CCR Growth Portfolio -- Independent Diagnostics
Senior living operators have independent partners for financial performance and operational performance. No equivalent has existed for marketing performance at portfolio scale.
Every operator already has CLA for financial diagnostics and Plante Moran for operational diagnostics. What does not exist is an independent diagnostic partner for marketing performance at portfolio scale -- one that connects marketing activity to revenue outcomes.
From a complimentary market-facing assessment to a full portfolio view with ongoing advisory. Each diagnostic is designed to stand alone or stack.
An external-only competitive assessment. How each community stacks up against its closest local and digital competitors across reputation, AI search visibility, organic rankings, and website experience. No backend access required.
Full backend diagnostic connecting your CRM, ad platforms, analytics, call tracking, and census data. Mystery shopping included. Every finding connected to a dollar outcome.
Everything in Diagnostic 2, plus ongoing access to a live Source of Truth. Monthly risk flags, quarterly executive briefings, and benchmark recalibration as NIC MAP data updates.
Rapid-deployment marketing assessment for communities being acquired. Critical findings in 15 days. Full transition plan by 30 days. Complete integration assessment by 60--90 days. Deployed alongside your operational transition, not after it.
Agencies measure what they do. We measure what it produces. The difference is the connection between marketing spend and revenue outcomes, and the independence to report it without a conflict of interest.
| What is measured | Marketing Agency | CCR Growth Portfolio |
|---|---|---|
| Traffic and leads | Yes | Yes |
| Cost per lead | Yes | Yes |
| Call answer rate by community | No | Yes |
| Tour-to-move-in rate by community | No | Yes |
| Revenue by marketing channel | No | Yes |
| Aggregator dependency score | No | Yes |
| Mystery shop with documented remediation | No | Yes |
| Dollar value of revenue leakage | No | Yes |
| Independent of execution conflict | No | Yes |
Start with the complimentary Market-Facing Diagnostic. No backend access required. Results in 10--15 days. If the numbers do not make the case, nothing else we say will.
Request Your Free Diagnostic