Tag: Sales

This article by Seth Anthony, Chief Revenue Officer at LW Consulting, Inc., was originally published at LW-consult.com and is reprinted here with permission.

Let’s be honest with ourselves.

For years, many organizations have viewed having a comprehensive compliance program as “check the box” activity. If there was a binder on the shelf labeled “Compliance Program,” then organizational leadership felt like they were covered.

Then, along came the role of Compliance Officer, and it became that person’s issue. Except, the comprehensive compliance program was one problem among many. While the compliance officer was busy putting out fires, programs moldered on shelves, with few tangible updates. Meanwhile, compliance requirements grew exponentially, with little opportunity for corporate leadership to integrate those changes into their daily operations in a holistic way.

Then, there was the pandemic. Businesses went from “firefighting” compliance into full operational triage. Now, as the pandemic fades, the Centers for Medicare & Medicaid Services (CMS), the Department of Health and Human Services (HHS), Office of the Inspector General (OIG) and the Department of Justice (DOJ),  are getting serious about enforcing compliance failures.

And they are going to hold you personally responsible.

In the September 15, 2022 policy revision, DOJ made substantial changes relating to personal accountability, outside monitors, misconduct, voluntary disclosures, and expectations around the integration of compliance into the culture of an organization. Deputy Attorney General Lisa Monaco made it very clear that a new era of “personal accountability” has dawned at the DOJ by stating, “[R]esourcing a compliance department is not enough; it must also be backed by, and integrated into, a corporate culture that rejects wrongdoing for the sake of profit.”

That is certainly some tough talk! But what should it mean to operators and leaders, especially those working in healthcare settings?

DOJ has said that when bringing a criminal complaint, their agents will consider a broad range of issues, including reward and compensation metrics tied to compliance, the imposition of financial sanctions for compliance failures, and the role leaders play in allowing those failures to occur. Active participation is no longer the key issue; passivity or inaction will likely be just as damning evidence going forward.

What’s a provider to do?

The answer is simple. Pick up that Compliance Program binder and get to work!

DOJ shared that an effective, updated, and independently reviewed compliance plan is the best strategy to ward off misconduct and such a plan will likely be considered if a compliance breach comes before DOJ officials. If your plan does not include actionable compliance incentives, such as those tied to compensation, promotion, and hiring practices, you are likely already behind the proverbial “8 Ball.”

Ethical behavior and compliance are no longer a “corporate” problem. It’s a “you” problem. Your career may be on the line for compliance failures if you do not take an active role, right now, in making sure your programs are comprehensive, effective, implemented, and enforced.

Is your Compliance Program up to date, or do you need assistance with reviewing your Compliance Program? Contact one of the experts at LW Consulting to learn more about how they can help.

 

 

 

Senior living communities typically collect hundreds of data points on each prospect throughout the sales process. This data is used by sales counselors to inform their strategy and interactions with the prospect. Once the sales process is complete, all of this valuable data sits unused in the customer relationship management system (CRM), benefitting nobody.

Alternatively, you can use your historical data to uncover new insights and guide sales strategies. Rather than relying on anecdotal evidence and gut feelings, your own data can give you a clear picture of which factors really matter in the sales process. A few examples of the questions you can answer are:

• How many phone calls does it take, on average, for a prospect to convert?
• Which market sources have the highest conversion rate?
• How many days does it typically take to go from initial inquiry to deposit?
• How frequently should we reach out to a prospect if we haven’t heard from him or her?
• What is the relative value of each interaction? (For example, are calls more impactful than emails?)

Solutions

At WildFig, we work with our senior living partners to develop data-driven prospect scoring solutions to help answer these questions. In simple terms, all of this data is passed through a statistical model that weighs things such as the interactions with a prospect, their market source, their demographic information, and whether or not they become a resident. This outputs an effective, unbiased picture of how important each of the factors is in securing a conversion. Each version is a custom to each organization, so the insights are unique and tailored to each community.

Looking Ahead

Once you begin using data to get a clear look at past performance, the next step is to incorporate the findings into your sales process and impact future behavior. For example, if phone calls tend to have a high impact for your community, it may be smart to take the time to reach out and initiate that conversation rather than sending a text message or email. Further, if you find that getting a prospect to visit your campus makes them 8x more likely to choose your community, it would be prudent to evolve your sales process to encourage campus visits early and often. As behaviors change, the data will also change, which will in turn will require behaviors to change again! This continuous cycle of analyzing and adapting to what the data shows is how organizations can stay ahead of the curve. While this may sound daunting from a management perspective, the model will continuously update as new information comes in, and will show you what is most important.

For more information on the benefits of a data-driven prospect scoring solution and how to put your own data to use, please contact Dr. Kevin Purcell, Chief Data Scientist of WildFig, at .

 

At last week’s Sales & Marketing Roundtable, we had a very special guest. We celebrated Martha B.’s 105th birthday! Martha has been an independent living resident of Parkway Village in Little Rock, Arkansas, for over 17 years.

After we sang Happy Birthday to her, Martha shared her perspective on life at a senior living community, her fondest memories, and some wise words on how to live a vibrant life, no matter your age.

Here are some questions Martha answered from participants, who were participating virtually everywhere on zoom.

What’s your favorite thing about being 105?
“I like to watch my grandkids and great-grandkids. It’s fun to watch them and see what they do. I have seven total grandchildren, and three are married now. I like to play bridge. But my big problem is being able to see, so I can’t do that as much any longer. Getting around is harder, too, but I always make it to bingo.”

What is the secret of staying so young and vibrant?”
“Well, I’ve always been active. I was always active in organizations at church. I knew the local high school principal well. After my children were grown, I went to work over there as a secretary for 22 years. Then, my husband had a small business and I kept the books. So, I did two or three jobs over the years and kept real active. I play bridge a lot, and I’ve always loved knitting and embroidery. After I retired, I did a lot of that.”

What’s the biggest change you’ve seen over the course of your life?”
“I’ve seen the invention of radios, TV, cars — my first car was a Ford that my dad had to crank in the front to go forward! That was the first car I can remember.  I’ve also seen a lot of change in home appliances. I didn’t have a washing machine or a dryer growing up, and those kinds of things are wonderful to have around the house.”

Do you have any fond memories of the last 105 years you would like to share?
“I have just enjoyed my life. I’ve always gone to Sunday school and church, and I’ve always stayed involved there. I love knitting, I do a lot of that at church. I play lots of bridge, and they say that’s very good for your mind. And I try to play bingo! When I moved here, I was very active and knew everybody and enjoyed all of the activities. Nowadays, things have slowed down because I can’t see as well, but I would still be doing everything if I could.”

What is the biggest historical event that stands out to you in the 105 years you’ve lived?
“Oh, goodness. It’s hard to think of one … I watched our church burn. I lived close enough to see the smoke. When I went over with my family, I saw it burning. That was ‘history’ to me.”

What is life like there at Parkway Village?
“It’s great, they’ve really taken care of me here. It’s been a perfect place for me. I moved here after I developed macular degeneration and I could no longer drive, so my son said I needed to be somewhere with people. Since I moved here, everyone has been wonderful to me. We have excellent security. The maintenance team comes as soon as you call. I have a housekeeper who comes to my apartment once a week, but other than that, I take care of myself and live independently. And I hope I can keep doing so!”

Do you have any advice for us on helping people make the decision to move to a community?
“People always say, ‘I’m not ready.’ But what I try to tell them is, ‘You will never be ready.’ But you just have to pick up and move. My son is a psychiatrist, and he made sure I left home, because I wouldn’t have been able to get along when I couldn’t drive anymore. So, you need to move somewhere to be with others. I think a lot of people wait until it’s too late.”

Is there anything else you’d like to share?
“I wanted to mention that Boston University has contacted me. They do work for a lot of senior organizations. They asked me to volunteer for their Alzheimer’s research, so I’m working for them. They have a number of people in my age group in the process of testing.”

Happy birthday to Martha! We are so grateful that you were able to join us on the roundtable today. You are a testament to all we do!

Please join our weekly Sales & Marketing Roundtables on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

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During the past quarter of the Varsity virtual roundtables, some common themes, challenges and frustrations seemed to come up over and over with our participants across the country. Here are some of the solutions they gave during our weekly brainstorming sessions.

l. How do you address staffing issues?

Many participants say staffing is a huge issue. “We have only been able to staff half the number of people that we actually need,” said one marketer. “It’s been very, very difficult to hire more people.”

      Solutions:

• Adjust compensation/provide sign-on bonuses

“Our staffing issues seem to be getting better slowly,” said one participant. “We’ve adjusted compensation to meet demand.”

• Brainstorm new tactics

“We have a task force that meets biweekly, and we’ve brainstormed new ways to recruit and retain,” said a marketer. “We’ve implemented gestures such as pizza parties and other events to show our appreciation to our employees.”

• Recruit displaced food service workers

“One organization recruited by going after the displaced and unhappy food service workers and housekeepers from the service sector,” shared Seth Anthony of LW Consulting. “Their ad was basically: ‘Do you want steady hours and benefits that you’re not getting at the restaurant? Come work in senior living!’ They actually managed to really backfill a lot of their staff by using that message and hammering it home.”

• Provide transportation

“I knew a place that offered employee transportation, where the routes were mapped in tandem with their staffing needs,” said a participant. “They provided the transport in urban areas, which allowed them to hire people who they would not have reached otherwise.”

• Plan innovative career fairs

“I saw somebody who did a career fair with a food truck,” shared another marketer. “I thought that it was creative and fun to combine the two events.”

• Get on TikTok

“We have a few employees at our building who graduated from dining services to becoming CNAs,” shared a participant. “They noted that being on TikTok is ideal for reaching the younger demographic.”

2. Should you put pricing on your website?

“We have put all of our pricing on our website, everything in detail for all levels of care,” a marketer shared. “We’ve done that for many, many years, and none of our competition around here has any of their pricing on the web — other than they have a ‘starting at’ or a basic range. We constantly hear from people that come in to see us that say, ‘I’m so glad you have that on your website because I knew exactly what I was getting into when I came here.’”

“I always use the analogy of when you’re going to a restaurant and you Google them, you look at the menu and they have no prices, you’re probably not going to go there,” shared another marketer. “You’re probably going to just move on until someone’s a little more transparent.”

3. How do you handle events in a changing COVID-19 landscape?

“If you have the ability to hold events in person, you may be able to offer hybrid options if people are still sensitive to the COVID-19 issue, even if regulations say that in person is safe,” shared Derek Dunham.

Another idea? Record the event. “We did a four-part dementia virtual series, and we recorded them,” said a participant from Washington state. “And we just had an email from somebody who couldn’t attend in person. They commented on how nice it was to be able to view the seminar recordings at their own pace.”

4. How do you encourage people to move from their homes when they don’t feel ready?

“I’ve had my directors use the phrase, ‘Beat the clock.’ If someone is reticent, or their body language is closed off, the directors will go into the ‘beat the clock’ conversation,” said a participant from Pennsylvania. “We phrase it as such: that they have to roll the dice, and hope they do ok in the future. We give them the statistics and introduce the gamble of risk and uncertainty.”

“One of our campuses has a ridiculously long waitlist. We initiated this new program called ‘Get Ready to Say Yes,’” shared a marketer in Washington state. “We do meetings with the people on our waitlist, so that when the time comes when we call, they’re prepared to say yes. We’ve had realtors and downsizers come in. It’s a way to engage waitlisters and get them ready to go.”

5. What skill sets do you look for in a sales counselor?

“All of our sales counselors are over 60, in their sixties and seventies,” said a marketer in Washington state. “I think that having the life experience and empathy, and having gone through it with their own parents as hands-on market experience, is so valuable.”

“I agree, I think the biggest deal is with the relationship,” said another participant. “We are very lucky here to have great salespeople with diverse backgrounds. They can learn the product, but you can’t teach that relationship-building aspect.”

“A couple communities I know had luck hiring people who were previously college admission counselors,” shared Seth Anthony. “I think it’s because it’s similar, where they’re selling something big, multi-dollar, kind of intangible, and heavy on their brand that comes with a lifestyle.”

Look for our next monthly roundtable recap in your inbox. Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

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Hello, I’m Jodi Gibble, a sales and marketing consultant with more than 28 years of experience in the senior living sector. As part of Varsity’s sales consulting team, in addition to sales and marketing support, audits and training, I conduct market research and mystery shops. I’ve mystery shopped  in person, via the telephone and on the websites of 60 senior living communities in several states over the past six months.

During my mystery shop tours and calls, I noticed that some no-brainer rules of sales and marketing weren’t always being followed. I shared these insights with participants at the Varsity Sales & Marketing Roundtable.  I’m expanding on that presentation here, in case you’d find such insights helpful as well.

As sales professionals, we all know these basics, but sometimes we need a refresher — or maybe there’s a new team member at your community who could use this advice.

No-brainer rule #1: Pick up the phone.

We all know that first impressions start way before a visitor sets foot on your campus. Your responses to phone calls, emails and website requests are even more important. Many people will not leave a message and will give up if you don’t promptly follow up on their request. However, it was surprising that only one-third of my first phone calls connected with an actual sales counselor.

No-brainer rule #2: Have sales counselors available.

When I called one community on a Monday, I was told the salesperson only works on Tuesday through Saturday and that she would call me the next day. If your sales counselor is off or they are on a tour, ensure that someone can take the phone call or at the very least have someone call the prospect back the same day. I feel that more people will probably want to visit during the week. Having limited hours is a missed opportunity.

No-brainer rule #3: Know your community.

I called several multi-site communities where the calls go to a central call center. The actual person was often unfamiliar with the community, other than rates and levels of care fees. In some cases, they mispronounced the community name, or didn’t know what state it was in! Solution: Make sure to properly brief the call center staff; they should know as much as possible about each individual community.

No-brainer rule #4: Get backup.

In some cases when the sales counselor wasn’t available, the receptionist, concierge or business manager did a great job  answering my questions. The sales counselor followed up later. Make sure there is someone (a backup team) to answer the phone when the salesperson is not available and that he or she knows the basics about the community. Train weekend managers and weekend/evening receptionists on what questions to ask prospects so that they can gather needed information for you to follow up.

In my next post,  I’ll share no-brainer rules for a successful tour and follow-up.

 

One of the most mispronounced words of 2021 is disrupting senior living communities in 2022.

Near the beginning of December, our participants had heard about the Omicron variant, but it wasn’t impacting them much yet. One marketer said, “The last data I heard was yesterday in our area that there were only nine cases of COVID-19 in our hospital, which is the lowest it’s been since the beginning of the pandemic.”

Another participant commented, “Right now we’re preparing for ‘just in case’ mode, making sure our communities and departments have rapid tests and enough PPE.”

Even during the second week of December, the focus was on planning and throwing holiday parties, not on Omicron. One roundtable participant said, “We’re having all kinds of holiday activities, and it has been fun to come together as a community to do this.”

And when we asked if the Omicron variant was an issue? Responses included:  “I haven’t heard a thing” and “not yet.”

The Holiday Gift Nobody Wanted

Later in December, concern began to mount. “We’re getting anxious about the Omicron variant,” said one participant. “We’re asking families to be cautious and test before visiting. We’re reloading on PPE and N95 masks to use in the buildings for a few weeks. We’re trying to keep things safe through this surge.”

A roundtable member in Arkansas commented, “A lot more folks are taking it more seriously. People are masking up more in the community.” A participant in Illinois added:  “There is an uptick in the Omicron variant around here. We’re offering free testing for the community.” From Wisconsin, we heard: “We’re going to get through Christmas and keep moving forward until after the holiday. We held a clinic last week where 75 people got boosted, including both residents and employees. Everyone is nervous about what’s going to happen with the new variant.”

New Year, New Cases

By the end of the month, communities were shutting down New Year’s Eve parties. One couple received a celebration kit complete with filet mignon, a dessert sampler and party hats after the community’s bash was canceled due to an outbreak among the staff.

Now that Varsity has held its first post-holiday roundtable on January 6, the situation has blown up. With Omicron surging, many communities feel like it’s Groundhog Day — they closed, they opened, and now they’re closed again.

One marketer commented, “COVID-19 has definitely hit here for staff as well as our residents, and all of our areas of long-term care as well as independent living. All of our events where we’re bringing people on-site have been canceled at this time. Private appointments or tours are on a case-by-case basis.”

Reports were similar at another community: “We’ve been hit hard with lots of cases of COVID-19. The state has surged in a big way, like everyone. We’re owned by a hospital system and they offered a drive-through testing to the community. 42% tested positive.”

What Are Your Resolutions for 2022? 

With communities across the country dealing with Omicron, one participant said, “I hear a lot of defeat in people’s voices. We can be very grateful for a lot.”

Another marketer commented, “It’s been a challenging time but there is a lot to be thankful for. We have had a really good year and I think we can have that again. I think the pandemic has caused a lot of fear, but I think it’s more about being cautious. Another participant added, “Once people got vaccinated, things got into a bit more normal living. And now it’s taken a big swing back right now. It isn’t going to be like this forever.”

Some roundtable members felt that we’ll get used to it. “Hopefully it will be like the flu in the future and we just get a booster shot, just like the flu has a different variant.” And one last comment: “I think we will just start accepting this new reality for restrictions for safety.”

Let’s all resolve to think positive and support one another in 2022! We’re looking forward to coming together this week. You’re welcome to join our Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email .

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” Those are the words of John Wanamaker (1838–1922), a very successful United States merchant, religious leader and political figure, considered by some to be a pioneer in marketing.

Anyone who is a marketer for senior living communities can relate to that statement. But there is a way to know where your marketing dollars are really going, and it’s by harnessing your data using predictive analytics.

That concept was the focus of a 2021 LeadingAge Conference session, “Predictive Analytics: Connecting Past Performance to Future Success,” a joint presentation by Varsity, its sister agency WildFig Data and Ingleside Senior Living.

“Retirement communities in general are data rich and insight poor,” says John Bassounas, Partner at Varsity. “Sometimes when it comes to analytics and data, people get overwhelmed. Really, at the end of the day our job is to simplify that process and deliver insights that can help communities make better decisions.”

During these challenging times, harnessing your data is especially important. “As an outgrowth of COVID-19,” John says, “everyone is trying to figure out the role of digital — how organizations can establish a competitive advantage. Data is the way to do that.”

A Progressive Partner

Varsity and WildFig have been fortunate to partner with Ingleside, a forward-thinking, multi-site, nonprofit senior living organization located in the Washington, D.C., area. “Data analysis was a leadership initiative at Ingleside,” says John. “It started at the top, and leadership identified data analytics as a key priority for their organization. In doing so, they partnered with us, and we became an extension of their team.”

“This is a visionary client,” agrees Derek Dunham, Vice President Client Services at Varsity. “They have established team members focused on the digital experience in analytics — they see the value in it. They have been an early adopter of data mining and analytics.”

Here are some key takeaways from the LeadingAge presentation based on our work with Ingleside:

1.  Consider all of the digital elements as an ecosystem, not siloed tactics.

“One of the goals here is to make sure that we’re not just looking at isolated tactics. We need to assess the impact of the entire digital ecosystem of paid, owned and earned media,” says Derek.

“From a marketing perspective, understanding the relationship between the various tactics and strategies to the overall program is incredibly valuable, because we want to optimize the plan for the best results.”

“For Ingleside, an important part of the ecosystem is a fresh website that is newly programmed using all the modern tools. Technology is always changing. With a new website, we don’t have to dumb down any of the analytics because the site can plug into analytics and pull data easily.

2. Embrace the process — Each organization is at a different stage with their analytics and modernization journey.

“It’s important for any organization to have the mindset that this is a process,” says Derek. “It’s not going to be a one-off project; it’s a culture. It’s an ongoing initiative that needs to be fed over time. I would say, assess what you have and get going. Taking the first step is important as this process is never ‘done’ — there are always opportunities to refine, test and learn.”

“Some organizations might think, ‘We don’t have all the data we need.’ Others may think, ‘We have too much data.’ Don’t let a lack of data stand in the way of proceeding with initiatives,” John says. “The first thing you need to ask is, ‘What is the question that you want to answer, and how can data make that happen?’”

3. Start with the big questions — Others will emerge.

“Starting with the big questions means, don’t get mired down in the details,” Derek says. “First think about what are the big questions you want to have answered. A question might seem too big initially, but you’ll be able to break it down into smaller questions and put together a manageable process.”

As an example, here are some of the questions that Ingleside wanted to answer:

• How do we reach and maintain 95% occupancy?
• How can we use data to make informed decisions?
• How can we predict future outcomes?
• Should the website be redesigned and merged under one URL?

4. Think not just about outcomes, but about implementation, and how to create a dynamic feedback loop.

“It’s an iterative process, and you’re constantly going to be refining it,” says Derek. “You want to look at the outcomes at a point in time. With this process, you are able to have confidence that you can pull your data at any point in time and get answers.”

Once the loop is established, John says, “We can either look backward at what has happened, or we can look forward to help inform what we’d like to have happen or predict outcomes.”

5. Customize the sales experience through predictive modeling.

“The overall goal of data analytics is to be able to understand the data to provide prospects with a customized experience — making the entire process from a marketing and sales perspective more efficient,” Derek says.

“For organizations like Ingleside, we’re doing that through a predictive modeling tool that does two things — predicts what lead volume will be, and assigns a lead score to every prospect in their database. We’ll be able to map each prospect’s customer journey and know the likelihood of their becoming a depositor at each interaction with the salesperson,” says John. “This map can be generated for every prospect, providing an easily digestible way to monitor the sales process.”

Why is that so important? “We all know that it takes anywhere from 20 to 30 touches for somebody to move in,” says Derek. “The more we can make those touches relevant and purposeful and efficient, the better. Through that process, we also make the salesperson’s time efficient, because they’re dealing with the people who are most predisposed to buying. We’re offering the salesperson better information so they are better able to connect with the right prospects.”

If you’d like the Varsity team to take you through the presentation in more detail, please contact John Bassounas at or Derek Dunham at .

 

This November, many participants in our Thursday roundtables commented that leads are still pouring in. One marketer said, “We’re getting inquiries like crazy.” Another agreed, “It’s been our strongest year in 10 years.”

But even the busiest communities are working hard to capitalize on every lead and plan for the future. While other people were getting ready to pass the potatoes, our participants were passing around both new and tried-and-true sales and marketing approaches that are working for them:

1. Keep resident encounters casual. “We are seeing success with holding more casual events where prospects can mingle with residents versus having a more formal resident panel (which can be viewed as too scripted), so prospects can ask more specific questions about things not being presented here.”

2. Stay in touch. “There are usually about eight to nine articles in the marketing newsletter highlighting all the things we’re doing within the community,” said one participant. “Our sales team says prospects comment on it all the time.”

3. Stop talking, start listening. “People need someone who listens, not somebody who talks,” said a marketer. “I worked with a sales guy who was a master of the art of silence. He’d ask a question, and he’d stop talking. If you can stop talking long enough, the other person will start talking and open up.”

4. Overcome objections. Now that COVID-19 is slowing down, people are back to the classic excuses for not making the move. Here are some comebacks our participants found effective:

Objection: “I’m not ready yet.”

Answer: “I completely understand; however, can I ask what your hesitation is?”

Objection: “Wow, there’s a lot of old people here.”

Answer: “That’s because we take such good care of people, they live to a ripe old age.”

5. Update your floor plans. “We’re filling larger apartments, but it’s the smaller apartments that are harder to sell,” said one marketer. “We’re having work done, taking a wall down to make a bigger living space. People want their kitchen table, they don’t need that second bedroom.”

6. Offer trial stays. “There is a program that a community offers where if they stay one month, they get the second one free. Marketing it that way has been successful for them,” said a participant. “There is also a community that does a Safe & Warm program, which has been very successful for them when offering people to come in and live at the community on a trial basis during the winter months.”

7. Automate insights. “We’re trying to wrap up and create a sense of urgency now, so people move in the beginning of the year,” said one marketer. “We integrated some automated marketing in our database, and that’s really delivered some tangible results from our sales team. It’s giving us insights into our inquires and visits to our websites.

We’d like to leave you with one final thought: Normalize life again. “We need to remind people that there is a life to be lived,” said one participant. Another said, “It’s not entirely business as normal, but the more we act like it is, the better.”

Look for our next monthly roundtable recap in your inbox. Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email 

 

 

 

The treats for senior living communities this October included lots of interest from prospects. The tricky part? Staffing issues and COVID-19-related restrictions made it tough for some organizations to take advantage of the momentum.

The Treats: Lots of Tours, Applications and Deposits 

A participant in Washington state said, “Four of our areas (apartments, memory care, assisted living and duplexes) are all 100% full, and I’m not sure that’s ever been the case.” Another marketer in California agreed that business continues to be strong. “We’re going to have 10 move-ins in October. It’s really exciting to see.”  And there’s good news from Arkansas as well:  “Sales for our new neighborhood are good, with 43 of 53 units sold.”

Communities are also trying creative new tactics for bringing in business. One participant from Wisconsin said, “We’ve been really rocking and rolling. For the first time, we offered a promotion of 10% off the entrance fee to people who sign up now, and we’ve had lots of success with it.”

The Tricks: COVID-19 Restrictions and Staff Shortages

Scary Shutdowns 

Something that could scare off prospects: Communities shutting down to visitors because of local COVID-19 restrictions. One marketer shared, “We’re talking about taking everything online again.” A second participant said, “We’re unable to do events, so it’s frustrating.” And a third marketer added, “I’m seeing more restrictions. It’s sad having to see people tap the brakes.”

In some cities, however, it’s nearly business as usual. One participant from Virginia said, “Our team members are all fully vaccinated — it’s a requirement, and I think that’s helped because a lot of prospects asked that question. We’ve been busy giving tours and adding people to the waiting list.”

Creative Hybrid Events

One way of solving the dilemma when prospects are worried about attending in-person seminars: Hold a hybrid event. “As far as marketing events, we have a hybrid event — in person and on Zoom as well, so people can choose to do either,“ a participant shared.

Industry-Wide Staff Shortages

Staffing shortages continue to be a roadblock to sales. One marketer shared, “We’re getting calls and inquiries, but we don’t have enough staff to keep up with the volume …  we had to turn down seven people last week who wanted to move in!” A participant in Arkansas agreed. “Our nursing home is desperately looking for staff and we’re having a difficult time finding applicants.” Another marketer shared, “This is the #1 thing on everyone’s minds — how will we deal with this?” One final comment: “We have a waitlist that’s two pages long. We don’t have the staff at the higher levels of care to cover all the interest.”

Innovative Solutions for Recruiting Staff

When we asked participants if they’d found any effective methods for recruitment in these challenging times, they shared these creative ideas:

• Drive-through career fairs: “We had another drive-through career fair in August, which was successful. They have been fun and an interesting way to get people onto campus.”
• Diversity and inclusion: “We have a resident committee here working hard at looking at diversity and inclusion.”
• Salary hikes: “The board moved our minimum starting wage to $15 per hour, so some will get up to a 40% raise in November.”
• Using staffing firms: Several firms participated in the recent LeadingAge conference, including: Fusion Medical Staffing, Gale Healthcare Solutions, Hireology, OnShift, Intelycare, Prime Time Healthcare  and ShiftMed.  (Varsity is not endorsing any of these firms; rather, merely providing information.)

Holiday Tactics for Targeting Adult Children

Heading into the holidays, some communities are targeting adult children (but not necessarily with in-person events). One participant shared, “We changed our media messages to target adult children more.” Another marketer said, “We put together a one-sheet guide of tips on how to talk about things with your parents.” A third community published an article in a local magazine about ways to connect with adult children who are raising their kids and caring for their parents as well.

Notes From the 2021 LeadingAge Conference

Held October 24-27 in Atlanta, Georgia, the first LeadingAge conference since COVID-19 had lighter attendance than usual, but some fascinating presentations. The major focus? “Technology, technology, technology,” said Derek Dunham, who attended with his Varsity colleagues. For instance, Amazon launched its new senior living product with an enterprise solution. You can read about it in this Senior Housing News article. Varsity, sister firm WildFig Data and Ingleside also presented a session with a technology focus: “Predictive Analytics: Connecting Past Performance to Future Success.”

Look for our next monthly roundtable recap in your inbox. Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

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Guest post by Andrew Leech, Vice President, Operations Management Services, Greystone Communities

Today Andrew Leech is expanding on some of the ideas he shared in his recent presentation at The Greystone Event 2021, “The Art of the Pivot: Addressing Operational Challenges.”

With all the tragedy that has come with the pandemic, we’ve learned a couple of things. In a 24/7 operation, we never have the opportunity to retool and reopen and reboot. COVID-19 has been awful and terrible for our residents and industry, but one of the positives coming out the other side is the lessons we’ve learned. It would be a real shame to go back to the old normal.

Some of the lessons communities have learned:

• Residents can adopt and use technology far faster than we gave them credit for.
• Society is more open to doing things a little differently now than it did a year-and-a-half ago, so why waste this opportunity to improve and secure the future of our communities?
• In every facet of our operations, now is the time to change.

One caveat: There is a strong regulatory component in what we do, which means some things are not going to change as fast as we’d like them to. Guidelines and restrictions are going to impact our changes.

Here are some areas that I feel communities should be looking at:

Recruiting

We’ve had hiring challenges in health care for many, many years. There has been a nursing shortage and not enough nurses to replace those that left. Now the challenges are even greater, with other industries raising their wages during COVID-19. How are we going to compete for talent with other sectors? How can we help lower costs to help pay for talent? We’ve often pitched how strong our operations were, saying things like: “You would be lucky to come and work for such a fine organization that treats employees well.” In this market, rather than say, “You’d be fortunate to work for us,” it’s a natural shift to say, “We would really love the opportunity to have you be a part of our team.”

We need to change our approach to how we’re recruiting talent in a market this tight. We spend an awful lot of time and money to attract residents and get them through the sales process. We need to start to take some of those funds and have the same vested interest in appealing to employees. Some specific tactics communities can implement:

• Pay for time spent during the screening process
• Make sure your community has a director level position for HR
• Partner with a Professional Employer Organization (PEO)
• Text candidates within five minutes of their application hitting the portal (the younger generation doesn’t read emails)
• Offer seven days on and seven days off in skilled nursing care, or four days of 10-hour shifts — think creatively about how to offer work/life balance.

Retention

We have teams that have been through hell and back during the last 18 months to two years. We need to show them that they’re appreciated for the sacrifices they’ve made. And we also have to be realistic about our expectations for retention: A year for a certified nurse’s aide or a server is actually quite good.

Ideas for retention will vary in every single market. Offering employee meals is a great start — but we can’t just stop there. Here are some other options, many of which are also strong recruitment tools:

• Retention bonuses. We believe that a better approach to bonuses is to space them out and incentivize even further someone’s desire to stay with the company. Part of the bonuses may come at three months, six months, nine months, a year.
• Day care. Some communities are looking at spaces on their properties for day care and figuring how to license and run a center. We’re in the research stages, and I do have leaders of communities telling me that day care would make a huge impact. Having day care on-site simplifies people’s lives. Imagine being able to drop your child right at your workplace and go into your job each day.
• Flexible schedules. Gone are the days that if an employee can’t work weekends, they can’t be a part of your team. Now it can be mutually beneficial to be flexible to meet the needs of each individual. We can give team members the life balance that they’re looking for, and they can provide excellent experiences to the residents.
• Attractive employee lounges and locker rooms. We need to evaluate employee areas and solicit team feedback to determine if they are welcoming.
• Fee structure reviews and involvement of residents. COVID-19 strengthened that desire to help, because folks have very strong ties to members of the staff and their teams. The pandemic made us all re-evaluate what’s important. The residents have realized that their communities are not the same without these amazing team members who are working hard and sacrificing day in and day out. We had actually proposed a rate increase at one of our communities, and one of the members of the resident council came to the director and asked whether that number was going to be sufficient to pay their staff a living wage. He was invested in making sure the staff were well taken care of.

Infection Control

Because of the extra precautions communities have taken during COVID-19, we’ve had tremendous success in keeping the flu at bay this past year. Through tools like visitation restrictions, PPE and social distancing, we’ve shown we can control infections very, very effectively. That’s going to be the expectation moving forward. The challenge is, how do we eliminate the spread of infection, while still having communities that are more open with visitors?

Finding Efficiencies

Here’s an example of how we need to work more efficiently: If you have a housekeeper going to three different floors in a main building, as well as villas and cottages and garden homes, are you sacrificing a lot of time and energy in having that person traveling from place to place? This is now an opportunity to reboot services like housekeeping. Let’s break out the community in a way that is far more efficient for travel time. We’re looking for little opportunities to do things smarter.

Dining Innovations

Before COVID-19, dining in was not heavily utilized — and was not experientially the best. What we did learn during the pandemic was that there’s a way to do it well and inexpensively. We strongly believe, moving forward, that there is going to be demand for in-room dining to augment regular dining. We see this through the success of services like Grubhub, Door Dash and Uber Eats. Customers are looking to have great dining experiences with gourmet food in the comfort of their own homes — and seniors are going to be no different.

Stay Virtual

What we’ve learned from our residents’ eager adoption of technology is that virtual programs will always be in demand. Make sure your community keeps up by continuing to offer them and learning to do them better.

These are just small examples of how the need to change runs throughout the entire operation. It could be that in five to 10 years, our community buses will be driving themselves. Something along those lines is coming, so we’d better be ready.

People are more receptive to new ideas than they have been in years, so let’s take advantage of that opportunity. We don’t want to lose the chance to change and go back to doing things the way we’ve done for years and years and years. However, we also don’t want people to run to their communities with all these ideas and try to cram them all in at once. That’s not going to be successful for them. Each market may have different demands.

Fast and Simple Changes

Our focus is on providing small takeaways that everyone can do something with. For example, when was the last time you did a wage analysis in your market? If it’s a year old, the analysis is highly out of date. If it’s not done in the last 90 days, you can’t trust it.

Those are quick, easy things you can do: reviewing fees, involving residents, reassessing culture, looking for opportunities to be more efficient — those are actions that would be advantageous to any operation. It’s important to do the work to figure out what’s going to be most impactful to your team and operations. Now is the time to start to ask these questions and look into these issues.

A Short Window of Opportunity

You have a window of time to make these changes. You have receptive residents, prospective residents and staff. The trick is, you can’t sit on your hands and not do anything or the window will close. Eventually people will wipe these circumstances from their memories and we’ll continue on like we did before.

Our call to action is: “Please don’t do nothing.” If you do nothing, you’re going to be left behind. You can’t waste this opportunity, and if you do waste it, it will have longstanding effects on the financial health and stability of your community for years to come.

Seeing the Glass Half Full

I’d like to end this on an optimistic note. Should we feel optimistic or pessimistic about the future, knowing all that has happened? I choose to look at this through a positive lens. We have had some teams that went through some extremely difficult, once-in-a-lifetime challenges, and the people who have stuck around have built more stamina and become more capable, more resilient and more optimistic. We now have these folks on our team who have managed through a huge crisis, and they will be able to draw on these experiences should, and when, the next crisis comes along. This is an industry that has been challenged by many, many things, from 9/11 to the Great Recession and now COVID-19. There are always going to be challenges. We need to take away what we excelled in and what we learned during this crisis to help our operations get stronger and more secure in the future. We believe that the future is bright.