- Blog
- How to Build an Effective Senior Living Marketing Funnel
Subscribe to our
email list
Stay updated on industry
news and ad tech insights
Canopy IQ Podcast
Welcome to the Canopy IQ Podcast. Tune in as expert voices and special guests from a wide range of disciplines help guide our understanding of the ways business intelligence, branding, machine learning and digital advertising are reshaping AgeTech in the 21st century.
Read More
Argentum 2023
Canopy founder Bobby Youngs will participate in Argentum’s “Speed to Lead is Key” HR Recruiting Panel on May 9th. More info coming soon!
Read More
The Senior Living Social Media Playbook
Take the guesswork out of your social media campaign strategy with this downloadable guide
Read More
How to Build an Effective Senior Living Marketing Funnel

One of the most powerful tools for structuring a marketing strategy is a marketing funnel. A marketing funnel helps you visualize the journey a potential resident takes from their first interaction with your community to signing a lease or moving in.
A marketing funnel isn’t just about reaching more people, it’s about converting the right people into residents. By understanding the stages of the funnel and optimizing each step, senior living communities in Charlotte can increase engagement, improve lead quality, and convert more families who are searching for care options.
This article will guide senior living communities in Charlotte on how to build and optimize an effective marketing funnel. From raising awareness to converting leads, we will cover practical strategies tailored for the Charlotte market to help senior living communities drive meaningful engagement and ultimately achieve higher conversion rates.
1. What is a Marketing Funnel?
A marketing funnel is a framework used to visualize the journey potential customers take from the moment they first hear about your senior living community to the point where they become residents. The funnel represents different stages of customer interaction, and the goal is to move prospects smoothly through each stage while keeping them engaged and nurturing them toward making a decision.
The stages of a typical marketing funnel are:
- Awareness: Potential residents or their families become aware of your community.
- Interest: They show interest in your offerings by exploring your website or engaging with your content.
- Consideration: Families evaluate your community against other senior living options and may start making inquiries.
- Decision: They decide to schedule a tour, request more information, or make a final decision.
- Action: They sign the agreement and move into the community.
For senior living communities in Charlotte, understanding these stages is crucial to creating content and messaging that resonates with families at each point in their decision-making process.
2. Stage 1: Awareness
The first stage of the funnel is awareness, this is when families first realize they need senior living options, or they become aware of your community. This is often triggered by a life event or health concern with a senior family member. For many people, the process of searching for senior living options starts with Google searches, local directories, or social media.
Strategies for Building Awareness
-
Local SEO and Online Presence
- Google My Business: In Charlotte, a strong local SEO strategy is essential. Make sure your community is listed on Google My Business (GMB) with updated contact information, photos, services, and reviews. Local SEO will help you appear in search results when families search for senior living communities near them.
- Location-Based Keywords: Use keywords like “senior living in Charlotte,” “assisted living near SouthPark,” and “memory care Charlotte” in your website content, blog posts, and Google Ads campaigns to ensure you rank highly in local searches.
- Local Directories and Listings: List your community on local websites such as AgingCare.com, Caring.com, and SeniorAdvisor.com. These platforms are highly visited by families looking for senior living options in Charlotte.
-
Social Media Advertising
- Targeting Adult Children: Social media platforms like Facebook and Instagram are great for building awareness, especially since adult children of seniors (typically aged 40-60) are often the decision-makers. Use Facebook Ads to target adult children within the Charlotte area, highlighting your community’s unique offerings, such as personalized care programs, luxury amenities, or community activities.
- Content that Educates: Share educational posts on your social channels, such as “How to Recognize When Assisted Living is Needed” or “Top Signs a Senior Needs Memory Care,” which can help build awareness while providing value to families.
- Video Content: Engage audiences with virtual tours of your community, showcasing your amenities, staff, and the general atmosphere. Videos can help families get a feel for the community before visiting in person.
-
Content Marketing & Blogging
- Create blog posts that address common concerns families have when looking for senior care options. Topics could include “What to Look for in Assisted Living” or “How to Choose the Right Memory Care Facility.” These educational blog posts help boost your website’s SEO while offering helpful information that draws in visitors.
- Community-Focused Content: Focus on local topics that resonate with families in Charlotte, such as nearby parks, events, or healthcare facilities. “Best Senior-Friendly Activities in Charlotte” or “Top Hospitals Near [Your Community]” can build relevance for Charlotte-area families searching for local resources.
3. Stage 2: Interest
Once you have captured the attention of potential residents and their families, the next step is to build interest. This is when families actively engage with your community’s content and start researching their options more deeply.
Strategies to Build Interest
-
Website Optimization and Lead Capture
- Clear CTAs and Forms: Ensure that your website has clear calls to action (CTAs) on every page—encourage users to “Schedule a Tour” or “Request More Information.” Implement lead capture forms that gather information like name, email, phone number, and care needs.
- Virtual Tours: Offering virtual tours of your community can be an excellent way to capture interest from families who are unable to visit in person initially. In Charlotte, many families will begin their journey online and appreciate the ability to explore your community virtually.
-
Email Marketing
- Lead Nurturing Campaigns: Use email marketing to nurture leads. After a family has shown interest, send them personalized emails with content that matches their stage in the decision-making process. You can offer them a free downloadable brochure, a guide on senior living options, or invite them to an upcoming event.
- Segmentation: Segment your email list based on factors like location (Charlotte, NC area), care needs, or level of engagement to send more targeted emails. This personalization can significantly improve engagement rates.
-
Online Reviews and Testimonials
- As families move through the consideration stage, they will often look for reviews and testimonials from current residents and their families. Encourage happy residents and families to leave reviews on platforms like Google Reviews, Caring.com, and Facebook.
- Feature positive reviews and testimonials on your website, social media channels, and in your email campaigns to reinforce the credibility of your community.
4. Stage 3: Consideration
At this stage, families are comparing your community with others in the Charlotte area. They are evaluating their options based on factors such as location, care services, amenities, and cost.
Strategies for Encouraging Consideration
-
Incentives for Tours and Consultations
- Offer incentives such as a free consultation or a discounted first month’s rent for families who schedule tours or engage in in-depth discussions about care options. In Charlotte, a special offer can be particularly effective when families are actively comparing communities.
-
Content that Solves Problems
- Offer solutions to common concerns families have. For instance, create a cost calculator that helps families understand pricing and the types of care available based on their budget. This tool can make it easier for families to assess whether your community is a good fit for their needs.
-
Highlighting Unique Selling Points
- What sets your community apart from others in the area? Whether it’s your location near popular Charlotte landmarks, specialized care programs, or state-of-the-art amenities, make sure these points are front and center in your marketing materials. Offer free resources such as checklists for comparing senior living options or a guide to selecting the right senior care facility.
5. Stage 4: Decision
This is the final stage of the funnel, where families make the decision to move forward with your community.
Strategies for Converting Leads
-
Personalized Communication
- At this stage, families are making an emotional decision. Reach out to them personally via phone or email to answer any lingering questions. Use personalized messaging that reflects their concerns and reinforces why your community is the best choice for their loved one.
-
Seamless Online and In-Person Tours
- Make the process of scheduling and attending tours easy for families. If possible, offer flexible in-person and virtual tour options. Ensure that the tour experience is welcoming, informative, and empathetic to families’ concerns.
-
Clear and Transparent Pricing
- Transparency is key at this stage. Clearly outline your pricing structure and provide families with a breakdown of services. Provide easy-to-understand documents that help them make informed decisions.
6. Post-Decision
Once a family has made the decision to move in, it’s important to continue nurturing the relationship to ensure satisfaction and encourage referrals.
Post-Decision Strategies
-
Welcome Package and Onboarding Process
- Provide a welcome package that includes helpful information about your community, care programs, and local resources. Make the transition as smooth as possible by offering orientation materials and assigning a staff member to guide them through the process.
-
Referral Program
- Once families are settled in, encourage them to refer others by offering incentives like discounts or referral bonuses. Building a referral program can help generate new leads and build long-term relationships with residents and their families.
Conclusion
Building an effective marketing funnel for senior living communities in Charlotte is essential for attracting and converting prospective residents. By understanding the stages of the funnel, from awareness to decision, and implementing strategies tailored to each stage, you can engage families, guide them through their decision-making process, and ultimately convert more leads into long-term residents.
With a strong focus on local SEO, content marketing, personalization, and transparency, senior living communities can thrive in Charlotte’s competitive market, providing families with the information and care they need during an emotionally charged time.
Learn about High Potential Visitor tracking and the
Canopy advantage for your next Programmatic Display or
Geofencing campaigns.
Get in touch
Canopy advantage for your next Programmatic Display or
Geofencing campaigns.