situation than someone who sees the move happening in the next 12-18 months. The former would be considered a sales-qualified lead (SQL). These folks are ready to talk to sales since they’ve indicated they’re making a decision soon.

The latter would be a marketing-qualified lead (MQL). They’ve engaged with your content, so you’ve gotten their interest, but they’re in an earlier stage in the buying journey. You want to stay in front of them and continue engaging them, but it would be a waste of everyone’s time if sales followed up at this point.

How you score the leads will depend on your senior living community’s approach to sales, including how you’ve set up your CRM. (Hint: Are you new to the concept of lead scoring? We can help set up yours based on our decades of experience working in senior living sales.)

Nurture marketing-qualified leads (MQLs).

Like everything else in marketing and sales, the concept of lead nurturing has evolved. There isn’t a one-size-fits-all approach. Yes, you’ll likely want to set up a series of follow-up emails that automatically go out to MQLs, but it’s incredibly easy for this process to become overwhelming from a backend perspective when you consider the “logic” behind the workflows.

For example, if someone downloads Guide A and B, but not Guide C, then they’d go into campaign #1, but if someone downloads Guides A, B, and C, they go into campaign #2, but if they only download Guides B and C, they go into campaign #2.

See?

If you have dozens of guides and “rules” based on downloads or personal attributes (e.g., adult daughter vs. adult son vs. husband looking on behalf of wife), it can get incredibly unwieldy. And you’d absolutely need quality marketing automation, like HubSpot, to make it all work.

For communities with a full-time marketing department and dozens of locations nationwide, this complex approach is feasible. For smaller operators, it’s OK to take a more streamlined approach. The goal is to simply stay in front of people who’ve expressed interest and engaged with you. A combination of high-level emails and even a direct mail piece could be a good program. Or maybe you just do emails. Or perhaps you use some sort of text campaign.

Bottom line: do something.

(Psst: Got some older MQLs that were never nurtured? We’ve developed an effective turnkey program you can use to re-engage some of these leads. Contact us and ask about it.)

Have a follow-up plan for sales-qualified leads (SQLs).

How your sales team follows up with SQLs will very much depend on the sales culture and structure of your department (including your CRM). With SQLs, a more direct approach can work, like phone calls (hint: Marchex is an excellent automated phone solution).

Texting is something you’ll likely need to consider as we go through this next decade. For one thing, people are much more likely to respond to a text than a phone call or email. So you might reach out initially via text to say “Let’s schedule a tour.” Second, as more and more of the younger generations (like millennials and Gen Z) get involved with decisions for their aging loved ones, you’ll need to communicate using methods they prefer—like texting.

Overwhelmed by scoring senior living leads?

Don’t worry—that’s why we’re here! We can help you set up programs that work for your senior living community.