Summary

In this conversation, Jerry Vinci interviews Jeremy Clerc, CEO of Assisted, about the positive transformation that innovative referral agencies can bring to the senior living industry. They discuss the challenges faced by both communities and prospective residents, such as the broken traditional referral systems and the gap in occupancy. Jeremy explains how Assisted addresses these pain points by ensuring communities control their own narrative, providing tour-ready leads, and offering a source of truth for senior living. They also highlight the importance of data, transparency, and the human touch in senior living referrals. In this conversation, Jeremy discusses the challenges and opportunities in the senior living referral process. He highlights the two main narratives in the industry: the sales director's perspective of wanting qualified leads and the desire to control the narrative. Assisted utilizes data to enhance decision-making for both communities and families, focusing on key variables such as cost, location, and pet policies. They also prioritize personalized touch and compassionate service, balancing technology with human interaction. Assisted limits the number of communities they recommend to ensure quality and reduce overwhelm for families. They collect reviews internally to gauge community performance and maintain transparency. In the future, Assisted aims to acquire more customers, improve efficiency in matching individuals with suitable options, and shift the incentives in the industry.

Episode Links:

• Assisted's Website


• Jeremy Clerc's LinkedIn


• Assisted on LinkedIn


• Assisted on Facebook


• Assisted on Instagram


• Assisted on TikTok

Takeaways

• Innovative referral agencies can positively transform the senior living industry.


• Traditional referral systems are broken and can lead to negative outcomes for both communities and prospective residents.


• There is a gap in occupancy in senior living communities, which can be attributed to various factors such as lack of awareness, financial issues, and complex paperwork.


• Assisted addresses these challenges by allowing communities to control their own narrative, providing tour-ready leads, and offering a source of truth for senior living.


• Data, transparency, and the human touch are crucial in senior living referrals. The senior living referral process faces challenges such as the need for qualified leads and the desire to control the narrative.


• Data is utilized to enhance decision-making, focusing on key variables like cost, location, and pet policies.


• Assisted balances technology with personalized touch to provide compassionate and effective placement processes.


• They limit the number of communities recommended to ensure quality and reduce overwhelm for families.


• Reviews are collected internally to gauge community performance and maintain transparency.


• In the future, Assisted aims to acquire more customers, improve efficiency in matching individuals with suitable options, and shift incentives in the industry.

Chapters

00:00 Introduction and Overview

01:15 Jeremy Clerc's Background and Assisted's Approach

03:38 How Assisted Was Created

07:34 Addressing the Pain Points of Traditional Referral Systems

13:58 The Gap in Occupancy in Senior Living Communities

16:22 Why Senior Living Communities Have Occupancy Gaps

22:10 How Assisted Generates More Tour Ready Leads

24:38 Building Personalized Relationships with Communities

26:10 How Assisted Helps Shorten the Sales Cycle

28:30 Utilizing Data for Informed Decision-Making

29:34 Managing Community Profiles for Accuracy

32:37 Collecting Feedback to Improve Services

33:29 How Assisted Handles Reputation Management

36:14 How Assisted Utilizes a Personalized Touch to Relationships

38:46 Limiting Recommendations for Quality and Clarity

44:36 Future Developments: Rapid Customer Acquisition and Improved Matching