Lifestyle and location
Capture the setting, activities and location considerations shaping the search.
Independent living operators
Keep lifestyle-led enquiries moving at the family’s pace
A planned journey for prospective residents and families comparing location, amenities and timing—whether they want to tour now or remain informed for later.
Planned workflow
01
Understand lifestyle priorities
02
Clarify location and planning horizon
03
Route a tour or longer-term follow-up
The operator challenge
Independent living research often begins long before a move
Prospective residents may be exploring a lifestyle change rather than an immediate care need. Intake should respect that horizon and distinguish tour interest from future planning.
Amenity questions
Answer approved community information and route detailed questions to staff.
Timing and tour intent
Separate near-term tour requests from exploratory, longer-term interest.
Respectful nurturing
Plan consent-aware follow-up suited to a longer decision cycle.
A bounded workflow
From first contact to responsible ownership
- 1
Understand lifestyle priorities
- 2
Clarify location and planning horizon
- 3
Route a tour or longer-term follow-up
Continue exploring the intake journey