Seniorly Family Email & Text 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 or texts:

When a family responds to an email or text, 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 the response is urgent (for example: please call before 3pm today), we will also send you a message in your slack support channel.

If the family lets us know that they are no longer searching or don’t want help, we will close the lead for you and notify you through your slack support channel.

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

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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