Turn senior living tour enquiries into care-assessment-ready leads
Every senior living tour request captures who's touring, their current care level, and how soon they hope to move in — so your team can see who's ready for a care assessment before you schedule the visit.
Preview your senior living tour intake
Explore 6 questions from the Senior Living Tour template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified senior living tour lead should tell you
A scheduled visit to an assisted living community where a prospective resident or their family views rooms, amenities, and care services before deciding — the intake needs to know who the tour is for, the person's current care level, and how soon they'd move in if it's a fit.
- Tour Primarily
- Level Care Person
- Move In, If Good
- Person Who Can Make
- There Specific City Or
- Person Touring Mobility Assistance
The questions your team needs answered
Every senior living tour intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is the tour primarily for? | Knowing whether the tour is for the respondent, a parent, or another relative tells staff who to address and who else may need to be involved. |
| What level of care does the person currently need? | The stated care level lets staff confirm the community can actually meet the person's needs before scheduling a care assessment. |
| When are you hoping to move in, if a good fit is found? | Move-in timeline signals how quickly the family needs to act, helping prioritize follow-up over leads still months away. |
| Are you the person who can make or strongly influence this care decision? | Whether the respondent can make or influence the decision determines if the follow-up conversation should happen with this person or someone else in the family. |
| Is there a specific city or neighborhood where you want to tour communities? | Captures the detail in the patient’s own words so you’re briefed before the first call. |
| Will the person touring need mobility assistance such as a wheelchair or walker? | Flagging mobility assistance needs lets staff prepare an accessible route and seating before the family arrives. |
How Cliont scores senior living tour leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Fully independent
- Needs some daily help
- Needs significant daily help
- Not sure
- 1-3 months
- 3-6 months
Urgency signals
- Immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Senior Living Tour Lead
From first click to qualified lead
Follow patients and caregivers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the visit
Smart questions adapt to their visit and capture the full scope.
They share details
Symptoms, history, and documents come attached before the visit.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for senior living tour workflows
| Cliont capability | Senior Living Tour application |
|---|---|
| Weighted lead scoring | Combines care-level and move-in-timeline answers so a family needing significant daily help who wants to move in immediately scores higher than someone just exploring options. |
| Decision-maker flagging | Separates leads where the respondent can approve a move from those submitted by an influencer, so your team knows who to call first. |
| CRM routing | Sends every scored tour request — including care level, timeline, and mobility needs — straight to your CRM instead of a shared inbox. |
| Free-text capture | Records a family's preferred city or neighborhood so multi-location communities can route the lead to the right site. |
Example senior living tour lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Immediate move-in for a parent
An adult child is touring on behalf of a parent who needs significant daily help and wants to move in immediately — the intake flags the high care level and near-term timeline so staff can prioritize the visit.
Family still exploring options
Someone touring for a spouse marks the move-in timeline as 'just exploring' rather than committing to a date, so the intake routes it as a longer-term lead without discarding it.
Mobility assistance needed for tour
The person touring will need a wheelchair or walker, letting your team prepare an accessible route and seating before the visit instead of finding out on arrival.
Uncertain about care needs
A family isn't sure what level of care their relative currently needs, so the intake captures 'Not sure' and signals that a more detailed conversation is needed before the tour is finalized.
Influencer, not decision-maker
Another relative fills out the form on behalf of the family but isn't the person who can approve a move, helping staff identify who else needs to be looped into the tour and follow-up.
Connect Cliont to your workflow
Connect your CRM
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Connect your legal software
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Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More assisted living intake templates
Senior Living Tour lead-intake FAQs
What happens when a family marks the move-in timeline as 'just exploring'?
That answer is still captured and routed to your CRM, but it's treated as a lower-urgency lead than someone who selects 'Immediately' or '1-3 months,' so your team can prioritize follow-up accordingly.
Can the intake tell us who the tour is actually for?
Yes — every submission records whether the tour is for the person filling out the form, a parent, a spouse, or another relative, so your team knows who to address during the visit.
What if the family doesn't know the person's current care needs?
The intake includes a 'Not sure' option for care level, which still gets scored and passed to your CRM so your team can gather more detail before or during the tour.
Does the intake flag mobility needs before the visit?
Yes — a direct yes/no question captures whether the person touring needs a wheelchair or walker, so your community can prepare accessible routes in advance.
How do we know if the person submitting the form can actually decide?
The intake asks directly whether the respondent can make or strongly influence the care decision, which carries more weight than a submission from someone without decision authority — useful for prioritizing your follow-up call.
Can families specify where they want to tour?
Yes, a free-text field lets them name a specific city or neighborhood, which is useful if your organization operates more than one community.
Turn senior living tour visitors into qualified patients
Give every senior living tour visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.