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Learn What's Included in Our Bundles

We’ve put great thought into the major pains that are ailing clients in the senior living industry and came up with different bundles to address each pain and provide as much value as possible. Click to learn about our different bundles and what’s included in each bundle. Each includes estimated value and if you click into each, it’ll have a drop-down of the descriptions. 

TourReady™ Basic

We customize your HubSpot portal with smart lead tracking, automated follow-ups, and segmentation to boost contact rates — without lifting a finger.

Includes:

  • Customized Hubspot Portal Setup & Integration with existing website forms
  • Setup of follow-up sequences and proven lead response automations
  • Phone & SMS setup & tracking
  • Adding custom properties for community name, I would like to, type of living, etc
  • Setup lifecycle stages and basic lead scoring
  • Create smart lists for communities, type of living, lifecycle stages, top priority leads

SMS, email, and phone scripts tailored to your brand — so every prospect touchpoint feels consistent, warm, and professional.

Includes:

  • Custom branded SMS, email, and phone scripts
  • Downloadable senior living specific fully-customizable outreach messaging templates (SMS, Email, VM, Phone scripts)
  • 1:1 video call to make live edits with our design team

Fast, repeatable setup for each community. Includes 1:1 onboarding, shared FAQs, and intake docs to go live in 2 hours or less.

Includes:

  • 1:1 Onboarding call with sales directors at each participating community
  • Shared onbboarding checklist and intake form to make the addition of a new community completely seamless. Resulting in a detailed FAQ Document for each community
  • Community onboarding Document for Sales Directors to Reference

We sync your sales directors’ calendars with a tour booking system so prospects only book when your team is available.

Includes:

  • Tour calendar setup and syncing with your sale directors via Calendly for easy tour-booking
  • 1:1 calls with your sales directors to sync their available times

Branded pre-tour reminders, directions, and expectations to boost show-up rates and reduce friction before the visit.

Includes:

  • Delivery of Pre-Tour community info packet that answers basic questions around parking and directions and ensures the highest show-up rate
  • Pre-tour appointment reminders to both sales director and prospect

Monthly dashboards that track contact rates, tours booked, no-shows, and more — broken down by name, date, and channel.

Includes:

  • Automated monthly reports on leads, contact rate, number of tours booked, no-shows, and a detailed list of names and dates of each tour

TourReady™ Plus

Our custom-built integration between your referral leads and our CRM. Doing this will effectively guarantee that you’re the first to respond to leads from APFM and Caring leads before your competition.

Includes:

  • APFM, Caring.com software integration with Hubspot guaranteeing you respond FIRST to referral leads!

Time on the phones each month going back and forth with advisors from the referral lead companies to give updates on the status of the leads

TourReady™ Max

Stop getting double charged for move-ins from APFM or Caring. We check your systems for duplicates and report them before referral partners double bill you. Our partners save 10’s of thousands with this feature!

Includes:

  • We check your referral leads and report on duplicates for you
  • We report duplicates within the time window using the correct channels with APFM and Caring.com

 

Add-Ons

Email, text, and phone scripts customized to your branding so prospects get a consistent brand experience in every interaction

Includes:

  • Delivery of proven sales assets fully customized to your brand (includes brochures, pricing page, and pre-tour info packet)
  • 1:1 video call to make live edits with our design team

Squeeze more out of your existing website and traffic with some simple conversation rate optimizations.

Includes:

  • CRO Audit for more conversions team
  • Implement simple CTAs and conversions (using new sales assets)

An unbiased secret shop and audit of your current lead response. Including results and reports that you can present to your team

Includes:

  • Secret shop conducted on 3+ of you chosen locations
  • 1:1 Call to Review results and diagnose opportunity
  • Customize financial ROI evaluator to present to you team