Tag: occupancy growth

Great events don’t happen by accident. The most effective ones are designed to build relationships, create meaningful engagement and help prospects move forward in their decision-making journey.

That was the focus of a recent discussion on Varsity’s weekly Roundtable, where Leslie Dominguez and Jim Alford of Greystone Communities shared how organizations can use event-based marketing to strengthen prospect connections, support sales efforts and drive occupancy. From educational programs and resident ambassadors to strategic follow-up and targeted events, they offered practical ideas for turning experiences into results. Below are a few Fresh Perspectives from their discussion.

EVENTS WORK BECAUSE THEY FEEL LESS LIKE SALES APPOINTMENTS

Prospects who may avoid a one-on-one sales conversation are often much more comfortable attending a group event first. The most effective events create a relaxed environment where people can begin picturing themselves as part of the community.

RESIDENTS ARE OFTEN THE MOST POWERFUL SALESPEOPLE

Authentic conversations with residents, future residents and even family members consistently build more trust than polished sales presentations. Prospects want to hear directly from people already living the experience.

SMALL, TARGETED EVENTS CAN OUTPERFORM LARGE ONES

Bigger crowds don’t always lead to better results. Some of the most successful events are intimate, highly targeted gatherings built around a specific audience, lifestyle or inventory need that allow for deeper conversations and stronger connections.

THE BEST EVENTS LEAD WITH EDUCATION, NOT SALES

Communities that position themselves as trusted resources through topics like brain health, downsizing or senior living education often build stronger long-term relationships. Low-pressure educational events help prospects feel informed rather than sold to.

RETENTION EVENTS MATTER JUST AS MUCH AS LEAD GENERATION

Future residents on waitlists or in pre-marketing phases need ongoing engagement and reassurance. Consistent communication, varied programming and relationship-building events help keep excitement high and reduce fallout before move-in.

A MARKETING EVENT WITHOUT FOLLOW-UP IS JUST A PARTY

Successful events require intentional strategy before, during and after the event. Clear goals, strong lead tracking, thoughtful seating, personalized follow-up and consistent CRM management are what ultimately turn events into occupancy growth.

—————

This collaborative article features insights from Derek Dunham of Varsity, MaryJane Fitts of Greystone Communities and Cameron Martin of The Highlands at Wyomissing following their presentation at the LeadingAge PA Annual Conference.

—————

Senior living waitlists were originally designed to solve a simple problem: hold future demand until an apartment becomes available. But today’s senior living consumer journey is far more complex than simply adding a name to a list and waiting for the phone to ring.

That’s why more senior living communities are rethinking the traditional waitlist model and moving toward membership-based programs designed to create earlier engagement, stronger emotional connection and more predictable occupancy growth. 

That topic was front and center during a recent presentation at the LeadingAge PA Annual Conference, where Varsity’s Derek Dunham joined MaryJane Fitts of Greystone Communities and Cameron Martin of The Highlands at Wyomissing to discuss how communities can transform passive waitlists into active membership experiences.

WHY TRADITIONAL WAITLISTS ARE FALLING SHORT

The conversation focused on a growing challenge facing senior living sales teams. Traditional waitlists often create long periods of inactivity. Prospects join, disengage and remain emotionally disconnected from the community. Sales teams spend time servicing depositors without always knowing who is truly ready to move. Meanwhile, demand for senior living continues to rise as the 80+ population grows rapidly over the next several decades.

Today’s prospects also move through the decision-making process differently than previous generations. Some are actively planning for a move within the next year. Others may be exploring options years in advance. Treating every prospect exactly the same creates friction for both sales teams and future residents.

THE HIGHLANDS AT WYOMISSING: A MEMBERSHIP MINDSET

The Highlands at Wyomissing offered a real-world case study of how communities can rethink the process. With a current waitlist of roughly 460 prospects and approximately 30 to 35 move-ins annually, the organization sees an opportunity to better align engagement with how prospects actually make decisions today.

Rather than treating every prospect the same, The Highlands is developing a tiered Future Residents Club built around different levels of readiness. The Reserve Club is designed for individuals likely to move within 18 months and includes a larger refundable deposit alongside priority benefits and incentives. The Explorer Club will focus on prospects who may still be three to five years away from moving but want to remain engaged with the community over time.

The organization also hosted focus groups with both current and future residents while developing the program. One key takeaway emerged quickly: simple was better. Prospects wanted clarity around expectations, benefits and next steps rather than overly complicated structures or processes.

BUILDING CONNECTION BEFORE MOVE-IN

The shift reflects a broader understanding of how senior living decisions are made today. Prospects don’t fall in love with floor plans or amenities. They connect emotionally to lifestyle, relationships and community identity. That’s why membership-based programs often include dining experiences, events, lifestyle access, downsizing support and financial planning guidance long before move-in occurs.

The goal is not simply to create more activity. It’s to create more meaningful engagement that shortens decision timelines, improves confidence and strengthens future occupancy pipelines. Communities also benefit operationally through clearer engagement paths, more intentional sales conversations and stronger prioritization of near-term move-ins.

The communities that win in the years ahead will be the ones that build relationships long before a move-in ever happens. Membership-based programs create that opportunity by turning future residents into active participants in community life earlier in the journey. 

Families searching for senior living options often aren’t casually exploring. They’re navigating stress, uncertainty and emotional decision-making after a health event, hospital stay or major life transition. In those moments, trust, speed and guidance matter just as much as care offerings or amenities. That’s why placement partnerships are becoming an increasingly important part of occupancy growth and the overall family experience in senior living.

During Varsity’s weekly Roundtable, Matt Wilson and Lori Crabtree of Next Level Senior Advisors discussed how stronger relationships between senior living communities and placement advisors can create better outcomes for families while also supporting referrals, conversions and long-term occupancy growth. Below are a few Fresh Perspectives from their discussion. 

PLACEMENTS SHOULD BE VIEWED AS A REVENUE STRATEGY, NOT A MARKETING EXPENSE

Even one additional move-in per month can create significant long-term revenue, shifting placement partnerships from a cost discussion to a meaningful occupancy growth strategy.

FAMILIES AREN’T SHOPPING, THEY’RE IN CRISIS MODE

Most families are navigating fear, guilt and time pressure after a health event or hospital stay. Communities that simplify decisions and provide reassurance stand out quickly.

TRUST IS THE TRUE CURRENCY OF REFERRALS

Advisors build their reputation one family at a time. Poor communication, delayed responses or bad family experiences quietly damage referral relationships faster than communities may realize.

THE BEST PARTNERSHIPS ARE BUILT ON TRANSPARENCY AND SPEED

Communities that are upfront about pricing, responsive with communication and easy to work with are the ones advisors consistently recommend first.

SMALL OPERATIONAL CHANGES CAN CREATE BIG REFERRAL GAINS

Simple steps like maintaining updated profiles, assigning one advisor contact and creating a dedicated referral inbox can dramatically improve communication and conversion opportunities.

PERSONALIZATION BEATS VOLUME IN TODAY’S REFERRAL LANDSCAPE

Families don’t want endless lists of options. Advisors who narrow choices down to the best-fit communities create better experiences for families and stronger conversion opportunities for providers.

The senior living market continues to gain momentum, with strong demographic tailwinds, rising occupancy, and growing investor interest shaping a landscape full of opportunity. At the same time, evolving consumer expectations, rising costs, and shifting product preferences are pushing providers to think differently about how they grow, position, and compete.

That dynamic set the stage for Varsity’s weekly Roundtable, where Stuart Jackson, Chief Growth and Strategy Officer at Greystone Communities, shared a forward-looking view of the sector. Below are a few Fresh Perspectives from his discussion.

DEMAND ISN’T THE PROBLEM, SUPPLY IS

Demographics, occupancy growth, and investor interest are all trending up, but new inventory isn’t keeping pace due to construction costs and interest rates, creating a major opportunity gap.

SENIORS HAVE MORE MONEY THAN EXPECTED

Income and wealth levels for 75+ households have outperformed projections, with significant assets tied up in home equity, giving residents more financial capacity than many assume.

PRODUCT MUST MATCH LIFESTYLE EXPECTATIONS

Larger units, residential-style living, and hybrid models are gaining traction because boomers want spaces that feel like home, not traditional senior housing.

AMENITIES DRIVE DECISIONS

Dining, wellness, and lifestyle experiences are no longer “nice to have,” they’re essential. Variety, quality, and social engagement are key differentiators in attracting and retaining residents.

THE CONTINUUM IS EVOLVING

Demand is shifting away from traditional skilled nursing toward assisted living, home care, and aging-in-place models, pushing providers to rethink how care is delivered.

FLEXIBILITY WINS IN DEVELOPMENT

Blending product types, expanding via satellite campuses, and repurposing existing assets are all strategies helping providers grow despite market constraints.

THE REAL BARRIER IS PERCEPTION, NOT READINESS

Boomers feel younger than they are and delay moving, but increasing awareness, especially around social connection, can help drive earlier adoption over time.

In senior living sales, there’s constant pressure to move quickly. Leads need attention, tours need follow-up, pipelines need momentum. But the communities that win aren’t just fast, they’re intentional about building trust at the right moment.

According to data shared by Maggie Seybold, VP of Customer Insights at WelcomeHome, in one of Varsity’s weekly Sales & Marketing Roundtable gatherings, one simple action can dramatically accelerate both trust and timing: a brief executive director follow-up call after a tour. In fact, a personalized three- to four-minute call from the ED can shorten the sales cycle by 60%.

“Fifty percent of families never hear from an executive director post-tour,” said Seybold during her Roundtable presentation. “This is a competitive opportunity just waiting to be seized.”

WelcomeHome’s benchmark data shows that timing plays a critical role in senior living sales follow-up. Communities that reach out within one business day of a tour increase move-in likelihood by 42%. Waiting two days still delivers a 27% lift. After that, engagement drops sharply. In a market where average inquiry-to-move-in conversion hovers around 9%, small improvements in post-tour follow-up can have outsized impact.

So why does an executive director call matter so much?

Because it signals leadership engagement. When a prospect hears from the person overseeing day-to-day operations, it builds credibility and confidence. It reinforces that the community is organized, attentive and personally invested. It also differentiates you from competitors who rely solely on automated follow-up or sales-only outreach.

Even better, the lift isn’t theoretical. Half of the prospects who answer an ED’s call move in within 11 days. That kind of acceleration not only boosts occupancy but also reduces marketing spend and shortens the sales cycle.

FRESH PERSPECTIVE

In today’s senior living sales environment, where lead volume is tighter and connection rates matter more than ever, executive director follow-up is one of the most underutilized growth levers available. And for communities willing to act quickly, it’s a competitive advantage hiding in plain sight.

Find this data and more in WelcomeHome’s Senior Care Insights data platform. Explore their quarterly benchmarks and new 2025 Year in Review here.

Last week, Varsity’s Roundtable was Live from Greystone’s Sales Adventure and featured  John Spooner, Co-CEO of Greystone, and Melissa Heiss, Regional Sales Manager. As guests on Varsity’s weekly Roundtable, John and Melissa shared candid insights on what it takes to build high-performing sales teams and drive sustained interest in today’s increasingly sophisticated senior living market.

From loss aversion and the “invisible cage” of comfort to the power of radical candor and personalized follow-up, the conversation explored how sales and marketing must work together to create real momentum. Below are a few Fresh Perspectives from their discussion.

LOSS AVERSION IS THE REAL COMPETITOR

Prospects aren’t just comparing communities. They’re weighing the certainty of today against the uncertainty of tomorrow. Understanding that people fear loss more than they value gain changes how we guide the conversation.

COMFORT IS THE INVISIBLE CAGE

Whether it’s a prospect resisting a move or a salesperson avoiding a tough question, comfort can quietly stall progress. Growth requires stepping outside routines before you’re forced to.

VALUE PROPOSITION IS PERSONAL, NOT UNIVERSAL

“We’ve been here 40 years” isn’t a value proposition. It’s a credential. The real work is discovering what matters to that specific prospect and aligning the message accordingly.

PRICE IS THE OBJECTION WHEN VALUE IS UNCLEAR

When we fail to connect personally relevant value, prospects default to cost. Incentives don’t replace value — they accelerate decisions once value is established.

HOSPITALITY OUTSHINES CURB APPEAL 

Landscaping matters. But energy matters more. When prospects walk in and see life happening — yoga, lectures, happy hour — they experience betterment, not just amenities.

MARK UP THE BROCHURE

Pristine collateral gets forgotten. Personalized collateral gets remembered. Circle the floor plan. Highlight the poker club. Write notes in the margins. When they pick it up weeks later, it should feel like it was made just for them.

SUSTAINED INTEREST REQUIRES INTENTIONALITY

Prospects don’t go cold. They get distracted. Breaking through requires personalization, timely follow-up and tactical persistence — from “collateral mutilation” to the Golden Email.

RADICAL CANDOR BUILDS TRUST

Seniors don’t need scripted softness. They respond to adult-to-adult conversations that are honest, direct and aligned around next steps.

MARKETING AND SALES SHOULD PUSH EACH OTHER

Innovation doesn’t happen in comfort zones. Marketing should challenge sales with smarter strategies. Sales should challenge themselves to execute better. Momentum happens when both sides lean in.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Growth in senior living isn’t being held back by a lack of technology, it’s being strained by how that technology is used. As automation accelerates, many organizations are discovering that more outreach doesn’t automatically lead to more trust, more engagement or more move-ins. The real challenge is learning how to balance speed and scale with empathy, intention and human connection.

That tension was at the center of Varsity’s weekly Roundtable, which featured Lucas Hayes, founder and former President and CEO of Enquire. Drawing from his experience building one of the most widely adopted CRM and engagement platforms in senior living, Lucas shared why today’s growth strategies must shift from volume-driven tactics to trust-centered conversations. Below are a few Fresh Perspectives from his discussion.

THE REAL GROWTH PARADOX IS TOO MUCH AUTOMATION, NOT TOO LITTLE

AI has accelerated outreach, but more messages, more emails and more calls don’t translate to more move-ins. Excessive automation creates digital noise that overwhelms prospects at the exact moment they need clarity, calm and human reassurance.

AN INQUIRY IS A TRUST EVENT, NOT A LEAD EVENT

Most prospects reach out during moments of fear, guilt, health decline or caregiver burnout. That first interaction isn’t about speed or scripting, it’s about earning trust when emotions are high and decisions feel heavy.

INTENTIONAL CONVERSATIONS OUTPERFORM HIGH CALL VOLUME EVERY TIME

“Spray and pray” outreach has proven ineffective in senior living. Fewer, better conversations rooted in listening, personalization and curiosity create stronger momentum than aggressive call frequency or scripted pitching.

THE PHONE IS COMING BACK, BUT NOT THE WAY IT USED TO

Voice engagement is regaining importance because it signals real commitment and care. The future isn’t AI-powered robo-calls, it’s human conversations supported by automation that handles transcription, follow-ups and CRM documentation behind the scenes.

FACE-TO-FACE STILL CLOSES, BUT EMOTION DOES THE SELLING

Digital research and phone calls set the stage, but in-person tours remain the highest-converting step. Tours should be treated as emotional experiences that provide peace of mind, not feature-driven walkthroughs of amenities.

THE MOST IMPORTANT SALES METRICS ARE HARDER TO MEASURE, BUT MATTER MORE

Speed and volume still have value, but quality, clarity and anxiety reduction are what truly move prospects forward. Rethinking incentives around these person-centered outcomes is essential in a more human-centered sales era.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

In senior living sales, the real work doesn’t end when the tour does — it begins. Families often leave communities feeling hopeful yet overwhelmed, facing a mix of emotions, logistics, and uncertainty about what comes next. Turning that uncertainty into clarity requires more than follow-up calls — it takes empathy, guidance, and a genuine commitment to helping families move forward.

That’s the message shared by Kiera DesChamps, founder of KD Consulting Group and author of the new book After the Tour, during Varsity’s weekly Roundtable. Drawing on her deep experience helping communities improve occupancy while supporting families through transitions, Kiera discussed how sales teams can transform interest into action through trust, partnership, and hands-on problem-solving.

Below are a few Fresh Perspectives from her discussion.

TURNING INTEREST INTO ACTION STARTS AFTER THE TOUR

The real work begins once prospects leave the community. Families go home to emotional and logistical overwhelm, not disinterest. Sales teams that guide, not just follow up, turn that silence into trust and momentum.

LISTS DON’T CLOSE SALES — SOLUTIONS DO

Every community can hand out a glossy packet, but real differentiation comes from solving problems. Warm introductions, coordinated next steps, and genuine support move families forward faster than information alone.

FOLLOW THE LEADER MODEL

Kiera’s LEADER framework — Listen, Engage, Adapt, Deliver, Execute revenue — shifts sales from scripted outreach to personalized guidance. Adapting and delivering tangible help builds confidence and readiness to move.

PARTNERSHIPS BUILD TRUST AND SCALE IMPACT

A short list of vetted, educated partners acts as an extension of the sales team. These collaborators can provide hands-on help without overloading staff and strengthen the community’s credibility with families.

REPRESENTATION STRENGTHENS CONNECTION

Families feel safer and more confident when they see themselves reflected in the people and partners representing a community. Diversity and authentic relationships create comfort and belonging from the first interaction.

INVEST WHERE IT MATTERS MOST

Rethink incentives. Instead of rent discounts, fund practical help like downsizing assistance or floor plan consultations. These creative investments reduce stress, boost readiness, and show families they’re not alone.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here.