Category: Fresh Perspectives

At our weekly sales and marketing roundtable, aging services expert Scott Townsley, principal of Trilogy Consulting, LLC, joined us to discuss consumer research and other insights related to the pandemic.

Check out the takeaways below. Please also join us for our next roundtable, coming this week.

Highlights from presentation on consumer research by Scott Townsley, Principal, Trilogy Consulting, LLC:

Opportunities are already emerging amid COVID-19—this will change who we are as a field and will change the product. Here are some resources that can be helpful as you deal with this situation.

The End of Competitive Advantage and Seeing Around Corners, two excellent books by Rita Gunther McGrath

• “Inflection point” is a key concept she discusses, which she describes as jerking the steering wheel while driving
• Unfortunately, by the time you recognize an inflection point, it can be too late; for example, discovering that occupancy has dropped from 96% to 80%, and it’s not going back up
• My observation is that skilled nursing is at an inflection point—it was already changing, but the coronavirus has pushed it to this point—and that a portion of it will be forever changed
• Life Plan Communities aren’t at an inflection point yet, but we need to have our eyes wide open

Nonsense: The Power of Not Knowing, by Jamie Holmes

• “While uncertainties can be painful, they are also, by definition, eras of change. They’re destabilizing because they’re a threat to the status quo, which is also precisely why they represent an opportunity for innovative and cultural rebirth.”
• The risk is that we seek information or anecdotes that hint we’re returning to the “way things were” sooner rather than later—rather than seeking actual data
• We can’t look to the past (even January 2020) for clues about the future, because we’re probably going to be wrong; I refer to it as the “perilous backslide to the status quo,” in which we will innately make decisions thinking things will get back to “normal”
• Virtual tours are a great example of how we’ve adapted
• When I first saw a billboard for telemedicine, years ago, I thought, “Who’s going to want telemedicine?” But without it, many people (particularly in skilled nursing) wouldn’t have been able to see their physicians; we went from talking about it to it being a key part of life

Consumer Behavior Survey

We just completed a 1,000-person survey of four market areas in Pennsylvania (southeastern, south-central, west-central and northeast), one in Maryland and one in Delaware.

Too often, we’re talking in anecdotes, but we need to use data that tracks consumer behavior. This is especially risky when talking about the coronavirus.

• Background on the study
  • Participants are 60 to 80 years old; all income groups
  • Conducted last week in July/first week in August
  • Asked approximately 50 questions
  • All telephone conversations (landline and mobile)
  • Allowed us to reach the “essential non-customers”
  • With people at home, it was easier to reach them; they’re still answering their phones
  • Completed 1,000 surveys in five days
• What’s key is that this survey has statistical validity—it provides insight into the thinking of consumers rather than anecdotes

Early on, it was clear that we (as an industry) knew neither the questions to ask nor the answers. Today, there’s more clarity about the former (the questions that we, as an industry, should be asking) and an ability to obtain the answers. Hence this survey.

We asked the question, “How concerned are you about coronavirus in your area?” Seventy-eight percent are very or somewhat concerned about the coronavirus in their area. For those whose adult children are involved in making decisions about retirement living options, that number increases to 87 percent.

It’s also notable that, in this and prior surveys:

• The percentage of people who are concerned about future long-term care needs is typically low
• The percentage of people who are concerned about their ability to afford their retirement is also low
• The percentage of people who are concerned about dementia or Alzheimer’s, for themselves and those they love, is incrementally higher than the other two—but still a fraction of those concerned about the coronavirus

We then assessed the impact of COVID-19 on Senior Living Community (SLC) interest later in the study:

• By and large, every cross-tab is very or less interested due to the coronavirus
  • With respect to SLC interest, there are as many people who are less interested as there are who are more interested—due to the coronavirus
  • Interestingly, people who identify as evangelicals are 17% less interested in senior living communities than the average (due to the coronavirus)
  • There’s still a core of people who remain interested, which may be proving the naysayers wrong, but: (a) it’s too soon to know for sure, and (b) the coronavirus has significantly reduced interest in senior living “congregate”-type options
    • The field could be in jeopardy if the virus stays around
    • The virus has, conversely, also made some people more interested
  • Note: This study won’t be valid six months or a year from now—everything is changing so quickly
  • It’s critical to talk to people who are “the essential non-customers”—those who are living outside the senior living world (and who aren’t on your lists)—to understand who is motivated and why
    • Ask how they feel about congregate living on their overall health and well-being
    • In unprecedented times, we need to rely on information that’s current
  • I was wrong about the recession in 2008–2010—I thought the loss of value in portfolios would have a searing effect on people’s decisions about senior living, much in the way the depression impacted how people spent money
    • This didn’t happen, and the for-profit sector took advantage of that
    • The not-for-profit sector did not jump on it
  • It’s possible that, six months from now, if there’s an effective vaccine, the consumer could forget about this—but it’s also possible that it will stay with them for a long time, perhaps forever
  • It’s important to note that concerns about the coronavirus did not increase the interest in a stay-at-home program (though the percentage of people “very interested” in a stay-at-home program is twice what it is for a senior living community)
  • HJ Sims is soon coming out with a national study that will be fascinating to review; it, hopefully, will include all regions of the country, not just those heavily impacted by COVID-19
  • The secret to success is data analytics, and WildFig (Varsity’s sister firm) is ahead of the curve
  • “You never let a serious crisis go to waste. And what I mean by that: It’s an opportunity to do things you think you could not do before.” – Rahm Emanuel

Please join us for our next roundtable discussion on Thursday, September 17, at noon ET.

For log-in information, please contact DDunham@VarsityBranding.com.

 

Today I’m talking to Joe Gorman, Division President East at Morrison Living. Morrison Living provides culinary, design, wellness and environmental services to 450 clients in 41 states, including some of the most prominent senior living communities in the United States.

How are you keeping things safe at the communities you partner with?

At Continuing Care Retirement Communities, we have an in-depth checklist to make sure that associates are safe; that the environment is clean, sanitized and effective; and that we’re thinking through all the elements so that, when communities are getting ready to restart and reopen, they’re in the best possible situation.

We’re doing some unique things—working with different types of communities that are having challenges. They’re looking for the expertise, help and compassion we can provide.

If they need to make design changes, they can turn to our subject-matter experts. We can also help them as they make labor changes so that they can be both efficient and sensitive to what residents need.

Communities may have had two dining services a day. Now, to keep people socially distanced, they have four or five services, as well as a dining room functioning at 25 to 50 percent capacity. They need resources and tools to manage these challenges. We have a robust restart program that addresses these areas, so no one feels alone.

We’re also getting calls from clients asking, from an environmental perspective, what should we be doing? What about disinfectants? We’re enhancing our environmental teams and restructuring to make sure that we can fulfill the needs of all these communities in various geographic areas.

How does your parent company, Compass Group, help you support your communities?

Compass Group, a best-in-class organization, provides food and support services to millions of people across the globe. They’ve published a guide to helps their 25 business sectors deal with the COVID-19 environment. Called “Stay Safe, Eat Well,” the guide is comprehensive, because it has to address the COVID-19 issue in every sector. It gives us resources, technology, design and wonderful tools that can cross over every sector. One of my favorites is ChefNet, a network of local and celebrity chefs who make virtual appearances at communities. They teach kitchens to lift residents’ spirits and show them how to make exciting new dishes.

How are you restarting and reopening communities?

We have a robust platform: ReSTART + ReNEW. In our industry, as the virus changes, reopening practices have to match the needs of different states and counties, at different times. Our plans have to be flexible in addressing the ever-changing environment. When COVID-19 started, we collaborated with our best subject-matter experts in all categories. We immediately looked at how to handle this situation. Now, we have an in-depth formula that we follow depending on the level of care required.

We’ve reopened multiple communities in the middle of this pandemic. One innovation is at The Templeton of Cary, a brand-new CCRC, where residents are moving in right now. We’re introducing a robot that is helping staff by clearing plates, so employees aren’t handling multiple plates, and they can spend more quality time interacting with residents. Learn more about Penny,  the self-driving robot.

What kinds of design changes are you making?

We have a robust team of culinary innovators and designers. They work with design companies and architects to enact multiple changes. As self-service, with beverages and salad, goes away, for social distancing reasons, we’re coming up with different innovations and platforms to solve those problems. Morrison Living’s team is critical right now. People have to make major decisions in a very short window of time.

You think about the pressure that communities are under right now—what they’ve gone through is unprecedented, unbelievable. We want to give them tools and resources so that they don’t have to feel that they are alone, and that they are getting the help they need.

I started my conversation with Joe Gorman, Division President East at Morrison Living, thinking we would talk about the innovative culinary, wellness, design and environmental initiatives his company is implementing to support its 450 senior living clients across the country during this crisis. I came away realizing that simple human compassion is at the heart of the help Morrison is providing to its communities.

Derek: What are some ways you’re boosting morale at your communities?

Joe: When COVID-19 first began to spike, it was a difficult time for us emotionally, because we partner with a lot of large skilled nursing communities in New York City. What was happening there was devastating. It was a lot of conversations and constantly following up and working with team members. There was so much happening in the industry that was really challenging. We just wanted to know, “How can we help?”

We returned to what we’ve always done here at Morrison Living: We use food to help heal emotionally. My mother used to always say: “Sweetness takes the bitterness away.” I couldn’t agree more. We jumped in and quickly used some of our great programs to boost morale among residents and staff. Here are a few examples:

• Special food themes. We created special ice cream dishes, mocktails and other treats for special days, and handed them out to people. We had an onslaught of great ideas we used, not just to help residents, but to boost employee morale as well.
• Jack and Olive: One innovation we were able to quickly deploy was the Jack and Olive “handcrafted convenience” destination concept. We provided this to the heroes who have been working nonstop through COVID-19. This is an on-the-go concept featuring healthy options, artisan sandwiches and fun salads that are easy for staff to engage with.
• Teaching Kitchen@Home. In this program, our celebrity chefs do live teaching classes in a kitchen, and we stream the classes to residents in their residences. We also have creative folks delivering the ingredients to some of our residents so that they can prepare the dishes as they follow along with the live stream.
• New menus for meal delivery: As community dining rooms shut down during COVID-19, culinarians and corporate chefs had to focus on creating meals you could deliver to residents’ apartments. We helped them think through that process so they could deal with other emotional challenges they were facing.

How can we stay motivated during COVID-19?

This situation is something you never, ever thought you would experience in a lifetime. It just takes an emotional toll. You’ve got to stay motivated and stay cognizant of what’s happening. You’ve got to tap into empathy and a lot of other emotions that you didn’t have to use at this capacity before. It’s a new dynamic; it’s a new way to lead; it’s a new way to learn. So, it’s been very humbling to see the dedication of people in this industry. It’s just overwhelming to experience that. There are no words that can really describe it.

I think one of the best things we did is have open dialogue with team members to give them opportunities to talk about what they were going through. Early on, we had national calls with all our people every week. We not only did that, because we wanted to connect with our teams, but we wanted to make sure that they were okay. One example is Chef Jet, one of our celebrity chefs. He helped by sending out a video shout-out to our New York people.

You’re acknowledging what people are going through, listening to their challenges. Personal phone calls and connections go a long way.

How can we show empathy when we’re wearing masks?

All our associates understand that you’re supposed to greet people with a smile; you can make a difference in someone’s day by being the best part of their day. But physically, since we’re wearing masks, things have changed. That’s why we put together “compassion training”: to get the point across that, when you smile, even if you have a mask on, people can see your smile in your eyes. Whether it’s an associate or a resident or a client you’re smiling back at—these little things make a huge difference.

Can you talk about the power of food to heal during COVID-19?

Food has always been a passion of mine. As a child, I cooked with my aunt and my grandmother. I always found that people connected through food. Early on, I knew that’s what I wanted to do. I started in the sexy, exciting sector of hospitality: restaurants and hotels. But pretty early in my career, I found the senior market. I just fell in love with this environment and have been in it ever since.

The food philosophy that we instill in the people we work with, whatever the cuisine, is that tastes and smells evoke memories. When I taste or smell a dish, I remember when my grandmother made that special recipe, or I learned that certain technique. Our residents experience the same thing, so when they see or taste or smell our food, we’ve created an emotional connection. We have the opportunity to share love through food. That connection is even more important during these challenging times.

Read more about Morrison Living, and what it’s doing to support communities during COVID-19, in an upcoming blog.

 

Last week, at our sales and marketing roundtable, communities shared creative ways to drive move-ins and brainstormed solutions to their biggest reopening challenges.

Dig into the recap below. Please also join us for our next virtual roundtable, coming this week!

 

Please join our next roundtable discussions on Thursday, September 3, and Thursday, September 10, at noon ET.

On September 10, aging services expert Scott Townsley from Trilogy Consulting will be joining us to discuss consumer research and other insights related to the pandemic.

For log-in information, please contact DDunham@VarsityBranding.com.

 

At our weekly sales and marketing roundtable, Varsity team members Cory Lorenz, Media Director, and Cara Stefchak, Senior Social Media Strategist, joined us to share their thoughts on social media and digital media use during the pandemic.

Check out the highlights below. Please also join us for our next sales and marketing roundtable next week!

Thoughts on social media from Cara Stefchak: 

Hello, everyone! Last time I joined you, I talked about content creation and brainstorming around what makes good content and best practices. I wanted to keep it more informal this time. I wanted to address some things I saw in last week’s roundtable—activities that I thought would make great social content.

• Think about how a video tour or other event can be leveraged on social
  • I encourage you to work with whomever is filming and editing to get multiple deliverables out of a project. Engagement falls off at the two-minute mark for Facebook content, and one minute for an Instagram post. Always look at what your video is—how you can slice and dice it in different ways to provide you with legs on social media.
  • Design for sound off. We always encourage people to keep in mind that viewers may have their sound off. If someone is narrating the tour, include captions and include your logo early in the video to help communicate your message.
  • Two minutes is the longer end of things. Really, you have probably just a few seconds to get your audience’s attention. With a community tour, you probably have more leeway, but it’s still a good idea to catch their attention in the first few seconds to get them to hang on a little longer.
  • Question: How do you upload a longer video?
    • Answer: If you upload a video that is longer than one minute to Instagram, it will prompt you to go directly to Instagram TV. It will sense that it is too long for the feed, and that it should go to Instagram TV.
  • Question: Can you add captions to an iPhone video? 
    • Answer: You can’t do Instagram Live or Facebook Live with captions—you have to add them post-filming. Facebook has smart captioning, and it might be able to detect your voice, but I would still go back through and make sure everything is correct.

• Virtual events make great social content—whether it’s bingo, or happy hour, or having folks share a meal in their room.
  • Always try to remove as many barriers as possible for participation.
    • Prepare for the event in advance (provide the cards, markers, and step-by-step directions for logging on) to make it as user-friendly as possible.
    • Snap a photo of care packages/prizes outside doors, and share on social media channels. Doing so shows that, even though there’s social distancing, your teams are doing their best to keep residents engaged.

• • Question: Do you keep the activity in small groups of 5 or 6 or a bigger group of 30?  
    • Answer: Smaller might be helpful depending on how much participation you anticipate. You can communicate more easily that way and have more back and forth. When you get in those larger Zoom meetings, it’s hard to jump in and speak up. Smaller breakout groups are definitely a nice idea.
  • Tip: It doesn’t have to be: “We need to do something for social content.”

A lot of things you’re already doing. Ask yourself: What activities do we have that could be nice to capture and share out on social? It’s a smart way to show people that life is going on, and life is still great in the community. It’s always nice when you can share a virtual event. It gives an impression of vitality and vibrancy.

• What virtual events are you doing right now? 
  • We’ve posted some of our activities on Facebook—short programs with people exercising in the courtyard.
  • One community wanted to have a celebrity chef do a cooking demonstration, so they sent ingredients to those who RSVPed. We’re still working on setting it up

• What moments are coming up that you could build an event around?

September 16 is National Play-Doh Day. Maybe artists can create with Play-Doh. It’s an excuse for something fun. There’s never a shortage of those interesting holidays that you’ve never heard of.

Grandparents Day: What a time to highlight intergenerational connections.

Instead of having grandchildren visit, grandparents can make gifts for grandchildren, and they could be delivered.Grandparents can share advice for grandchildren, and it can be shared on social.

• Is anyone addressing COVID concerns directly in social content? If so, what response have you gotten?
  • I follow a lot of clients and I haven’t seen much lately.
  • We’ve been sharing our COVID status and policies via Constant Contact. People are sharing how grateful they are that we are taking care of the community. We’ve been COVID-free since June 1.
  • Have you purposely not put that content on social? No, we just haven’t thought about it, but I guess we also haven’t wanted to brag about being COVID-free because that could change tomorrow.
• Question: A lot of people I know had their Instagram accounts hacked. How can we stop that?
  • Answer: Update your passwords. (Since our personal Instagram is our gateway to community sites, it’s even more important to make that more secure.) Another person said, “I recently had my accounts hacked. There’s a link you can use to report to Facebook that this isn’t you.”

Cory Lorenz presented an Enquire data slide showing recent media trends:

Cory: Social media inquiries are up year to year, and email is up huge. Conversely, direct mail is taking a hit, and out-of-home and paid referrals are way down. We’re curious whether this looks accurate to you for your specific communities. Are you seeing the same trends?

• Internal referrals are down a little, but we’re working on a new testimonial campaign
• We’re getting more leads from the internet and email; direct mail has flattened out.
• We’ve cut way back on direct mail and advertising—it’s expensive in big-city markets. Most of my referrals are coming fromfriends, family and other people who are aware of the community.
• We are getting more internet advertising referrals, and paid professional referrals are down. Since you can’t have events anymore, that’s one reason direct mail is taking such a hit.

Please join our next roundtable discussion on Thursday, August 27, at noon ET.

For log-in information, please contact DDunham@VarsityBranding.com.

 

 

In our most recent sales and marketing roundtable, community marketers shared their recent sales ups and downs as well as some valuable tips for virtual events.

Check out the recap of our discussion below. Please also join us for our next sales and marketing roundtable next week. Details are at the end of the post.

Please join our next roundtable discussion on Thursday, August 20, at noon ET.

Cara Stefchak and Cory Lorenz will join us to discuss social media and digital media usage during the pandemic.

For log-in information, please contact DDunham@VarsityBranding.com.

 

In this guest post, Jill Janes, vice president of sales and marketing at Methodist Retirement Communities (MRC), shares her thoughts on how to market and sell communities during COVID-19.

The current environment is a challenge for salespeople and marketers, but at no point has giving up been an option. It’s the same as facing any other obstacle in the sales process. It’s our job to get around it. That’s what we do. Here are some tips and techniques my sales team is using to overcome the challenges of COVID-19.

1. Stress the Positives of Senior Living

Residents who move to senior living regain ground. They slow down the aging process; they became more social, active and intellectually stimulated. We’ve lost ground during these past four or five months, but I believe 100 percent that our residents are still aging in a superior fashion to those living in their homes right now.

Our residents are enjoying three delicious, nutritious meals, delivered to their doors every day. There are virtual exercise and wellness programs, socially distanced opportunities to engage with others, consistent education about illness prevention, and resources for grocery delivery so that they don’t have to leave their communities. Someone aging in their home doesn’t have any of that. It’s important to stress these benefits during your conversations with prospects.

2. Understand the Shifting Customer Profile

Our customer profile is changing, specifically for independent living sales. Customers were always intrigued by a maintenance-free, worry-free, lock-it-to-leave-on-vacation lifestyle. They found it appealing to get rid of a big, cumbersome house and find a new world of friends and neighbors. That’s no longer our message.

For the youthful senior who would’ve normally been attracted to this lifestyle, they’re pulling back. The ones who are leaning forward are older, more frail; they’re saying, “Oh, you’ve got three meals delivered to the door? You coordinate grocery delivery?” The people who are active and well don’t feel the pressures of the pandemic as much as those who are frail or less mobile, or who have transportation issues.

We’re finding that the people we’re bringing in the front door are coming to us with a genuine need more than ever before. We’ve had lots of sales despite the pandemic, but they’ve shifted; they’re from a need-based group of folks.

As an industry, we must shift our expectations for continued attrition—add shorter lengths of stay at all levels. Residents are aging, and people are coming in frailer than ever.

3. Use Creative Tactics for Keeping Depositors Engaged

To keep depositors interested, we have to change tactics. Normally, the way we sell our community is through experiences—come have lunch with us, meet our residents. The question now is, how do we create ways to bring the experience to depositors when we can’t have them on campus?

What we’re doing is taking the experience to them. We’re giving people opportunities to taste our food by having our chefs make mini-casseroles—or lunches that we’ve boxed up, with yummy desserts—which we take to their homes. Depositors are receiving one meal a week, and getting activity packs with games and puzzles.

At these visits, we’re getting our sales staff in front of depositors to nurture the sale. One sales counselor went to a home and saw that the person needed their lawn mowed. He had it mowed and dropped off a pie with a note; it said, “We wanted you to have a taste of a worry-free lifestyle.”

4. Provide Peace of Mind During Troubling Times

There hasn’t been a single thing since mid-March that has lined up with expectations—everything has been unpredictable and up in the air. The most valuable things we can give back to seniors are a sense of control, security and peace of mind. Potential language to use: “When everything is crazy and unpredictable, it’s nice to have something that you’re in control of.” “It has always been important to plan ahead, but it has never been more critical that you secure a plan for your future—in a community with excellent infection control and quality measures.”

5. Accept Deposits Without a Move-in Date

We’re now accepting risk-free deposits without a move-in date, but we’re telling people that, by the end of the year, we’re going to reassess.

6. Offer Preapproval for Life Care

We’re offering to preapprove candidates for our Life Care Communities right now. If they pass a medical exam and have a health crisis in six months, they’re already approved for Life Care. We may reassess this policy at the end of the year, so this is not forever. People need to take advantage of it while we’re in this unusual situation.

7. Increase Bonuses for Resident Referrals

Most of our traffic and successes are coming from people we have relationships with, through resident referrals and friends of the community. Our residents are saying, “This is wonderful; they’re taking care of us so well.” To thank them for their participation, we’ve dialed up our residential referral bonus an extra $500.

8. Offer Incentives to Sales Staff

We’re adding commissions now too. After their first move-in for the month, for every additional move-in, salespeople will receive $500. This discourages them from letting the deposit linger, and encourages them to cross the finish line.

We hope you found these tips helpful! Read more sales and marketing advice in another guest post by Jill: Using a Blue-Sky Approach to Sell Current Inventory. 

 

 

As communities gathered virtually last week, most people seemed to be feeling frustrated, finding that prospects of late are need-driven. On a positive note, salespeople realized they aren’t alone, and it was comforting to know that others are in the same boat.

Check out the highlights of our discussion below. Please also join us for our next sales and marketing roundtable, coming up next week.

J

Join the next sales and marketing roundtable on August 13!

Please join our next roundtable discussion on Thursday, August 13, at noon ET.

For log-in information, please contact DDunham@VarsityBranding.com.

 

 

At Thursday’s sales and marketing roundtable, communities met virtually to discuss their reopening challenges. Mark Ingram, CEO of SenioROI, joined us to share his thoughts on direct marketing and list procurement in the time of COVID-19.

Check out the recap of our discussion below. Please also join us for our next sales and marketing roundtable, coming up next week.

Today’s guest: Mark Ingram, CEO, SenioROI

SeniorROI has worked in the retirement industry for 20 years and offers a variety of services related to data on senior living. We lived through the 2008 financial crisis, but this is different. This situation will last longer, and it’s already having a different effect on the industry. Some of the creative methods we’re using may stay around after the crisis, but we have to get through this. Here are some tips to connect with prospects:

• Stay productive now, and prepare for what’s next
  • Lessons learned from 2008
    • Stay in front of waiting lists
    • Follow up on leads
    • Mail (mass and personal)
    • Phone calls
    • Curated gift boxes targeted to your prospects (senior-related, COVID-19-related, people whose adult children live far away)—the gifts let people know you’re thinking about them and brighten their day
    • Send a meal from the community to the top 5% of the database
    • Use time wisely to capture the leads that are ready!

• What can you do right now?
  • Harness the power of your CRM. Clean up your internal database. Determine how many of your leads have moved to a competitor, how many are deceased and how many have moved out of the target market. (In case of a death, append the spouse’s name—it could trigger a buying behavior.)
  • Append demographics. You can do a reverse-append from email, and/or mobile, to get the postal data 50 or 60% of the time. If you have the postal data, you can append home equity, age, financial information, spouse’s name and age, or third person in home. Put the info in your CRM using custom fields—and make sure the sales team knows how to use it. Example: “We’ve got a one-bedroom unit; let’s find all the single females who can afford it.” Think about different scenarios, and get the sales team comfortable with appended data. Once you understand the prospect, it changes the conversation and helps the sales team dramatically.
  • Create a profile of your best prospects. Look at age, financial and geographic information that will help you buy the right list. Once you have the list, you can do direct mail, but it’s not the only thing you can do with a database. When you have the postal addresses, you can match individuals on Facebook. Some of the highest match rates will be through mobile devices and email, but you need a postal address to do that. Once you can match people on Facebook, you can serve them digital ads, through addressable geo-fencing, that go to their phone, laptop and desktop. Note: Addressable geofencing is essentially putting a digital fence around their address and serving ads to devices that are active in that zone. Looking at the database a little differently is extremely important to maximizing its value, or what you get out of it.
  • How many records do you need to create a profile? You need about 300 to 500 records. There are different segments in the profile. One is existing residents, which can go back 2 to 3 years, but the most relevant data is within the last year. Every status code should create a profile—a move-in, a tour, a lost lead.
  • Tips on purchasing a list: When you’re buying data, ask specific questions. Three to 10 percent of the data is outdated the day that you get it—that’s the acceptable percentage in the industry. People have moved out of the market, are deceased, etc. Ask your list provider: How often is the data updated? What compiler is it coming from? There are a ton of sources, some better than others; all have strengths and weaknesses. Some of the best data comes from using a multi-source compiler—that’s what we do. Ask specific questions.

• Direct mail during COVID-19—does it work?
  • It can definitely work and be part of your overall marketing plan:
    • Success story: After a $21,000 spend, a client got the following results: “After cleaning up our database, and appending key demographic and financial data, including email addresses, we identified metrics for a new purchased list for lead generation. This led to a successful webinar series, generating 164 new leads, 5 new sales and 5+ wait-list sales in just two weeks.” – Jeanne La Roe, Marketing Director, Givens Estates 

• Is there a concern with touching mail that comes to the house?
  • We’ve got some research from the Postal Service, and one of the direct marketing associations, that shows there is no evidence of COVID-19 being spread through the mail. Prospects look forward to going to the mailbox—it may be the only thing they’re doing to get out of the house every day
  • Here’s some information on this question:
    • From CBS News
    • From the USPS
    • From the CDC: “There is still a lot that is unknown about COVID-19 and how it spreads. Coronaviruses are thought to be spread most often by respiratory droplets. Although the virus can survive for a short period on some surfaces, it’s unlikely to be spread from domestic or international mail, products or packaging. However, it may be possible that people can get COVID-19 by touching a surface, or object that has the virus on it, and then touching their own mouth, nose, or possibly their eyes, but this is not thought to be the main way the virus spreads.”

• What can you do if people get mail for a deceased loved one and threaten to sue? Each community should keep its own “do not mail” list on file. As these calls come in, address the issues, and provide callers with a link to be removed from lists. Make sure you have that “do not mail/call” list, and make sure your provider is taking people off the list. Deceased suppression should be run every time you send a direct mail. Doing that decreases the chance that you will get a call like that. Most people who aren’t in the retirement industry don’t understand why this is so important.

Please join our next roundtable discussion on Thursday, August 6, at noon ET.

For log-in information, contact DDunham@VarsityBranding.com.

 

Guest post by Sharon Fahrer, Director of Special Events, LeadingAge PA

We’re excited to present the 2020 LeadingAge PA Annual Conference + EXPO on August 19–21. Our goal is to make the virtual experience every bit as interesting and exciting as the live event! You’ll experience much of what our attendees have come to love about our live conference—plus a few surprises!

From the moment you (virtually) walk into the lobby of the three-dimensional conference, you’ll feel like you’re physically there. You can explore the EXPO exhibits, attend educational sessions, catch keynote speaker Colette Carlson and even network with colleagues. As in past years, the highlight of day one will be the LeadingAge PA Distinguished Service Awards.

Advantages of attending the conference virtually:

• If you’re among the first 500 people to register, you’ll receive an exhibitor box with carefully selected goodies, including gift cards to cover the cost of lunches attendees are usually provided at Hershey
• You’ll save time and money on travel: no hotel stay, no gas, no car rental, no traffic!
• Registration rates are discounted as we’re sensitive to many of our members being under COVID-related financial stress
• People who usually wouldn’t have the opportunity to physically attend will find it easier to participate

Why we decided on a virtual conference

We were in the final stages of planning our live conference when COVID-19 hit. We decided to go virtual when it became clear we needed to pivot in order to protect our members.  As their well-being comes first, there was no way we could encourage people in the senior living industry to gather and put their safety, or the safety of their residents, at risk.

Finding a virtual platform that feels real

As we pivoted, we concentrated on finding the best virtual platform. We were fortunate that LeadingAge National was also starting a search. We selected the same platform. We chose an engaging system, with three-dimensional elements and cool features, so that you feel as close as possible to being at a live conference. When you enter the conference, it’s not like looking at a flat screen; there’s a three-dimensional building with different activities going on in the lobby. 

The EXPO Hall
Each exhibitor will have a booth. Visitors can chat with staff in real time, access their resources and set appointments. In addition to dedicated hours for the EXPO, you’ll be allowed 24/7 access to booths.

Networking opportunities

You can see who’s online at any given time, so you can connect with them via live video chat. It’s like being at our live conference, seeing a colleague in a hallway, and starting a conversation—only, it’s virtual.

General Sessions

Complementing three days of education sessions will be two general sessions:

• Colette Carlson, human behavior expert – Keynote Speaker

Carlson’s topic will be, “Many Communicate, Few Connect.” Her engaging, energetic and upbeat presentation style is just what attendees need right now.

• Rachel Levine, Secretary of Health for the Commonwealth of Pennsylvania

Dr. Levine will speak about Pennsylvania’s response to COVID-19 and answer attendees’ questions. You’ll have the opportunity to submit your questions and make your voice heard.

Tips to get the most out of the conference

Approach it as if you were attending in person. Block the time off on your online calendar. Close down other applications, and try to focus. The conference will include breaks and the days will end early so that you can work as needed.

Just a reminder: LeadingAge PA is here to help you during COVID-19, offering:

• A weekly member update call with President and CEO Adam Marles
• A community lounge where members can ask questions and communicate with other members about how they’re handling issues
• Resources and tools on the dedicated LeadingAge PA COVID-19 webpage

If you haven’t registered yet, I urge you to attend the 2020 LeadingAge PA Annual Conference + EXPO: Virtual Experience. Hurry to receive the free exhibitor box full of goodies for only the first 500 registrants.  Have a great time!

Questions? Contact LeadingAge PA at (800) 545-2270 or (717) 763-5724.