Lead Generation in Senior Housing

Identify, Prioritize, & Engage Professional Referral Sources Nationwide


Dynamically monitor senior housing market conditions anywhere in the US


Improve your Marketing Reach with Referral Source Lists

Identify All Referral Sources

Identify All Referral Sources from 25+ Categories Around New or Existing Communities

Tailor Referral Source Messaging

Leverage Detailed Data on Each Referral Source to Tailor Referral Source Messaging

Prioritize Referral Sources

Leverage Detailed Data on Each Referral Source to Prioritize Referral Source Outreach Efforts

Optimize Referral Source Outreach

Create Referral Outreach Routes & Capture Referral Source Feedback to Optimize Staff Time Utilization


Connecting your communities with local, professional referral sources.
  • Adult Day Care Programs
  • Alzheimer’s Association Chapters
  • Ambulatory Surgical Center
  • Area Agencies on Aging
  • Comprehensive Outpatient
  • Rehab Facility
  • Dementia Diagnostic Centers
  • Elder Law Attorneys
  • End Stage Renal Disease Facility
  • Geriatric Care Managers
  • Home Health Agency
  • Hospice
  • Hospital
  • Occupational Therapy
  • Physical Therapy
  • Physicians
  • Referral Services
  • Relocation Managers
  • Rural Health Clinic
  • Skilled Nursing Facility
  • State Units on Aging

Research suggests that 70% of leads in assisted living come from professional referral sources, ranging from physicians to home health agencies, a number that is set to grow as acuity continues to increase. Even better, leads generated from these sources cost a fraction of the price of leads generated through other channels, such as A Place for Mom or print advertising.


Despite the critical role that professional referrals play in senior housing, most operators do not manage their professional referral source relationships strategically. Over the past year, we’ve discussed referral source management with hundreds of senior housing operators and identified several common deficiencies in referral source management practices across the industry:

  1. Limited Prospecting: Most operators make an effort to engage the obvious referral sources – the local hospital, the local Alzheimer’s Association chapter, etc. But beyond the obvious targets, referral source relationships are one-off and reactive.  Rather than using data to segment and prioritize the referral source base, for example, finding the physicians who perform the most CT scans for dementia, operators maintain relationships with those referral sources who they have previously interacted with.
  2. Non-Personalized Messaging: When operators engage professional referral sources, they use the standard talking points – we have the best care, our residents are happy, etc. – rather than personalizing their messages to the referral source with whom they are speaking. This is a violation of a basic tenet of sales 101 – sell to your prospect’s needs. Instead, senior housing operators should focus on “what’s in it for this referral source?” and sell to that.
  3. Lack of Information Capture: Community outreach is typically managed by the marketing director, a high turnover position. The challenge here is that most operators lack a systematic approach to capturing the knowledge created when their marketing directors interact with local referral sources. When that marketing director leaves, so does all the knowledge about the referral source relationship.
  4. Lack of Strategic Analysis: Because operators don’t systematically capture information on referral source outreach activities, analyzing the effectiveness and progress of referral source outreach efforts is nearly impossible. Without this analysis, organizations are not able to identify what works and what needs to be improved in their referral source outreach processes.


Given the ever-growing importance of professional referrals in senior housing, it is critical that senior housing operators move quickly to address these shortcomings through the adoption of a best-practice referral source management approach. Based on our conversations, we have identified several key best-practices in referral source management, including:

  • Data-Driven Prospecting:
    By identifying all potential referral sources in the market and identifying which referral sources have the greatest potential referral volumes, operators can ensure that they are spending their scarce community outreach time on the most lucrative referral source opportunities.

Step 1: Find all potential referral sources.
Step 2: Segment and prioritize these referral sources based on potential referral volume and past relationships.

Sample Referral Source Categories

  • Data-Driven Messaging:

Step 1: Understand what your target referral source cares about when referring to senior housing – for physicians, it’s likely the management of the quality measures that affect their reimbursement. For hospitals, it’s likely readmissions and other quality measures that affect their reimbursement.
Step 2: Develop a message tailored around why your community is the best in the market at meeting THEIR needs as a professional referral source.

  • Systematic Information Capture: Capture information about each referral source interaction in a systematic fashion.
      1. Who did you interact with?
      2. What were their concerns, feedback, etc.?
      3. What were their preferences – does the gatekeeper like chocolate doughnuts, etc.?
      4. Are they likely to refer to you?
  • Analysis of Referral Source Management Efforts: Analyze the information that you capture about your referral source management efforts.
      1. What’s working and what’s not working?
      2. Strengths and weaknesses?
      3. Are we reaching enough prospects?


This software was based on lessons learned from decades of experience in senior housing marketing and designed to offer a turn-key solution to senior housing providers looking to improve their referral source lead generation machine. The system offers the following key capabilities:

Comprehensive Referral Source Database: Our partner company has developed a comprehensive, nationwide database that contains more than 1 million Tier 1, 2, and 3 referral sources. This database also includes key data about each referral source type (i.e. physician, elder law attorney) that will allow your organization to identify, segment, and prioritize the referral sources surrounding your communities.

Referral Source Messaging Data: The database includes a wide array of data that will assist your organization to tailor and customize messaging for each individual referral source. Talk about how you’ll improve reimbursement for physicians, lower readmissions for hospitals, and enhance reimbursement for skilled nursing providers.

Referral Source Exploration & Planning Tools: Analyze each referral source – where are they located, how big is their practice, etc. Create referral source routes based on geography or provider type.

Referral Source Information Collection System: Capture key information about each referral source. Track visits, feedback, and other “local knowledge” about each referral source to improve subsequent interactions with each referral source.

Referral Source Analytics: Analyze the intensity and progress of your referral source program. How many visits were completed with each provider type? What was the feedback in general?

Reach out to us. We’re here to help you succeed.

When you need assistance, please fill in this form and within 24 hours a representative will be in touch with you. Your information is held in strict confidence and is never sold to a third party. We look forward to serving you.


Data brought to you from VisionLTC
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Lead Generation in Senior Housing

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