Industry Resources

The key to your industry insight.

Account Management Checklist

Account Management Checklist

Intake & Admissions Checklist

Intake and Admissions Checklist

Sales Metrics Pipeline

Sales Metrics Pipeline

Inquiry Call Checklist

Inquiry Call Checklist

Sales Representative Checklist

Sales Representative Checklist

Sales & Marketing Report Card

Sales and Marketing Report Card

Email Templates That Get Results

Email Templates That Get Results

Senior Living Morse Fall Scale

Senior Living Morse Fall Scale

Post-Discharge Follow-Up Worksheet

Post-Discharge Follow-Up Call Worksheet

Pt.05- Cost Per Lead Reporting

Sales & Marketing Best Practices Webinar Series | Part 5: Cost per Lead Reporting

Sales & Marketing Best Practices Webinar Series | Part 4: Goal Management

Pt.03 Discovery Questionnaires

Sales & Marketing Best Practices Webinar Series | Part 3: Discovery Questionnaires

PT.02-Effective Communication Tactics

Sales & Marketing Best Practices Webinar Series | Part 2: Effective Communication Tactics

Pt.01-Assessments & COVID Screening Forms

Sales & Marketing Best Practices Webinar Series | Part 1: Assessments and Covid-19 Screening Forms

Benchmark Report 2019-2020

2019 | 2020 Senior Housing and Post-Acute Sales and Marketing Benchmark Report