Marketing Tips
Affordable Assisted Living in Rural Markets
First visits:
(Be sure and take a handout that shows eligibility and income guidelines)
Area Agency on Aging (do not try to market at case management meetings)
Local DHS Office
Local Hospital (ask to give presentation on affordable assisted living to social workers)
Local Nursing Homes
Home Health Agencies
Other Assisted Living Providers (building reciprocal relationships)
Community Center
Congregate Meal Sites
Physicians’ Offices
As time allows:
Local Churches (information in bulletins or offer to do presentations to seniors)
Funeral Homes
Local Alzheimer’s Association Chapter
Physical Therapy and Occupational Therapy providers
Podiatrists
Beauty Salons
Pharmacies
Any place where seniors gather (for example, Hy-Vee deli for breakfast, McDonald’s for lunch) Give out key chains, magnets and pens/pencils.
Marketing success comes from the inside out:
· Publish monthly newsletter (focus on new residents)
· Conduct monthly resident council meetings
· Offer small recruitment bonuses to residents (can be cash or gifts)
· Make welcome baskets
· Acknowledge birthdays
· Help residents keep external relationships intact
· Have a family event once a month
· Hold a family council at least annually
· Send a note to the physician of your new residents (include a picture)
· Keep track of calls and tours – they are your lifeblood
· Offer a free meal with tours
· Ensure that the director is known and accessible to residents
· Provide in depth training on calls and tours for all staff (amenities and benefits)
· Focus on customer service skills (phone skills, conflict resolution, communication with residents and families)
· Follow-up tour or phone call with personal note from the director
· Send a thank you to referral sources when they send you a client
Lead
¨ Calling for self
¨ Calling on behalf of friend/relative (name):
Relationship of caller to prospect:
Age of prospect:
Name of Caller Date: Time:
Address:
City State Zip
Referral source: ¨ Hospital ¨ Nursing Home ¨ Current Resident
¨ Advertisement ¨ Yellow pages ¨ Professional
¨ Other:
Current living situation
Issues creating a need for AL
What are the current capabilities of the individual in regard to:
Bathing: Dressing: Grooming:
Laundry: Housekeeping: Laundry:
Medications: Incontinence Issues: Meal Prep:
Transportation (how does prospect get what he/she needs?)
Ambulation – ¨ Ambulates independently, without assistive devices
¨ Uses walker ¨ Uses wheelchair
¨ Uses cane ¨ Uses motorized cart
HCBS Elderly Waiver: ¨ Currently enrolled ¨ Applied for ¨ No status
Annual income:
Major health issues:
Tour scheduled: No (reason): Yes (date):
Information packet sent (date):
Follow up:
¨ Personal note sent by Director (date: )
¨ Follow-up call (date: )