What We Do

Services

Full Engagement Consulting
The Retirement DYNAMICS approach to consulting is unique in the way in which we serve our client communities. RD places staff on site on a regular schedule each month, conducting ongoing sales training and implementation of the Strategic Marketing Plan. In the case of Greenfield communities or expansion projects we participate on the Development Team, helping to ensure that the product meets the market demands.

Corporate Marketing Advisor
Retirement DYNAMICS' focus on sales and marketing has provided turnkey developers and large multi-site, not-for-profit operators a financially attractive option to outsource their sales and marketing functions. RD is currently functioning as a partner to perform any and all of our menu of services for corporate clients. RD has also formed other significant long term alliances allowing organizations to completely outsource their marketing and sales functions to RD.

Market Assessments
Our research methods quantify the feasibility of Greenfield or expansion projects by considering demographic, economic and competitive trends and applying industry benchmarks. Early involvement in projects enables us to suggest ways to fine tune the project to the market. Jeff House, our Director of Research, has over 30 years of experience in the industry, implementing comprehensive data collection and analysis to ensure statistically relevant results. These services are available for both small and large-scale projects. Our in-house research capability also expands the portfolio of skills our consultants bring to marketing engagements.

Consumer Research
Retirement DYNAMICS has valuable expertise in the use of surveys and focus groups to provide our clients gain insight into the thoughts of the consumer early in the development process when project improvements are easier to incorporate. Surveys are quick affordable way to confirm preliminary perceptions of the project catchment area and to test consumer interest. Focus groups can be an important tool for studying the mindset of the consumers in greater detail, and identifying the direction needed to accomplish your goals and objectives. Our services include a complete program, from working with our clients to develop relevant questions to recruiting the appropriate participants.

Focus Groups
Retirement DYNAMICS has valuable expertise in the use of focus groups, to provide data to help our clients gain insight into the minds of the consumer. Focus groups can be an important tool for studying demographics, penetration rates and mindsets of the consumer, identifying the direction needed to accomplish your goals and objectives. Our services include a complete program, from working with our clients to develop relevant questions to recruiting the appropriate participants.

Marketing Analysis or Marketing Audit
The Retirement DYNAMICS team has a well deserved reputation as the experts in the performance of Marketing Audits. Our hands-on approach is unique in the industry. A team of two of RD's highly experienced advisors will work with your community, invest time on site and share an executive briefing before departing as to which opportunities should be pursued to create greater strength and higher occupancy. The advice from RD's analysis has created significant, at times remarkable, positive occupancy changes. A Marketing Analysis is often suggested if a community has experienced difficulty in pre-sales, fill-up or has experienced a decline in occupancy.

Strategic Marketing Plan and Budget
Everyone knows that marketing plans are vital to marketing success. RD is strategic in its planning, implementing many marketing metrics to guide its determination for marketing plans and commensurate budgets for going forward. Strategic Marketing Plans contain positioning statements, competitive commentary, as well as the Marketing Objectives for each community.

Sales Training
Sales training is one of our greatest strengths. Sales Training is an ongoing part of our work with each client engagement. The RD Team knows that successful sales provide the dollars for successful communities. RD has created success for our clients by teaching their sales people who to sell in an easy and approachable format that is tailored specifically for the CCRC and senior living industry.