Lead pipeline (CRM)
The daughter who called on Tuesday is touring somewhere else on Saturday. Unless someone called her back.
Reputation gets you the enquiry. The pipeline turns it into a move-in. Census Mastery gives every community a board for its enquiries, a form for its website, a morning list of who needs a call today, and a one-click ask for a review once the family has moved in. Included on Monitor and Premium.
See my pipelineIllustrative sample data in the Census Mastery interface.
Every enquiry, one board
A family enquires by phone, by your website form, or from a referral. Their card lands in “New.” You move it as it goes: tour booked, toured, hot, warm, cold, moved in, or lost, with notes and a follow-up date on every card. Operators with several communities get one cross-community leads page so nobody’s enquiry is sitting in a building you did not check today.
- Public enquiry form link for your website or your Google profile
- Notes and a next-follow-up date on every family
- CSV import for the enquiries you already have, and export any time
- Cross-community leads page on Premium
The morning digest
Every morning, one email: who needs a call today, who toured and has not heard from you, who went quiet. It is the list a good sales director would write on the whiteboard, for a community that does not have a sales director.
Where the pipeline meets reputation
A family that moved in 30 days ago is the family most likely to write you a review, and the family most likely to answer a survey honestly. Census Mastery asks them for you, once, automatically, from the pipeline, at the day you choose. One click on any card sends a review request or a survey by hand. The enquiry board and the review request are the same system, which is why a move-in on Census Mastery tends to become a Google review and a competitor’s move-in tends to become silence.
What we do not collect
The pipeline holds what you type: the family’s name, contact details, notes and status. Census Mastery reads public pages and Google for everything else it does. No resident health information belongs in the pipeline and the reply drafts will never reference any.
Why it matters
The average senior living enquiry is a daughter with a deadline, three tours booked and a phone that has not stopped. The community that calls back first, with something useful to say, gets the tour. The pipeline exists to make sure that community is yours.
Eight jobs. One login.
“Absolutely reliable reporting and extremely detailed insights. Census Mastery has helped us maintain a census over 90 percent for five years.”
President, Sunny Hills Assisted Living, Florida.
Find out what the last family saw.
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