Description

After Tour Survey Campaign Template for Senior Living Communities

Following up after a tour has never been easier. This ready-to-use campaign template automatically reaches out to prospects and families after their visit, collects their feedback, and helps your sales team follow up in a way that feels personal and relevant. All you have to do is set it up once, and it runs on its own.

What’s Included:

• Post-Tour Survey Page: A dedicated page where prospects and families can share their thoughts after their visit, including how the tour went, what topics interested them most, and what they’d like as a next step

• Smart Survey Experience: The survey only appears once per contact. Anyone who has already submitted their feedback will see a thank-you message instead of the form again

• 2-Email Follow-Up Sequence: A short series of emails sent automatically after the tour to encourage prospects and families to complete the survey

• Actionable Feedback Collection: The survey captures overall visit rating, what influenced the score, how staff engagement landed, topics of interest, move-in timeline, and desired next steps

• Personalized Follow-Up Support: Survey responses give your sales counselors the insight they need to follow up in a way that feels timely and relevant to each prospect

• Automatic Triggering: The campaign launches on its own as soon as a completed tour is recorded in your CRM, so nothing slips through the cracks

Easy to Make It Your Own

Everything in this template is already set up with placeholders for your community’s name and details. Just fill in the blanks, no technical experience needed.

Supports the Full Post-Tour Journey

Survey Outreach, Feedback Collection, and Personalized Follow-Up. Every step is taken care of, so your team can focus on building relationships and improving the tour experience over time.