Services
Seven modules. Start where the pain is greatest.
Each service is standalone — no package deal, no paying for what you don't need. Engage one module 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
Three ways to engage.
No package deals, no minimum commitment. Pick the structure that fits the work.
Fixed-price
Diagnostic
A four-week audit for villages that want answers and a prioritised plan before committing to anything bigger. $1,995 ex. GST.
Project
Fixed-scope build
Defined work with a defined outcome — a CRM build, a website, an onboarding redesign. Scoped and quoted upfront.
Retainer
Ongoing partnership
A set number of days per month across marketing, advisory and capability building — month-to-month, no lock-in.
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.