- Blog
- Understanding the Senior Living Buyer’s Journey
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
Understanding the Senior Living Buyer’s Journey

The decision to move a loved one into a senior living community is a profound, often emotional process that families undertake. Whether due to aging, health challenges, or the desire for a more enriching lifestyle, this decision requires careful thought, planning, and, importantly, the right information.
As such, understanding the senior living buyer’s journey (from initial awareness to final move-in) is key to creating effective marketing strategies that resonate with potential residents and their families.
Senior living communities often face unique challenges when marketing their services. Families are not just looking for a facility; they are searching for a place where their loved ones will feel safe, cared for, and valued. The buyer’s journey in this context can take several months, with families engaging in extensive research, visiting facilities, and weighing multiple factors before making a decision.
Each stage of this journey is crucial, and understanding it allows senior living communities to optimize their marketing strategies to meet potential residents and their families exactly where they are in their decision-making process.
In this article, we will explore the senior living buyer’s journey in-depth and provide insights into how senior living communities can tailor their marketing strategies to support families at each stage, ultimately leading to more successful conversions.
Stage 1: Awareness – Identifying the Need for Senior Living
The Spark of Awareness
The first stage in the buyer’s journey is awareness—the point at which families begin to recognize that their loved one may need assistance or a change in living circumstances. This can be triggered by a variety of factors:
- Health Concerns: A sudden illness, medical condition, or injury may make it clear that independent living is no longer an option.
- Safety Concerns: A loved one’s inability to safely live alone or manage daily tasks may prompt families to consider a senior living community.
- Social Isolation: Seniors who experience loneliness or a lack of social engagement may prompt family members to consider an environment where their loved one can interact with others and remain active.
- Caregiver Burnout: Families who are providing ongoing care may experience physical and emotional fatigue, prompting them to seek professional help.
At this stage, families may not know exactly what type of senior living option they need or what is available in their area. This is where senior living communities must focus on creating brand awareness and positioning themselves as a resource.
Marketing Tactics for the Awareness Stage
- Educational Content Marketing
- Blogging: Create educational blog posts that address common issues seniors face (e.g., signs it’s time for assisted living, how to deal with caregiver burnout, etc.). These posts should provide value to families who are beginning to explore senior living but may not yet be fully informed.
- Infographics and Guides: Offering downloadable resources like eBooks, infographics, or comprehensive guides can help families in the early stages of research understand their options.
- SEO
- Families begin their search for senior living online, so your community’s website must be optimized for SEO. Use keywords like “senior living options,” “assisted living in [your city],” and “when to consider memory care” to ensure your community appears in search results when families begin researching.
- Social Media Advertising
- Use paid social media ads targeting adult children or caregivers who may be researching options. Ads that provide educational content or a simple call to action, such as “Learn more about senior living options,” can drive awareness and engagement.
Stage 2: Consideration – Exploring Options
The Search for the Right Fit
Once families recognize the need for senior living, they move into the consideration stage. At this point, they are gathering information about various senior living options and comparing different communities. They may be looking into assisted living, independent living, memory care, or skilled nursing care, depending on the specific needs of their loved one. Families begin to create a shortlist of potential communities and focus on key factors such as:
- Location: Proximity to family members or in a particular city.
- Services and Amenities: What care is available (e.g., 24/7 nursing, specialized memory care, physical therapy, etc.)?
- Cost: How does pricing compare between facilities? What does the cost include?
- Reputation: What do current residents and their families say about the facility? Are there online reviews available?
This stage involves deeper research, such as visiting websites, reading reviews, and making initial calls to inquire about services.
Marketing Tactics for the Consideration Stage
- Virtual Tours and Testimonials
- Provide virtual tours on your website and YouTube channel to give prospective families a glimpse of your community. This is especially helpful for families who are unable to visit in person right away.
- Highlight testimonials from both residents and their families, emphasizing stories of positive experiences and care quality.
- Email Campaigns
- Create segmented email campaigns tailored to families in the consideration stage. Include relevant content, such as “What to Look for in an Assisted Living Community” or “How to Know When Memory Care is the Right Choice.” These campaigns can guide families toward the next step in the decision-making process.
- Comparison Tools
- Offer interactive tools or worksheets on your website that allow families to compare services, costs, and amenities across different communities. This can help them make more informed decisions and see where your community stands out.
- Local SEO
- Since location is a critical factor for most families, ensuring that your senior living community appears in local searches (e.g., “best senior living communities in [city]”) is key. Use local SEO strategies to capture local traffic and ensure your community is top-of-mind.
Stage 3: Decision – Choosing the Right Senior Living Community
The Final Decision
The decision stage is when families are narrowing down their choices and deciding which senior living community best meets their needs. At this point, families are likely considering a few key factors that will help them make their final choice, including:
- Personalized Care: Does the community offer the specific care needed, such as memory care or specialized support for chronic conditions?
- Staff Interaction: How do the staff members interact with residents and families? Are they friendly, knowledgeable, and compassionate?
- Facility Tour: What was their experience during the in-person visit? Did they feel welcome? Did the community meet their expectations?
- Family Input: Families often involve other members in the decision-making process. Their input can be crucial at this stage.
Marketing Tactics for the Decision Stage
- In-Person Tours and Events
- Offer in-person tours of your community and invite families to attend events such as informational open houses or “meet-and-greet” sessions with staff members. This helps families feel more comfortable and provides them with an opportunity to ask questions and see the environment firsthand.
- Clear and Transparent Communication
- Be transparent about your services, pricing, and what families can expect once they move in. Address any last-minute concerns about care, living arrangements, or services to alleviate any remaining doubts.
- Foster Personal Connections
- Encourage staff to reach out personally to potential residents and their families via phone calls or emails. A personal connection with a community member can significantly impact the decision-making process.
- Highlight Unique Selling Propositions (USPs)
- Emphasize the aspects of your community that set you apart from others—whether it’s your approach to care, your community’s amenities, or your staff’s expertise. Provide proof points (such as awards, certifications, or positive reviews) that demonstrate your commitment to excellence.
Stage 4: Action – The Move-In Process
The Final Step
Once a family has decided on a senior living community, they move into the action stage. This is where the transition happens—where a loved one actually moves into the facility and starts their new life in the community. At this stage, families are looking for reassurance and support as they navigate the move-in process. They are also eager to ensure that their loved one will adjust smoothly to the new environment.
Marketing Tactics for the Action Stage
- Seamless Onboarding
- Provide a comprehensive onboarding process that guides families through the transition. This can include move-in checklists, introductions to staff, and a schedule of activities that will help residents settle in.
- Welcome Packages
- Create welcome packages that include essential information about the community, including staff contact information, an activity calendar, and guides for family involvement.
- Follow-Up Support
- After the move-in, provide regular follow-up communications to ensure the family is satisfied with the transition. This can include emails, phone calls, or scheduled check-ins from staff to make sure all concerns are addressed.
- Encourage Family Visits and Engagement
- Promote opportunities for families to visit and engage with the community. This can include family-focused events, family newsletters, and social media groups for families to stay connected.
Conclusion
Understanding the senior living buyer’s journey is crucial for creating effective marketing strategies that resonate with families. From the initial awareness stage to the final move-in, families go through various stages of emotional and informational decisions that must be carefully nurtured.
Tailoring your marketing efforts to meet the needs of families at each stage will build trust, foster transparency, and ultimately convert leads into long-term residents.
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.