How to Develop a Senior Living Marketing Plan

strategist working on their senior living marketing plan on a laptop

What Is a Senior Living Marketing Plan?

A senior living marketing plan is your strategic road map for achieving the community’s growth and occupancy goals. It outlines how you’ll reach your target audience, build brand awareness, generate qualified leads, and ultimately convert those leads into residents.

A comprehensive plan typically includes market research, audience segmentation, platform strategy, customized messaging, tactical execution, and performance tracking – all working together to position your senior living community for long-term success.

Why Is a Senior Living Marketing Plan Important?

In today’s landscape, competition in the senior living industry is fierce; a thoughtful, data-driven marketing plan is essential.

An effective plan not only helps you connect with the right audience – from seniors and their families to professional referral sources – but also strengthens your community’s brand visibility, occupancy rates, and overall growth.

By aligning your marketing strategy with your sales goals, you ensure your team has a clear direction and consistent messaging that inspires trust and drives results.

When to Create a Marketing Plan

Many senior living teams wait until the year-end to draft their marketing plans – but by then, the process often feels rushed or outdated within a few months.

Instead, consider developing your plan quarterly or using a rolling year-round approach. This allows flexibility to adapt to market changes, occupancy trends, and campaign performance insights.

There’s no perfect time to start – the key is to start now and adjust as you learn.

How to Create an Effective Marketing Plan for Senior Living

1. Define Your Goals

Begin by setting SMART goals – Specific, Measurable, Achievable, Relevant, and Time-Bound.

Ask yourself:

  • What are our current marketing challenges?
  • What can we improve or optimize?
  • What outcomes do we want to see?

Your goals may include nurturing existing relationships, building a stronger lead pipeline or increasing occupancy within a specific timeframe. Keep your goals community-specific – what works for one may not work for another.

a smiling senior couple outside in autumn

2. Know Your Audience

Your marketing efforts should always center on the people you serve.

Clearly define your target audience personas – including prospective residents, adult children, and referral sources. Understand their needs, motivations, and decision-making habits.

Ensure your customer relationship management (CRM) system is optimized to track leads effectively and help you personalize follow-up efforts based on where prospects are in their journeys.

3. Choose the Right Platforms and Channels

Determine how and where your audience prefers to engage.

While traditional channels like direct mail, brochures, and event marketing remain valuable, your strategy should also leverage digital marketing tools, such as:

  • Email marketing to nurture leads
  • Social media to share stories and build connections
  • SEO (search engine optimization), paid search, and programmatic ads to boost visibility
  • High-quality website and blog content to establish authority and trust

Remember: Adult children and caregivers often start their search online, so your digital presence is often their first impression and can influence their decision-making processes.

monitoring your online presence is an important part of your senior living marketing plan

4. Monitor Your Online Presence

Research where your community appears in search results and what people are saying about you.

Online reviews, testimonials, and local search rankings all play a major role in shaping perception. Proactively manage your online reputation by responding to feedback and encouraging residents and families to share their positive experiences.

5. Keep Your Website Current

Your website is your most powerful marketing tool; make sure it reflects your brand and is easy to navigate.

Regularly check that:

  • Pages load quickly
  • Contact information is visible
  • Calls to action are clear
  • SEO is optimized (optimizing SEO should be a regular practice)

If your website isn’t intuitive or engaging, you risk losing potential residents before they ever reach your sales team. Make sure you include virtual tours, photo and video galleries, floor plans, community events and pricing, and that your content communicates a sense of community.

Partner with Senior Living Marketing Experts

If all of this feels overwhelming, you don’t have to do it alone.

At SageAge, we specialize exclusively in senior living marketing, strategy, and growth. Our award-winning team has helped communities nationwide strengthen their brand presence, reach qualified leads, and increase occupancy through customized marketing plans.

Let’s craft a strategy that brings your vision – and your community – to life.
Contact SageAge today to get started.

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