Marketing Automation & CRM for Assisted Living Communities: Don’t Just Capture Leads Convert Them.

You’re Getting Inquiries But You’re Losing Them in the Follow-Up. A family fills out a form. They call and leave a message. They ask for pricing and want a tour.

And then… silence.

Not because they weren’t serious But because your team was busy, systems were manual, or follow-up was delayed.

In assisted living, timing is everything. At Senior Living Occupancy, we implement marketing automation and CRM systems tailored for the senior care journey so your team responds faster, follows up smarter, and closes more leads.

What This Service Solves

Leads going cold after the first inquiry

Sales teams overwhelmed with manual tasks

No visibility into which leads are active or ready to convert

Lost opportunities because of slow follow-up

Lack of personalization in outreach

This isn’t just a CRM setup it’s a full lead nurturing engine.

What’s Included in Our CRM & Automation Service

CRM Selection, Setup, or Optimization

Whether you’re using HubSpot, ActiveCampaign, Salesforce, or another platform, we either:

Audit and improve your current CRM, or

Help you choose and implement one that fits your team

We structure it specifically for senior living workflows not generic B2B sales.

Lead Routing & Tagging

We configure automated tagging and routing based on:

Location

Inquiry type (e.g., memory care vs. independent living)

Source (form, phone call, ad)

Stage of decision-making

This gives your team clarity on who to follow up with and how.

Automated Email & SMS Follow-Ups

We build follow-up flows for new inquiries, missed calls, tour reminders, and post-tour nurturing.

Examples:

“Thank you for reaching out here’s what to expect next.”

“Still exploring care options? Here’s how we can help.”

“Tour tomorrow at 11am here’s a quick checklist for your visit.”

Every message feels human, timely, and relevant.

Lead Scoring & Pipeline Visibility

We help you prioritize high-intent leads using:

Behavior triggers (e.g., email opens, link clicks, return visits)

Stage-based segmentation (new lead vs. ready-to-move)

Custom dashboards for executive visibility

You’ll know where every opportunity stands and what needs attention.

Reporting & Performance Insights

We track:

Response time

Tour requests booked

Close rates by source

Lead-to-move-in funnel breakdown

All in one place. No more guessing what’s working.

Why Most CRM Tools Fail in Assisted Living

Because they’re:

Too complex for your team

Not customized for senior care

Not integrated with your website or ads

Not built to nurture with empathy

We fix that by designing simple, powerful systems your admissions team will actually use and that families will feel the impact of.

Who This Is For

This is for:

Communities losing leads because of poor follow-up

Operators juggling multiple locations without clear visibility

Teams using spreadsheets or outdated CRMs

Senior care marketers looking to scale without hiring more staff

Why Work With Senior Living Occupancy?

We’ve worked inside these funnels. We know how fast a warm lead can go cold and how much occupancy you lose because of it.

We combine deep marketing automation knowledge with a grounded understanding of senior care timelines, emotions, and urgency.

You won’t just get tech. You’ll get results.

FAQ

Do you provide the software too?

We work with your preferred CRM or help you choose the right one. We’re software-agnostic but strategy-first.

Can this integrate with our current marketing and website?

Yes. We connect your website forms, ads, and lead sources to your CRM and set up automation accordingly.

What if our team isn’t tech-savvy?

We build simple workflows, provide training, and can fully manage everything if needed.

Can you help with call tracking too?

Yes. We integrate call tracking into your CRM and lead records so you see full attribution.

Marketing Automation & CRM for Assisted Living Communities: Don’t Just Capture Leads Convert Them.

What This Service Solves

What’s Included in Our CRM & Automation Service

CRM Selection, Setup, or Optimization

Lead Routing & Tagging

Automated Email & SMS Follow-Ups

Lead Scoring & Pipeline Visibility

Reporting & Performance Insights

Why Most CRM Tools Fail in Assisted Living

Who This Is For

Why Work With Senior Living Occupancy?

FAQ

Ready to Follow Up Faster and Fill More Rooms?

We’ll build or optimize your CRM and automation systems to help you close more leads without adding more pressure to your staff.

We’re a marketing team dedicated to one thing: helping assisted living communities grow occupancy with strategic SEO, ads, and automation. One facility per city. Zero fluff.

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