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Transitional Marketing Services
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Transitional Marketing Services for Senior Service Providers

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Transform Your Business with Transitional Marketing Services

Customized Marketing Strategy Development

Sales & Marketing Team Development and Training

Sales & Marketing Team Development and Training

  • First Impression Analysis
  • Marketing Process Analysis, Modification & Development
  • Visual Materials Assessment
  • Improve Website Design
  • Artificial Intelligence (AI) Chatbot Process Review


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Sales & Marketing Team Development and Training

Sales & Marketing Team Development and Training

Sales & Marketing Team Development and Training

  • Sales & Executive Staff Coaching
  • Remote Training
  • Customized Training Program Development
  • Coaching “Effective Networking Follow-up”
  • Operational Vulnerabilities Assessment
  • Competitive Analysis

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Additional Marketing Development

Sales & Marketing Team Development and Training

Additional Marketing Development

  • Secret Shopping
  • Cultural Projects Development
  • Special Events Development
  • Unique Photography
  • Public Speaking 

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Customized Marketing Strategy Development

We help businesses grow through training and marketing solutions. Contact us to learn more.

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Marketing Strategy Development Services

First Impression Analysis

It's still true! You only get one chance to create a great First Impression - so we conduct a personalized, on-site analysis of your property and/or Marketing Materials to make sure your first impression is a fantastic one! From analyzing your tour process, marketing collateral, online presence and website - we'll make sure your design and aesthetics are in alignment with your company culture. 


Physical Building Aesthetics Review

We are your fresh set of eyes with deep-industry experience to help you see opportunities that will make your property more appealing and put you above the competition. If you have a physical building, it needs to convey a message to both the potential resident and the person who is helping them with the process. Does your property portray the culture you're trying to create? Is it welcoming, comfortable and inviting? 

Marketing Process Analysis, Modification & Development

We will spend "shoulder to shoulder" time with your team fine tuning your marketing process. We also advise those who create your materials, brochures, websites, model apartments and special events to ensure you are attracting your ideal client.

Visual Materials Assessment

We will conduct an analysis of your current marketing collateral to make sure that your branding, messaging and company culture is consistent, cohesive and professional across all of your promotional and print materials. 

Website Presence & Design

Frequently, the first impression you make is through your website and therefore a critical component of your marketing and first impression strategy. If you'd like, our technical team will conduct an independent user review of your site, as well as a technical and search engine optimization (SEO) review, to ensure that you are reaching and converting potential residents.

Artificial Intelligence Chatbot Process Review

You're progressive and you've employed Artificial Intelligence (AI) Chatbots to assist with your online inquires. Congratulations. Does it work? If an appointment is made, is it communicated to your staff? Or does it disappear into the ether? We'll conduct a through analysis of your current setup to ensure that inquries, questions and communications are accurately routed so potential residents are greeted with care and attention. 

With Nancy's ever evolving training, we've increased our occupancy by over 10 points in only a few months!


Sales & Marketing Team Development and Training

You work hard to hire good people. We provide them with the tools to excel in their role.

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Team Development & Training Services

Sales Staff & Executive Coaching

Whether your staff needs some guidance in the area of sales or you need to modernize, revamp or reinvigorate your sales process, we can help build effective sales standards that moves your teams forward. 


We'll utilize a variety of methods and techniques to identify what's working and what isn't. We'll figure out exactly what is happening in your business and your specific opportunities for growth.


Whatever your need, we can help you get your sales programs and teams functioning optimally to keep your pipeline full.


Remote Training

We love how instructor-led, online training can maximize your training budget and integrate easily into your staff's day. We can effectively and efficiently train your sales staff remotely on your new or existing sales processes, procedures and marketing programs.  


  • Flexible & highly economical
  • Appropriate for any group size
  • Ideal for geographically diverse teams
  • Customized, topical, needs-based 

Customized Training Program Development

While we utilize deep industry experience to approach your project, we also know that your business, your property and your culture is unique to you. So, we'll customize your training program to match and emphasize what will drive your business forward.   

Operational Vulnerabilities Assessment

What keeps your teams from working efficiently together? A lack of cohesion indicates an opportunity for improvement. We'll conduct an analysis of your teams and environment and develop a customized training program that unites your teams and moves your business forward - togther. 

Competitive Analysis

Do you know how you stack up against your competition? You should - and we can help. We'll conduct an in-depth analysis of your direct, local competitors to better understand your strengths and weaknessess, and identify opportunities for development and growth. 

Nancy was able to hit the ground running during the transition of our community’s management change. Thanks to her ability, we were able to create a new and improved sales team and jump-start our sluggish census.


Warren Page, COO, Artegan Senior Living

Additional Marketing Development

What more do you need? We can do that too!

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Helping Your Business Stand Out!

Secret Shopping

Secret shopping is a very powerful tool that we use to identify exactly how your processes work in the real world. Secret shopping tells us if your intake and follow-up procedures are being carried out effectively and what challenges your teams.  It often helps us develop necessary training. 


Cultural Project Development

What is unique about your property? Do you have a strong vitality contingent?  Does your chef specialize in providing in anti-inflammatory foods? Whatever makes you special, whatever defines your business, we will emphasize those traits to attract more prospects that will fit with your cultural and business dynamic. 


Special Events Development

We help you plan special events that showcase your community and your senior living culture. From wine tasting to fundraising or keynote speakers - whether its educational, charitable, or festive, we make sure it speaks to both your mission and your prospects. 

Unique Photography

Good photography helps tell your story more precisely, quickly and thoroughly than words alone. But too many senior service providers use the same free stock photos, which ultimately makes them blend in with their competitors. We'll make sure your images are unique and set you apart from the competition. 

Nancy created a totally new energy in the community by re-visiting our mission and understanding that it takes EVERYONE to fill a building.


Jan Weider, Vice President, Powell Properties

Need Help Immediately? We can help faster than you think.

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Nancy Werner - 206.240.5058

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