3 Important Steps in a Partner Central Lead Update

Learn more on what to include in an update in Partner Central that will increase the ability of an Advisor being able to decipher your message and act on it.

You can search for any lead that we have referred to your community in Partner Central. Once you’ve clicked on a lead’s name, you’ll notice that the right side of the Lead Details page, there is a box where you can send an update directly to the Senior Living Advisor working with that family.

Example of a Lead Update

As an administrator of Partner Central, I have seen many updates sent through the Lead Details page. Some look like they were sent as mistakes, some have little to no helpful information, and some need a linguist to decipher!

You can increase the odds that the Advisor will be able to act on your lead update by crafting a message using these three simple steps:

1. Pick the Correct Subject

When you’re looking at the Lead Details page, you’ll see that “Other” is the default selection. When Partner Central was first introduced, our Advisors were getting a bunch of lead updates that would say “This lead has toured,” the default at the time, only to find that the comment section had nothing to do with the family touring. How disappointing! Make sure you choose the bullet point that is most appropriate for your comment.

2. Elaborate on the Subject

Include some details on why you are sending an update. Sending one that says only “This lead has toured” is helpful, but it gives the Advisor very little to go on when they call the family to get their perspective. What day did they tour? What do you think went well? Did you discuss a next step with the family? No need to send a play-by-play, but a couple of sentences on how you think the tour went gives the Advisor the opportunity to reinforce your message with the family and amplify your marketing efforts.

3. Ask a Follow-Up Question

Asking a question ensures that you and the SLA establish a next step. Using our tour example, some good follow-up questions to the SLA would be:

1. Did the family tell you any deal-breakers or important details during or after the tour?
2. I invited them to bring Mom/Dad back in for lunch, would you follow up on that and encourage them to come back for a meal with us?
3. I’d like to move them in by the end of the month. What do you think are the key barriers to making that happen?

Sending a thoughtful and detailed update can help direct APFM’s Senior Living Advisors and help you move more families into your community together.

Do you have any questions on how to use Partner Central more effectively? Please share your questions in the comments below.