Take the Next Step toward High Occupancy

We commit to a successful outcome when we partner with a client. We won't start a campaign if there's a chance it won't work. How can we be so confident? We take the time to understand where your opportunities are, and we have a data-driven process that creates high occupancy. Your coach stays with you through the campaign, so course-corrections can be made along the way.

Next Step Sales Management was formerly known as DEI Sales Management. In recent years, the term DEI has taken on a meaning that is important in business and our society: Diversity, Equity and Inclusion. While we support these efforts, this usage is not at the center of our brand promise, and was causing confusion with our prospective clients. Within training materials and even in conversation, the phrase DEI will continue to pop up, and that's perfectly fine. In our sphere, we think of DEI as Decision Making, Engagement and Insights. Those principles will continue to be woven throughout our training curriculum.

Have a conversation with us to see if it makes sense to work together (that's all sales is, really). You can book a consultation with us for free by clicking here or by emailing info@nextstepsalesmanagement.com

We will commit to making the conversation worth your time. Even if we're not the perfect fit, we'll do everything we can to connect you with a great resource or point you in a productive direction.

Your sales forecast tends to move up by the third week of coaching, and your occupancy increase follows a few weeks behind the forecast. While every community has different challenges, we can nearly always identify a few move-ins per property that happened or accelerated as a direct result of the training. After that, the entire campaign is paid for.

Time is one of a sales team's most precious resources, and our goal is to facilitate more time with prospects and less time in meetings. A Next Step Sales Management team meeting happens very quickly, with clear and actionable commitments as a result. Executive Directors particularly benefit from our system, because their time with their sales teams becomes much more directed and efficient, with less "story time" during meetings.

With the development of our Next Step Board reporting tool, seeing your pipeline health is even easier and faster, since the pipeline is based purely on what you enter into the CRM and is updated hourly.

Most of our clients are regional providers with portfolios of between 3 and 30 properties, although we have larger clients and a few single-campus clients. Our client pool is about evenly split between for-profit providers and not-for-profit organizations. We serve properties that range from small, free-standing, rural communities to very large Life Plan campuses. Geographically, our clients are spread all over the continental United States and Hawaii.