In this episode of The Grow Your Occupancy Podcast, host Julie Podewitz, CEO & Founder of Grow Your Occupancy, sits down with Lori Vernier, Senior Sales Strategist at Grow Your Occupancy, for an in-depth conversation about what the data inside your CRM is really telling you about your senior living sales process.
Lori is a master of strategy based on data analytics. She spends time in all areas of senior living sales and brings a unique perspective into the common gaps and how best to fill them. She works closely with communities across the country through market analyses, mystery shops, coaching, and sales strategy development. Drawing from her experience evaluating hundreds of sales teams and databases, she shares how to identify the most important indicators of sales performance—and where many communities unknowingly lose opportunities.
Together, Julie and Lori unpack the key metrics that tell the story of your sales funnel, including connections, tours, and conversions. Lori explains why tours are the backbone of the senior living sales process, how weak connection rates can stall momentum before it even begins, and why the tour experience itself is often the biggest missed opportunity.
They also discuss common CRM pitfalls, including gaps in follow-up, failure to close to the next step, and missed discovery insights that can derail the customer journey. Lori shares real examples from recent community visits and mystery shops, highlighting how small changes in engagement, planning, and team communication can dramatically improve outcomes.
This episode is packed with practical insights for sales leaders and operators who want to better understand their data, strengthen their sales process, and ultimately create more opportunities for move-ins.
Stay tuned for Part 2, where Julie and Lori continue the conversation and dive deeper into what mystery shops reveal about competitive positioning, sales skills, and market opportunities.