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Marketing Strategies for Senior Living: The Marketing Hourglass

When it comes to effective marketing strategies for senior living, we follow the marketing hourglass, which our friends at Duct Tape Marketing developed.

The marketing hourglass involves seven important steps: Know, Like, Trust, Try, Buy, Retain, and Refer. This differs from the classic marketing and sales “funnel” approach, which typically involves Awareness, Consideration, and Purchase.

Duct Tape Marketing contends that the funnel ignores an important fact: that happy customers are often your best tools when it comes to lead generation and referral generation. The hourglass approach, on the other hand, takes customers into account (especially in the “retain” and “refer” steps).

Let’s break down the seven steps so you can apply them to your marketing strategies for senior living . . .

Step #1: KNOW

Basically, can people find you? If you operate a senior living community in Dallas, Texas, and someone in Dallas searches on “senior living near me” or “senior living Dallas,” will your community’s website come up on the first page of Google? If the answer is yes, great. If the answer is no (or you’re not sure), then you’ve got some work to do!

For your community to be “known,” you need to create a highly secure and highly optimized digital presence. This includes doing the following (at the very least):

  • Make sure your site is optimized with relevant keyword phrases. You want to use keyword phrases that your ideal prospects are searching on. (This requires research and know-how.) Then, you want to use these phrases naturally throughout your site, both on the page itself and in the meta data (the title tag and meta description).
  • Make sure your site has SSL security. How to tell? Call up your senior living website in a browser and look at the URL. Do you see a warning that says it’s “not secure”? Google penalizes sites that don’t have SSL security, meaning you’re less likely to rank well in organic search.
  • Make sure your site is optimized for mobile devices. More and more people (yes, even seniors) conduct searches on their phones or tablets. Your site needs to automatically “respond” to different devices (and screen sizes). Again, if your site isn’t built for mobile, Google will penalize you.
  • Make sure you site is speedy. It needs to load quickly! This is critical for the user experience (no one likes watching an endless pinwheel while a page loads). Again, Google takes note of slow sites as well. Incorrectly sized photos, bloated and unnecessary code, and big videos can slow down sites.
  • Make sure your Google My Business listing is up to date. Google cares about Google products. Google consistently serves up Google My Business listings when people search for things, particularly physical locations, like senior living communities. Consider your Google My Business listing as a mini website. Apply the same level of care you would on your main site. Include updated contact info, compelling text, great images and videos, and lots of reviews.

Step #2: LIKE

Once prospects find your senior living website, what happens next? Keep in mind that people have only so much patience when it comes to websites. If they don’t see what they’re looking for within a few seconds, they WILL bounce off your site—and go to a competitor’s site.

To encourage website “stickiness,” make sure . . .

  • The website navigation is clear and intuitive. Make it easy for people to work their way through the site. Keep in mind you’ll be dealing with older eyes. Think larger fonts and good color contrasts.
  • The keyword-phrase that brought people to the page is relevant and fully “dealt” with in the copy. For example, if someone landed on a page about “senior living community prices in Dallas,” the page better thoroughly deal with that topic and deliver the goods. (Rule of thumb: each page of your site should have one main keyword-phrase focus.)
  • The design is welcoming . . . and authentic. DON’T USE STOCK IMAGES. If someone is doing research on senior living communities in Dallas, chances are good they will see the same tired and unoriginal stock images on multiple sites. Don’t let your site be one of them. Invest in custom photography that highlights your community—and that helps people remember it.
  • The website is truly helpful. Make sure the site has a Resources section, contact info at the top of every page, and, ideally, some sort of Live Chat function so people can get answers right away.

Step #3: TRUST

You’ve lured prospects to your site. Now, you need to build trust. A variety of “trust signals” exist. The best websites will use a combination.

  • Both text-based and (ideally) videos of real people talking about how much they love your community. (A combo of residents and staff can work well! A happy staff indicates a happy place, too!)
  • Relevant logos for any awards, recognitions, certifications. Your website—particularly the home page—is a great place to highlight “best of” and other awards.
  • In-depth resources that you offer for free. Position your community as the go-to place for information about senior living in your area. Offer educational content on hot topics like financing, how to move, checklists for evaluating options, resources for family members, and so forth.
  • A clear and compelling “team” and/or management page. Prospects want to get a sense of the people behind the scenes. Supply warmly written bios and photos that capture the people who bring your community to life.
  • Relevant info about COVID-19. For the immediate future, you need to have information front-and-center about how your community is navigating COVID-19. And guess what? This section isn’t static. It NEEDS to change to reflect what’s going on in your community. (Hint: Check out our free resource on how to market your senior living community during a pandemic.)

Step #4: TRY

Today’s prospects expect websites to be interactive. Yours should provide opportunities for prospects to “try” out your community so they can picture themselves or their loved ones living there.

  • Offer virtual room builders/floor plans. Room builders allow people to get a sense of space and décor. In addition, they help people envision how their belongings would work in the space.
  • Offer “on demand” tours. In this case, we’re referring to a tour you’ve recorded on video. While being able to experience a community in person is always preferable, it’s not always possible—due to things like COVID-19 or even location. If someone in Boston wants to get a feel for your community in Florida, an on-demand tour or other virtual event can help.
  • Let people download menus and activity calendars. It’s one thing to tell people about everything your community offers. It’s a whole other thing to allow them to see a breakdown on a real day-to-day calendar.
  • Make it easy for people to access your YouTube channel, Facebook, Instagram. Your social media channels are a great place to go “behind the scenes” in your community. While professionally shot videos and pictures are great for your site, your social channels can house the candid shots and videos (which often come across as more authentic and relatable anyway).
  • Allow people to schedule tours (in-person or virtual) directly on your site at a day/time that’s convenient for them. This empowers the prospect and eliminates unnecessary back-and-forth between a sales rep and the prospect.

Step #5: BUY

You need to make it easy for prospects to buy from you. Now, we know what you might be thinking: “If someone wants to buy into our senior living community, all they need to do is talk to a sales rep.”

But that’s not how most people buy today. People do their homework first (as we described above). For senior living especially, prospects also try to self-qualify by researching and requesting pricing.

So ask yourself: How transparent is your senior living website when it comes to things like pricing, financing options, and so forth? Even if you don’t list pricing, you need to ADDRESS pricing so that people have a sense of ranges—and an understanding about what’s included. Then, beyond that, how easy is the overall buying process when someone does indeed want to buy?

Focus on the following:

  • Evaluate your website from a “I’m ready to buy now” perspective. Is there an area that clearly addresses the buying process soup to nuts? Bottom line: you want to enable prospects to buy from you.
  • Audit the overall buying process from start to finish. Begin with the moment someone says “Yes, I want to move in.” How easy is it to make a deposit? What happens next? Do you offer transitional services? Have you streamlined paperwork? Do you provide move-in checklists and downsizing tips?

Step #6: RETAIN

A prospect who becomes a happy resident will be your best form of advertising going forward. So the question is, how do you keep your residents happy?

  • Make sure you have programs in place designed specifically for new residents and their families. Think welcome kits, orientations, and “meet your neighbors” events that help new residents acclimate.
  • Conduct surveys. We recommend doing surveys two weeks after move-in. Why? Because 17% of all move-outs happen in the first 30 days! If you can get feedback/insight into how new residents are acclimating (or not), you and your team can identify any issues and (hopefully!) address them before someone decides to move out.

Note: The insights you gather during the “retain” step can inform your marketing and sales efforts. For example, use positive quotes from surveys and highlight them on your website.

Step #7: REFER

Did you know resident and family referrals have a 30 – 35 % closing rate? (For comparison, third-party leads close at 3 – 6 %).

  • Make sure you have an easy system in place for soliciting referrals from residents and their family members. One idea: “I’ve just moved!” postcards that you supply as part of your welcome kit to new residents. Encourage them to send these to their friends.
  • Make it easy for residents and their family members to review your community. In addition to referrals, the words of real residents can be incredibly compelling. Encourage people to leave reviews on your Google My Business page and via social media.

Boost your website speed and SEO performance with a website audit from Senior Living SMART

Senior Living Website Audits: 6 Signs You Need One

Most marketing and sales teams understand the benefits of a senior living website audit. The question, however, is this: When should you conduct one? Here are six signs that it’s time.

1. You haven’t done one since . . . ?

Ideally, you should audit your online presence at least once a year. (In addition to assessing your website, you should review your social media, Google My Business listings, and the overall competitive landscape.) If you can’t remember the last time your team has done any of this, schedule an audit ASAP.

2. You suspect something’s broken, but you’re not sure what.

Have you ever driven a car and it’s made a weird sound? You know something is off—or possibly even broken—but you don’t know what it is. The same thing can happen with senior living websites.

Maybe you’ve encountered a broken link on your site, and now you’re suddenly wondering how many other broken links exist. Or maybe a prospect mentions they had trouble submitting a form. Or perhaps you’re seeing a drop in traffic and you’re wondering about SEO.

Schedule an audit! After all, you get your car oil changes, tune-ups, and multi-point inspections, right? You should do the same with your website.

3. People complain about your site.

This goes hand-in-hand with the previous point. Maybe you’ve been hearing more complaints, like the site is slow. The opt-in forms don’t work. The navigation is confusing. Or the content is full of typos and just plain unhelpful.

If you’re hearing more complaints in general—either directly from prospects or from review sites—pay attention. Even more so if the complaints consistently gripe about the same issues. All are signs that it’s time to schedule a website audit so you can see what’s what.

4. Your senior living website isn’t delivering the ROI you’re looking for.

Remember, your senior living website should attract targeted traffic and convert that traffic into bona fide leads—leads that ultimately book tours and become move-ins. If your site isn’t consistently doing this, it’s failing you.

How to perform a quick gut check? Ask yourself if any of the following sounds familiar:

If you answered yes to one or more of the above, it’s time for a senior living website audit.

5. You want to refresh or redesign your senior living website, but you don’t know where to begin.

Even if you know where to begin, take a step back and perform an objective audit of where your site is today. An audit is a smart and cost-effective way to get a sense of what’s working, what isn’t, what you should “take with you” (to a new platform, for example), and what you need to do differently.

An audit might even convince you that you don’t need to make as big of a change as you were originally anticipating. Plus, having a baseline will also make it easier to measure how well the refreshed website performs in comparison to the current one.

6. Your team is too close to it.

We’ve all been there where we’re too close to something to see what’s really going on. This is especially true with websites. You stop “seeing” the look and feel or what’s broken (or what’s working).

Or the opposite can happen as well. Because you spend so much time on the site, day in and day out, it’s tempting to think you need to change things up simply because you’re getting bored. The reality might be that the site is fine “as is.” An objective third-party website audit can provide an honest and fair assessment.

 


Senior Living Marketing Perspectives: The Science of Conversions and Optimization with Brian Massey


Topics Discussed and Key Points:

  • Looking at the science of conversion and not just the art
  • Using behavioral science to understand the thought process of prospects
  • What data we should be looking at that informs strategic conversations with prospects
  • Tools to help track engagement metrics
  • Updating your website and communication tools to adapt to social distancing limitations
  • Designing a website that gradually educates cold prospects to warm them up over time
  • Creating content and designing web pages for different segments
  • Designing your website as a draftsman rather than as an artist
  • Optimizing your website for the mobile experience

Episode Summary:

In today’s episode, Debbie speaks with Brian Massey, Managing Partner at Conversion Sciences, a data-driven conversion optimization agency which seeks to “find those impulses to act that are hidden in your site.”

If you are counting on the internet to drive your business, you cannot manage it without having access to behavioral data. Brian says that his role is not just the scientific complement to the art of marketing, but one that allows the marketer to “expand their art to be more creative”.

Most businesses today do not need more leads, but more conversion. If they are aware of the data indicating the number of visitors, conversions, and the bounce rate (many companies do not even track these numbers), the first step is to look at the primary call to action that you want a particular page to make. Look at the amount of leads you are driving and how many engagements you are getting. Understanding the data helps you manage your relationship with visitors intelligently.

Bounce rate is a great measure of the quality of the traffic on your website. There is a constant tension between getting more traffic and making the landing experiences better, and there is not necessarily a correlation between the two. Troubleshooting the experience to get more conversions requires an analysis of the visitor’s behavior as they navigate your site or landing page.

Your website should always be updated to adapt to changes in the market. On the most practical level, this means looking at engagement metrics not just to know that data, but to know how to take action based on those changes.

Conversion optimization is “an assembling of segments”, starting with the largest segment in the early stages of your business. Personas are a great tool for understanding what those segments are so that you can keep track of the types of visitors on your website. As you scale and become more sophisticated with your site, you can have more offers targeted toward specific segments. In the senior living space, some of those segments could include the adult children, seniors who would rather live in their home, and seniors who prefer a community.

You should have a variety of content that caters to these different segments, and have pages on your website specially designed for these different kinds of content. Analytics will show how different segments behave differently on the pages you designed specifically for them.

Links:

Conversion Strategies

Senior Living Marketing Perspectives: Evaluating your Digital Presence with Andy Crestodina


Topics Discussed and Key Points:

  • How the senior care space has transformed in 2020
  • Managing your online reputation
  • When and how to update your website
  • Differentiating yourself with intentional copy
  • Pushing sales messaging into the marketing funnel
  • Creating content in 2021
  • Maximizing the conversion experience by incorporating flow
  • When to automate your processes
  • What tools operators should consider for their 2021 marketing budget 

Episode Summary:

In today’s episode, Debbie speaks with Andy Crestodina, co-founder and Chief Marketing Officer at Orbit Media, an award-winning 38-person digital agency in Chicago.

The challenges we have seen in 2020 accelerated the trend toward the empowered prospect. There is more content than ever before for potential clients or customers to go through, which allows them to make a decision on a product or service even before meeting a representative of the company. Before, to learn what a business offered, you had to talk to people. Today, for many businesses that is no longer the case. The responsibility of a marketer, therefore, is to help prospects make a great decision by considering their product as an option.

The foundation of your marketing efforts is evaluating your digital presence (and those of your competitors). From being present on most of the major social channels (depending on your demographic) to making sure you show up at the top of Google results, having both quality and quantity in your content marketing efforts should be one of the first major goals of your business.

When it comes to designing and updating your website, always think about the perspective of the visitor. The site does not have to sell; but it has to give sufficient information to the visitor. The job of the website is to answer questions. What are their questions? What are their concerns? Which of those questions and concerns are among their top priorities? What are our best answers for those questions, and what evidence can we add to support those answers? When you know these things, you are ready to build a high-converting website. The job of the website is to give visitors sufficient clarity and trust (i.e. answers and evidence) to get them just over the psychological threshold toward contacting you.

Asked about producing the right kind of content in 2021, particularly for the senior living space, Andy encourages operators to focus on the bottom of the funnel. Take care of your current prospects first: those who are already brand-aware. Many cold prospects may continue to have low intent going into the new year and might not be ready for anything—not even the initial call.

Bottom-of-funnel content that answers sales questions should be prioritized; but also use this strategy to grow your email list. Work hard on the call to action to subscribe to your newsletter, because growing your email list puts you in control of your marketing destiny, unlike your social media platforms. Keep your subscribers in flow by keeping them engaged with a tailored content experience that regularly gives them value while keeping you top-of-mind until they are ready to take the next step.

Links:

Orbit Media

Orbit Media Studios on YouTube

Andy Crestodina on LinkedIn

Four Strategies to Optimize Websites for Improved Conversions

A panel of senior living marketing professionals will share strategies and tactics for lead generation, nurturing and conversions given current restrictions regarding tours, events and community visits.

strategies and best practices to generate leads via website opt-ins

How To Get More Senior Living Leads via Website Opt-Ins

Your senior living website serves several purposes. First, it should welcome site visitors and clearly direct them to the information they’re seeking. Second, it should provide a good user experience, thanks to easy navigation and a nice design. Finally, it should provide numerous ways to convert anonymous site visitors into senior living leads.

Today, we’re going to discuss the latter. Below are several strategies for getting more senior living leads via website opt-ins.

1. Use compelling calls-to-action (CTAs).

Your CTAs should entice people to take action. Consider the following examples:

  • Book a tour now.
  • Download our free guide.
  • Request pricing.

Your CTAs should follow best practices, as well.

  • Be specific, and be clear
  • Design your CTAs for visual appeal.
  • Don’t clutter them with too many words.
  • Experiment with placement. For example, if you normally end blog posts with a visual CTA, try using a sliding CTA in the middle of the blog post.
  • Always test your CTAs and monitor results.

Remember, A/B testing CTAs is an excellent way to determine which one drives more conversions. Follow the basic principle of A/B testing: test only one thing at a time.

For example, your first CTA might say, “Download our free guide.” The second CTA might say, “Get our free guide.” All the other elements in the CTA should remain the same. See which one results in more clicks. Good marketing automation software, like HubSpot, bakes CTA testing into its platform.

Another important point: CTAs don’t have to be visual, either. You can have text-based CTAs as well, such as “Schedule a tour now.” (This line would link to the tour landing page.) Your site should have a good mix of both visual CTAs and text-based CTAs.

Need assistance creating a highly optimized website that converts anonymous visitors into senior living leads?

We’re a digital marketing agency focused solely on the senior living agency. Let us help.

 

2. Make sure your live chat captures email addresses.

Live chat is an easy way to get a person’s basic info. In fact, one of the first questions the live chat host should ask is this: “Can I get your email, just in case we get disconnected?”

Be thoughtful in how you use the emails you gather. In fact, you’ll want to carefully think through the lead nurturing workflow you enter these senior living leads into. Design a workflow specifically for people who come in via live chat.

3. Make it easy for people to subscribe to updates.

If you offer a blog subscription, make it super easy for people to subscribe. In addition to having a basic subscription box on the main blog page, consider adding lead-form “pop-ups” at the bottom of blog articles. It can say something like this: “Like what you just read? Get more articles like this. Just enter your email address.”

Do the same with monthly newsletters, podcasts, and any other type of content you regularly publish. Make it easy for people to sign up.

4. Provide different types of gated content.

People absorb information in different ways. Some folks want to sit and read a long-form piece of content, like a guide or e-book. Others prefer visuals, like an infographic. By offering multiples types of premium content, you will appeal to a wider audience.

When it comes to creating content, you don’t need to reinvent the wheel, either. Repurpose one piece of content and redistribute it via different media.

For example, turn the content from a longer blog post into…

  • A nicely designed guide
  • An infographic
  • A registration-only webinar

5. Don’t skimp on your landing pages.

If you invest in awesome content and compelling CTAs, don’t let everything fizzle with a poor landing page experience. Your landing pages are the ultimate conversion point on your senior living website.

So, for example, if people are clicking on your CTA buttons, but they’re not filling out the form on the corresponding landing page, you know something isn’t working.

Like CTAs, good landing pages follow best practices. Make sure yours include:

  • Compelling copy that explains what people get in exchange for providing their contact info
  • Social “proof,” such as a testimonial or video (if applicable)*
  • Short forms with clear form fields
  • No navigation – this forces people to stay on the page
  • Visually-pleasing design that responds to mobile devices

*Regarding “social proof,” here’s what we mean. Let’s say someone clicks on a CTA that brings them to a landing page where they can request a brochure about your senior living community. Or maybe they click on CTA about scheduling a tour. Either way, including a video on the landing page of a resident talking about her experience living in your community could make the difference between someone submitting the form and someone hitting the back button.

Note: You should A/B test landing pages, just like you do CTAs.

6. Make sure all of your website forms work.

Testing forms should be a no-brainer. Sadly, we’ve encountered many funky forms in our travels.
Test all of your forms, and make sure…

  • The forms go through properly
  • People’s names are being recorded in your contacts database (and scored appropriately)
  • The person enters the correct lead nurturing workflow, if applicable
  • Anyone who submits a form receives some sort of indication the form went through successfully

Not only should you make sure all your forms work, you should also make sure the work for your audience. As in, the information you’re asking people to provide should make sense to them.

BONUS: Don’t forget old-school methods.

When people come in for a tour or some other senior living marketing event, make sure you get everyone’s contact info. For example, if a husband and wife come in for a tour, get both of their email addresses. If their adult children accompany them, get the kids’ email addresses as well.

As always, if we can be of any help, please don’t hesitate to reach out!

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.