Reconnect with older leads
Reach back out to families who previously inquired. Learn whether their plans have changed and identify those who would welcome another conversation.
FOR SENIOR LIVING SALES TEAMS
Lead follow-up and tour scheduling for senior living communities.
Give your sales team more time with families.
We reconnect with existing inquiries, coordinate tours, and give your team clear notes for the next conversation. Start by discussing where follow-up support would help your community.
THE NEXT CHAPTER01 — 03
01
RECONNECT“Are you still looking
“Are you still looking
for the right community?”
A warm conversation, at the family's pace.
02
UNDERSTANDListen first.
Listen first.
Find the next step.
Timing, preferences, questions, and readiness.
03
WELCOMEA tour on your calendar.
A tour on your calendar.
Context in your CRM.
Your team takes it from here.
Existing inquiriesPersonal follow-upTour coordinationClear handoffs
WHAT WE DO
Your leads deserve
another conversation.
A focused service built around the inquiries your community already has.
Keep inquiries moving
Follow your approved messaging, answer basic community questions, and coordinate the next step without leaving families wondering what happens next.
Make the handoff easy
Schedule tours within your team's availability and record useful notes: preferences, timing, questions, and the follow-up your salesperson should know about.
OUR APPROACH
A clear plan.
A personal conversation.
We start by understanding your follow-up needs, then agree on the inquiry group, approved messages, and a practical handoff to your sales team.
Your community stays in control of care assessments, pricing, admissions, and move-in decisions.
Agree on the scope
Choose the inquiry group, approved channels, contact rules, tour criteria, and your team's availability.
Reconnect thoughtfully
Follow the agreed plan, respect opt-outs, and focus on families who are open to speaking with your community.
Hand over the context
Share clear notes and scheduled visits so your sales director can pick up the conversation naturally.
Review what happened
Look at contacts reached, conversations, tours booked, and tours attended. Decide what to improve together.
START SMALL
One community.
One focused pilot.
Start with a 30-day lead follow-up project before committing to ongoing support. We'll define the workload and service fee together, based on your inquiry volume and coverage needs.
Your quote sets the inquiry volume, approved channels, coverage hours, fee, and reporting schedule. Launch timing and any ongoing support are agreed before work begins.
Discuss your needs30-DAY PILOT
A clear scope from day one.
- An agreed group of existing inquiries
- Community-approved messages and FAQs
- Defined tour criteria and calendar access
- CRM updates or an agreed reporting format
- A closing review of activity and outcomes
- Written agreement on fees, coverage, and next steps
Who handles what?
What New Roots handles
Approved non-clinical conversations, interest and timing checks, tour coordination, and useful notes for your salesperson.
What your team handles
Care assessments, admission eligibility, clinical advice, pricing exceptions, contracts, and move-in decisions.
What we agree together
Eligible inquiries, contact channels and calling windows, scripts, system access, staffing arrangements, reporting, and escalation contacts.
See an example report and sales handoff
Example pilot activity report
ILLUSTRATIVE FORMAT · NOT CLIENT RESULTS| Measure | What it tells you |
|---|---|
| Eligible inquiries | Inquiries approved for outreach after exclusions and contact-permission review. |
| Contact attempts | Calls or messages made through approved channels. |
| Families reached | Unique families with a two-way conversation; separate from attempts. |
| Tours booked / attended | Appointments scheduled and visits confirmed by your community, tracked separately. |
| Next steps and exclusions | Follow-up tasks, questions for your team, opt-outs, and inquiries no longer active. |
Example sales handoff
Fictional example: A family is considering a move in the next two months and would like to visit on a weekday afternoon. They asked about apartment availability and monthly pricing. Your salesperson should confirm those details before the tour.
Example only. No actual family information or claimed performance is shown.
Tour bookings and move-ins depend on family interest, availability, and community fit. No guaranteed results.
MEET THE FOUNDER
Built from experience
on your side of the desk.
Christian Brown has worked in skilled nursing, independent living, and assisted living as a sales counselor and in marketing and sales director roles.
Experience with community sales
His background includes guiding families, following up on inquiries, conducting tours, building referral relationships, and tracking sales activity. New Roots brings that experience to a focused follow-up service for your community’s existing leads.
BS, Business Administration, Marketing
Western Carolina University
New Roots is built around a practical understanding of community sales: families need patient follow-up, sales directors need useful information, and the next step should feel personal.
Christian Brown Founder, New Roots Senior Solutions
GOOD QUESTIONS
Before we begin.
Are you a placement or referral agency?
This service supports a community's existing inquiries. It does not compare communities for families or sell new leads. Fees are agreed for the defined follow-up service.
Who will oversee my project?
Christian is your initial contact for discussing the pilot. The people delivering the service, supervision, coverage, and escalation arrangements will be confirmed in the written scope before work starts.
Can you contact every old lead in our CRM?
No. Inquiry age, permission, prior opt-outs, contact restrictions, and applicable requirements must be reviewed before outreach. We agree on the eligible group and excluded records before starting.
What does a pilot cost?
A fee is quoted after reviewing workload, inquiry volume, channels, and coverage. The written scope explains included work, any additional charges, and the terms for ending or continuing service. There is no published fixed-price package at this stage.
Who is this service for?
Senior-living communities looking for support with existing sales inquiries. We'll confirm your community type, inquiry volume, workflow, and needs before agreeing to a pilot.
Do you generate new leads?
The initial service focuses on the leads your community already has. Advertising, purchased lead lists, and new lead generation are outside the pilot scope.
What counts as a qualified tour?
We agree on that together before starting. Criteria can include the family's expressed interest, timing, community fit, and a confirmed appointment. Booked and attended tours are tracked separately.
Can you work with our CRM?
We'll review your system and access requirements during setup. If direct access isn't appropriate, we can agree on a reporting format and handoff process instead.
How do you handle sensitive information?
We define permitted data, access, tools, and confidentiality requirements before receiving inquiry information. Please don't send resident records or health information through this website. Any required agreements must be in place before service begins.
Will families speak to a person?
Personal conversations are central to the service. Any AI-assisted tools and communication methods are agreed with the community in advance; we don't make clinical or admission decisions.
LET'S FIND YOUR STARTING POINT
Let’s talk about
your community.
Tell Christian where follow-up support would help. The first conversation covers your inquiry backlog, current process, and whether a pilot is a good fit. You can ask questions before deciding on a project.
Contact Christian
Email Christianchristian@newrootsseniorsolutions.com
Email Christian directly, or use the optional details below to draft your message. Your email app opens next; you review and send it there. Please include business information only.
Website privacy and information handling
This website
The inquiry builder prepares text in your browser. It does not upload that text to a server or save it in browser storage. Opening an email draft passes the text to your chosen email application; you decide whether to send it.
This page has no added analytics, advertising trackers, or marketing cookies. The hosting provider may process technical information needed to deliver and secure the site.
Contacting our team
Email and phone are for business inquiries. Information you send can be used to respond and discuss the requested service. Email is processed by the email provider; your email application may save drafts.
Do not send resident records, diagnoses, financial account information, or other sensitive family details. For questions about information you have sent, contact our team by email.
Before service begins
Client data access and handling are separate from this website. Permitted information, tools, staff access locations, confidentiality, retention, deletion, and applicable agreements must be settled before inquiry records are shared.
No HIPAA certification, security certification, specific CRM integration, or 24/7 coverage is claimed by this website.
Website privacy notice · Updated October 1, 2026. This notice describes the current website and inquiry process, not a substitute for the client service agreement.