Tag: Takeaways

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.

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.

This week, we’re pleased to present a guest post by Lynn Perugini, director of sales and marketing at Meadowood At Home, a Continuing Care at Home (CCaH) program that is affiliated with the Meadowood Life Plan Community in Worcester, Pennsylvania.

For over 20 years, Lynn has provided exceptional service to senior communities and their residents. She’s an expert at giving sales and marketing presentations, and when COVID-19 closed the country down, she embraced virtual seminars immediately.

Today, I’d like to share some practical, common-sense tips for giving virtual presentations. These tips engage viewers and lead them to the next step in the sales cycle.

1. Prepare, Prepare, Prepare. My biggest tip would be to prepare. The presentation part of it is all of it. Practice your presentation several times before you actually give it. (My family sat through at least four trial runs before I actually gave my first virtual presentation.)
2. Set the stage. Consider the background you’re sitting in front of, the level of your camera, what’s around your computer. It’s like a stage show, and all the elements are part of a set. The details need to be right.
3. Remember Camera Etiquette 101. My coworkers laugh, but I even do my makeup differently when I’m going to be on camera. Here are some other tips to help you make that on-camera connection with the audience:
   • Remember to smile—the audience can see you!
   • Use your hands as if you were talking to a friend
   • Wear a bright color (and especially, don’t wear black if you have a black chair, or you’ll appear as a disembodied head)
   • Wear a headset to signal that you’re connected to the video
   • Make sure that your head and shoulders fill the screen
   • Introduce yourself on camera at the beginning, then turn the camera off, so the audience can focus on the presentation
   • Engage the right monitor (if you have more than one monitor, make sure that the right one is engaged; if you don’t, you’ll be showing people your desktop instead of your presentation)
4. Experiment with platforms. My favorite platform is GoToWebinar. I’ve tried Teams and Zoom, but I like GoToWebinar, because it’s easy for my audience of seniors to use. It’s as easy as one click; they don’t have to set up an account, and they don’t have people calling or emailing them. (Many of them are concerned about security.)
5. Connect the phone audio. In the demographic I work with, many people have older computers that don’t work well. Now my invitation says, “Click here to see the presentation. Call this number if you don’t have a speaker on your computer.” Give your audience more than one way to experience your presentation.
6. Help your audience through the process. Younger seniors are computer-savvy, but the folks over 80 may struggle. If they need help, I walk them through the process, and show them how they can easily get online. That drives registration. I’ve even had people call me for help five or ten minutes before the presentation.
7. Make the presentation visually interesting. Avoid using a logo that sits on the screen. Add motion and life, like animating bullet points. That keeps the audience’s attention and acts as a prompt, so you can speak to each item as it flies onto the screen. You can also invite a guest speaker to add interest.
8. Mix up the topics. Switch out your presentations and target them to difference audiences. (I change my presentations to target residents who live in 55-and-older communities, people who are interested in long-term care insurance and others.) The world at large has been doing these virtual presentations for four months, and audiences are getting burnt out. We’re all inundated with requests for webinars. And now that the weather is nice, it’s going to be even harder to get people’s attention, so variety is important
9. Know that live and virtual are totally different. My online presentation is 100 percent different than my live presentation. In the live presentation, the PowerPoint is just a backdrop. In the virtual presentation, the focus is on the slides—the information has to be clear, easy to understand and attention-grabbing.
10. Avoid too much touchy-feely. During COVID-19, people tend to make virtual presentations too emotional. Don’t show 50 slides of people wearing masks. Too much loses people, unless it’s as a background or a quick mention. I try to focus on relevant data—pricing, statistics and how people are using my program.
11. Watch other virtual presentations for ideas. I made sure I sat in on at least four or five other, similar presentations; I picked out things that did and didn’t work. For example, one presenter overdid the polling feature—it was a good idea, it just took an agonizingly long time. That experience taught me that it’s best to do a quick poll at the beginning or end. 
12. Follow up afterward. I send a separate email thanking the audience members for joining the webinar. I also provide them with the financial slides I presented. And I send a link to a New York Times article about Continuing Care at Home programs. When I send that, I tend to get a lot of reply emails.
13. Make a virtual event a segue to a live event. At a live event, I can read the audience much better, and they can get to know me as well. At the end of my webinar, I encourage the audience to attend an upcoming live seminar (when it’s up and running). It’s a different level of commitment when people come to an in-person event. It’s easier to build personal relationships there.

I hope you’ve found these tips helpful. I think it’s a great idea to continue to do virtual presentations, even after COVID-19. People are comfortable with them now. They see them as less of a commitment than a live event. I think I’m always going to do them. They’re a new and useful tool for sales and marketing.

Last week, communities swapped ideas about marketing during challenging times. Varsity partner and WildFig President John Bassounas joined our roundtable to share his thoughts on the importance of using data to drive decisions.

Check out a recap of our discussion below. Please also join us for our next roundtable coming up this week.

Recap of John Bassounas’ discussion on data and analytics:

We believe that:

• The future belongs to organizations that embrace a data-driven approach.
• A comprehensive data strategy is at the core of a winning organization.
• Analytical applications transcend disciplines and drive efficiency across the entire organization.
• First-party data, plus open-source data, has significant potential to transform strategy and drive positive outcomes.

Why be data-driven?

• Consistency
• Longevity
• Awareness
• Responsiveness
• Reason-based decisions
• Dynamic feedback

What are common obstacles to using data?

• Lack of strategy
• Poor objective mapping
• Resource limitations
• Lack of integration—data is in silos
• Poor collaboration
• Technology crisis
• Situational awareness
• Skill deficits
• Organizational culture
• No adaptive response
• Scalability issues
• Institutional bias

Analytics continuum

• Keep things simple—ask what questions need answers, and what data can help provide insight?
• It’s valuable to look at data through a descriptive lens.
• The more forward-looking the question, the more value it has for the organization.

Who is responsible for analyzing the data you collect?

• We have a web partner that does Google Analytics, and a digital marketing person on staff who pulls data. I was also a market analyst, so I do a lot of the analyzing myself, through Enquire. We’re not currently using open-source data.
• Once you collect and analyze the data, it’s important to get it to the right person, and teach them how to act on it/make it actionable.
  • Situational awareness
  • For example, we take fall data and present to a fall committee, which can make the findings actionable and integrate changes seamlessly into day-to-day behavior.
    • Fall data may inform decisions about ramps, bars for walking, needed staff, etc.
    • Frequent fallers may have decreased engagement in wellness programming, and there may be an opportunity to re-engage them.
  • Allows for proactive vs. reactive decision making
• We are in a position to predict the likelihood of a person contracting COVID-19 when they onboard to a community.

If you’re interested in seeing data and analytics examples, or tools that we use, please let us know. We would be happy to share any of the tools and walk you through the process in more detail. This is an opportunity for differentiation, growth and efficiency, and we would love to share more information. Contact John Bassounas directly, at JBassounas@VarsityBranding.com, or contact Derek Dunham at DDunham@VarsityBranding.com.

Join the next sales and marketing roundtable on July 9!

Please join our next roundtable discussion on Thursday, July 9, at noon ET.

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

As more areas open up, communities met virtually for roundtable #14 to discuss this week’s reopenings and answer one another’s questions.

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

Questions from attendees:

What can our resident panel talk about in an upcoming Zoom call?

Ideas discussed:

• Ask residents to share what they’ve been up to on campus (and the fun they’re having)
• Talk about dining and activities
• Discuss safety protocols in place
• Talk about how the administration communicates with residents and keeps them engaged
  • Were you respected as a resident and individual?
  • How did the community try to keep life as normal as possible?
  • Do you have any regrets or wish you were still at home? (Use caution on this one; make sure you know what the resident will say)
• Contrast social engagement vs. social isolation

One participant asked about struggling with visually interacting with prospects since they can’t meet in person. How do residents interact with people? Is a Zoom meeting better than a Zoom webinar platform?

Ideas discussed:

• Webinars are good for larger conferences, and meetings seem to be better for more personal interactions with fewer than 10 to 15 people
• Zoom meetings allow for breakout rooms and more personal conversations
• Strive to book a private Zoom meeting in the days following a presentation to have a more personal conversation

We will explore this topic more in next week’s roundtable.

Join the next roundtable on July 2!

Come kick off the holiday weekend at our next roundtable discussion on Thursday, July 2, at noon ET.

You don’t have to be a client to join — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

Communities in different parts of the country came together last Thursday to share their thoughts and challenges as shutdowns continue. Jackie Stone, VP of sales at Varsity, joined our general discussion to share insights on virtual event topics and processes during social distancing.

Check out the takeaways below. You are also welcome to join our next sales & marketing roundtable, coming up this week.

Jackie leads a discussion on virtual presentations:

• Presentation objectives
  • New lead generation
    • Use the purchased email list and lead base
    • Select universal topics of interest to anyone
    • Ensure that the presentation represents the lifestyle at the community and reinforces the established brand
  • Sales presentation
    • Target the lead base
    • Address common objections
      • “I’m not ready yet.”
      • “I want to stay independent.”
      • “I’ve lived here for 50 years; I don’t know where to start.”
      • “This apartment is so small.”
      • “I don’t want to live with all old people.”
      • “How would I even go about selling my home?”
      • “The economy/stock market is unstable.”
    • Personalize to the prospect
      • Customized to each individual prospect — what he or she values in life and in a community

• Potential presentation topics
  • New lead generation
    • Mindfulness — Putting Your Practice Into Place
    • Healthy Aging: Achieving Wellness in All Dimensions
    • Living a Big Life
    • Dispelling the Myths of Retirement Living
  • Sales presentations
    • Decluttering Your Life to Make Room for Experiences
    • Living a Big Life
    • Bridging the Gap Between “I’m Not Ready Yet” and “I Wish I Had Done This Sooner”
    • Protecting Your Nest Egg
    • Does a Life Plan Community Make Sense for Me?
    • Selling Your Home in a Virtual World
  • Personalizing to the prospect
    • Presentation of the community’s services, amenities, residences and benefits
    • Video walking tour of the community
    • Happy hour Zoom call

• Marketing automation
  • Targeting prospects
    • Email seminar invitation
    • Confirmation and login instructions
    • Resending of seminar invitation to those that did not open the original email
    • Reminder email two days prior to the event
  • Communicating with those who did attend
    • Post-webinar “Thank you for joining us”
    • Survey
    • What other topics might interest you?
    • Schedule a private appointment?
    • Next seminar invitation
  • Communicating with those who did not attend
    • “We missed you” email
  • Schedule a private appointment?
  • Next seminar invitation
• Typical attendance expectations
  • We’ve seen anywhere from 7–10, 25–30 and close to 50, so it can really vary.

Where are you doing to go from here with marketing?

• It depends on your community.
  • Examples:
    • One community is stretched for dollars because of the current bond market.
    • Other communities may have more money to spend, with cancelling in-person marketing events.
  • You may need to move dollars around in your budget. The focus will need to be on engaging prospects in blue sky projects. If you don’t use the money this year, you won’t have it next year! Spend it wisely, and don’t let it go.
  • An AL community in New York has online events/speakers every week. It’s very buttoned up and structured — link to check out: https://inspireseniorliving.com/events.
  • I think we’ll be Zooming for a long time.
  • Follow these virtual call tips.
    • Do a roll call.
    • Ask what participants miss during this time of quarantine. If they say Starbucks, deliver a coffee to their doorstep.

Join the next sales & marketing roundtable on June 4!

We thank everyone for participating, and we invite you to join the next session on Thursday, June 4, at 12 p.m. ET.

You don’t have to be a client to join — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

As social distancing continues, communities came together for roundtable #9 to share their ideas and challenges. Robinson Smith, creative director at Varsity, joined our discussion to share insights on brand-centric messaging during quarantine.

Check out the takeaways below. You are also welcome to join our next sales & marketing roundtable, coming up this week.

Insights from Rob’s discussion on creative messaging:

Rob shared this video, which essentially highlights how painfully similar much of the COVID-19 advertising is.

• Every commercial is exactly the same, with catchphrases like: “uncertain times,” “home” and “together.”
• Brands want to let you know they were there for you in the past, are with you now and will be with you moving forward. While these messages of hope and empathy are important as we move forward, it’s critical not to lose sight of the brands we’ve worked so hard to establish. We need to make sure we’re not abandoning them, especially as normal community marketing will not return for quite some time.
• While all communities want to communicate that they care about the safety of their team members and residents, they also should make sure that they are talking about their BRANDS and are leveraging the messages that they have put out into the marketplace and established over time.
• At Varsity, we talk about branding and brand personalities in terms of archetypes. The caregiver archetype is typically the archetype of industry, so it’s not a long-term solution for individual community branding as we go forward. Communities need to be intentional about expressing their own voices — explorers, magicians, lovers — and make sure that the things that set them apart from competitors are being stated in true, unique and compelling ways.

Join the next sales & marketing roundtable on May 28!

We thank everyone for participating, and we invite you to join the next session on Thursday, May 28, at 12 p.m. ET.

Jackie Stone, Varsity VP of sales, will be joining us for part of the session to share her insights on virtual event topics and processes.

You don’t have to be a client to join — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

Response to our COVID-19 conversations continues to be enthusiastic, so we held Sales & Marketing Roundtable #3 last week. For those who weren’t able to make it,  the high points are below.

We’re gathering for our next virtual discussion this week, and all are invited to attend.

Join the next roundtable on April 16!

We thank everyone for participating, and we invite you to join the next session on Thursday, April 16, at noon ET, for a sales & marketing discussion.

You don’t have to be a client to join the conversation — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

As the clock ticks down to 2020, we look back on another exciting year for the Varsity blog! Here’s a countdown of our five most popular posts for 2019. It’s a grab bag of hot-button topics, from groundbreaking wellness ideas to intergenerational brainstorms.

5. 18-year-old Jumps Into Life at Senior Community

In this interview with out-of-the-box thinker Rosemary Ramsey, she reveals her inspiration for The Victory Lap, a one-of-a-kind program that pairs youth aging out of foster care with senior communities. Read about an intergenerational program that could change senior living.

4. Overheard at LeadingAge TN: What if…

Our VP of Client Services Derek Dunham takes us inside the “what-if” moments of the 2019 LeadingAge TN Annual Meeting & EXPO. Explore “what-if” moments.

3. Disruption in Senior living — Opportunity or Threat?

From shrinking staff to the growing middle market, Derek Dunham disrupts our world with the highlights of the 2019 PAHSA conference. Get disrupted.   

2. 10 Leadership Secrets From LeadingAge PA

This series chronicles the year-long journey of LeadingAge PA’s Fellows in Leadership program. In this post, Brian Mailliard and Sakkara El share what they’ve learned at the halfway mark of their adventure. Learn the secrets of leading well.

1. When It Comes to Wellness, Nothing’s off the Table

Our most-read post of the year was a fascinating conversation between Becky Anhorn, the inspirational wellness director at Meadowood Senior Living, and Rob Smith, Varsity’s creative director. Read about a groundbreaking approach to wellness.

That’s our countdown of top posts for 2019! Stay tuned for more fresh content in 2020, and please contact us if you’d like to do a guest post or be interviewed for an upcoming blog.

Today’s blog is contributed by Kim Lehman, Varsity’s PR Strategist. Kim has more than 25 years of experience developing and implementing public relations campaigns for a diverse roster of clients, including the U.S. Department of Homeland Security, the Ad Council, The Coca-Cola Company, Kohl’s, Johnson & Johnson, Messiah Lifeways, Presby’s Inspired Life and many more.

Kim has placed stories for her clients with top-tier and trade outlets, including Today, Good Morning America, Real Simple, The New York Times, O —The Oprah Magazine, The Philadelphia Inquirer, Business Journals, WSJ, USA Today, 50Plus Life, McKnight’s and Senior Living News, among others.

Today, I’d like to challenge you to ask yourself an important question: Are you telling your organization’s story? Every organization has a story to tell — you just need to find the most impactful way to package it up and deliver it to a broader audience.

Here are some time-tested tips and strategies that have proven effective in telling the stories of my clients’ communities.

Tip 1: Contact the media when you don’t have anything to announce
It’s so important to build relationships with the industry and your local journalists so that when you do need to make an announcement or handle a crisis, you have already made a connection. It can be as easy as sending a quick email or making a phone call to introduce yourself as a resource for future stories.

Tip 2: Know the reporters that cover your market
Learn who covers senior living, then read their articles and follow them on social media. Drop the person a note and say, “I found your article about (TOPIC) interesting because…”  Take it a step forward and share his or her article on your social media channels. Everyone likes a good share!

Tip 3: Attend conferences
Many times, industry journalists are open to learning more about your organization. Book 15-minute one-on-one interviews with these reporters and offer something of value or uniqueness to them. It’s a great way to start building relationships.

Tip 4: Think local
Everyone wants stories in large dailies, but the hyper-local papers are just as important and most often are looking for content.

Tip 5: Spotlight the people that make your community unique
The residents and staff who live and work in your community are what make you truly different. Think about how you can highlight their special qualities in feature stories. Tell these stories through traditional media outlets and share them on your social media channels.

Tip 6: Tap into teachable moments
Look at events that happen throughout the year, such as Older Americans Month in May. Create an editorial calendar to make sure you don’t miss out on times of the year to pitch a story about your community.

Tip 7: Always ask, “What’s the visual?”
If you want coverage for an event, you have to think about what’s going to be visually interesting about it, especially if you want local TV stations to attend your event. Most newspapers and magazines are online too, so think about what the visual is for them, as well. They, too, are looking for video content and photography that can bring a story to life, be shareable and get clicks.

Tip 8: Connect with local universities
If you don’t have money in your budget to hire a professional photographer or videographer, communications departments can connect you with students looking to gain experience.

Tip 9: Think intergenerational
One of our clients hired high school students to help set up residents’ iPads and their mobile phones, download apps, etc. Bringing older adults and high school students together made for a great story!

Tip 10. Have a crisis plan
If there’s any type of incident at your community, it’s really important to have a strategic plan with a designated team in place to execute it. Stay tuned for more about this in an upcoming blog post.

Tip 11: Get social
As traditional media continues to downsize, social media is going to be even more important in your overall communications strategy. It’s important to have a cohesive plan among all of your teams and communities.

Tip 12: Position yourself as an expert
Journalists are always looking for unique stories and fresh perspectives that include new data and research findings. Op Ed pieces, proprietary research and participation in polls are all effective ways to position your community as an expert.

Tip 13: Ask, will the audience care?
Put yourself in the reporter’s shoes. You may think something is really interesting, but not everything is newsworthy.

Tip 14: Take advantage of outside expertise
If you are struggling to uncover your story and tell that story in a meaningful way, then look to hire an agency with a PR strategist. They most likely will have existing relationships with the industry media as well as local market outlets that they can leverage on your behalf. They will be able to assist you with crafting key messaging, media training your spokespeople and pitching your stories to media outlets that matter most to your organization.

Tip 15: Have fun!
Telling your community’s story can be fun — whether you’re throwing an event or sharing a story about a resident who skydives. Incorporate these tips and you’ll be on your way to telling your unique story to the broader community.

Coming in a future Varsity blog: I will share my thoughts on crisis PR.