Services
Seven modules. Start where the pain is greatest.
Each module is standalone — no package deal, no paying for what you don't need. Engage one to fix a specific problem, or string several together as a connected program.
Module 01
Digital Diagnostic
Done-for-you · Fixed price · 4 weeks
A structured audit of your tools, marketing and lead flow — finishing with a prioritised fix list. The recommended starting point if you're not sure where the gaps are or which fix matters most.
What you get
- Tech stack & integration review
- Marketing channel & asset audit
- End-to-end lead flow mapping
- Gap analysis with prioritised recommendations
- Competitor digital presence review
- Written report & live findings session
Module 02
Marketing strategy & campaigns
Done-for-you · Retainer or project
Marketing planned around how families actually make the village decision — not pushed messages chasing impressions. We attract the right prospects, at the right stage, to the right channels.
Typical scope
- Annual marketing strategy & channel mix
- Meta & Google paid acquisition campaigns
- Content planning aligned to the family research cycle
- Event & open-day campaign support
- Monthly performance reporting that ties spend to enquiry quality
Module 03
CRM & lead flow
Done-for-you + advisory · Project
Every enquiry captured, every lead followed up, every touchpoint visible. We design and implement a CRM and lead-flow system that fits how your sales and village teams actually work — and closes the 48-hour follow-up gap that loses families to the village down the road.
What we build
- CRM platform selection or optimisation (HubSpot, Salesforce, sector-specific)
- Automated lead capture from web, ads & listings
- Nurture workflows tuned to the 6–18 month decision cycle
- Lead scoring & routing rules
- Pipeline visibility for sales & village managers
- Team training on the new workflow
Module 04
Websites & landing pages
Done-for-you · Project
Websites built for how retirement living decisions are actually made — by families researching for months across multiple devices, often on behalf of a parent. Accessible, fast, and structured to turn quiet research into a real conversation.
What we deliver
- Village & brand websites (full builds and rebuilds)
- Campaign landing pages tuned to specific cohorts
- Accessibility built in — large type, high contrast, easy navigation
- SEO foundations for local search
- Integrated forms, enquiry tracking & CRM handoff
Module 05
Onboarding process design
Advisory + done-for-you · Project
The journey from signed residence contract to settled-in resident is where reputation is made or lost. We design the touchpoints — communications, milestones, internal handovers — that make new residents feel welcomed, informed, and confident they chose the right village.
Typical scope
- End-to-end onboarding journey mapping
- Welcome communications & resident packs
- Internal handover process between sales & village teams
- Milestone touchpoints across the first 90 days
- Feedback capture & continuous improvement loop
Module 06
Customer experience & retention
Advisory · Retainer
Touchpoints that protect your DMF income and turn residents into referrers. Happy residents are most operators' biggest untapped marketing asset — we build the systems that convert that goodwill into reviews, referrals and a stronger reputation.
What's included
- Resident communications & engagement strategy
- Resident NPS, feedback & review programs
- Referral program design
- Family communications across the resident journey
- Reputation management across Google & sector platforms
Module 07
Training & capability building
Advisory · Project or retainer
Upskilling your team to own and maintain the systems we build together. Every engagement aims to leave your people more capable than they were — not more dependent on an external agency.
Formats
- Sales & enquiry-handling training for village teams
- CRM & marketing platform training
- Marketing capability building for in-house staff
- Workshops, one-on-one coaching & written playbooks
- Internal handover documentation for any built system
How engagements run
Scoped, fixed and finished.
Every module is quoted in writing after scoping, with defined deliverables and an end date. You always know what you're getting and what it costs before anything starts.
Scoped in writing
A short scoping conversation, then a written quote with deliverables listed. No open-ended retainers unless you want one.
Standalone by design
Modules don't depend on each other. Start where the pain is greatest and add more only when priorities shift.
Built to hand over
Documentation and training are part of the work, so your team can run what we build without us.
Not sure where to start?
A free 20-minute discovery call is the easiest way to find out — or start with the Diagnostic if you want a full, independent look at where things stand.