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Marketing Tips
                      Affordable Assisted Living in Rural Markets
First visits:
(Be sure and take a handout that shows eligibility and income guidelines)

        Area Agency on Aging (do not try to market at case management meetings)
        Local DHS Office
        Local Hospital (ask to give presentation on affordable assisted living to social workers)
        Local Nursing Homes
        Home Health Agencies
        Other Assisted Living Providers (building reciprocal relationships)
        Community Center
        Congregate Meal Sites
        Physicians Offices

As time allows:

        Local Churches (information in bulletins or offer to do presentations to seniors)
        Funeral Homes
        Local Alzheimers Association Chapter
        Physical Therapy and Occupational Therapy providers
        Podiatrists
        Beauty Salons
        Pharmacies
        Any place where seniors gather (for example, Hy-Vee deli for breakfast, McDonalds for lunch)
        Give out key chains, magnets and pens/pencils.

Marketing success comes from the inside out:
    Publish monthly newsletter (focus on new residents)
    Conduct monthly resident council meetings
    Offer small recruitment bonuses to residents (can be cash or gifts)
    Make welcome baskets
    Acknowledge birthdays
    Help residents keep external relationships intact
    Have a family event once a month
    Hold a family council at least annually
    Send a note to the physician of your new residents (include a picture)
    Keep track of calls and tours  they are your lifeblood
    Offer a free meal with tours
    Ensure that the director is known and accessible to residents
    Provide in depth training on calls and tours for all staff (amenities and benefits)
    Focus on customer service skills (phone skills, conflict resolution, communication with residents
       and families)
    Follow-up tour or phone call with personal note from the director
    Send a thank you to referral sources when they send you a client
Name of employee:                                          Date:                        Call
                                                           &                            Tour
                                                           Time:
                                                           of contact                   E-mail
 Lead                                                      (please check type)         Letter
     Calling for self
                                                                                        Other_______
     Calling on behalf of friend/relative (name):
        Relationship of caller to prospect:

 Age of prospect:

 Name of Caller                                           Date:                 Time:

 Address:


 City                                    State                            Zip

 Referral source:  Hospital       Nursing Home                   Current Resident
                   Advertisement  Yellow pages                   Professional
                   Other:

 Current living situation



 Issues creating a need for AL




 What are the current capabilities of the individual in regard to:

 Bathing:                          Dressing:                              Grooming:

 Laundry:                          Housekeeping:                          Laundry:

 Medications:                      Incontinence Issues:                   Meal Prep:

 Transportation (how does prospect get what he/she needs?)

 Ambulation   Ambulates independently, without assistive devices
               Uses walker             Uses wheelchair
               Uses cane               Uses motorized cart

 HCBS Elderly Waiver:  Currently enrolled          Applied for          No status

 Annual income:

 Major health issues:

 Tour scheduled:    No (reason):                           Yes (date):

 Information packet sent (date):
Follow up:

 Personal note sent by Director (date:   )

 Follow-up call (date:                   )
Marketing tips for rural market
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Marketing tips for rural market

  • 1. Marketing Tips Affordable Assisted Living in Rural Markets First visits: (Be sure and take a handout that shows eligibility and income guidelines) Area Agency on Aging (do not try to market at case management meetings) Local DHS Office Local Hospital (ask to give presentation on affordable assisted living to social workers) Local Nursing Homes Home Health Agencies Other Assisted Living Providers (building reciprocal relationships) Community Center Congregate Meal Sites Physicians Offices As time allows: Local Churches (information in bulletins or offer to do presentations to seniors) Funeral Homes Local Alzheimers Association Chapter Physical Therapy and Occupational Therapy providers Podiatrists Beauty Salons Pharmacies Any place where seniors gather (for example, Hy-Vee deli for breakfast, McDonalds for lunch) Give out key chains, magnets and pens/pencils. Marketing success comes from the inside out: Publish monthly newsletter (focus on new residents) Conduct monthly resident council meetings Offer small recruitment bonuses to residents (can be cash or gifts) Make welcome baskets Acknowledge birthdays Help residents keep external relationships intact Have a family event once a month Hold a family council at least annually Send a note to the physician of your new residents (include a picture) Keep track of calls and tours they are your lifeblood Offer a free meal with tours Ensure that the director is known and accessible to residents Provide in depth training on calls and tours for all staff (amenities and benefits) Focus on customer service skills (phone skills, conflict resolution, communication with residents and families) Follow-up tour or phone call with personal note from the director Send a thank you to referral sources when they send you a client
  • 2. Name of employee: Date: Call & Tour Time: of contact E-mail Lead (please check type) Letter Calling for self Other_______ Calling on behalf of friend/relative (name): Relationship of caller to prospect: Age of prospect: Name of Caller Date: Time: Address: City State Zip Referral source: Hospital Nursing Home Current Resident Advertisement Yellow pages Professional Other: Current living situation Issues creating a need for AL What are the current capabilities of the individual in regard to: Bathing: Dressing: Grooming: Laundry: Housekeeping: Laundry: Medications: Incontinence Issues: Meal Prep: Transportation (how does prospect get what he/she needs?) Ambulation Ambulates independently, without assistive devices Uses walker Uses wheelchair Uses cane Uses motorized cart HCBS Elderly Waiver: Currently enrolled Applied for No status Annual income: Major health issues: Tour scheduled: No (reason): Yes (date): Information packet sent (date):
  • 3. Follow up: Personal note sent by Director (date: ) Follow-up call (date: )