Checklists & Worksheet - Assisted Living


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home | Checklists/Worksheets

Checklists & Worksheets
Here are checklists and worksheets that can help to organize and manage your marketing efforts. Click on any item below to review and to print.

Assisted Living Checklists & Worksheets

Checklists - Most recent at the top left.

Caregiver Tips Checklist
Steve Schmidt of Marketing With Care
This checklist will make it easier to put together Caregiver Tips that can attract move-ins and make it easy for referral sources to share your expertise with those they serve. . . . keep reading

Assisted Living Marketing Plan Grid/Outline
Steve Schmidt of Marketing With Care
Marketing plans can be simple and effective. Use our grid/outline to help you to build your plan. . . . keep reading

Attending Events Checklist
Steve Schmidt of Marketing With Care
Before attending an event or gathering, review this checklist to make sure you are ready promote your facility, while also enjoying yourself. . . . keep reading

Checklist - Database Requirements
Steve Schmidt of Marketing With Care
A perfect database for marketing assisted living should include these fields and features. . . . keep reading

Potential Referral Sources Checklist
Steve Schmidt of Marketing With Care
Who should be on your referral source list? Here are professionals and organizations that you should consider. . . . keep reading

Driving Forces Worksheet
Steve Schmidt of Marketing With Care
Practice discovering what motivates assisted living prospects to make a buying decision. . . . keep reading

Keep In Touch Guide & Checklist
Steve Schmidt of Marketing With Care
This is a good way to review and hone what you are currently doing. Take a look at our guide and checklist of WHO, HOW and WHY to keep in touch. . . . keep reading

Library Of Stories Checklist
Steve Schmidt of Marketing With Care
Telling stories is a powerful way to communicate. Do you have a library of stories to share with your staff? . . . keep reading

Return On Marketing Investment (ROI) Worksheet For Assisted Living
Steve Schmidt of Marketing With Care
If you have ever thought "Is it worth spending on this marketing campaign?", these worksheets will help you answer that question. . . . keep reading

Selling Process Map
Steve Schmidt of Marketing With Care
Here is a map to guide help you hone and fine tune your selling process. . . . keep reading

Press Release
Pam McDonald of Odd Jobs Ink
With Pam's help, make sure your press release is the best it can be. . . . keep reading

Marketing Basics Checklist
Steve Schmidt of Marketing With Care
This checklist will help you create a marketing foundation for any project or event. . . . keep reading

Website Hub Flowchart
Steve Schmidt of Marketing With Care
Websites should be the "hub" for your marketing communications. . . . keep reading