Prospective residents can be entered with minimal information and then further expanded upon as you gather more details. This includes everything from demographics, diagnoses, contacts, and resources to pre-admission assessments. Once a move-in is scheduled, this data seamlessly becomes part of the resident’s profile, eliminating the need for redundant entry.
Task Manager is the marketing tool to keep ‘next contact’ information out in front. Schedule reminders to reach out to prospective clients/families, invite them to events, schedule tours, and document it all. Task Manager can also be used to assign tasks to others – such as a Saturday tour for an out-of-town family.
When good information is entered, RTasks can provide quality reports as outputs. Our Daily Sales Action Plan can provide the marketing department an overall summary of census, room occupancy, and marketing tasks.
RTasks streamlines the management of your marketing efforts, offering tailored tools designed specifically for your prospects and referrals. Easily create profiles with pertinent information and assign each lead a status for streamlined reporting. Utilize the Task Manager to stay organized with your contacts and maximize your productivity. The marketing management tool is an indispensable asset in your RTasks toolbox!
An effective marketing program tracks prospective residents from first inquiries to their successful transition as a satisfied resident. RTasks can capture key contacts and referral sources, assign tasks designed to build relationships with the prospect, and capture data specific to that individual (demographic details, preferences, and assessed needs). Information entered in Prospects flows directly into the Resident Profile at the point of admission, eliminating duplication of entry.
Your marketing team can create a waiting list of active prospects, track their activity, and follow-up using both the status and tagging options.These tools enable you to organize and analyze your prospective client list efficiently. Filter your waiting list by housing type for a better picture of availability.
Task Manager is the tool that enables your marketing department to gain traction in the industry by scheduling and tracking follow-up activities for new leads. This includes activities from the initial contact to scheduling pre-assessments, tours, and follow-up phone calls, as well as inviting prospects for coffee or campus activities. Tasks can be assigned to yourself or others, and progress is easily tracked through its history.
Marketing insights are gained using several Prospect-specific reports. Summarize your marketing activity by lead source, lead disposition, inquiry date, and more. Create lists of prospect and contact email addresses for email campaigns. Provide auxiliary staff with prospect and resource contact data for calling campaigns. Use the Daily Sales Action Plan to see the big picture of campus occupancy vs. vacancies, plus show a list of residents out of the building. Supply administrative staff with statistics on lead conversion and ratios that can demonstrate the success of your marketing efforts!
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