Standard Playbooks
Research My Local Senior Care Market
Analyze your local eldercare landscape including competing advisors, senior living communities, home care agencies, demographic trends, and gaps in family support services.
Craft My Senior Care Brand Guide
Build a complete brand guide with messaging, tone, and positioning that reflects your compassionate expertise and sets your practice apart from generic senior placement services.
Build My Advisor Brand Voice
Define the unique voice that balances empathy and authority across all communications -- from family consultations to referral partner outreach to community presentations.
Set My Practice Goals
Establish clear business objectives across placement volume, consulting revenue, EASE enrollments, and community visibility that guide your Ella-powered growth strategy.
Map My Community of Care
Catalog the senior living communities, home care agencies, healthcare providers, and elder law attorneys in your territory to build a comprehensive local knowledge base.
Standard Playbooks
Build Healthcare Provider Referral Relationships
Create outreach campaigns for hospital discharge planners, social workers, geriatricians, and primary care physicians who encounter families in crisis and need a trusted resource.
Develop Elder Law Attorney Partnerships
Build reciprocal referral relationships with elder law attorneys, estate planners, and fiduciaries who serve the same families and need a care placement partner.
Financial Advisor & Wealth Manager Outreach
Connect with financial advisors and wealth managers whose clients face long-term care funding decisions. Position yourself as their go-to expert for care navigation.
Launch Community Education Events
Plan and promote educational seminars, lunch-and-learns, and support group presentations on senior care topics that generate qualified leads and establish thought leadership.
Senior Living Community Partnerships
Nurture relationships with assisted living, memory care, and independent living communities. Become their preferred advisor for families needing placement guidance.
Build a Faith Community & Nonprofit Network
Connect with churches, synagogues, senior centers, and caregiver support organizations that serve aging populations and their families in your territory.
Stay Top of Mind with Referral Partners
Create ongoing nurture campaigns with valuable content, market updates, and touchpoints that keep you first in mind when a referral partner encounters a family in need.
Standard Playbooks
Family Intake & Needs Assessment
Guide initial family consultations with structured discovery questions, care needs evaluation, budget assessment, and timeline planning to deliver a thorough, personalized experience.
Build Personalized Care Recommendations
Generate tailored community and care provider shortlists with side-by-side comparisons, inspection findings, state citation reviews, and fit scoring for each family's unique situation.
Family Communication & Progress Updates
Create professional update templates, visit summaries, and progress reports that keep all family members informed and aligned throughout the placement journey.
Navigate Difficult Family Conversations
Prepare for emotionally complex situations with guided frameworks for sibling disagreements, denial, guilt, and resistance -- helping families move toward clarity and action.
Transition Support & Move-In Coordination
Build checklists, timelines, and communication plans for the move-in process that reduce family stress and ensure a smooth transition for the senior.
Post-Placement Follow-Up & Advocacy
Establish ongoing check-in cadences, satisfaction monitoring, and advocacy protocols to ensure the placement is working and the family feels supported long-term.
Beyond Driving with Dignity Consultation
Guide families through the sensitive driving retirement conversation with assessment frameworks, mobility alternatives, and transition plans that honor the senior's independence.
Standard Playbooks
Local Senior Care SEO Strategy
Dominate local search for senior care, elder care advisor, and assisted living placement queries in your territory with optimized content, Google Business Profile, and review strategy.
Build Senior Care Content Pillars
Define the core educational themes -- dementia care, financial planning for care, caregiver burnout, choosing the right community -- that fuel all your content marketing.
Create a Content Calendar
Generate a comprehensive editorial calendar with blog posts, social content, email newsletters, and community event promotions aligned to seasonal care trends.
Social Media for Senior Care Advisors
Create empathetic, educational social content that builds trust with adult children and caregivers -- the decision-makers who will reach out when crisis hits.
Email Nurture for Families Not Yet Ready
Build drip campaigns for families in early research mode -- providing value, building trust, and staying top of mind until they're ready to engage a Certified Senior Advisor.
Collect & Leverage Family Testimonials
Create systems for requesting, collecting, and strategically deploying family success stories and reviews across Google, your website, and referral partner materials.
Build a Caregiver Resource Hub
Create a branded library of guides, checklists, and tools for caregivers that drives organic traffic, captures leads, and positions you as the trusted local authority.
Standard Playbooks
Research Target Employers in My Territory
Identify and analyze mid-to-large employers in your market -- their demographics, benefits packages, HR leadership, and employee caregiver burden -- to build a qualified prospect list.
Build the EASE Business Case
Generate customized ROI presentations showing how EASE reduces absenteeism, improves retention, and supports employee wellbeing -- tailored to each employer's industry and size.
HR Decision-Maker Outreach Campaign
Create multi-touch outreach sequences for HR directors, benefits managers, and C-suite leaders that educate on the hidden cost of employee caregiving and position EASE as the solution.
Prep for an EASE Sales Presentation
Generate personalized talking points, employer-specific data, competitive benefit comparisons, and objection handling for your EASE pitch meetings.
EASE Onboarding & Employee Launch
Create implementation plans, employee announcement communications, and enrollment materials that drive adoption after an employer signs up for EASE.
EASE Renewal & Expansion Strategy
Build reporting templates, impact summaries, and renewal campaigns that demonstrate EASE value and expand the program to additional employer locations or divisions.