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1	
  
Making	
  the	
  Most	
  of	
  Your	
  Sales	
  
Funnel	
  –	
  How	
  to	
  Maximize	
  on	
  
Your	
  Leads	
  and	
  Decrease	
  
Prospect	
  Drop-­‐off	
  
Comfort Life
Lunch & Learn
THURSDAY, APRIL 16, 2015
2	
  
IntroducEon	
  to	
  GMAC	
  
•  Greenhouse	
  MarkeEng	
  &	
  CommunicaEons	
  
•  Heather	
  Green	
  
•  Patrick	
  Boult	
  
•  Sylvia	
  WaNs	
  
3	
  
Let’s	
  put	
  our	
  brains	
  together	
  
•  The	
  world	
  according	
  to	
  me	
  
•  Opinions,	
  thoughts	
  
•  Ideas	
  that	
  have	
  worked	
  
•  Ideas	
  that	
  have	
  bombed	
  
•  Bathrooms	
  and	
  phones	
  
4	
  
Our	
  Approach	
  for	
  Today	
  
•  Variety	
  of	
  people	
  in	
  the	
  audience:	
  
•  Home	
  care,	
  management,	
  consulEng	
  and	
  
reErement	
  
•  Site	
  and	
  head	
  office	
  people	
  
•  RepresenEng	
  one	
  locaEon	
  or	
  many	
  
•  In	
  development	
  stage	
  or	
  exisEng	
  
•  Let’s	
  talk	
  on	
  two	
  levels:	
  
•  Things	
  a	
  regional	
  or	
  head	
  office	
  person	
  can	
  
do	
  to	
  support	
  the	
  sales	
  funcEon	
  
•  Things	
  a	
  site	
  person	
  can	
  do	
  to	
  maximize	
  
their	
  leads	
  
5	
  
MarkeEng	
  &	
  Sales	
  –	
  which	
  is	
  which?	
  
•  MarkeEng	
  –	
  all	
  those	
  acEviEes	
  undertaken	
  to	
  
get	
  someone	
  to	
  contact	
  your	
  organizaEon	
  
•  Sales	
  –	
  the	
  process	
  that	
  occurs	
  once	
  a	
  prospect	
  
has	
  made	
  iniEal	
  contact	
  
Today	
  we	
  will	
  concentrate	
  on	
  sales	
  
ac0vi0es	
  
6	
  
The	
  MarkeEng/Sales	
  Mix	
  
•  Too	
  o^en,	
  there	
  is	
  an	
  imbalance	
  with	
  the	
  
markeEng/sales	
  mix	
  
•  Too	
  much	
  emphasis	
  is	
  put	
  on	
  generaEng	
  leads	
  
and	
  not	
  enough	
  on	
  managing	
  each	
  of	
  them	
  
fully	
  
•  This	
  can	
  lead	
  to	
  too	
  much	
  traffic	
  to	
  be	
  
managed	
  effecEvely	
  
•  The	
  result?	
  	
  You	
  only	
  get	
  the	
  “low	
  hanging	
  
fruit”	
  –	
  assisted	
  living	
  clients	
  or	
  those	
  who	
  
“sell”	
  themselves	
  
	
  
7	
  
The	
  MarkeEng/Sales	
  Mix	
  
•  Some	
  percentage	
  will	
  always	
  close	
  but	
  a	
  good	
  
sales	
  process	
  results	
  in	
  higher	
  conversion	
  rates	
  
with	
  less	
  traffic	
  and	
  few	
  markeEng	
  dollars	
  
spent	
  
•  It’s	
  a	
  vicious	
  circle	
  –	
  if	
  you	
  don’t	
  spend	
  enough	
  
Eme	
  with	
  each	
  prospect,	
  you	
  end	
  up	
  needing	
  
more	
  traffic	
  simply	
  to	
  achieve	
  that	
  percentage	
  
that	
  are	
  needier	
  AL	
  clients	
  or	
  who	
  come	
  in	
  
prepared	
  to	
  buy	
  
8	
  
Let’s	
  Explore	
  .	
  .	
  .	
  
•  Your	
  metrics	
  
•  Your	
  funnel	
  
•  Where	
  you	
  legiEmately	
  	
  lose	
  prospects	
  along	
  
the	
  way	
  
•  Other	
  prospects	
  who	
  “leak	
  out”	
  
unintenEonally	
  
•  Those	
  we	
  lose	
  once	
  they’ve	
  actually	
  made	
  it	
  to	
  
the	
  door	
  
•  The	
  big	
  fat	
  gaping	
  drain	
  at	
  the	
  boNom	
  of	
  the	
  
funnel	
  –	
  lack	
  of	
  follow-­‐up	
  
9	
  
Your	
  Metrics	
  
•  It’s	
  important	
  to	
  understand	
  where	
  your	
  
prospects	
  come	
  from	
  and	
  how	
  much	
  it	
  costs	
  
you	
  for	
  each	
  one	
  
•  Examine:	
  
•  Your	
  lead	
  generaEon	
  cost	
  
•  Your	
  resident	
  acquisiEon	
  cost	
  
•  Your	
  conversion	
  rate	
  from	
  new	
  inquiry	
  to	
  
tour	
  
•  Your	
  conversion	
  rate	
  from	
  tour	
  to	
  deal	
  
10	
  
Lead	
  GeneraEon	
  Cost	
  
•  Take	
  your	
  2014	
  markeEng	
  budget	
  for	
  all	
  lead	
  
generaEng	
  acEviEes	
  (not	
  admin	
  like	
  postage	
  or	
  
mileage,	
  or	
  collateral	
  materials,	
  model	
  suite	
  or	
  
sales-­‐related	
  costs)	
  
•  Divide	
  it	
  by	
  the	
  total	
  number	
  of	
  new	
  leads	
  
(internet,	
  telephone	
  and	
  walk-­‐in)	
  to	
  arrive	
  at	
  a	
  
cost-­‐per-­‐lead	
  
•  Do	
  the	
  same	
  exercise	
  by	
  category,	
  such	
  as	
  
print	
  ads,	
  community	
  outreach,	
  direct	
  mail,	
  
etc.	
  to	
  compare	
  one	
  source	
  to	
  another	
  
•  Some	
  leads	
  are	
  cosEng	
  you	
  as	
  much	
  as	
  $500	
  
11	
  
Resident	
  AcquisiEon	
  Cost	
  
•  Take	
  your	
  2014	
  markeEng	
  budget	
  for	
  all	
  lead	
  
generaEng	
  acEviEes	
  (not	
  admin	
  like	
  postage	
  
or	
  mileage,	
  or	
  collateral	
  materials,	
  model	
  suite	
  
or	
  sales-­‐related	
  costs)	
  
•  Divide	
  it	
  by	
  the	
  total	
  number	
  of	
  new	
  residents	
  
who	
  moved	
  in	
  in	
  2014;	
  it’s	
  up	
  to	
  you	
  as	
  to	
  
whether	
  you	
  include	
  respites/short	
  term	
  stays	
  
•  Do	
  the	
  same	
  exercise	
  by	
  category,	
  such	
  as	
  
print	
  ads,	
  community	
  outreach,	
  direct	
  mail,	
  
etc.	
  to	
  compare	
  one	
  source	
  to	
  another	
  
•  How	
  much	
  does	
  it	
  cost	
  you	
  to	
  acquire	
  a	
  new	
  
resident?	
  
12	
  
Conversion	
  Rates	
  
•  Three	
  types:	
  
•  IniEal	
  inquiries	
  to	
  tours	
  –	
  we	
  aim	
  for	
  50%	
  
•  Tours	
  to	
  deals	
  –	
  depends	
  on	
  market	
  –	
  from	
  
15-­‐35%	
  
•  IniEal	
  inquiries	
  to	
  deals	
  –	
  varies	
  widely	
  
13	
  
Why	
  is	
  this	
  helpful?	
  
•  For	
  budgeEng	
  
•  For	
  diagnosEcs	
  
There	
  are	
  only	
  two	
  ways	
  to	
  increase	
  sales:	
  
	
  
Your	
  either	
  increase	
  traffic	
  and	
  maintain	
  the	
  
same	
  closing	
  rates	
  
OR	
  
You	
  keep	
  the	
  same	
  traffic	
  but	
  improve	
  the	
  closing	
  
rates	
  
OR	
  
You	
  increase	
  traffic	
  AND	
  improve	
  the	
  closing	
  
rates	
  
14	
  
Goal	
  Senng	
  –	
  Telephone	
  Goals	
  
Monthly
Goal
(budgeted
new
residents +
attrition)
Closing
ratio of
deals to
tours
Number of
tours needed
Closing
ratio of
tours to
telephone
calls
Number of
telephone
inquiries
needed
Instructions:
• Do this exercise for each month
• Put your budgeted # of new residents + your attrition into
the first column
• Calculate your ratio of deals to tours in the second column.
• Calculate the # of tours required as per the ratio
• Calculate your ratio of tours to initial telephone calls
• Calculate the # of initial telephone inquiries required.
14	
  
15	
  
Goal	
  Senng	
  –	
  Telephone	
  Goals	
  
Monthly
Goal
(budgeted
new
residents +
attrition)
Closing
ratio of
deals to
tours
Number or
tours needed
Closing
ration of
tours to
telephone
calls
Number of
telephone
inquiries
needed
3	
   1:3	
   9	
   1:2	
   18	
  
15	
  
16	
  
Filling	
  Your	
  Funnel	
  
Workable	
  Leads	
  
Electronic	
  
ads	
  
Online	
  Ads	
  
Print	
  Ads	
  
Signage	
  
Direct	
  	
  Mail	
  
Out-­‐of-­‐Home	
  
	
  Ads	
  
Social	
  Media	
  
Community	
  
Outreach	
  
Referral	
  	
  
Programs	
  
17	
  
LegiEmate	
  Loses	
  
Workable	
  Leads	
  
Social	
  Media	
  
Can’t	
  afford	
  it	
  
Too	
  ill	
  
Too	
  young	
  
Wrong	
  ethnicity	
  
Have	
  requirements	
  
you	
  can’t	
  meet	
  
Poor	
  locaEon	
  for	
  family	
  
18	
  
Avoidable	
  Loses	
  
Workable	
  Leads	
  
Out-­‐iof-­‐Home	
  
	
  Ads	
  
Social	
  Media	
  
Can’t	
  find	
  contact	
  
info	
  on	
  website	
   No	
  one	
  returns	
  call	
  
Automated	
  phone	
  
system	
  
Brochure	
  takes	
  days	
  or	
  
weeks	
  to	
  arrive	
  
Inquiry	
  goes	
  to	
  
voicemail	
  
No	
  rapport	
  building	
  on	
  
phone	
  
No	
  discovery	
  done	
  on	
  
phone	
  
No	
  one	
  available	
  to	
  take	
  
call	
  or	
  uninformed,	
  
untrained	
  person	
  takes	
  
call	
  
Evening/weekend	
  phone	
  
staff	
  are	
  clueless	
  
Phone	
  rings	
  a	
  dozen	
  
Emes	
  
Told	
  	
  to	
  call	
  back	
  
Not	
  encouraged	
  to	
  come	
  in	
  
for	
  tour	
  
Quickly	
  offers	
  to	
  mail	
  
out	
  brochure	
  
Feature-­‐dumping	
  
on	
  phone	
  
Shared	
  info	
  not	
  recorded;	
  no	
  
lead	
  sheet	
  started;	
  not	
  entered	
  
in	
  CRM	
  
English	
  skills	
  poor	
  
19	
  
What	
  happens	
  once	
  the	
  funnel	
  drops	
  
them	
  at	
  our	
  door?	
  
Common	
  turn-­‐offs	
  
Environmental:	
  
•  Difficulty	
  parking	
  
•  Challenge	
  figuring	
  out	
  where	
  front	
  door	
  is	
  
•  Heavy	
  or	
  difficult-­‐to-­‐open	
  door	
  
•  Inner	
  door	
  locked;	
  hard	
  to	
  figure	
  how	
  to	
  enter	
  
•  InaNenEve	
  recepEonist	
  
•  Residents	
  sleeping	
  in	
  lobby	
  
•  Odours	
  
•  Huge	
  office-­‐like	
  lobby	
  
•  No	
  residents	
  visible	
  
•  InsEtuEonal	
  or	
  care	
  atmosphere	
  
20	
  
What	
  happens	
  once	
  the	
  funnel	
  drops	
  
them	
  at	
  our	
  door?	
  
•  Dirty	
  building	
  
•  Dated	
  décor	
  
•  Too	
  much	
  paper	
  
•  Cramped	
  spaces	
  
21	
  
What	
  happens	
  once	
  the	
  funnel	
  drops	
  
them	
  at	
  our	
  door?	
  
Common	
  turn-­‐offs	
  
Sales:	
  
•  RecepEonist	
  is	
  not	
  expecEng	
  prospect	
  
•  Prospect	
  asked	
  to	
  fill	
  out	
  form	
  
•  Coat	
  not	
  taken	
  
•  Kept	
  waiEng	
  
•  Refreshment	
  not	
  offered	
  
•  Salesperson	
  does	
  not	
  give	
  full	
  aNenEon;	
  
distracted	
  or	
  unprepared	
  
•  No	
  rapport	
  building	
  
•  Salesperson	
  does	
  not	
  refer	
  to	
  knowledge	
  
already	
  gained	
  
22	
  
What	
  happens	
  once	
  the	
  funnel	
  drops	
  them	
  
at	
  our	
  door?	
  
•  Tour	
  feels	
  rushed	
  
•  Tour	
  directed	
  towards	
  family,	
  not	
  prospect	
  
•  Tour	
  begins	
  at	
  door	
  
•  Discovery	
  is	
  held	
  in	
  an	
  office	
  environment	
  
•  Brochure	
  is	
  given	
  at	
  beginning,	
  rather	
  than	
  
end,	
  of	
  tour	
  
•  LiNle	
  to	
  no	
  discovery	
  
•  Residents	
  and	
  staff	
  are	
  not	
  introduced	
  
•  No	
  model	
  suites,	
  they	
  are	
  far	
  away	
  or	
  they	
  are	
  
“ho	
  hum”	
  
23	
  
What	
  happens	
  once	
  the	
  funnel	
  drops	
  them	
  
at	
  our	
  door?	
  
•  Too	
  many	
  empty	
  suites	
  shown	
  
•  Empty	
  suites	
  shown	
  are	
  not	
  in	
  perfect	
  repair	
  
or	
  need	
  cleaning	
  
•  Common	
  areas	
  are	
  disorganized;	
  their	
  
purpose	
  it	
  is	
  not	
  immediately	
  apparent	
  
•  ObjecEons	
  are	
  not	
  countered	
  along	
  the	
  way	
  
•  Salesperson	
  fails	
  to	
  match	
  prospect	
  needs	
  
with	
  product	
  offerings	
  
•  Salesperson	
  emphasizes	
  and	
  shows	
  things	
  
prospect	
  has	
  indicated	
  liNle	
  to	
  no	
  interest	
  in	
  
•  Salesperson	
  fails	
  to	
  do	
  liNle	
  closes	
  along	
  the	
  
way	
  
24	
  
What	
  happens	
  once	
  the	
  funnel	
  drops	
  them	
  
at	
  our	
  door?	
  
•  No	
  recap	
  done	
  
•  Tour	
  ends	
  at	
  door	
  
•  Salesperson	
  does	
  not	
  ask	
  for	
  close	
  and	
  
neglects	
  to	
  set	
  next	
  point	
  of	
  contact	
  
•  Detailed	
  notes	
  and	
  next	
  acEon	
  not	
  entered	
  in	
  
CRM	
  
25	
  
The	
  huge	
  drain	
  at	
  the	
  boNom	
  of	
  
the	
  funnel	
  .	
  .	
  .	
  
Lack	
  of	
  follow-­‐up	
  
Only	
  20%	
  of	
  marketers	
  follow-­‐up,	
  even	
  once.	
  
26	
  
Keeping	
  the	
  funnel	
  full	
  
•  PrevenEng	
  loss	
  of	
  prospects	
  from	
  the	
  funnel	
  is	
  
as	
  important	
  as	
  filling	
  the	
  funnel	
  and	
  is	
  less	
  
expensive	
  
•  Four	
  strategies:	
  
•  Understanding	
  your	
  metrics	
  –	
  what	
  do	
  you	
  
need,	
  how	
  much	
  does	
  this	
  cost	
  and	
  what	
  
goals	
  should	
  you	
  set	
  
•  Ensuring	
  the	
  in-­‐person	
  prospect	
  
experience	
  and	
  sales	
  process	
  is	
  excellent	
  
•  Following	
  up	
  
•  Infusing	
  a	
  sales	
  culture	
  into	
  the	
  
organizaEon	
  
27	
  
What	
  is	
  a	
  “Sales	
  Culture”?	
  
•  A	
  “sales	
  culture”	
  is	
  a	
  working	
  environment	
  in	
  which	
  all	
  
employees	
  –	
  not	
  just	
  the	
  General	
  Manager	
  and	
  
MarkeEng	
  Director	
  –	
  are	
  commiNed	
  to	
  keeping	
  the	
  
residence	
  full	
  
•  You	
  can	
  almost	
  subsEtute	
  “customer	
  service”	
  for	
  “sales	
  
culture”	
  as	
  the	
  same	
  elements	
  which	
  make	
  for	
  good	
  
customer	
  service	
  also	
  make	
  for	
  good	
  sales.	
  
28	
  
Fostering	
  a	
  “Sales	
  Culture”	
  Approach	
  
A	
  focused	
  sales	
  approach	
  involves	
  making	
  the	
  most	
  of	
  each	
  
lead:	
  
•  Every	
  employee	
  is	
  aNuned	
  to	
  doing	
  everything	
  possible	
  to	
  
assist	
  in	
  sales	
  (customer	
  service)	
  
•  A	
  professional	
  salesperson	
  and	
  a	
  team	
  of	
  back-­‐up	
  
“salespeople”	
  available	
  to	
  assist	
  a	
  prospect	
  at	
  every	
  
reasonable	
  Eme.	
  
•  Making	
  a	
  good	
  impression	
  on	
  the	
  phone,	
  learning	
  about	
  
the	
  prospect,	
  having	
  them	
  like	
  you,	
  genng	
  them	
  to	
  book	
  
a	
  tour	
  
29	
  
Fostering	
  a	
  “Sales	
  Culture”	
  Approach	
  
•  The	
  moment	
  of	
  truth	
  –	
  the	
  tour.	
  	
  Great	
  salesperson	
  +	
  
great	
  impression	
  about	
  everything	
  to	
  do	
  with	
  the	
  
building,	
  residents	
  and	
  staff.	
  
•  Helpful,	
  Emely,	
  customized	
  follow-­‐up.	
  
30	
  
The	
  Facets	
  of	
  a	
  Sales	
  Culture	
  
•  Lead	
  by	
  example	
  
•  Respect	
  the	
  sales	
  funcEon	
  
•  Employee	
  (and	
  resident)	
  engagement	
  
	
  
31	
  
The	
  General	
  
•  The	
  General	
  Manager	
  has	
  the	
  greatest	
  impact	
  on	
  your	
  
sales	
  culture.	
  
•  In	
  what	
  ways	
  does	
  he/she	
  set	
  the	
  tone?	
  
32	
  
RespecEng	
  the	
  Sales	
  Role	
  
If	
  the	
  organizaEon	
  	
  believe	
  the	
  sales	
  role	
  is	
  important,	
  so	
  will	
  
its	
  employees.	
  	
  This	
  involves:	
  
•  Hiring	
  the	
  right	
  person	
  
•  Using	
  the	
  right	
  Etle	
  
•  PosiEoning	
  this	
  person	
  as	
  a	
  manager	
  
•  Giving	
  the	
  posiEon	
  only	
  sales	
  related	
  duEes	
  
•  Showing	
  support	
  and	
  respect	
  
33	
  
What	
  is	
  the	
  MarkeEng	
  Manager’s	
  Role?	
  
•  AssisEng	
  in	
  development	
  of	
  the	
  markeEng	
  plan	
  and	
  
budget	
  
•  AssisEng	
  in	
  occupancy	
  projecEons	
  and	
  budgeEng	
  
•  Providing	
  input	
  on	
  pricing	
  
•  Keeping	
  up-­‐to-­‐date	
  compeEtor	
  analysis	
  
•  ImplemenEng	
  elements	
  of	
  the	
  markeEng	
  plan	
  to	
  
generate	
  traffic	
  –	
  generally	
  community	
  outreach	
  such	
  as	
  
sponsorships,	
  presentaEons,	
  trade	
  shows,	
  etc.	
  
34	
  
What	
  is	
  the	
  MarkeEng	
  Manager’s	
  Role?	
  
•  Handling	
  phone	
  inquiries	
  
•  Doing	
  tours	
  
•  Following	
  up	
  
•  Closing	
  deals	
  
35	
  
Tasks	
  the	
  MarkeEng	
  Manager	
  Should	
  Not	
  be	
  
Doing	
  
•  Manning	
  recepEon	
  
•  AssisEng	
  with	
  acEviEes	
  
•  Serving	
  at	
  Happy	
  Hour	
  
•  Handling	
  resident	
  concerns	
  
The	
  grey	
  zone:	
  
•  Handling	
  internal	
  moves	
  
•  Signing	
  the	
  contract	
  
•  Purchasing	
  welcome	
  gi^s	
  
•  Arranging	
  funeral	
  flowers	
  or	
  donaEons	
  
	
  
36	
  
The	
  Take-­‐Out	
  Window	
  Analogy	
  
•  Think	
  of	
  your	
  MarkeEng	
  Manager	
  as	
  the	
  staff	
  person	
  at	
  
the	
  take-­‐out	
  window.	
  	
  She	
  is	
  responsible	
  for	
  taking	
  the	
  
order	
  and	
  genng	
  the	
  payment.	
  	
  If	
  you	
  have	
  her	
  running	
  
around	
  preparing	
  burgers	
  and	
  filling	
  straw	
  dispensers,	
  
your	
  take-­‐out	
  window	
  will	
  be	
  losing	
  orders.	
  
	
  
37	
  
Involvement	
  
•  Involvement	
  of	
  the	
  General	
  Manager	
  in	
  the	
  sales	
  funcEon	
  
through	
  daily/weekly	
  meeEngs,	
  meeEng	
  prospects,	
  doing	
  
tours,	
  conducEng	
  follow-­‐up,	
  signing	
  contracts	
  
•  Involvement	
  of	
  staff	
  at	
  every	
  level.	
  
38	
  
The	
  Secret	
  Weapon	
  
A	
  friendly,	
  caring	
  staff	
  is	
  the	
  most	
  powerful	
  selling	
  tool.	
  	
  To	
  
the	
  client,	
  their	
  impression	
  of	
  the	
  friendliness	
  and	
  
welcoming	
  ambiance	
  of	
  the	
  residence	
  has	
  liNle	
  to	
  do	
  with	
  
the	
  décor	
  and	
  much	
  to	
  do	
  with	
  the	
  smiles	
  and	
  kind	
  words	
  
from	
  staff.	
  
When	
  ques0oned	
  why	
  they	
  chose	
  a	
  par0cular	
  residence,	
  
residents	
  o<en	
  say	
  it	
  “was	
  a	
  just	
  a	
  feeling.	
  	
  It	
  felt	
  warm	
  
and	
  friendly.	
  	
  I	
  knew	
  it	
  almost	
  as	
  soon	
  as	
  I	
  walked	
  in	
  the	
  
door.”	
  
39	
  
Whose	
  Job	
  is	
  Sales?	
  
We	
  all	
  know	
  the	
  answer.	
  Occupancy	
  is	
  everyone’s	
  job.	
  	
  
We	
  all	
  have	
  a	
  vested	
  interest	
  in	
  bringing	
  in	
  appropriate,	
  
happy	
  clients	
  in	
  a	
  Emely	
  fashion.	
  
The	
  General	
  Manager	
  oversees	
  the	
  funcEon,	
  helps	
  to	
  set	
  
goals,	
  monitors	
  and	
  measures,	
  meets	
  prospects	
  being	
  
toured,	
  contributes	
  at	
  Emes	
  by	
  responding	
  to	
  inquiries,	
  
touring	
  or	
  doing	
  follow-­‐up	
  and,	
  most	
  importantly,	
  by	
  
clearing	
  the	
  path	
  for	
  the	
  marketer	
  to	
  do	
  her	
  job.	
  
.	
  
.	
  	
  
	
  
40	
  
Whose	
  Job	
  is	
  it	
  Anyway?	
  
The	
  designated	
  marketer	
  is	
  the	
  lead	
  on	
  taking	
  inquiries,	
  
booking	
  tours,	
  conducEng	
  tours,	
  doing	
  follow-­‐up	
  and	
  
closing	
  deals.	
  
The	
  RecepEonist	
  assists	
  by	
  answering	
  the	
  phone	
  in	
  a	
  pleasant	
  
unhurried,	
  clear	
  manner.	
  	
  She	
  smiles	
  while	
  on	
  the	
  phone	
  
and	
  gives	
  the	
  client	
  her	
  full	
  aNenEon.	
  	
  She	
  asks	
  the	
  right	
  
quesEons	
  and	
  finds	
  someone	
  to	
  handle	
  the	
  inquiry	
  –	
  a	
  real	
  
person,	
  not	
  voicemail	
  or	
  a	
  message	
  –	
  if	
  possible.	
  She	
  takes	
  
clear	
  messages	
  and	
  writes	
  down	
  every	
  detail.	
  	
  In	
  person,	
  she	
  
smiles,	
  maybe	
  even	
  stands,	
  and	
  makes	
  the	
  client	
  
comfortable	
  while	
  waiEng.	
  	
  	
  
41	
  
Whose	
  Job	
  is	
  it	
  Anyway?	
  
Every staff member plays a role by doing his/her
job well so the residence looks great and the
service is exemplary. On a tour, each staff
member assists by smiling, saying “hello” and, if
introduced, doing their “30-second commercial”.
42	
  
The	
  30-­‐second	
  Commercial	
  
•  The	
  30-­‐second	
  commercial	
  is	
  a	
  well-­‐thought-­‐out	
  few	
  words	
  
mentally	
  dra^ed	
  by	
  each	
  employee.	
  	
  Then,	
  when	
  the	
  marketer	
  
is	
  on	
  a	
  tour,	
  she	
  can	
  introduce	
  that	
  employee	
  with	
  confidence.	
  
•  Generally,	
  the	
  30-­‐second	
  commercial	
  should	
  include	
  the	
  
person’s	
  name,	
  what	
  they	
  do	
  and	
  why	
  they	
  love	
  their	
  job	
  (or	
  
why	
  they	
  think	
  the	
  residence	
  is	
  a	
  great	
  place).	
  	
  For	
  example,	
  
the	
  touring	
  marketer	
  may	
  stop	
  a	
  housekeeper	
  and	
  introduce	
  
her	
  to	
  those	
  people	
  she	
  is	
  touring.	
  	
  The	
  housekeeper,	
  having	
  
mentally	
  prepared	
  her	
  30-­‐second	
  commercial,	
  can	
  then	
  say	
  a	
  
few	
  lines	
  to	
  the	
  effect	
  of	
  “Nice	
  to	
  meet	
  you.	
  	
  I’m	
  Helen.	
  	
  I’m	
  
the	
  housekeeper	
  on	
  the	
  third	
  floor.	
  	
  I’ve	
  worked	
  here	
  almost	
  
two	
  years	
  and	
  I	
  love	
  the	
  residents.	
  	
  I	
  hope	
  your	
  mom	
  will	
  move	
  
in	
  with	
  us.”	
  
43	
  
The	
  30-­‐second	
  Commercial	
  
•  The	
  recitaEon	
  is	
  not	
  mean	
  to	
  be	
  canned	
  or	
  phony,	
  just	
  a	
  
few	
  lines	
  from	
  that	
  employee’s	
  heart.	
  
•  You	
  can	
  schedule	
  a	
  short	
  inservice	
  on	
  each	
  shi^	
  to	
  teach	
  
employees	
  the	
  30-­‐second	
  commercial.	
  	
  It	
  can	
  also	
  be	
  part	
  
of	
  your	
  orientaEon	
  program.	
  	
  During	
  the	
  training	
  session,	
  
each	
  employee	
  could	
  take	
  10	
  minutes	
  and	
  fill	
  out	
  a	
  form	
  
detailing	
  what	
  he/she	
  would	
  say	
  during	
  their	
  30-­‐second	
  
commercial.	
  	
  Some	
  employees	
  could	
  be	
  asked	
  to	
  stand	
  
and	
  read	
  theirs	
  out	
  loud.	
  
	
  
44	
  
The	
  Sales	
  Role	
  for	
  Department	
  Heads	
  
•  The	
  sales	
  role	
  for	
  department	
  heads	
  varies	
  from	
  site-­‐to-­‐
site	
  and	
  company	
  to	
  company.	
  
•  Some	
  residences	
  have	
  mulEple	
  sales	
  people	
  so	
  the	
  
requirements	
  on	
  the	
  team	
  are	
  less.	
  
•  Some	
  residences	
  have	
  no	
  designated	
  sales	
  person	
  so	
  the	
  
role	
  is	
  split	
  among	
  every	
  department	
  head.	
  
45	
  
The	
  Sales	
  Role	
  for	
  Department	
  Heads	
  
•  In	
  a	
  structure	
  that	
  exists	
  at	
  most	
  residences,	
  there	
  may	
  
be	
  several	
  ways	
  in	
  which	
  a	
  department	
  head	
  could	
  called	
  
upon	
  to	
  assist	
  with	
  sales:	
  
•  As	
  a	
  back-­‐up	
  to	
  answer	
  a	
  telephone	
  inquiry	
  when	
  the	
  
Marketer	
  is	
  not	
  available.	
  
•  As	
  a	
  back-­‐up	
  to	
  take	
  a	
  prospect	
  on	
  a	
  short	
  or	
  full	
  tour	
  when	
  
the	
  Marketer	
  is	
  busy	
  with	
  another	
  client	
  or	
  otherwise	
  
unavailable	
  (perhaps	
  out	
  doing	
  community	
  outreach?)	
  
•  As	
  the	
  designated	
  person	
  to	
  do	
  tours	
  on	
  a	
  weekend	
  during	
  
a	
  duty	
  manager	
  rotaEon.	
  
46	
  
The	
  Sales	
  Role	
  for	
  Department	
  Heads	
  
•  In	
  either	
  of	
  the	
  above	
  cases,	
  the	
  department	
  head	
  must	
  be	
  
sure	
  to	
  take	
  copious	
  notes	
  and	
  thoroughly	
  brief	
  the	
  
Marketer	
  when	
  they	
  hand	
  over	
  the	
  lead	
  sheet.	
  
•  The	
  department	
  head	
  might	
  be	
  introduced	
  by	
  the	
  Marketer	
  
or	
  another	
  department	
  head	
  on	
  tour.	
  	
  The	
  marketer	
  may	
  
even	
  seek	
  out	
  the	
  department	
  head	
  because	
  the	
  prospect	
  
has	
  something	
  in	
  common	
  with	
  the	
  department	
  head	
  
(home	
  town,	
  career,	
  etc.).	
  
47	
  
The	
  Sales	
  Role	
  for	
  Department	
  Heads	
  
•  The	
  department	
  head	
  may	
  be	
  asked	
  to	
  join	
  a	
  Sales	
  Sprint	
  
team	
  of	
  a	
  few	
  people	
  who	
  regularly	
  brainstorm	
  prospects	
  
and	
  decide	
  on	
  objecEves	
  and	
  courses	
  of	
  acEon.	
  
•  Very	
  occasionally,	
  a	
  department	
  head	
  might	
  be	
  asked	
  to	
  
follow	
  up	
  with	
  a	
  prospect	
  with	
  whom	
  you	
  really	
  hit	
  it	
  off.	
  
•  AssisEng	
  at	
  markeEng	
  events.	
  
48	
  
Gaining	
  Commitment	
  
•  Changing	
  a	
  culture	
  and	
  making	
  it	
  sEck	
  is	
  not	
  an	
  easy	
  task.	
  	
  
It	
  involves	
  punng	
  a	
  plan	
  together	
  and	
  implemenEng	
  it	
  
conEnually	
  and	
  consistently.	
  
49	
  
The	
  Six	
  Secrets	
  of	
  Commitment	
  Building	
  
•  Lead	
  by	
  example.	
  	
  Roll	
  up	
  your	
  sleeves	
  and	
  pitch	
  in.	
  
•  Involve.	
  
•  Communicate.	
  
•  MoEvate.	
  
•  Train	
  &	
  coach	
  
•  Recognize	
  
50	
  
How	
  to	
  Involve	
  Employees	
  
•  Include	
  markeEng	
  &	
  sales	
  in	
  orientaEon	
  
•  Have	
  you	
  marketer	
  meet	
  &	
  tour	
  each	
  new	
  staff	
  member	
  
•  Devote	
  part	
  of	
  your	
  daily	
  department	
  head	
  meeEng	
  to	
  
markeEng;	
  ask	
  for	
  suggesEons,	
  assign	
  tasks	
  
•  Choose	
  department	
  heads	
  to	
  serve	
  on	
  the	
  Sales	
  Sprint.	
  
•  Have	
  your	
  marketer	
  (and	
  yourself)	
  regularly	
  present	
  
markeEng	
  &	
  sales	
  informaEon	
  at	
  employee	
  meeEngs;	
  ask	
  
for	
  ideas	
  and	
  feedback.	
  
51	
  
How	
  to	
  Communicate	
  
•  The	
  biggest	
  complaint	
  noted	
  on	
  most	
  employee	
  
saEsfacEon	
  surveys	
  is	
  “lack	
  of	
  communicaEon	
  within	
  the	
  
organizaEon”.	
  
•  Communicate	
  expectaEons	
  clearly	
  –	
  menEon	
  the	
  sales	
  
duEes	
  right	
  in	
  the	
  interview	
  and	
  put	
  it	
  in	
  the	
  job	
  
descripEon.	
  
•  Have	
  a	
  “markeEng	
  board”	
  in	
  the	
  staff	
  room	
  –	
  post	
  weekly	
  
occupancy	
  and	
  traffic	
  informaEon,	
  as	
  well	
  as	
  
adverEsements,	
  markeEng	
  materials,	
  etc.	
  
•  Devote	
  a	
  porEon	
  of	
  employee	
  meeEngs	
  to	
  markeEng.	
  
•  Have	
  a	
  monthly	
  markeEng	
  newsleNer.	
  
52	
  
How	
  to	
  MoEvate	
  
•  Referral	
  bonus	
  
•  Lead	
  bonus	
  
•  Through	
  recogniEon	
  and	
  praise.	
  	
  
53	
  
Train	
  &	
  Coach	
  
•  IniEal	
  training	
  is	
  important	
  but	
  it	
  is	
  the	
  ongoing	
  day-­‐to-­‐
day	
  coaching	
  that	
  will	
  achieve	
  the	
  desired	
  results	
  –	
  a	
  
change	
  in	
  behaviour	
  
54	
  
Training	
  Programs	
  
•  IniEal	
  orientaEon	
  &	
  tour	
  
•  Everybody	
  is	
  a	
  marketer	
  –	
  training	
  session	
  led	
  by	
  your	
  
marketer	
  
•  Telephone/recepEonist	
  training	
  on	
  sales	
  telephone	
  skills	
  
–	
  led	
  by	
  your	
  marketer	
  
•  Department	
  head	
  training	
  –	
  how	
  they	
  fit	
  
•  Sales	
  training	
  for	
  marketer	
  and	
  selected	
  (or	
  all)	
  
department	
  heads	
  
55	
  
Understanding	
  the	
  Coaching	
  Role	
  
•  The	
  awesome	
  power	
  of	
  personal	
  aNenEon	
  
•  What	
  does	
  this	
  mean?	
  
•  Modelling	
  the	
  behaviour	
  you	
  want:	
  	
  personal	
  aNenEon	
  
and	
  relaEonship	
  building	
  
•  You	
  know	
  your	
  people	
  and	
  you	
  show	
  them	
  you	
  have	
  a	
  
caring	
  antude	
  towards	
  them.	
  
56	
  
The	
  Importance	
  of	
  Coaching	
  
•  Strong	
  sales	
  cultures	
  don’t	
  just	
  naturally	
  occur.	
  	
  They	
  are	
  
developed	
  over	
  long	
  periods	
  of	
  Eme	
  with	
  a	
  great	
  deal	
  of	
  
effort	
  put	
  in	
  by	
  everyone	
  involved.	
  	
  At	
  the	
  foundaEonal	
  
level,	
  you	
  might	
  say	
  that	
  a	
  strong	
  sales	
  culture	
  at	
  a	
  given	
  
residence	
  could	
  mean	
  that	
  everyone	
  is	
  commiDed	
  to	
  
ensuring	
  the	
  residence	
  conEnues	
  to	
  thrive	
  –	
  to	
  be	
  full	
  
with	
  a	
  wait	
  list.	
  
57	
  
The	
  Importance	
  of	
  Coaching	
  
•  Gaining	
  commitment	
  –	
  in	
  our	
  sales	
  training,	
  we	
  talk	
  a	
  
great	
  deal	
  about	
  gaining	
  the	
  commitment	
  of	
  a	
  
prospecEve	
  resident	
  through	
  driving	
  a	
  strong	
  sales	
  
process	
  and	
  following	
  up,	
  etc.	
  	
  When	
  it	
  comes	
  to	
  
developing	
  a	
  sales	
  culture,	
  gaining	
  commitment	
  from	
  the	
  
people	
  who	
  work	
  for	
  you	
  is	
  paramount	
  in	
  achieving	
  your	
  
goals.	
  
58	
  
The	
  Importance	
  of	
  Coaching	
  
•  Although	
  this	
  might	
  be	
  paramount	
  to	
  the	
  success,	
  it’s	
  not	
  
easily	
  achieved.	
  	
  We	
  certainly	
  can’t	
  reach	
  into	
  someone’s	
  
head	
  and	
  turn	
  up	
  their	
  level	
  of	
  commitment.	
  	
  They	
  need	
  
to	
  give	
  to	
  you;	
  they	
  have	
  to	
  want	
  to	
  do	
  their	
  best.	
  	
  This	
  
can	
  be	
  achieved	
  through	
  coaching	
  and	
  by	
  using	
  .	
  .	
  .	
  
59	
  
The	
  Skills	
  of	
  a	
  Good	
  Coach 	
  	
  
•  A	
  caring	
  antude	
  
•  Your	
  presence	
  and	
  personal	
  aNenEon	
  
•  Developmental	
  bias	
  
60	
  
Gaining	
  Employee	
  Commitment	
  
Properly	
  coach	
  them	
  through:	
  
•  Clarity	
  (imagery)	
  
•  Increasing	
  their	
  competence	
  
•  Giving	
  them	
  recogniEon	
  
61	
  
RecogniEon	
  –	
  Six	
  EssenEals	
  
•  Do	
  it	
  o^en.	
  
•  Do	
  it	
  promptly.	
  
•  Be	
  creaEve.	
  
•  Make	
  it	
  easy	
  for	
  a	
  person	
  to	
  do.	
  
•  Involve	
  all	
  employees.	
  
•  Build	
  it	
  into	
  the	
  system.	
  
62	
  
The	
  Importance	
  of	
  RecogniEon	
  
“A	
  manager	
  empowers	
  others	
  by	
  giving	
  them	
  recogniEon	
  
which	
  enhances	
  their	
  self-­‐esteem	
  and	
  moEvates	
  them	
  to	
  
conEnue	
  to	
  do	
  their	
  best	
  work.	
  	
  A	
  person’s	
  power	
  to	
  
achieve	
  success	
  if	
  dependent	
  upon	
  his	
  belief	
  in	
  himself	
  
and	
  his	
  desire	
  to	
  do	
  consistently	
  excellent	
  work.	
  	
  A	
  
manager	
  has	
  more	
  power	
  to	
  achieve	
  his	
  objecEves	
  	
  when	
  
the	
  people	
  who	
  work	
  for	
  him	
  are	
  confident	
  and	
  
moEvated	
  to	
  do	
  their	
  best	
  work.”	
  
Diane	
  Tracy,	
  10	
  Steps	
  to	
  Employee	
  Empowerment	
  
63	
  
How	
  to	
  Recognize	
  Employees	
  
•  In	
  1001	
  thoughyul	
  ways:	
  a	
  menEon	
  in	
  a	
  newsleNer,	
  a	
  
post-­‐it	
  note	
  on	
  their	
  locker,	
  a	
  warm	
  handshake	
  and	
  kind	
  
word,	
  a	
  note	
  card	
  sent	
  to	
  their	
  home,	
  a	
  Tim	
  Horton’s	
  gi^	
  
card,	
  an	
  “execuEve	
  parking	
  spot”	
  for	
  the	
  day,	
  take	
  an	
  
employee	
  to	
  lunch,	
  bring	
  in	
  a	
  favourite	
  treat,	
  etc.	
  
64	
  
Capitalize	
  on	
  Your	
  Biggest	
  Fans	
  
•  Introduce	
  them	
  on	
  tour;	
  have	
  them	
  eat	
  lunch	
  with	
  a	
  
prospect,	
  send	
  that	
  person	
  a	
  note	
  
•  Have	
  a	
  referral	
  program	
  
•  Do	
  an	
  “invite	
  a	
  friend	
  to	
  lunch”	
  week	
  
•  Host	
  their	
  groups	
  in	
  your	
  residence	
  
•  Use	
  them	
  in	
  your	
  ads	
  
•  Have	
  an	
  “Ambassador	
  Club”	
  –	
  special	
  events,	
  trade	
  
shows,	
  tours,	
  new	
  residents,	
  respites,	
  newsleNers,	
  etc.	
  
•  Recognize,	
  praise,	
  thank	
  
65	
  
Succeeding	
  with	
  the	
  Team	
  Approach	
  
“If	
  everyone	
  is	
  moving	
  forward	
  together,	
  
then	
  success	
  takes	
  care	
  of	
  itself.”	
  
	
  
-­‐	
  Henry	
  Ford	
  
66	
  
In	
  summary	
  
•  Stop	
  the	
  unnecessary	
  drain	
  on	
  your	
  sales	
  funnel	
  by:	
  
•  Understanding	
  your	
  metrics	
  and	
  seeking	
  to	
  make	
  
improvements	
  in	
  process	
  and	
  performance	
  by	
  making	
  
changes	
  
•  Refining	
  your	
  tour	
  process	
  and	
  the	
  “customer	
  
experience”	
  of	
  a	
  prospect	
  
•  Following	
  up!	
  
•  Infusing	
  a	
  sales	
  culture	
  through	
  
67	
  
68	
  
Thanks	
  for	
  the	
  
opportunity	
  to	
  
share	
  the	
  
Greenhouse	
  
MarkeEng	
  
approach	
  sales	
  

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How to Maximize your Retirement Community Sales Funnel

  • 1. 1   Making  the  Most  of  Your  Sales   Funnel  –  How  to  Maximize  on   Your  Leads  and  Decrease   Prospect  Drop-­‐off   Comfort Life Lunch & Learn THURSDAY, APRIL 16, 2015
  • 2. 2   IntroducEon  to  GMAC   •  Greenhouse  MarkeEng  &  CommunicaEons   •  Heather  Green   •  Patrick  Boult   •  Sylvia  WaNs  
  • 3. 3   Let’s  put  our  brains  together   •  The  world  according  to  me   •  Opinions,  thoughts   •  Ideas  that  have  worked   •  Ideas  that  have  bombed   •  Bathrooms  and  phones  
  • 4. 4   Our  Approach  for  Today   •  Variety  of  people  in  the  audience:   •  Home  care,  management,  consulEng  and   reErement   •  Site  and  head  office  people   •  RepresenEng  one  locaEon  or  many   •  In  development  stage  or  exisEng   •  Let’s  talk  on  two  levels:   •  Things  a  regional  or  head  office  person  can   do  to  support  the  sales  funcEon   •  Things  a  site  person  can  do  to  maximize   their  leads  
  • 5. 5   MarkeEng  &  Sales  –  which  is  which?   •  MarkeEng  –  all  those  acEviEes  undertaken  to   get  someone  to  contact  your  organizaEon   •  Sales  –  the  process  that  occurs  once  a  prospect   has  made  iniEal  contact   Today  we  will  concentrate  on  sales   ac0vi0es  
  • 6. 6   The  MarkeEng/Sales  Mix   •  Too  o^en,  there  is  an  imbalance  with  the   markeEng/sales  mix   •  Too  much  emphasis  is  put  on  generaEng  leads   and  not  enough  on  managing  each  of  them   fully   •  This  can  lead  to  too  much  traffic  to  be   managed  effecEvely   •  The  result?    You  only  get  the  “low  hanging   fruit”  –  assisted  living  clients  or  those  who   “sell”  themselves    
  • 7. 7   The  MarkeEng/Sales  Mix   •  Some  percentage  will  always  close  but  a  good   sales  process  results  in  higher  conversion  rates   with  less  traffic  and  few  markeEng  dollars   spent   •  It’s  a  vicious  circle  –  if  you  don’t  spend  enough   Eme  with  each  prospect,  you  end  up  needing   more  traffic  simply  to  achieve  that  percentage   that  are  needier  AL  clients  or  who  come  in   prepared  to  buy  
  • 8. 8   Let’s  Explore  .  .  .   •  Your  metrics   •  Your  funnel   •  Where  you  legiEmately    lose  prospects  along   the  way   •  Other  prospects  who  “leak  out”   unintenEonally   •  Those  we  lose  once  they’ve  actually  made  it  to   the  door   •  The  big  fat  gaping  drain  at  the  boNom  of  the   funnel  –  lack  of  follow-­‐up  
  • 9. 9   Your  Metrics   •  It’s  important  to  understand  where  your   prospects  come  from  and  how  much  it  costs   you  for  each  one   •  Examine:   •  Your  lead  generaEon  cost   •  Your  resident  acquisiEon  cost   •  Your  conversion  rate  from  new  inquiry  to   tour   •  Your  conversion  rate  from  tour  to  deal  
  • 10. 10   Lead  GeneraEon  Cost   •  Take  your  2014  markeEng  budget  for  all  lead   generaEng  acEviEes  (not  admin  like  postage  or   mileage,  or  collateral  materials,  model  suite  or   sales-­‐related  costs)   •  Divide  it  by  the  total  number  of  new  leads   (internet,  telephone  and  walk-­‐in)  to  arrive  at  a   cost-­‐per-­‐lead   •  Do  the  same  exercise  by  category,  such  as   print  ads,  community  outreach,  direct  mail,   etc.  to  compare  one  source  to  another   •  Some  leads  are  cosEng  you  as  much  as  $500  
  • 11. 11   Resident  AcquisiEon  Cost   •  Take  your  2014  markeEng  budget  for  all  lead   generaEng  acEviEes  (not  admin  like  postage   or  mileage,  or  collateral  materials,  model  suite   or  sales-­‐related  costs)   •  Divide  it  by  the  total  number  of  new  residents   who  moved  in  in  2014;  it’s  up  to  you  as  to   whether  you  include  respites/short  term  stays   •  Do  the  same  exercise  by  category,  such  as   print  ads,  community  outreach,  direct  mail,   etc.  to  compare  one  source  to  another   •  How  much  does  it  cost  you  to  acquire  a  new   resident?  
  • 12. 12   Conversion  Rates   •  Three  types:   •  IniEal  inquiries  to  tours  –  we  aim  for  50%   •  Tours  to  deals  –  depends  on  market  –  from   15-­‐35%   •  IniEal  inquiries  to  deals  –  varies  widely  
  • 13. 13   Why  is  this  helpful?   •  For  budgeEng   •  For  diagnosEcs   There  are  only  two  ways  to  increase  sales:     Your  either  increase  traffic  and  maintain  the   same  closing  rates   OR   You  keep  the  same  traffic  but  improve  the  closing   rates   OR   You  increase  traffic  AND  improve  the  closing   rates  
  • 14. 14   Goal  Senng  –  Telephone  Goals   Monthly Goal (budgeted new residents + attrition) Closing ratio of deals to tours Number of tours needed Closing ratio of tours to telephone calls Number of telephone inquiries needed Instructions: • Do this exercise for each month • Put your budgeted # of new residents + your attrition into the first column • Calculate your ratio of deals to tours in the second column. • Calculate the # of tours required as per the ratio • Calculate your ratio of tours to initial telephone calls • Calculate the # of initial telephone inquiries required. 14  
  • 15. 15   Goal  Senng  –  Telephone  Goals   Monthly Goal (budgeted new residents + attrition) Closing ratio of deals to tours Number or tours needed Closing ration of tours to telephone calls Number of telephone inquiries needed 3   1:3   9   1:2   18   15  
  • 16. 16   Filling  Your  Funnel   Workable  Leads   Electronic   ads   Online  Ads   Print  Ads   Signage   Direct    Mail   Out-­‐of-­‐Home    Ads   Social  Media   Community   Outreach   Referral     Programs  
  • 17. 17   LegiEmate  Loses   Workable  Leads   Social  Media   Can’t  afford  it   Too  ill   Too  young   Wrong  ethnicity   Have  requirements   you  can’t  meet   Poor  locaEon  for  family  
  • 18. 18   Avoidable  Loses   Workable  Leads   Out-­‐iof-­‐Home    Ads   Social  Media   Can’t  find  contact   info  on  website   No  one  returns  call   Automated  phone   system   Brochure  takes  days  or   weeks  to  arrive   Inquiry  goes  to   voicemail   No  rapport  building  on   phone   No  discovery  done  on   phone   No  one  available  to  take   call  or  uninformed,   untrained  person  takes   call   Evening/weekend  phone   staff  are  clueless   Phone  rings  a  dozen   Emes   Told    to  call  back   Not  encouraged  to  come  in   for  tour   Quickly  offers  to  mail   out  brochure   Feature-­‐dumping   on  phone   Shared  info  not  recorded;  no   lead  sheet  started;  not  entered   in  CRM   English  skills  poor  
  • 19. 19   What  happens  once  the  funnel  drops   them  at  our  door?   Common  turn-­‐offs   Environmental:   •  Difficulty  parking   •  Challenge  figuring  out  where  front  door  is   •  Heavy  or  difficult-­‐to-­‐open  door   •  Inner  door  locked;  hard  to  figure  how  to  enter   •  InaNenEve  recepEonist   •  Residents  sleeping  in  lobby   •  Odours   •  Huge  office-­‐like  lobby   •  No  residents  visible   •  InsEtuEonal  or  care  atmosphere  
  • 20. 20   What  happens  once  the  funnel  drops   them  at  our  door?   •  Dirty  building   •  Dated  décor   •  Too  much  paper   •  Cramped  spaces  
  • 21. 21   What  happens  once  the  funnel  drops   them  at  our  door?   Common  turn-­‐offs   Sales:   •  RecepEonist  is  not  expecEng  prospect   •  Prospect  asked  to  fill  out  form   •  Coat  not  taken   •  Kept  waiEng   •  Refreshment  not  offered   •  Salesperson  does  not  give  full  aNenEon;   distracted  or  unprepared   •  No  rapport  building   •  Salesperson  does  not  refer  to  knowledge   already  gained  
  • 22. 22   What  happens  once  the  funnel  drops  them   at  our  door?   •  Tour  feels  rushed   •  Tour  directed  towards  family,  not  prospect   •  Tour  begins  at  door   •  Discovery  is  held  in  an  office  environment   •  Brochure  is  given  at  beginning,  rather  than   end,  of  tour   •  LiNle  to  no  discovery   •  Residents  and  staff  are  not  introduced   •  No  model  suites,  they  are  far  away  or  they  are   “ho  hum”  
  • 23. 23   What  happens  once  the  funnel  drops  them   at  our  door?   •  Too  many  empty  suites  shown   •  Empty  suites  shown  are  not  in  perfect  repair   or  need  cleaning   •  Common  areas  are  disorganized;  their   purpose  it  is  not  immediately  apparent   •  ObjecEons  are  not  countered  along  the  way   •  Salesperson  fails  to  match  prospect  needs   with  product  offerings   •  Salesperson  emphasizes  and  shows  things   prospect  has  indicated  liNle  to  no  interest  in   •  Salesperson  fails  to  do  liNle  closes  along  the   way  
  • 24. 24   What  happens  once  the  funnel  drops  them   at  our  door?   •  No  recap  done   •  Tour  ends  at  door   •  Salesperson  does  not  ask  for  close  and   neglects  to  set  next  point  of  contact   •  Detailed  notes  and  next  acEon  not  entered  in   CRM  
  • 25. 25   The  huge  drain  at  the  boNom  of   the  funnel  .  .  .   Lack  of  follow-­‐up   Only  20%  of  marketers  follow-­‐up,  even  once.  
  • 26. 26   Keeping  the  funnel  full   •  PrevenEng  loss  of  prospects  from  the  funnel  is   as  important  as  filling  the  funnel  and  is  less   expensive   •  Four  strategies:   •  Understanding  your  metrics  –  what  do  you   need,  how  much  does  this  cost  and  what   goals  should  you  set   •  Ensuring  the  in-­‐person  prospect   experience  and  sales  process  is  excellent   •  Following  up   •  Infusing  a  sales  culture  into  the   organizaEon  
  • 27. 27   What  is  a  “Sales  Culture”?   •  A  “sales  culture”  is  a  working  environment  in  which  all   employees  –  not  just  the  General  Manager  and   MarkeEng  Director  –  are  commiNed  to  keeping  the   residence  full   •  You  can  almost  subsEtute  “customer  service”  for  “sales   culture”  as  the  same  elements  which  make  for  good   customer  service  also  make  for  good  sales.  
  • 28. 28   Fostering  a  “Sales  Culture”  Approach   A  focused  sales  approach  involves  making  the  most  of  each   lead:   •  Every  employee  is  aNuned  to  doing  everything  possible  to   assist  in  sales  (customer  service)   •  A  professional  salesperson  and  a  team  of  back-­‐up   “salespeople”  available  to  assist  a  prospect  at  every   reasonable  Eme.   •  Making  a  good  impression  on  the  phone,  learning  about   the  prospect,  having  them  like  you,  genng  them  to  book   a  tour  
  • 29. 29   Fostering  a  “Sales  Culture”  Approach   •  The  moment  of  truth  –  the  tour.    Great  salesperson  +   great  impression  about  everything  to  do  with  the   building,  residents  and  staff.   •  Helpful,  Emely,  customized  follow-­‐up.  
  • 30. 30   The  Facets  of  a  Sales  Culture   •  Lead  by  example   •  Respect  the  sales  funcEon   •  Employee  (and  resident)  engagement    
  • 31. 31   The  General   •  The  General  Manager  has  the  greatest  impact  on  your   sales  culture.   •  In  what  ways  does  he/she  set  the  tone?  
  • 32. 32   RespecEng  the  Sales  Role   If  the  organizaEon    believe  the  sales  role  is  important,  so  will   its  employees.    This  involves:   •  Hiring  the  right  person   •  Using  the  right  Etle   •  PosiEoning  this  person  as  a  manager   •  Giving  the  posiEon  only  sales  related  duEes   •  Showing  support  and  respect  
  • 33. 33   What  is  the  MarkeEng  Manager’s  Role?   •  AssisEng  in  development  of  the  markeEng  plan  and   budget   •  AssisEng  in  occupancy  projecEons  and  budgeEng   •  Providing  input  on  pricing   •  Keeping  up-­‐to-­‐date  compeEtor  analysis   •  ImplemenEng  elements  of  the  markeEng  plan  to   generate  traffic  –  generally  community  outreach  such  as   sponsorships,  presentaEons,  trade  shows,  etc.  
  • 34. 34   What  is  the  MarkeEng  Manager’s  Role?   •  Handling  phone  inquiries   •  Doing  tours   •  Following  up   •  Closing  deals  
  • 35. 35   Tasks  the  MarkeEng  Manager  Should  Not  be   Doing   •  Manning  recepEon   •  AssisEng  with  acEviEes   •  Serving  at  Happy  Hour   •  Handling  resident  concerns   The  grey  zone:   •  Handling  internal  moves   •  Signing  the  contract   •  Purchasing  welcome  gi^s   •  Arranging  funeral  flowers  or  donaEons    
  • 36. 36   The  Take-­‐Out  Window  Analogy   •  Think  of  your  MarkeEng  Manager  as  the  staff  person  at   the  take-­‐out  window.    She  is  responsible  for  taking  the   order  and  genng  the  payment.    If  you  have  her  running   around  preparing  burgers  and  filling  straw  dispensers,   your  take-­‐out  window  will  be  losing  orders.    
  • 37. 37   Involvement   •  Involvement  of  the  General  Manager  in  the  sales  funcEon   through  daily/weekly  meeEngs,  meeEng  prospects,  doing   tours,  conducEng  follow-­‐up,  signing  contracts   •  Involvement  of  staff  at  every  level.  
  • 38. 38   The  Secret  Weapon   A  friendly,  caring  staff  is  the  most  powerful  selling  tool.    To   the  client,  their  impression  of  the  friendliness  and   welcoming  ambiance  of  the  residence  has  liNle  to  do  with   the  décor  and  much  to  do  with  the  smiles  and  kind  words   from  staff.   When  ques0oned  why  they  chose  a  par0cular  residence,   residents  o<en  say  it  “was  a  just  a  feeling.    It  felt  warm   and  friendly.    I  knew  it  almost  as  soon  as  I  walked  in  the   door.”  
  • 39. 39   Whose  Job  is  Sales?   We  all  know  the  answer.  Occupancy  is  everyone’s  job.     We  all  have  a  vested  interest  in  bringing  in  appropriate,   happy  clients  in  a  Emely  fashion.   The  General  Manager  oversees  the  funcEon,  helps  to  set   goals,  monitors  and  measures,  meets  prospects  being   toured,  contributes  at  Emes  by  responding  to  inquiries,   touring  or  doing  follow-­‐up  and,  most  importantly,  by   clearing  the  path  for  the  marketer  to  do  her  job.   .   .      
  • 40. 40   Whose  Job  is  it  Anyway?   The  designated  marketer  is  the  lead  on  taking  inquiries,   booking  tours,  conducEng  tours,  doing  follow-­‐up  and   closing  deals.   The  RecepEonist  assists  by  answering  the  phone  in  a  pleasant   unhurried,  clear  manner.    She  smiles  while  on  the  phone   and  gives  the  client  her  full  aNenEon.    She  asks  the  right   quesEons  and  finds  someone  to  handle  the  inquiry  –  a  real   person,  not  voicemail  or  a  message  –  if  possible.  She  takes   clear  messages  and  writes  down  every  detail.    In  person,  she   smiles,  maybe  even  stands,  and  makes  the  client   comfortable  while  waiEng.      
  • 41. 41   Whose  Job  is  it  Anyway?   Every staff member plays a role by doing his/her job well so the residence looks great and the service is exemplary. On a tour, each staff member assists by smiling, saying “hello” and, if introduced, doing their “30-second commercial”.
  • 42. 42   The  30-­‐second  Commercial   •  The  30-­‐second  commercial  is  a  well-­‐thought-­‐out  few  words   mentally  dra^ed  by  each  employee.    Then,  when  the  marketer   is  on  a  tour,  she  can  introduce  that  employee  with  confidence.   •  Generally,  the  30-­‐second  commercial  should  include  the   person’s  name,  what  they  do  and  why  they  love  their  job  (or   why  they  think  the  residence  is  a  great  place).    For  example,   the  touring  marketer  may  stop  a  housekeeper  and  introduce   her  to  those  people  she  is  touring.    The  housekeeper,  having   mentally  prepared  her  30-­‐second  commercial,  can  then  say  a   few  lines  to  the  effect  of  “Nice  to  meet  you.    I’m  Helen.    I’m   the  housekeeper  on  the  third  floor.    I’ve  worked  here  almost   two  years  and  I  love  the  residents.    I  hope  your  mom  will  move   in  with  us.”  
  • 43. 43   The  30-­‐second  Commercial   •  The  recitaEon  is  not  mean  to  be  canned  or  phony,  just  a   few  lines  from  that  employee’s  heart.   •  You  can  schedule  a  short  inservice  on  each  shi^  to  teach   employees  the  30-­‐second  commercial.    It  can  also  be  part   of  your  orientaEon  program.    During  the  training  session,   each  employee  could  take  10  minutes  and  fill  out  a  form   detailing  what  he/she  would  say  during  their  30-­‐second   commercial.    Some  employees  could  be  asked  to  stand   and  read  theirs  out  loud.    
  • 44. 44   The  Sales  Role  for  Department  Heads   •  The  sales  role  for  department  heads  varies  from  site-­‐to-­‐ site  and  company  to  company.   •  Some  residences  have  mulEple  sales  people  so  the   requirements  on  the  team  are  less.   •  Some  residences  have  no  designated  sales  person  so  the   role  is  split  among  every  department  head.  
  • 45. 45   The  Sales  Role  for  Department  Heads   •  In  a  structure  that  exists  at  most  residences,  there  may   be  several  ways  in  which  a  department  head  could  called   upon  to  assist  with  sales:   •  As  a  back-­‐up  to  answer  a  telephone  inquiry  when  the   Marketer  is  not  available.   •  As  a  back-­‐up  to  take  a  prospect  on  a  short  or  full  tour  when   the  Marketer  is  busy  with  another  client  or  otherwise   unavailable  (perhaps  out  doing  community  outreach?)   •  As  the  designated  person  to  do  tours  on  a  weekend  during   a  duty  manager  rotaEon.  
  • 46. 46   The  Sales  Role  for  Department  Heads   •  In  either  of  the  above  cases,  the  department  head  must  be   sure  to  take  copious  notes  and  thoroughly  brief  the   Marketer  when  they  hand  over  the  lead  sheet.   •  The  department  head  might  be  introduced  by  the  Marketer   or  another  department  head  on  tour.    The  marketer  may   even  seek  out  the  department  head  because  the  prospect   has  something  in  common  with  the  department  head   (home  town,  career,  etc.).  
  • 47. 47   The  Sales  Role  for  Department  Heads   •  The  department  head  may  be  asked  to  join  a  Sales  Sprint   team  of  a  few  people  who  regularly  brainstorm  prospects   and  decide  on  objecEves  and  courses  of  acEon.   •  Very  occasionally,  a  department  head  might  be  asked  to   follow  up  with  a  prospect  with  whom  you  really  hit  it  off.   •  AssisEng  at  markeEng  events.  
  • 48. 48   Gaining  Commitment   •  Changing  a  culture  and  making  it  sEck  is  not  an  easy  task.     It  involves  punng  a  plan  together  and  implemenEng  it   conEnually  and  consistently.  
  • 49. 49   The  Six  Secrets  of  Commitment  Building   •  Lead  by  example.    Roll  up  your  sleeves  and  pitch  in.   •  Involve.   •  Communicate.   •  MoEvate.   •  Train  &  coach   •  Recognize  
  • 50. 50   How  to  Involve  Employees   •  Include  markeEng  &  sales  in  orientaEon   •  Have  you  marketer  meet  &  tour  each  new  staff  member   •  Devote  part  of  your  daily  department  head  meeEng  to   markeEng;  ask  for  suggesEons,  assign  tasks   •  Choose  department  heads  to  serve  on  the  Sales  Sprint.   •  Have  your  marketer  (and  yourself)  regularly  present   markeEng  &  sales  informaEon  at  employee  meeEngs;  ask   for  ideas  and  feedback.  
  • 51. 51   How  to  Communicate   •  The  biggest  complaint  noted  on  most  employee   saEsfacEon  surveys  is  “lack  of  communicaEon  within  the   organizaEon”.   •  Communicate  expectaEons  clearly  –  menEon  the  sales   duEes  right  in  the  interview  and  put  it  in  the  job   descripEon.   •  Have  a  “markeEng  board”  in  the  staff  room  –  post  weekly   occupancy  and  traffic  informaEon,  as  well  as   adverEsements,  markeEng  materials,  etc.   •  Devote  a  porEon  of  employee  meeEngs  to  markeEng.   •  Have  a  monthly  markeEng  newsleNer.  
  • 52. 52   How  to  MoEvate   •  Referral  bonus   •  Lead  bonus   •  Through  recogniEon  and  praise.    
  • 53. 53   Train  &  Coach   •  IniEal  training  is  important  but  it  is  the  ongoing  day-­‐to-­‐ day  coaching  that  will  achieve  the  desired  results  –  a   change  in  behaviour  
  • 54. 54   Training  Programs   •  IniEal  orientaEon  &  tour   •  Everybody  is  a  marketer  –  training  session  led  by  your   marketer   •  Telephone/recepEonist  training  on  sales  telephone  skills   –  led  by  your  marketer   •  Department  head  training  –  how  they  fit   •  Sales  training  for  marketer  and  selected  (or  all)   department  heads  
  • 55. 55   Understanding  the  Coaching  Role   •  The  awesome  power  of  personal  aNenEon   •  What  does  this  mean?   •  Modelling  the  behaviour  you  want:    personal  aNenEon   and  relaEonship  building   •  You  know  your  people  and  you  show  them  you  have  a   caring  antude  towards  them.  
  • 56. 56   The  Importance  of  Coaching   •  Strong  sales  cultures  don’t  just  naturally  occur.    They  are   developed  over  long  periods  of  Eme  with  a  great  deal  of   effort  put  in  by  everyone  involved.    At  the  foundaEonal   level,  you  might  say  that  a  strong  sales  culture  at  a  given   residence  could  mean  that  everyone  is  commiDed  to   ensuring  the  residence  conEnues  to  thrive  –  to  be  full   with  a  wait  list.  
  • 57. 57   The  Importance  of  Coaching   •  Gaining  commitment  –  in  our  sales  training,  we  talk  a   great  deal  about  gaining  the  commitment  of  a   prospecEve  resident  through  driving  a  strong  sales   process  and  following  up,  etc.    When  it  comes  to   developing  a  sales  culture,  gaining  commitment  from  the   people  who  work  for  you  is  paramount  in  achieving  your   goals.  
  • 58. 58   The  Importance  of  Coaching   •  Although  this  might  be  paramount  to  the  success,  it’s  not   easily  achieved.    We  certainly  can’t  reach  into  someone’s   head  and  turn  up  their  level  of  commitment.    They  need   to  give  to  you;  they  have  to  want  to  do  their  best.    This   can  be  achieved  through  coaching  and  by  using  .  .  .  
  • 59. 59   The  Skills  of  a  Good  Coach     •  A  caring  antude   •  Your  presence  and  personal  aNenEon   •  Developmental  bias  
  • 60. 60   Gaining  Employee  Commitment   Properly  coach  them  through:   •  Clarity  (imagery)   •  Increasing  their  competence   •  Giving  them  recogniEon  
  • 61. 61   RecogniEon  –  Six  EssenEals   •  Do  it  o^en.   •  Do  it  promptly.   •  Be  creaEve.   •  Make  it  easy  for  a  person  to  do.   •  Involve  all  employees.   •  Build  it  into  the  system.  
  • 62. 62   The  Importance  of  RecogniEon   “A  manager  empowers  others  by  giving  them  recogniEon   which  enhances  their  self-­‐esteem  and  moEvates  them  to   conEnue  to  do  their  best  work.    A  person’s  power  to   achieve  success  if  dependent  upon  his  belief  in  himself   and  his  desire  to  do  consistently  excellent  work.    A   manager  has  more  power  to  achieve  his  objecEves    when   the  people  who  work  for  him  are  confident  and   moEvated  to  do  their  best  work.”   Diane  Tracy,  10  Steps  to  Employee  Empowerment  
  • 63. 63   How  to  Recognize  Employees   •  In  1001  thoughyul  ways:  a  menEon  in  a  newsleNer,  a   post-­‐it  note  on  their  locker,  a  warm  handshake  and  kind   word,  a  note  card  sent  to  their  home,  a  Tim  Horton’s  gi^   card,  an  “execuEve  parking  spot”  for  the  day,  take  an   employee  to  lunch,  bring  in  a  favourite  treat,  etc.  
  • 64. 64   Capitalize  on  Your  Biggest  Fans   •  Introduce  them  on  tour;  have  them  eat  lunch  with  a   prospect,  send  that  person  a  note   •  Have  a  referral  program   •  Do  an  “invite  a  friend  to  lunch”  week   •  Host  their  groups  in  your  residence   •  Use  them  in  your  ads   •  Have  an  “Ambassador  Club”  –  special  events,  trade   shows,  tours,  new  residents,  respites,  newsleNers,  etc.   •  Recognize,  praise,  thank  
  • 65. 65   Succeeding  with  the  Team  Approach   “If  everyone  is  moving  forward  together,   then  success  takes  care  of  itself.”     -­‐  Henry  Ford  
  • 66. 66   In  summary   •  Stop  the  unnecessary  drain  on  your  sales  funnel  by:   •  Understanding  your  metrics  and  seeking  to  make   improvements  in  process  and  performance  by  making   changes   •  Refining  your  tour  process  and  the  “customer   experience”  of  a  prospect   •  Following  up!   •  Infusing  a  sales  culture  through  
  • 67. 67  
  • 68. 68   Thanks  for  the   opportunity  to   share  the   Greenhouse   MarkeEng   approach  sales