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Modernizing Senior Living Lead Capture

How a Leading Senior Living Provider Used HubSpot Marketing Hub to Reduce Time-to-Move-In by 89 Days

WesleyLife, a senior living provider in Iowa with 10 healthy living communities and robust home-based services, leveraged SmartBug’s expertise for HubSpot Marketing Hub implementation across the entire customer lifecycle. With a focus on nurturing long-buy-cycle leads, shortening sales cycles, and driving digital conversions in a highly nuanced industry, the partnership has yielded impressive results.

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WesleyLife Metrics

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+ 55 %
of SQLs Originating from Digital Channels
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60 %
of Website Traffic from Organic Search

Post-Tour Nurture Metrics

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+ 38 %
Higher Open rates
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+ 26 %
Increased Click-through rates
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25
Tour to move-in timeline shortened with nurture campaigns in place

Background

WesleyLife is a senior living provider with several communities across Iowa offering a full continuum of care, from independent living to long-term care to innovative at-home services. The organization had the infrastructure and expertise to serve the health and well-being needs of the senior population and their families—it just needed the digital marketing chops to spread the word. 

With no prior marketing automation in place, WesleyLife was starting from scratch and needed help guiding prospects through the decision-making process. HubSpot’s Marketing Hub created a foundation to support a scalable, multi-service digital funnel. 

SmartBug was ready to provide full customer lifecycle support across the funnel, from awareness to decision—and even post-decision. After an initial website reboot, WesleyLife was ready to put HubSpot marketing to the test through post-tour, close lost, and MQL-specific nurtures.

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The Problem

Struggling with Inadequate Marketing Tools 

WesleyLife was in a pickle, facing a dual challenge: The senior living giant was relying on outdated marketing tools that hindered its ability to nurture leads effectively, resulting in longer sales cycles and missed opportunities. Without automated nurturing or centralized workflows, the organization struggled to continuously engage prospects over the 6–12 month decision cycle typical in senior living. 

WesleyLife wanted to streamline the processes holding it back from integrating marketing across service lines, shortening sales cycles, and expanding its at-home services. So the organization turned to SmartBug to update its website and implement marketing best practices to improve lead generation and nurturing. 

Let’s just say our marketing stack had some... vintage charm. We've come a long way since! We’ve become an innovative, forward-thinking senior living organization in how we manage our data and digital marketing efforts.

Amy Hutchins, Chief Marketing Officer, WesleyLife
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Our Solution

Driving Qualified Leads, Boosting Conversions, and Accelerating the Sales Cycle

  • HubSpot Workflows to support community-based, post-tour emails triggered by lead status in WelcomeHome

HUS Post-tour nurture workflow for Wesley Life

  • Lead Scoring with custom properties and behavioral scoring for recruiting
  • Smart Content with nurture emails that include dynamically populated modules based on lead attributes
  • HubSpot Lists and Forms that incorporate segmentation to tailor content by location, care type, and family status


SmartBug implemented HubSpot Marketing Hub to address WesleyLife’s outdated tools, establishing a modern, automated marketing foundation. With this infrastructure in place, we developed targeted post-tour nurture workflows to keep prospects engaged throughout the long decision cycle typical of senior living. We also created nurturing sequences to maintain long-term engagement with soft-disqualified leads, scheduling outreach for about a year later. 

WesleyLife’s content touched two key personas—active seniors and caregivers—with workflows incorporating a variety of emails to keep prospects engaged and informed:

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  • Review requests
  • Testimonials
  • Floor plan options
  • Community evaluation guides

 

 

SmartBug set up tracking to monitor leads through different lifecycle stages—moving each as needed from SQL to post-tour follow-up, all the way to opportunity/reservation and resident. All activities were seamlessly integrated with the WelcomeHome CRM, enabling clear visibility into each prospect’s journey.

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The Results

Tailoring the Marketing Journey and Accelerating Conversions 

With a modernized marketing foundation and tailored nurturing strategies, WesleyLife achieved impressive results. The new digital marketing infrastructure increased digital lead capture by 55% and organic web traffic by 60%.

Marketing & Digital Infrastructure Improvements

  • Modernized marketing foundation with tailored nurturing strategies.

  • Digital lead capture increased by 55%.

  • Organic web traffic increased by 60%.

SmartBug Initiatives Implemented

  • Cross-service line lead nurturing.

  • Strengthened WesleyLife’s thought leadership positioning.

  • Deployed targeted post-tour nurturing strategies.

Email & Engagement Results

  • Email open rates improved by 38%.

  • Click-through rates boosted by 26%.

  • SQL-to-Opportunity conversion increased by 5.79%.

  • Average time to conversion reduced by 11 days.

  • Tour-to-move-in timeline shortened by 25 days.

  • Content personalized by:

    • Location

    • Care needs

    • Timeline

  • Improved personalization increased trust and user experience.

HubSpot & Internal Utilization Enhancements

  • Improved sales team adoption of HubSpot Marketing Hub.

  • Enhanced lead management processes.

Nurture Campaign Impact

  • In the first 12 months:

    • Lead-to-resident close reduced by 89+ days.

    • Conversion rate increased by ~1%.

🚀 Future Plans

Throughout the partnership, WesleyLife has improved its sales team's utilization of HubSpot Marketing Hub and lead management and launched two new services. Moving forward, it plans to continue optimizing its community business marketing, with a special focus on integrating WesleyLife at Home with existing marketing systems. The organization is eager to continue serving older adults and remains dedicated to further reducing sales cycle time to render this support.

All these little things that SmartBug kicked off ultimately drive leads and conversions. That's what matters.But we've also been given so many great educational tools that never existed before. And I can feel a shift in our market, especially in terms of how people view us as a thought leader.

Amy Hutchins, Chief Marketing Officer, WesleyLife
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