If you are an aging life or geriatric care manager- you need three databases. The second is a contact database or Customer Relationship Management database CRM . Think of them as your old Rolodex on speed.
Any aging life or geriatric care management business has to start out with a foundation of great customer relationships. Get the CRM database before you open your doors and fill it up with referral sources to your customers- mainly- elder law attorneys, trust officers, concierge physicians and all target professionals who refer families to you who need GCM.
You, the aging life or geriatric care management seller, must connect with aging families who need your product.T he best way is through your CRM database and these key referral contacts.
As your company expands these Aging Life or GCM business connections grow more sophisticated. You start to manage a myriad of connections, across time, within each referral contact you do business with. Instead of using Excel spreadsheets with marketing targets, with a CRM, you can send a form elder law letter to all elder law contacts individually addressed. You can use the CRM to track all calls, newsletters sent emails, or marketing visits to a concierge physician to track the ” touches” you made in marketing to that third party. It will do mass mailings even newsletters.
You can add all of your continuum of care or all contacts in the community that helps you weave a care plan- physicians, elder mediators, CCRC, and all housing, MFT who specialize in aging- all the contacts that you use as your individual prescription or care plan.
You use the CRM marketing database to track marketing appointments customers etc, but what do you do when you show up at the marketing appointment. Do you know how to market to third parties like attorneys, concierge physicians, wealth managers etc,
Join me in my new FREE Webinar
Learn to Sell Benefits not Features to Third Parties to Grow Your Care Management Bottom Line
When: March 6, 2019
What problems are you solving for 3rd parties so they will refer to you.
What is a benefit vs features and how to find benefits for each 3rd party you market to?
What specific problems you solve for wealth managers, elderlaw attorneys, and concierge physicians
What specific problems to solve for upscale Assisted Living, accountants, financial planners, MD’s
Step by Step how to set up meetings with 3rd parties to make the