Outbound: the agent calls

Families called back two days after the tour

Families tour three or four residences in a month, and the one that follows up warmly stays on the list. Two days after the tour, they hear from you with answers, not pressure.

When it starts

A tour two days ago, or a family that took the brochure and went quiet.

What the agent does

Calls, asks how they found it, answers questions, books a second visit or a consultation.

What your team gets

The next step on the calendar, or the family's reason for waiting, in their words.

How it works

  1. Knows the tour

    Who came, which suites they saw, who showed them around and the notes the marketing lead left.

  2. Opens warmly

    How was lunch, and what did your mom think? A real question, not a script about availability.

  3. Answers the leftovers

    Can she bring her cat, how laundry works, whether the doctor visits on site. From your own answers, plainly.

  4. Offers the next step

    A second visit with the future resident, a meal with a resident ambassador, a respite stay, or a move-in consultation.

  5. Respects the pace

    Not ready? It asks when to check back and notes why. A family that chose elsewhere is thanked and taken off the list.

  6. Updates marketing

    The CRM shows the call, the questions, the answer and the next date, so nobody calls the family twice.

Example call

  1. AI agentHi Mr. Singh, it's Emma from Willow Creek. You and your sister toured with Diane on Saturday. Is it a good time for a minute?
  2. CustomerSure. We liked it, actually. Dad's worried about his cat, though.
  3. AI agentThat's an easy one. Cats are welcome in our one-bedrooms, and a few residents have one. What did your dad think of the suite?
  4. CustomerHe liked the light. He's just not sure he's ready.
  5. AI agentThat's very normal. Some families start with a two-week respite stay so he can try it with his cat. Would it help if Diane called him to talk it through?
  6. CustomerYes, I think he'd like that.
  7. AI agentI'll ask her to call your dad Thursday afternoon. I'll text you the respite details now.

After the call: Diane has a task to call Mr. Singh's father on Thursday about a respite stay, with "worried about his cat, liked the light, not sure he's ready" in the CRM.

What your team gets

  • Every tour followed up within two days
  • Questions families forgot to ask, answered and logged
  • Second visits, respite stays and consultations booked
  • A check-back date for every family not yet ready
  • Tour-to-move-in rate, month by month
Set up with you: The team sets up a connection to your Sherpa, Enquire or Yardi Senior Housing CRM, loads your answers on pets, laundry, care and services, and sets when follow-ups go out and which next steps it can book.

Questions

Won't families find it pushy?

It calls once with a real question about their visit, answers what they ask, and lets them set the pace. If they say they've chosen elsewhere, it thanks them and stops.

Can it book a move-in?

It books the move-in consultation with your marketing lead. The suite, the agreement and the date are settled there.

What if they had a bad experience on the tour?

It listens, apologizes, and sends it to your general manager with the family's words, so a person can call them back.

Hear it on your phone

Request a demo call and the agent phones you, set up for retirement residences like yours.

Get a demo call