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Seniorly Family Email Programs

As a Seniorly partner advisor, you benefit from our technology-driven approach to pipeline management. While our marketplace and CRM are certainly driven by data and automation, you can feel confident that our marketing programs are too. In an increasingly digital world, we help you maximize the potential of online searchers.

Our automation programs drive increased connection rates, improved pipeline outcomes, and generate higher win rates - all to help you work more efficiently and focus on building relationships with the families you support.

When a family responds to our automated emails:

When a family responds to an email, our support team will add their response as a note in the CRM. You will be notified through the SeniorlyHQ app that a new note has been added.

If a family responds to an email with a question or update, we will CC you on the email response or forward you the email to help you connect directly with the family.

*Please note that our email journeys are triggered based on the family’s stage in the CRM. To ensure our communication remains aligned, it’s important to keep their status as up to date as possible.

While we are always testing new programs to optimize, you can see a sample of our core email journeys using the links below:

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Welcome Journey⁠

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Discussing Options Journey⁠

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Active Tours Journey⁠

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