Marketing
Automation
for Senior Living

Your inbound marketing strategy is focused on attracting your ideal audience to your business using educational, value-driven content. It provides a method for your business to continue personalized conversations with leads after they engage with your content, helping move them through the buyer’s journey from first touch to sales-ready lead.

Marketing automation helps small and growing businesses stay competitive and relevant by creating scalable systems for client acquisition, lead nurturing, and sales follow-up.

For larger businesses, smart automation helps streamline communication and data flow among sales, marketing, and customer service departments, allowing organizations to manage complex customer journeys more efficiently.

In all cases, marketing automation helps your marketing team improve ROI and attribution by targeting the right audience, delivering the message at the right time, and tracking performance across the funnel to ensure budgets are maximized for results. 

There are thousands of marketing and automation tools on the market today. To find the right tool, consider the following:

• Current marketing and sales needs

• Budget and scalability

• Desired functionality such as CRM integration, reporting, segmentation, and personalization

For more on automation tools, we wrote The Ultimate Guide to Senior Living Marketing Automation Tools, complete with a Quick Reference Guide comparing some of our favorite automation platforms.

You do not need an agency to implement marketing automation in your business, but you do need a team that understands both the creative strategy and technical execution of your martech platforms.

If you are just getting started with marketing automation, it may be helpful to hire an experienced marketing automation consultant or agency to help develop the strategy, build workflows correctly, and train your team. 

Often, automation agencies can provide full-service strategy, setup, and optimization for less than the cost of hiring full-time team members.

If this seems like it might be the right fit for you, book a call and let’s chat.

The type of marketing automation you need for your sales cycle, audience behavior, and growth goals. At a minimum, we recommend businesses implement the following types of campaigns:

• Lead Generation Opt-in Funnel
• Lead Nurturing Email Workflow
• Monthly (or Quarterly) Newsletter 
• Promotional or announcement Campaign
• Post-Sales Follow Up and onboarding workflows
• Cold Leads re-engagement campaigns

Everyone wins when you have an effective marketing strategy. Your customers receive relevant, timely information based on their interests and actions, and your branding and messaging remain consistent across channels.

Your sales team operates more efficiently because you’ve removed redundant follow-up tasks and streamlined appointment setting and qualification.

Your bottom line improves by moving leads through the buying journey faster, allowing sales teams to focus on high-intent prospects most likely to convert. 

Plus, marketing automation creates more opportunities to increase lifetime customer value through cross-selling, upselling,  and repeat engagement.

A marketing automation consultant works with your business to audit, optimize, and improve your existing automation strategy. A consultant can also help your team implement automation correctly from the start through guided training, platform setup, and industry best practices, ensuring your systems are scalable, measurable, and aligned with revenue goals.