Your Shop Desk
Assisted Living and Senior Placement · Custom Shop Desk CRM

A Custom CRM for Senior Placement Advisors

For placement advisors and communities helping families find the right place for a parent. Yours would schedule tours across communities, keep every family member in the loop and make sure each move in gets paid.

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A Shop Desk set up the way a assisted living and senior placement business would run it
A Shop Desk set up the way a assisted living and senior placement business would run it

Shown: Lumenara Med Spa, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Assisted Living and Senior Placement Words

Every placement moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Family Call
  3. 03Communities Matched
  4. 04Tours
  5. 05Move Date Set
  6. 06Moved In
  7. 07Fee Paid

A placement on your desk hangs off the family and their loved one.

So the card asks for what you actually need, and nothing a assisted living and senior placement business would never fill in.

  • Type of community wanted
  • Budget and who pays
  • Move timeline
  • Area wanted
  • Tours booked
  • Decision maker
Where it leaks

Where Assisted Living and Senior Placement Businesses Lose Work

Families Call Everyone

A daughter calls five advisors and a few communities the same night. The one who calls back first and sounds kind gets the family.

Tours Without Follow Up

The family tours three places and goes quiet. Nobody asks what they thought, so the decision stalls or goes elsewhere.

Referral Fees Nobody Chases

The move in happened weeks ago and the invoice never went out. Or it went out and nobody checked if it got paid.

What we would build

Fitted to How You Already Work

  • Tours Across Communities

    Book tours at several communities on one schedule and send the family one itinerary. Everyone knows where to be and when.

  • The Whole Family on One Record

    Siblings, a spouse and the loved one all hang off the same record. You choose who gets updates.

  • From Move Day to Paid

    Every move in gets a date and an invoice to the community. Unpaid fees rise to the top of the board.

  • Care Details Kept Out

    The desk holds placement details, not medical records. We set up consent, opt outs and who sees what with you.

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Questions

What Assisted Living and Senior Placement Owners Ask

Can the whole family get updates?
Yes, the ones you add. Each family member can get tour times and next steps. You decide who gets what.
Can it track fees from the communities?
Yes. Each move in creates an invoice to that community and shows whether it has been paid. You see what is owed across every partner.
Does it store medical information about the resident?
No. The desk keeps what you need to match and place, like community type, budget and timeline. Medical details stay out.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Assisted Living and Senior Placement Business Runs

We will tell you honestly what a desk fitted to it would take.

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