NextWave Co

How to handle inbound senior living leads:

Old way:

- Lead alert email arrives in sales director’s inbox
- Sales director calls or emails the lead when they have a spare moment
- 1-2 attempts are made before lead is deemed as “bad” or “unqualified”
- CRM or spreadsheet gets manually updated

New way:

- Lead automatically enters CRM via an integration
- Lead enters a customized follow-up workflow automation &
- Lead is instantly responded to via email and/or SMS
- Tasks are automatically created for follow-up calls to be made at high-response times.
- All interactions are recorded automatically in CRM (with no human error)

What are you doing to handle senior living leads?

The 5 phases of the senior living sales funnel:

- Convert
- Contact
- Qualify
- Tour
- Move-In