Everything in the Deep Marketing Report, plus the diagnostic system stays live. Monthly portfolio risk flags, quarterly executive briefings, and benchmark recalibration as NIC MAP data updates. The camera, not just the photograph.
Request This DiagnosticThe Deep Marketing Report answers "where are we losing revenue?" The Source of Truth answers "are we fixing it?" Without ongoing visibility, diagnostic findings decay. Teams move on. Benchmarks shift with the market. New communities are acquired. The CEO/COO is back to operating without a marketing performance view within six months of the initial report.
Plante Moran and CLA both offer ongoing advisory retainers. The retainer model for independent diagnostic partners is established in senior living. (CLA, Plante Moran)
CCR Growth delivers the full Deep Marketing Report and then keeps the diagnostic system live. The Source of Truth updates monthly with current community-level data. Community risk flags surface automatically when performance indicators decline. Benchmarks recalibrate as NIC MAP data updates. New communities can be onboarded into the system as the operator acquires.
The CEO/COO receives a monthly portfolio performance summary and a quarterly executive briefing with trend analysis and strategic recommendations. This is the core infrastructure for marketing performance visibility - built and delivered without requiring the operator to architect it, hire a data team, or manage the system internally.
Continuous marketing performance visibility at the same level of rigor as their financial reporting. A Source of Truth the CEO/COO can open and see, in under five minutes, which communities are performing above market, which are below, where revenue leakage is occurring, and whether the actions taken from the initial diagnostic are producing results. The CEO/COO is never again in a position where they have financial visibility and operational visibility but marketing remains a black box.
Three delivery rhythms that keep diagnostic current, actionable, and connected to evolving market conditions.
All deliverables from Diagnostic 2 - complete portfolio diagnostic with revenue leakage report and prioritized action plan.
Portfolio-wide and community-level Source of Truth goes live upon report delivery. Monthly cycle begins immediately.
All community-level metrics updated with current data. Historical data retained for trend analysis.
Automatic flags when any community shows declining conversion, rising aggregator dependency, or census movement inconsistent with market.
One-page executive summary. CEO/COO read in under five minutes. Risk flags, revenue leakage changes, key metric movements.
Acquired communities onboarded into the Source of Truth system. Baseline established and benchmarks calibrated to their metro market.
Full briefing with NIC MAP benchmark recalibration, trend analysis across the portfolio, and assessment of whether prior recommendations are producing results.
Scheduled call with CEO/COO and/or VP of Sales to review briefing findings, discuss portfolio-level strategic questions, and align on priorities.
The Source of Truth is scoped to your portfolio size, current data infrastructure, and engagement timeline. Request a diagnostic and we will provide full pricing during the discovery call.
Request This Diagnostic