Frequently Asked Questions

What types of senior living operators do you typically work with?

We primarily support independent senior living operators with 1–5 communities that lack in-house marketing leadership but seek more predictable occupancy growth. Our services are best suited for portfolios with stabilized operations looking to improve conversion and marketing ROI.

How is this different from working with a marketing agency?

Marketing agencies typically focus on generating leads through paid media or digital campaigns. Our focus is on improving occupancy by aligning marketing strategy with the sales process and performance reporting. This includes evaluating lead response time, follow-up cadence, marketing spend allocation, and conversion performance — all of which impact move-ins.

Do you replace our existing marketing vendors?

No. In most cases, we work alongside your existing vendors to ensure marketing investments are allocated efficiently, and performance is measured appropriately. Our role is to provide strategic oversight, improve accountability, and optimize performance across the portfolio.

Will we need to increase our marketing budget?

Not necessarily. Many portfolios have hidden opportunities within their existing funnel related to response time, follow-up consistency, or channel allocation. Our goal is to improve occupancy by more effectively using current marketing investment before recommending any increase in spend.

What results can we expect?

While outcomes vary by portfolio, many independent operators can uncover 5–10% occupancy improvement by strengthening conversion performance and aligning marketing with the sales process. Our engagement begins with a diagnostic review to establish baseline performance and identify areas of opportunity.

How long is a typical engagement?

Most engagements begin with a 6-12 month initial term, allowing time for diagnostic review, implementation, and performance monitoring. Ongoing advisory support is available on a month-to-month basis thereafter.

How involved will our community teams need to be?

We work collaboratively with both ownership and community-level leadership. Community teams are involved in implementing sales follow-up standards and participating in performance reviews, but day-to-day execution remains with your internal staff and vendors.

Do you offer services for single communities?

Yes, although our services are typically most impactful when applied across multi-community portfolios. Single-community operators may still benefit from improved reporting, conversion strategy, and marketing alignment.

How are your services priced?

Engagements are structured with a portfolio leadership fee and a per-community implementation fee, allowing pricing to scale appropriately based on the size of your portfolio. Optional performance-based incentives may also be included.

What does the onboarding process look like?

All engagements begin with a 30-day diagnostic review to assess lead sources, conversion performance, marketing spend, sales process, and reporting structure. A strategic growth roadmap is then developed prior to ongoing implementation and performance monitoring.

How do we get started?

We begin with a confidential strategy call to understand your occupancy goals and current marketing approach. From there, we determine whether a diagnostic review would be appropriate for your portfolio.