CONTACT US
10801 Starkey Rd., Suite 104
Seminole, FL 33777
Inquiry Process
Table of Contents
WEEK 1 - DAY 1: Inquiry Process
Inquiry Connection Sheet is OPEN & READY
Voice Connect ACTION
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, you chatted a few minutes ago with me online regarding (name) community...
The reason I'm calling is I wondered if I could ask you a few quick questions about your search as this process can be a bit overwhelming.
If you can give me a quick call back or shoot me a text, my cell is XXX-XXX-XXXX, I look forward to speaking with you.
Voice Mail ACTION #2
**IF THE LEAD IS FROM FURTHER OR THIS TEXT IS BEING SENT VIA FURTHER DO NOT INCLUDE NAME
Follow Voice Mail Message with a Text
Hello (name), it's (your first & last name)! I just left you a message regarding your interest in (X
community). I imagine you're getting a lot of calls and want to be respectful of your time while also being a resource.
I just have two quick questions to ask. Text back the word CALL if you can speak now or TEXT if you prefer me to text you the questions. Thank you!
WEEK 1 - DAY 2: Inquiry Process
Voice Connect ACTION
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, you chatted with me yesterday online regarding (name) community...
The reason I'm calling is I have a great resource I thought would be helpful in your search for senior living (mention what it is). Before texting the link over I wanted to makes sure you would find it helpful. If you can text me YES I'll shoot it over right away. My cell is XXX-XXX-XXXX if you prefer to speak. Thank you!
Follow Voice Mail Message with a Text
Hello (name), it's (your first and last name)!
I left you a brief message but thought a text might be a bit easier. I wanted to follow up and offer a great resource that will help you better understand how to find the right community for (yourself or your mom/dad).
Text YES if you would like to read about how to choose a senior living community and I'll get it over right away. You can also call me directly if you have other questions or just need to talk this through. Thank you!
WEEK 1 - DAY 3: Inquiry Process
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, you chatted with me yesterday online regarding (name) community...
The reason I'm calling is we have an event [could be activity/lunch-in, etc.] we would love to invite you to. I'll send you an email invitation as well so you have a new way to contact me and a convenient way to respond. If you would like to come please respond to the email with your name and anyone else you would like to come with you! Looking forward to hearing from you, thank you!
Voice Mail ACTION #2
Follow Voice Mail Message with an Email
Hang out with us at [event/purpose of email]!
Hello [name],
Next week at [community] we will be hosting our weekly [event]. We understand that choosing the right community is a significant decision and find that visiting us for an event is a perfect way to see the community in action and even meet some of our residents! We would love to have you join us, please just respond to this email with your name and anyone else you would like to come with you so we can mark down that you'll be joining us.
We're looking forward to hearing from you and truly hope you'll join us. Please remember our team is here to provide guidance and support you [and family/parents] throughout the process and reach out if you need anything.
We look forward to hearing from you!
Best,
WEEK 1 - DAY 5: Inquiry Process
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, I reached out to you earlier this week regarding (name) community...
The reason I'm calling is we haven't connected yet and I imagine something happened that led you to start a search into senior living. I was hoping to ask you just a few quick questions to better understand what you're looking for and to assist you in this complicated process.
If you could give me a quick call back, my cell is XXX-XXX-XXXX. Thank you!
Voice Mail ACTION #2
Follow Voice Mail Message with a Text
Hello (name)! I left you a brief message but thought a text might be a bit easier. The reason I'm calling is we haven't connected yet and I imagine something happened that led you to start a search into senior living. I was hoping to ask you just a few quick questions to better understand what you're looking for and to assist you in this complicated process.
If you could give me a quick call back, my cell is XXX-XXX-XXXX. Thank you!
WEEK 2: Inquiry Process
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, I left you a couple messages regarding your inquiry into (name) senior living community last week...
The reason I'm calling is I wondered if I could ask you a few quick questions about your search as this process can be pretty complex and I would love to be a tool to assist you.
If you can give me a quick call back or shoot me a text, my cell is XXX-XXX-XXXX, I look forward to speaking with you.
Voice Mail ACTION #2
**IF THEY WANT YOU TO TEXT, ONLY TEXT ONE QUESTION AT A TIME AND WAIT FOR RESPONSE. RESPOND ACCORDINGLY BY ENGAGING THEM IN THE CONVERSATION.
Follow Voice Mail Message with a Text
Hello (Name), it's (Your First and Last Name) reaching out, I just left you a message to your cell. I hope you've been doing well. Last week, you inquired about (Community Name) community, and I wanted to shoot you a text as I'm sure you're receiving tons of calls. If you have a quick moment, I'd love to ask you a few questions that will help me better help and assist you! Text back the word CALL if you can speak now or TEXT if you prefer me to text you the questions as we would love to connect with you and be of any help.
WEEK 3: Inquiry Process
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, I reached out to you earlier this month regarding (name) community...
The reason I'm calling is we haven't connected yet and I imagine something happened that led you to start a search into senior living. I was hoping to ask you just a few quick questions to better understand what you're looking for and to assist you in this complicated process.
If you could give me a quick call back, my cell is XXX-XXX-XXXX. Thank you!
Voice Mail ACTION #2
**IF THEY WANT YOU TO TEXT, ONLY TEXT ONE QUESTION AT A TIME AND WAIT FOR RESPONSE. RESPOND ACCORDINGLY BY ENGAGING THEM IN THE CONVERSATION.
Follow Voice Mail Message with a Text
Hello (Name), it's (Your First and Last Name) reaching out, I just left you a voicemail message. I hope you've been doing well. About 2 weeks ago you inquired about (Community Name) community, and we haven't been able to connect yet so I was hoping we might be able to chat here! If you have a moment, I'd love to ask you just 2 questions that will help me better help and assist you! Text back the word TEXT if you prefer me to text you the questions or CALL if you'd like to jump on the phone.
WEEK 4: Inquiry Process
Voice Mail ACTION #1
Voice Mail Script
Hello (name), it's (your first and last name) calling...
If you recall, I've reached out to you the past few weeks regarding (name) community...
The reason I'm calling is we haven't connected yet and I'd love to hear what happened that did lead you to begin your search into senior living. I was hoping to ask you just a few quick questions to better understand what you're looking for and to assist you in this complicated process.
If you could give me a quick call back, my cell is XXX-XXX-XXXX. Thank you!
MONTH 2: Handoff to CRM Management Team
Handoff to CRM Management Team
BILDX Live team will schedule the monthly follow up to the CRM management team:
• North Oaks: Paris Bild
• Day Brook: COM
