Cathy Cress

Expert in Aging Life and Geriatric Care Management

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How to Sell Care Management Services to 3rd Parties Through Benefits

January 31, 2022

 

Social Man Drawing Social Security Benefits In Notepad

Why 3rd Parties Refer to You?

Selling benefits to third parties will get you referrals. Consider sales a relationship where you both give each other benefits. Why would third parties like trust officers, elder law attorneys, conservators, or guardians refer a care manager to their aging client and family? If you have an Aging Life or GCM business you need to know what benefits you offer the third party if they are going to give you the benefit of a new client.

Most care managers think it is their expertise that will ensure the referral ¨But third parties cannot evaluate your expertise. Features like a great care plan do not work as most do not know what a really great care plan is ¨If you are selling a service like geriatric care management you are selling  benefits

Selling benefits to third parties will get you referrals 

Why do you need to know this? First, you need to create a practice that meets the needs of your clients and major referral sources. Many clients- usually adult children, call you to start services on their own. But a good majority of clients will call you because their attorney, bank trust officer, CPA, Financial Manager referred them. These third parties need to know the benefits you are going to give them and their clients.

Selling benefits to third parties will get you referrals

They want to be sure you answer ” What’s in it for me” if they are to make referrals to your agency. On the feeding chain of referrals, they are one of your most important sources to feed income into your business. You have to deliver what they need to make money and that is selling benefits.

Let’s start with a first impression.

Most people make snap judgments on a First Impression and it “ anchors” every impression afterward ¨Expertise, statistics most features are not as important to your sale as the benefits you offer  them and their clients¨Make a great first impression- with a third party- warm, helpful –and someone who will give them what makes their life better -just like care managers do in nursing or social work

Sales Meeting a Relationship Building Meeting

When you are finally in a marketing meeting with a third party who might refer a client to you-

Build a Relationship in a marketing meeting

Do not call this encounter a marketing meeting,   For the care manager with “intangible” services, this is a relationship-building meeting.

People work with individuals who they like. So your objective is to improve the life of a customer. The idea is to tell how important relationship building is and how you can adopt it in your day-to-day life.

Relationships are not built overnight, it takes time to nurture. Strong, enduring client relationships are the lifeblood of most organizations. Understanding what your customers like, dislike will help grow your business. So you are selling  benefits from your  care management build your relationship to reap ongoing to new referrals

3rd parties will refer clients if you offer what benefits them.

3rd Parties Refer Clients if You Offer What Benefits Them.

¨You are presenting yourself and your services to a potential customer or referral source. ¨If you were selling widgets, you would have various sizes of widgets to show. ¨Because you are selling care management services- Intangible products

Your most compelling sales message to a third party is not that you have something wonderful to sell, it is ” I understand what you need what will benefit you.” The only person in that marketing

meeting who really matters is the third party who will make the referral. They will refer clients if you offer what benefits them.

  • If they are a conservator or guardian one benefit is you can act as ‘medical information hub,’ attending doctor appointments and providing Conservator with physician notes, current vital signs, medications information, and treatment directions.
  • If the third party is an assisted living director you will engage with new residents who are not happy in the facility or want to move, by helping them find socialize with other residents through activity programs, make friends, and participate in outside activities, through your Quality of Life Assessment and through a Concierge Companion, so they will not move out

SIGN UP FOR MY FREE WEBINAR  

Even if you cannot make the class if you sign up you will get a recording the next day

When: March 15 2022
2 PM-3:30 PM PST
Learn
 

A feature is a fact    A benefit tells your customer the advantages of those facts 

 

 

 

 

 

 

 

 

You will learn

How to create a winning sales pitch to a third party

The difference between selling features vs benefits

How to sell the benefits of your services for each 3rd party you  serve

How Benefits make your sale to wealth managers, elder law attorneys, and concierge physicians to get referrals for new clients

The Benefits that make your sale to upscale Assisted Living, accountants, financial planners, Hospice

Step by Step how to set up meetings with 3rd parties to make the sale

Even if you cannot attend you will get the recording of the webinar the next day if you sign up

 

SIGN UP And Take of One-time Low price offers of Classes

Get the benefit of a one-time low price offer

 

 

 

 

Filed Under: aging life business, Aging Life Care, aging life care manager, Blog, Care Management Products, case manager, Close The Sale, elder care manager, Features vs Benefits, Geriatric Care Manager, geriatric care manager, geriatric social worker, marketing care management, nurse advocate, nurse care manager, Sales in geriatric care management, selling a relationship, Webinar Tagged With: aging life and geriatric care manager, Aging Life Care Association, aging life care manager, care manager, geriatric care manager, geriatric care marketing, geriatric care sales, geriatric social worker, nurse advocate, nurse care manager, sales in geriatric care management, sell a realtionship, Third Party Marketing

The 2 Deadliest US Sites of COVID-19 Nursing Homes & Prisons

May 2, 2020

PRISON INMATES AND NURSING HOME PATIENTS NOT  6FT APART – 6 FEET UNDER

70% of inmates in federal prisons have COVID-19.  In Kansas, the Lansing Correctional Facility had a riot of inmates over COVID-19 lack of care or protection  It took the rebellion to get the coronavirus testing PPE and care. The  Bureau of Prisons in Kansas confirmed finally that 79 staff have coronavirus and 88 prisons and prisoners dead.   

Older residents in nursing homes cannot rebel like prisoners. Many can’t even walk. The Atlantic Magazine just published an article, We are Killing Elders Now. The writer states “In at least six states, these fatalities account for half of all COVID-19 deaths, and according to the World Health Organization, half of all coronavirus fatalities in Europe have been traced to nursing homes too. Some of this mortality is linked to long-term-care facilities that are shoddily run or that violate health standards. But most of them are doing the best they can with what they have. And they don’t have much”.

KAISER FOUNDATION NURSING HOME STAFFING AND USE OF PPE NOT REQUIRED IN MOST STATES

Kaiser reports -Staff Screening. It is more common for states to recommend rather than require daily screening of staff for illness in NFs (24 states recommend, 16 states + DC require)

Use of PPE. More states recommend (23 states) than require (7 states + DC) staff to use PPE

 Two States that require testing for coronavirus of ALL  residents of nursing homes are  Maryland where 556 have died as of the Washington Post article. and Tennessee 

THE FEDS HAVE NO CMS FEDERAL GUIDELINES OR REPORTING

We have no federal guidelines for safety testing according to an article by the Kaiser Foundation

It is now estimated that 16,000 deaths have occurred in nursing homes and that is without the federal government revealing any numbers and not making available any testing. But the numbers are probably huge- if we could just do testing. 

CMS announced it would have a meeting of a “panel” of experts “ sometime at the end of May”. After probably 20,000 older people died and the feds did nothing this shows their sense of urgency about this pandemic’s national “elder cleansing”.

WHAT CONNECTS PRISONS AND NURSING HOMES – CONCENTRATION CAMPS

So, what is the connection between the viral spread of COVID-19 in nursing homes and prisons- 6 feet ? Prisoners and residents, in nursing homes, and prisons cannot social distance. Jails and prisons have human beings crammed together with no choice. Nursing homes have 2 beds or if you are on Medicaid three to a room. Neither group has a choice to social distance. They are ” concentrated” as in concentration camps or death camps.

Do SOMETHING – HELP NURSING HOMES PREVENT MORE CARNAGE

So, as someone who has spent her career in aging, I am calling out to everyone, especially professional in aging – do something. Since the feds appear to be doing little- call your congressman, write a letter to the editor.

BE KIND LIKE RACHEL MADDOW REPORTS LA JEWISH HOME LA WAS

Rachel Maddow suggests calling your local nursing homes and see what they need. Be kind like the LA Jewish Home was to a smaller nursing home LA Brier Oaks. They wanted to test their residents and had no tests and the larger LA Jewish Home had tests and shared them with the smaller as a good neighbor. What they found was ravaging but it also showed caring and generosity. Care and be generous and show the helpless elders in nursing homes in your town you are opposed to -nursing home being prisons or concentration camps.

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How Do You Get a GCM Marketing Meeting with Assisted Living?

January 17, 2020

Marketing Meeting is Relationship Building

A marketing meeting is really what nurses, social workers, and ALCA care managers can do well. It is a relationship-building meeting and care managers know how to build a relationship with elders and families- that’s the core of their business. If not they would never be successful care managers.

Sit Right Down And  Write That Letter

Setting up that marketing meeting takes a skill that care managers also excel. Since they have 

a business they should have a marketing database so they just use the “Customer Relationship” CRM database to generate a letter, to for the meeting. Of course all the Assisted Living or CCRC in your coverage area have to be in the CRM but, as good businessmen and women – you have that done as they are the ” meat ” on the table of your primary third parties.

Have a Product to Offer the Assisted Living

You have to have a service or product to sell to the Assisted Living. Just geriatric care management is not really enough. You have to have a product or services tailored to their needs. The Director of the facility you sell to wants to get benefits or know” what is this going to do for me. “Assisted Living Does Not want to lose residents. They do not want to lose money on ” Move Outs’. They want to keep the residents engaged. So designing a product and giving it a name is critical- one that will make residents happier in the facility. So create of product that is meant to keep the residents happy with skills that the assisted living staff does not have.

That would mean increasing their quality of life reducing isolation, loneliness and building connections to activities that give them joy, that is not offered in the facility or take one to one staff time. So come up with a Quality of Life program that provides recreational therapy like music, reminiscence, dance the art games or physical exercise – all at the level the residents can achieve at their ages and range of disabilities.

Ready-Made Assisted Living Product

Concierge Companion a trademarked step by step delivery of an Assisted Living product in my GCM Operations Manual is an option if you do not have time or bandwidth to create your own service for signing up Assisted Living clients.

 

FREE Webinar

LEARN HOW TO MARKET LIKE YOUR BUSINESS DEPENDED ON IT 

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,  

Understand branding         

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.

Click Here To Register 

FIND OUT MORE 

 THIS FREE  WEBINAR  FROM 2 PM – 3 PM PST January 23, 2020

SIGN UP NOW  

 

 

 

Filed Under: Aging Life Care, aging life care manager, Assisted Living sales, Blog, Geriatric Care Management Business, Geriatric Care Manager, Geriatric Care Managers & Assited Living, geriatric social worker, Marketing to Assisted Living, nurse advocate, nurse care manager, Quality of Life for elders, Sales in geriatric care management, Sales to Assisted Living, selling a relationship Tagged With: aging life care manager, aging parent crisis, care manager, case manager, Geriatric care management operations manual, Geriatric Care Sales Assisted Living, geriatric social worker, Marketing to Assisted Living, National Association of Geriatric Care Managers, nurse advocate, nurse care manager, Quality of Life and Asssited Living

How Do You Get a GCM Sales Meeting with Assisted Living?

June 9, 2019

Sales Meeting is Relationship Building

A sales meeting is really what nurses social worker and ALCA care managers do well. It is a relationship building meeting. Care managers know how to build a relationship with elders and families- that’s the core of their business. If not they would never be successful care manager.

Sit Right Down And  Write That Letter

Setting up that sales meeting takes a skill that care managers also excel. Since they have a business they have a marketing database so they just use “Customer Relationship” CRM database to generate a letter, to for the meeting. Of course all the Assisted Living or CCRC in your coverage area have to be in the CRM but, as good businessmen and women – you have that done as they are the ” meat ” on the table of your primary third parties.

Have a Product to Offer the Assisted Living

You have to have a service or product to sell to the Assisted Living. Just geriatric care management is not really enough. You have to have a product or services tailored to their needs. The Director of the facility you sell to wants to get benefits or know” what is this going to do for me. “Assisted Living Does Not want to lose residents. They do not want to lose money on ” Move Outs’. They want to keep the residents engaged. So designing a product and giving it a name is critical- one that will make residents happier in the facility. So create of product that is meant to keep the residents happy with skills that the assisted living staff does not have.

That would mean increasing their quality of life reducing isolation, loneliness and building connections to activities that give them joy, that is not offered in the facility or take one to one staff time. So come up with a Quality of Life program that provides recreational therapy like music, reminiscence, dance the art games or physical exercise – all at the level the residents can achieve at their ages and range of disabilities.

Ready Made Assisted Living Product

Concierge Companion a trademarked step by step delivery of an Assisted Living product in my GCM Operations Manual is an option if you do not have time or bandwidth to create your own service for signing up Assisted Living clients.

 

 

 

 

Seniors Having Fun In The Community Center

Sign Up For Free Assisted Living Webinar

You can find out more about that by  signing up for my newest free webinar below

10 Steps to Success in Selling Care Management to Assisted Living

 

FREE WEBINAR- 10 Steps to Success in Selling Care Management to Assisted Living

 

THIS WEBINAR BEGINS: Monday, June 24, 2019, 2 PM PST Ends 3:15 PM PST

 

DURING THIS FREE WEBINAR YOU WILL LEARN

How to Make a Winning First Impression at Assisted Living Sales Meeting- Preparing Presentation

 

 

What Referral Triggers to Use When Selling Geriatric Care Management to Assisted Living

 

 

What Feature to use When Selling Geriatric Care Management to Assisted Living

 

 

 

What Benefits to use When Selling Geriatric Care Management to Assisted Living

 

How to Close the Sale of Geriatric Care Management to Assisted Living

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Filed Under: Aging Life Care, aging life care manager, Assisted Living sales, Blog, Geriatric Care Management Business, Geriatric Care Manager, Geriatric Care Managers & Assited Living, geriatric social worker, Marketing to Assisted Living, nurse advocate, nurse care manager, Quality of Life for elders, Sales in geriatric care management, Sales to Assisted Living, selling a relationship Tagged With: aging life care manager, aging parent crisis, care manager, case manager, Geriatric care management operations manual, Geriatric Care Sales Assisted Living, geriatric social worker, Marketing to Assisted Living, National Association of Geriatric Care Managers, nurse advocate, nurse care manager, Quality of Life and Asssited Living

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