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Senior Living SaaS Sales Playbook: The Field Guide for Selling Technology in the Most Relationship-Driven Industry in the World
Most sales playbooks are written for industries where prospects are anonymous, deal cycles are short, and you can always find new pipeline. Senior Living is not that industry.
Everyone knows everyone. Your reputation travels faster than your win rate. The operator you burned shows up as the VP of Operations at your next prospect. This is a market where how you sell becomes part of what you sell.
After 15 years in enterprise sales in and around senior living, from first hire to VP, I can tell you that almost nothing I learned in other industries translated cleanly here. The cycles are longer. The relationships run deeper. The consequences of a bad fit are real and visible. So I wrote the playbook I wish I'd had.
What you'll find inside:
The Core Philosophy. Senior living buyers don't buy software. They buy relief from uncertainty.
Persona-Based Selling. The CEO, CFO, VP of Sales, Clinical Operations, and IT are not the same conversation.
Discovery That Actually Works. Most reps rush to the demo. The best reps use discovery in a way that the prospect has convinced themselves.
Selling Against Your Competitors. The modern tech stack, the Core 4 platforms, and how to position yourself whether you're a point solution or an enterprise play.
Demo Strategy and Psychology. How to run a demo that makes the prospect say "this is exactly what we need" before you've said a word about price.
Stalled Deal Rescue. Every rep has deals that go quiet. This is what you do about it.
Post-Conference Follow-Up. How to turn networking into pipeline instead of a graveyard of LinkedIn connections.
Sales and Marketing Alignment. How to get your marketing team actually working the accounts that matter.
Sales Reporting. What metrics matter, what's noise, and how to build a dashboard that tells the truth.
Building Out the Sales Team. Territory design, first hire sequencing, and what a VP of Sales here is responsible for.
Conference Strategy. How to show up like an insider, not a vendor visiting.
Senior Living Acronyms and Language. For new reps and career switchers who need to get up to speed fast.
Pressure doesn't close deals in senior living. Trust does. Understanding does. Showing up as someone who gets their world does. This playbook is about building that.
For the AE six months in wondering why deals stall. For the new sales manager figuring out what leadership looks like. For the VP rebuilding a team or entering senior living from another vertical.
Senior living deserves sales professionals who understand it. This is the field guide.
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