How Many Sales Are Sitting in Your Senior Living Database?

First, you need to have a database!  Second, after each inquiry calls in or walks in, the contact information (senior and/or baby boomer adult children) needs to be captured in your database.  Most retirement communities have a database of 1,500 to 15,000 names (please note that real leads are somewhere in the department of 3,000 names or less).

I recommend that your leads be sorted into hot, warm and cool.  Hot leads will move into the community in the next two months, warm leads will move in about six months and cool leads are beyond a six-month move-in.  Hot leads should be touched weekly.  Warm leads should be touched bi-monthly depending on their situation.  Cool leads should be touched quarterly.

Typically, most senior housing organizations also have a large group of people who are not interested now and just want to be on the mailing list.  These need to be organized too!  Even when someone says, just put me on the mailing list and don’t call – I still schedule a call once a year with him or her.  Some of you may say, “No way – I will go by their wishes to never call!”  Well, what the senior is really saying is don’t bug me all the time, but I am interested in staying in touch.  NO one has ever been bothered by a yearly call from anyone on my teams!

Almost every lead in your database should be touched on a quarterly basis by telephone and by mail.  If the senior living sales person is making a minimum of 15 calls per day, that becomes 75 calls a week or 300 phone calls a month.  Three sales people can easily generate 900 calls a month or 2,700 calls on a quarterly basis.  Now with this amount of calls, it WILL GENERATE TOURS to your community.  Tours can turn into sales and sales will become move-ins.

If your community made all these calls for three months, it should generate 5 – 10 move-ins – just from your database.  It really works.

So why aren’t the sales people doing this now?  They need to be coached and directed!  Maybe the number of calls they are making needs to be added to their job description?  They need to be held accountable.  It is much easier to shoot the breeze with a resident and not make calls.  Calls can equal lots of rejections and no’s.

My book, “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” teaches senior living sales people how to overcome this fear and be persistent.   One little trick I share is counting your calls with hash marks on a piece of paper.  By the time someone talks to 20 people they should have scheduled 2 tours.  It may be the 19th and 20th calls – so don’t give up.  Good luck and start watching your occupancy increase!

Diane Twohy Masson is the author of “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” available for sale at Amazon.com.  If your curiosity is piqued to inquire on Diane’s availability to speak at a senior housing conference (CCRC, independent living, assisted living, skilled nursing or memory care) – please call: 206-853-6655 or email diane@marketing2seniors.net.  Diane is currently consulting in Southern California for Freedom Management Company, the proud debt-free owners of Freedom Village in Lake Forest and The Village in Hemet, California.  For more information: Twitter: @market2seniors Web: www.marketing2seniors.net Blog: http://marketing2seniors.net/blog/

Great Events Can Fill Your Building

Are you afraid of events or do you embrace them? How innovative are your events? Are they attracting qualified prospects to your community? The sole purpose of events is to have new prospects walk in your door and say, “Wow! This is where I want to live.” This chapter goes into detail on ideas and how to put on a great event.

What is your definition of an event? For example, the community picnic is a wonderful celebration for all residents and their families. It is not an appropriate event to invite prospects because they don’t want to see the sea of wheelchairs and walkers from the assisted living and skilled nursing residents. Please do not call this a marketing event. The community picnic is an event for existing residents and should be handled by resident services/activity directors. Marketing directors can help, but they need to stay focused on new sales or there won’t be any.

So how many marketing events should you be having? My recommendations:

  • Large events should be held three to four times a year.
  • Small events should be one to two times a month, depending on occupancy needs and your ability to attract new faces.

Let’s break each of them down from start to finish for ideas and planning to produce effective events.

A large event draws one hundred to three hundred attendees. Who do you invite? First on your guest list is your wait list. There are people percolating on your wait list who just need a subtle push to call the moving van and order change of address cards. If your event is done properly, it should result in three to five move-ins in the next quarter. Secondly, one-third of your guests must be new faces. These will come from two sources: advertising and resident referrals. I recommend a quarter page ad in your local newspaper. Please see recommendations for a newspaper ad in Media Buying, Advertising, Public Relations, and Community Building with a Skinny Piggy Bank. The third group to invite is friends of the residents. Many communities get 50 percent or more of their new leads from resident referrals.

Tip: The best way to get resident referrals is to let residents know that they have an opportunity to attend this fabulous event if they bring a guest who is interested in moving to your community. Hello? Knock, knock? Many of your residents’ friends probably qualify age-wise and financially to move to your community. Start informing the residents two months ahead of the event.

Tip: Make the event something exciting enough that residents will be able to enthusiastically endorse it and want their friends to attend. Do not have the CEO or a botanist describing the cross section of a leaf to be the main speaker. You may as well have an event to watch your newly painted walls dry. No offense to CEOs, but you are not a big enough draw. A resident’s Disney family vacation slide shows are for the residents to see, not your prospects. That theme will make your guest feel grumpy, dopey, and sleepy. Now if you wanted to invite the real Mickey Mouse and give away a trip for two to Disneyland…but that might be too expensive and that would be goofy.

To summarize your event attendance goals:

  • Approximately one-third new faces
  • One-third wait list members
  • One-sixth will be second looks (their second time in your community)
  • Less than one-sixth will be residents (who have invited a new face guest)

Planning should start a minimum of three months before the event date. Begin planning with the end result in mind. An event starts with an idea…

This was an excerpt from “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full.” The book has step by step instructions on how to have an excellent event.  http://www.amazon.com/Senior-Housing-

Diane Twohy Masson is the author of “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” available for sale at Amazon.com.  If your curiosity is piqued to inquire on Diane’s availability to speak at a senior housing conference (CCRC, independent living, assisted living, skilled nursing or memory care) – please call: 206-853-6655 or email diane@marketing2seniors.net.  Diane is currently consulting in Southern California for Freedom Management Company, the proud debt-free owners of Freedom Village in Lake Forest and The Village in Hemet, California.  For more information: Twitter: @market2seniors Web: www.marketing2seniors.net Blog:http://marketing2seniors.net/blog/

10 Negative Impressions Through the Eyes of a Consumer in Senior Living

Please enjoy this published article I wrote for seniorhousingforum.net for my friend Steve Moran.  – http://seniorhousingforum.net/

Here are my top 10 positive and negative first impressions after touring 15 senior living communities in 3 days. (Part 2)

By Diane Twohy Masson

My top 10 positive first impressions of touring 15 senior living communities were talked about in Part 1.  My goal was to put myself in the shoes of the adult boomer child looking for the right retirement community for an aging senior parent.  What would be his or her overall impression after viewing 3 to 5 senior living communities in a couple of days?  Now, in part 2, let’s talk about how some senior living communities chose to put their proverbial foot in their mouth and some of the reasons why they did not make a good first impression for this adult boomer child.

What were my top 10 negative first impressions of 15 senior living communities?

1)     Driving up and seeing a weed filled garden, the lawn too long or the building in any type of disrepair.  (If they can’t weed the garden on a regular basis, maybe they won’t be able to take good care of my mom on a consistent basis.)

2)     A sea of people in walkers and wheel chairs staring at me as I walked in the building or looked in the dining room.  If they were having a stimulating dining room conversation with their fellow residents or staff, they would not even have looked up at me (instead they were bored and ALL looked at me).

3)     Bad smells – from walking in a dining room and knowing someone needed his or her depends changed to smelling that old building smell.

4)     No activities happening and the residents looking bored.

5)     Having a resident say the food is bad (this literally happened).

6)     Being shown an apartment that was not rent ready with equipment lying around or was being used as a storage room.  This was surprisingly very common!

7)     Not being offered a cold refreshment when it was 90 degrees outside.  This happened at half the communities.

8)     The majority of marketers sat me down and started grilling me on my mom’s medical needs.  It was all about medical questions and they didn’t focus on her as a person or my concerns as an adult child.

9)     Seeing a resident eating alone in the dining room.

10) Experiencing a receptionist on the telephone, hold up her finger to me to wait, say something rude to a resident, hang up, roll her eyes and then ask me what I wanted…

Most of these negative first impressions can be easily corrected with good management and coaching the senior living marketer.  Even the best communities out there can’t predict what some of your residents would say to a tour.  But if your residents don’t look happy – what can your team do to redirect the seniors into an engaging activity?  Look around your retirement community with the fresh eyes of an adult boomer child.   What do you see?  Can you say that all of the first impressions of your new future residents are great?

+++++++++

Diane Twohy Masson is the author of “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” available for sale at Amazon.com.  If your curiosity is piqued to inquire on Diane’s availability to coach your senior living marketing team (CCRC, independent living, assisted living, skilled nursing or memory care) or have her put on a sales retreat for your organization – please call: 206-853-6655 or emaildiane@marketing2seniors.net.  For more information: Twitter: @market2seniors Web:www.marketing2seniors.net Blog: http://marketing2seniors.net/blog/

Do You Have Proactive or Reactive Marketing?

One of the reasons your occupancy may be down is because you may have reactive marketing. What does this mean? Do any of the following scenarios happen at your community?

  • You walk into Bored Brad’s marketing office and he’s sorting paper clips. He just wants to give a tour but no one is coming in or calling the community.
  • When you stop by Blabby Barbara’s office, she is on the phone, but you quickly determine that she’s talking to a friend and not a potential resident.
  • Residents complain to management that phone calls to the marketing department are not returned in a timely fashion to friends they have referred and who are prospective residents. You march right over to Moody Marbella on your marketing team to address the residents’ concerns. She responds by changing the subject and, worse, blaming you with her explanation, “Events won’t work. Low occupancy is not my fault.” Do you think she missed the point?

Does this really happen? Yes! Reactive marketing people truly exist and I have worked with some of them. It can be a challenge to determine if the new team you are managing is reactive, but once you know the symptoms it’s easy to identify:

Symptom 1) Reactive marketing does not have programs or policies in place to make a certain number of outbound phone calls per day. This means every day.

Symptom 2) After conducting a tour, reactive marketing people wait for prospects to call them back to say they are interested in moving in. This is really the function of an order taker and not the attitude of a professional salesperson.

Symptom 3) Reactive marketers urge spending money on advertising because they claim they don’t have any leads and therefore no new sales.

Symptom 4) Reactive marketers exhibit a lack of urgency to answer the phone within two rings.

Symptom 5) Reactive marketers have a lackadaisical attitude returning phone, web, and social media inquiries.

These reactive marketing teams are waiting for walk-ins and call-ins. They believe the customer should just say, “Yep, here’s my deposit. Let’s call the moving company right now.”

Spending money on new leads is a waste of the marketing budget for a reactive marketing team. Many prospects can be slow (which is normal) to make a decision.  A reactive marketer does not initiate calls with the non-hot prospects, so a cool or lukewarm prospect will never be contacted again. This means that 20 percent to 30 percent of sales can just slip through the fingers of this type of marketer. This really does happen, and it can be affecting your financial performance.   Is it?

This was an excerpt from “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full.

Diane Twohy Masson is the author of “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” available for sale at Amazon.com.  If your curiosity is piqued to inquire on Diane’s availability to coach your senior living marketing team (CCRC, independent living, assisted living, skilled nursing or memory care) or have her put on a sales retreat for your organization – please call: 206-853-6655 or email diane@marketing2seniors.net.  For more information: Twitter: @market2seniors Web: www.marketing2seniors.net Blog: http://marketing2seniors.net/blog/

Who Answers the Phone at your Senior Living Community on Saturday?

Here are my results after calling 12 retirement communities in the Mid-West on a Saturday morning at 10:00 AM Central time:  The scores were one A+, two B’s, five C’s, one D and three F’s…

I asked everyone the same question, “I am looking for a place for my mom – she lives in your town – how many places are there to choose from and how do you rate?”  This was apparently a tough question for many…ratings were graded higher if they answered the telephone, could be clearly understood, answered the questions and asked for my name and telephone number before the conversation ended.

Only four people asked for my phone number, so those unique individuals were awarded a C+ or above for their heroic efforts.  Two assisted living communities went straight into voice mail, so they received automatic F’s.  The A+ person was an executive director (E.D.) working on a Saturday.  The E.D. was outstanding answering all my questions and asked for my name and phone number.

Three communities had workers that mumbled when they answered the telephone (I literally had no idea what they said and had to clarify if I had called the correct number – which of course I had).   One of the “mumblers” sounded like a 4 year old answering the phone.  I had to clarify three times that they were indeed an assisted living community and then they said no one was available to answer my questions.  They never asked for my phone number and I eventually hung up giving them a F- as a score.

The B- score asked for my phone number three times and inquired when I would be in town to visit.  But when I asked them how they rated for a third time, they talked about the activities or their medical services (without answering the rating question).

A C- answered the phone with an award winning description.   Then they said their boss would be in on Monday to answer more of my questions and never asked for my phone number.

One of the “mumblers” transferred me to the sweetest gal who gave the most sincere and heartfelt description of the community.  The nice gal kept going and started giving too much information that I never asked about like the price, rooms were available and the nurse would need to do an assessment first.  Overall the community was given a C- because of the heartfelt description.

As you can see, there was a wide variety of scores but overall, the majority of these staff were not trained on how to answer the phone correctly and to ALWAYS request someone’s name and phone number.  This same challenge can happen when the Monday thru Friday receptionist takes a break during the week.  Could this be why your occupancy is down?  There is a simple solution – training!

You may want to check out who is answering the phone at your community on a Saturday…

Diane Twohy Masson is the author of “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” available for sale at Amazon.com.  If your curiosity is peaked to inquire on Diane’s availability to coach your senior living marketing team (CCRC, independent living, assisted living, skilled nursing or memory care) or have her put on a sales retreat for your organization – please call: 206-853-6655 or email diane@marketing2seniors.net.  For more information: Twitter: @market2seniors Web: www.marketing2seniors.net Blog: http://marketing2seniors.net/blog/

Do you discuss T.E.A.M. with your senior living team?

Inspiration can be planned or it can come from out of the blue.  As I was setting up for a pancake breakfast at church, I was encouraging the other volunteers.  Then another volunteer inspired me – Michael said, “We are working as a “T.E.A.M.,” which stands for TOGETHER, EFFORT, ACCOMPLISH, MISSION.”

As we start this New Year with each of our senior living teams, are you going to give an inspirational talk to build a team approach toward filling and marketing your retirement community?  Why don’t you discuss T.E.A.M. (TOGETHER, EFFORT, ACCOMPLISH, MISSION) with them?

TOGETHER – we can support marketing!   It’s all about the first impressions each of us can provide the future resident and their family.  From the receptionist standing to greet every guest with a smile; to every director “accidentally” running into future residents on a tour; to housekeeping/maintenance paying special attention to the front entrance area, community spaces, restrooms and hallways; to a caregiver or staff member greeting guests in the elevator/hallway to say, “We look forward to you choosing to live here!” or “This is a wonderful place to work.” or “I would love to take care of your mom.”

EFFORT – is going the extra mile to be welcoming!  Can every employee smile and greet the customer who passes them in the hallway?  Out of the hundreds of communities that I have toured, only one retirement community in California blew me away when – every single staff person smiled at me during a tour.  A dining room server said, “We would love to spoil your mom.”  This community wide impression of caring and a happy staff was a huge “wow factor” for me.  I would want to visit my mom at this assisted living community any time.  That particular tour experience is forever itched in my “good moments” memory.

ACCOMPLISH – the occupancy goal!   With everyone working together to make residents, future residents, guests and family members feel welcome – it creates an atmosphere of positivity, good energy, compassion, homelike warmth and a feeling that everyone is happy and well cared for.  Does every staff member know the names of all the residents and continually use them?  Residents love this and they are your best referral sources too!  Your senior housing community will fill to the brim.

MISSION – is your retirement community’s purpose come to life!  Do marketers speak about your mission and/or values during a tour?  It can say a lot about your community when any resident will volunteer how much they enjoy living there.  Discuss how your team can live/show your mission, so future residents can see that your team walks the talk.  Differentiate your senior living community from competitors by showing how your unique staff is enhancing the lives of your residents through excellent service and compassionate care.

Showcase your senior living community through the T.E.A.M. approach!  Here is wishing your community 100% occupancy in 2012!

Diane Twohy Masson is the author of “Senior Housing Marketing – How to Increase Your Occupancy and Stay Full,” available for sale at Amazon.com.  For volume discount pricing or to inquire on Diane’s availability to coach and/or train your senior living marketing team (CCRC, independent living, assisted living or memory care) – please call: 206-853-6655 or email diane@marketing2seniors.net.  For more information: Twitter: @market2seniors

Web: www.marketing2seniors.net Blog: http://marketing2seniors.net/blog/