top of page

Strategic Sales Systems

Strategic Sales Systems is designed specifically for senior living communities, offering expert staffing, training, and consulting to improve occupancy, streamline processes, and enhance the resident experience through better sales systems.
Elderly Couple Contract

Interim Sales Staffing & Support

  • Experienced senior living sales specialists available for short- or long-term support

  • Onsite or virtual support based on your needs

  • Immediate takeover of inquiry management, tours, and follow-ups

  • CRM usage and reporting during interim coverage

  • Daily occupancy updates and sales activity logs

​

 

Sales Process & CRM Optimization

  • Complete audit of your current sales process, from inquiry to move-in

  • CRM configuration review and rebuild (WelcomeHome, Sherpa, Enquire, etc.)

  • Lead scoring, task automation, and pipeline management setup

  • Sales funnel redesign for faster conversion and fewer lost leads

  • Custom reporting dashboards for executive visibility

​

Image by KOBU Agency
Image by SEO Galaxy

Sales Coaching & Team Training

  • One-on-one coaching for Sales Directors and Executive Directors
    Onsite and virtual workshops on tour strategy, objections, and follow-up
    Training on the L.E.C. Sales System (Learn, Engage, Commit)
    Role-play and mystery shop feedback for real-world improvement
    New hire onboarding and 30/60/90 sales ramp-up programs

​

Marketing & Lead Generation Strategy

  • Evaluation of lead sources and conversion tracking

  • Partnership with digital marketing team for aligned messaging

  • Events, campaigns, and outreach tactics tailored to local market

  • Print and digital collateral design (rack cards, flyers, tour folders)

  • Custom campaign landing pages and call tracking setup

​

Senior Computer Class
House Viewing

Lease-Up & Opening Support

  • ​Pre-opening timeline creation and execution support

  • Waitlist development and pre-sales strategy

  • Early move-in planning and revenue forecasting

  • Grand opening event planning and marketing integration

  • Sales and operations alignment strategy

​

Executive Strategy & Occupancy Coaching

  • Occupancy audits with root-cause analysis and market study review​

  • Competitive positioning and pricing strategies

  • Weekly consulting sessions with leadership teams

  • Culture-building through sales accountability and team engagement

  • Performance dashboards and quarterly review sessions

​

shutterstock_2366714717.jpg
bottom of page