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 the 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 data base before you open your doors and fill it up with referral sources to your customers- mainly- elder law attorneys, trust officers, concierge physicians 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 The best way is through your CRM data base 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. You can send a form elder aw letter to all elder law contacts. You can use the CRM to track all calls or marketing visits to a concierge physician.
Adding all of your continuum of care or all contacts in the community that help 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- which is your care plan- go here to.