You Need a Rolladex on Speed
If you are an aging life or geriatric care manager- you need a contact database or Customer Relationship Management database CRM. This is a marketing database where you store the customers you market to and is a tool to do that marketing. Think of this as your old Rolodex on speed.
Customer relationship management software is a tool to organize your contact info and manage your relationship with current and prospective customers, clients, and other contacts. They’re address books on steroids—the modern version of old-fashioned Rolodex.
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. The 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.
It is a tool because unlike a Rolladex, or an Excel spreadsheet with lists of marketing targets, a CRM 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.
Add Your Continuum of Care To Your CRM
You add all of your “continuum of care” or all aging health care contacts in the community that older clients might need as they age. Why? These health care contacts (physicians, elder mediators, CCRC, elder law attorneys , assisted living, or MFT who specialize in aging) help you weave a 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. ?
Learn more about Marketing Aging Life or Geriatric Care Management
January 23 @ 2:00 pm – 3:00 pm PST
The busiest season for care managers is January & February after as adult children have just visited for the holiday and seeing their elderly parents skating on very thin aging ice
Learn care management marketing so you can:
Capture those desperate clients in January after the festive fright-
Develop strategic marketing that brings more customers,
Develop a positioning strategy so the caller chooses you
Understand lead generation in care management
Get the best marketing software
Create a 5 Star Marketing Plan for the top 10% of seniors who can afford you.
THIS FREE WEBINAR FROM 2 PM – 3 PM PST January 23, 2020