Services

04. A la Carte

A la Carte  - Build your own package 

Extensive Competitive Analysis and Area Market Research, Marketing Events Plans, Secret Shopping, Event Planning, Sales Team Training, Short Term Business Development, Community Wide Etiquette & Customer Service Training, CRM Database Training, CRM Database Cleanup

More in depth 

Extensive Competitive Analysis and Area Market Research - We will secret shop your community and your direct competitors to complete an extensive Competitive Analysis  and area market demographics. Community facts, tour performance, building aesthetics descriptions, current census, list of in-direct competitors and list of current and potential referral sources for your community including referring contact name, number and email  All complete reports will also include online and in-person photographs. Competitor brochures will also be mailed to client. Full Report can be sent as a PDF or hard copy. 

Marketing Event Plans -  Work with a consultant to create a year's worth of detailed  Marketing Plans based on your community's monthly budget and receive a list of other sample marketing events and outreach ideas. 

Secret Shopping  -  Want to see how your community performs and presents itself while you are not onsite? We can secret shop your community and complete a full detailed report on building aesthetics, tour performance, hospitality and customer service in person and on the phone, staff behaviors, resident appearances, sales strategies and much more.  

Sales Team Training - A 3 day training conference with your Sales Directors focusing on CRM database, lead process strategies, Follow ups, closing scenarios, role play obstacles, perfecting tours, and outreach ideas. 

Short Term Business Development  - Week by week basis for short term business development. Will visit all current and potential referral sources to develop streams of referrals for your community and providing your community marketing tools such as business cards and brochures and event flyers. Will provide a complete working list of referral sources with detailed contact info for your Sales Director to work from.  

Community Wide Etiquette and Customer Service Training - A consultant will secret shop the community prior to training in person, and secret shop via phone during business hours and after hours and hold a 1 hour community wide training on findings and provide a complete report in PDF or hard copy. 

CRM Database Cleanup - Need help cleaning up prospect leads in CRM Database? Need to designate accurate temps on leads (Hot, Cold Warm)? Have past dues activities on your CRM database?  Our consultants will work your database to schedule tours for your Sales Director, adjust temps, and deactivate on unqualified leads on all prospects to see a more accurate database to work from.  We can change cold leads to make them hot! 

Associate Headshots and Community Photos - 2 hours at the location of your choice.  A variety of poses and up to 3 outfit changes encouraged for a group of 15 people or less. Options of larger groups are available. The best of the edited and retouched available to you via large file download for immediate use in social media and other marketing needs. Community photo options also available. 

Out of the Box Outreach Ideas and Marketing Event Ideas List - 2 lists of a total of over 150 ideas to fill your marketing plans and outreach efforts for a year.  Sold in PDF form. 

Virtual Team Meeting