Strategic Sales and Marketing Assessments for Senior Living Communities
Optimizing Your Marketing Strategy to Maximize Occupancy and Revenue
Why a Marketing Assessment is Critical for Senior Living Communities
Is your community falling behind in meeting occupancy targets or losing ground to competitors? Our strategic marketing assessments provide insights that go beyond surface-level fixes, delivering deep analysis of your sales and marketing strategies. We’ll help your team:
Uncover lost leads
Identify breakdowns in communication and follow-up processes that may be causing leads to fall through the cracks.
Refine marketing messages
Ensure your community’s unique value is being clearly communicated to prospective residents and their families.
Optimize efficiency
Streamline internal processes so that sales, marketing, and operations work together seamlessly to improve the resident experience and shorten decision cycles.
1. Preliminary Data Review
Before the site visit, BSC will review key materials such as:
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Past marketing audits and feasibility studies
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Competitor analysis and rate comparisons
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Sales data, lead generation sources, and resident satisfaction surveys
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Existing marketing materials (brochures, digital campaigns, social media content)
2. On-Site Visit
During our 2–3-day visit, we meet with key team members and make assessments.
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Current marketing position: Is your messaging aligned with your target audience’s needs?
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Spend considerable time with sales team listening to phone calls and presentations.
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SWOT analysis: Strengths, weaknesses, opportunities, and threats in your marketing strategy.
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Community appeal: Observations on the physical environment, amenities, and cultural atmosphere that may impact prospective residents’ decisions.
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8-10 actionable items you can implement immediately.
3. Final Report & Recommendations
After our thorough review, we provide a detailed report within 30 days outlining:
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Actionable insights for improving lead follow-up, marketing message clarity, and sales execution.
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Competitive analysis to ensure your community stands out from local competitors.
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Review current marketing plan and make strategic recommendations designed to help you reach your occupancy and revenue goals.
Is a Marketing Assessment Right for Your Community?
Our marketing assessments can be especially valuable if:
Your community is not meeting sales and occupancy goals.
You’ve recently experienced a drop in inquiries or move-ins.
You are facing increased competition or considering expansion.
Your sales team lacks clear roles or a defined sales process.
Frequently Asked Questions
A: Even if you're meeting sales goals, a marketing assessment can highlight areas where you can optimize processes or prepare for future challenges like new competition or market shifts.
A: Prior to departure, we will provide management with 10+ actionable items that can be implemented immediately. Then, the process usually takes 30 days from the site visit, from the initial data review to the delivery of the final report, though timelines can be adjusted based on your specific needs.
A: Yes, our assessment often includes recommendations for sales coaching to address communication gaps or missed opportunities in the sales process.
Elevate Your Senior Living Community’s Success
A marketing assessment from Bobby Sumner Consulting is the first step to optimizing your community’s marketing strategy. With a clear path forward, you can attract more prospects and residents and ensure your community thrives in a competitive landscape.