Industry Resources

The key to your industry insight.

Inquiry Call Checklist

Inquiry Call Checklist

Sales Representative Checklist

Sales and Marketing Report Card

Sales and Marketing Report Card

Email Templates that Get Results

Email Templates That Get Results

Senior Living Morse Fall Scale

Post-Discharge Follow-up Call 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

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

How Referral Tracking Drives Outcomes in Home Health

2018 | 2019 Senior Housing and Post-Acute Sales and Marketing Benchmark Report

2017 Senior Housing and Post-Acute Sales and Marketing Benchmark Report