Prospect Conversion Modeling
Identify which leads are most likely to convert and when.
[Source: Grand View Research]
[Source: NIC MAP Vision Survey]
[Source: Senior Housing News]
[Source: Argentum]
[Source: McKinsey Senior Living Report]
Unify structured and unstructured data across CRM, ERP, and community tools—building scalable platforms for analytics, compliance, and automation.
Integrate sales and prospecting tools like Sherpa with Salesforce, finance systems, and internal databases—creating a 360° view of leads, tours, move-ins, and follow-ups.
Predict lead conversion likelihood, move-in timelines, occupancy gaps, and retention risk—enabling proactive strategies with machine learning models.
Build intuitive dashboards for occupancy by community, staffing ratios, and budget variance, resident lifecycle metrics and sales performance across markets.
Connect ERP, GL, and payment systems with Alteryx workflows and BI dashboards—automating community-level reporting, margin analysis, and reconciliation.
Build AI bots to summarize pipeline data, suggest follow-up strategies, and provide insight into resident trends—delivered directly within CRM or dashboard environments.
Secure access management ensures that corporate, regional, and community-level users see only the data relevant to their roles—HIPAA and SOC-2 aligned.
Identify which leads are most likely to convert and when.
Anticipate move-outs based on care trends, satisfaction, and support needs.
Obtain real-time profit and loss by unit, community, and region.
Benchmark sales team KPIs, win rates, and engagement effectiveness
Summarize notes and interactions from Sherpa, CRM, or surveys using natural language processing (NLP).
We’ve worked with national brands and operators with 20+ communities.
We build clean, scalable pipelines for senior living data, from Snowflake to Databricks.
Sherpa, Salesforce, and financial systems—all connected and automated.
Sales, operations, and finance bots that support your teams without tech complexity.
Dashboards for corporate, regional, and community leaders that simplify action.
Agile MVP delivery that starts showing results in weeks—not quarters.
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