Use cases

Know which search booked the tour, and which tour led to a move-in.

Built for an independent or assisted living community, or an operator with several, whoever runs the marketing. TruLata reads your Google accounts, your Business Profile reviews and the tour requests from your own site's forms, runs the watching and the drafting on a schedule whether anyone is at the front desk, and keeps what each request became on the row for as long as the family takes to decide.

Illustration: a small house with lit windows, a garden bench, flower beds and a stone path, on a floating island of lawn.

Is this built for a senior living community?

Yes. It is built for an independent or assisted living community that fills its apartments from the families in the towns around it, and an operator with several communities fits the same way, community by community. The marketing may sit with the executive director between resident meetings and the budget, with a community relations director who also gives every tour, or with a regional marketing team; each of them gets the same screen. Search, ads, content and the counting run on a schedule whether or not anyone had time this week, every tour request is counted from your own site, and one screen shows what happened and what it cost.

The decision is a long one, and a family makes it together. A daughter notices that her father has stopped cooking, a couple wants a smaller place with neighbors and meals nearby, a son lives across the country and wants his mother closer to someone. The adult child searches first, reads the rating and the reviews, reads your site for the floor plans, the dining and the activities, and asks for a tour. Then comes the second visit, the lunch in the dining room, the conversation at the kitchen table with the parent, and the question of what happens to the house. A family that tours in the spring may still be deciding in the fall.

That is why the screen keeps each request on its row with what it became, contacted, quoted, won, lost, or not a lead with the reason, so a tour from the spring is still readable when the family calls back. A senior living referral service can pass the same family to more than one community; a tour request from your own site's form is yours alone, and the comparison with bought leads is on mechanism. The screen puts each request in front of the person who gives the tours the day it lands, and asks one question when you are done with it: what did it become.

  1. The adult child searchesReads the rating, the reviews, the floor plans and the dining
  2. A tour requestWritten to your lead sheet the moment it lands, yours alone
  3. The second visitLunch in the dining room, a look at the apartment again
  4. The kitchen tableThe conversation with the parent, and what happens to the house
  5. What it becameMarked on the row, still readable when the family calls back
Illustration: a round kitchen table with two chairs, a teapot, a blank folded card and a potted orchid.

The decision is a long one.

What does the screen read for a senior living community?

It reads the sources you already have. Google Analytics 4 gives sessions, where they came from, which pages were read and the key events you count as a request, hours behind during the day, so you can see whether the floor plans or the dining page is what a family reads before asking for a tour. Search Console gives the queries you appeared for, impressions, clicks and average position, two to three days behind. For a community those queries are the kind of living and the town, assisted living near me, independent living, senior apartments, and the cost questions families ask early; the positions are Search Console's own averages, not a rank tracker. Google Ads gives spend, conversions and cost per conversion by campaign, and a watch reads the account's change history every morning at 7:05 Eastern.

Google Business Profile gives reviews, rating and listing performance through a manager invitation you can revoke, one listing at a time, so each community's rating stays its own; the reviews card sits on the search view, because a family reads those reviews before they visit. Your website's forms feed a lead sheet: the form handler appends each tour request server-side as it lands and emails your team, and the Leads view reads that sheet newest first, with the time, the name, the contact, the kind of living asked about, the community and the full message on each row.

Where you send a family newsletter or an event invitation through ActiveCampaign, Mailchimp, Klaviyo, HubSpot or another email platform with an API, the screen reads the campaign statistics live, so the families still deciding sit on the same screen as the requests that came in this week. Where your community runs on a CRM, the Jobs view reads its pipeline live, and shows a coming-soon card rather than a number until the data is trustworthy. Your resident and move-in records stay in your own systems today; a source with an API can be connected during setup. Your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them. A phone request counts where your CRM records it, and a call-tracking platform with an API is connected during setup where you run one. Card data is never read.

TruLata Overview for a fictional senior living operator, Magnolia Ridge Senior Living: tour requests, cost per request, move-ins and review rating across the top, a funnel from site visitors through tours and second visits to move-ins, revenue by channel, and a card for each workstream.
A senior living operator's TruLata dashboard, filled in with example data for a fictional three-community operator, Magnolia Ridge Senior Living.

What runs while you are giving a tour, and what waits for a person?

Every mapped Google Ads account is watched every morning. At 7:05 Eastern the ads change watch reads each account's change history and its user list, sets our own writes and routine noise aside, and raises a material change made by anyone else the same morning, including a recommendation Google applied on its own. A setting switched on under a regional login, or a new address given access to the account, reaches the team the next morning rather than at the end of the month. Where we manage your search campaigns on all tiers, a budget or bid change is made within the limits set for your engagement and lands in the account's own change history, so moving spend toward the community with open apartments is a decision with a record behind it.

On Launch, Growth and Command, the content engine researches and drafts, on your cadence, the articles a family reads while deciding: the difference between independent and assisted living, what to ask on a tour, how to talk with a parent about moving. Each topic passes a demand gate on real search volume and what already occupies the result page, the research cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image. Auto-publish is a per-client setting and approval is optional. On Growth and Command, Meta ads are managed alongside search, where an open house or a lunch-and-tour invitation can reach the adult children in your area.

On Command, the outbound engine sources prospects weekly to the target profile set with you, which for a community is the people a family talks to before they talk to you: elder law attorneys and estate planners, financial advisors, home care agencies, hospital case managers and senior move managers. It finds a deliverable address or routes the prospect to a contact-form path and drafts into a review-first queue; a person releases the emails, or the queue releases them on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends.

Every day at 7:20 Eastern, on an instance whose forms feed the sheet, the lead watch runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or a tour form that stopped submitting is flagged the next day rather than at the end of the quarter. Every night at 12:01 Central a fallback snapshot is baked, and a failed pull leaves the previous page up. What stays with a person is the judgement: the limits on spend, and anything that answers a family. From the screen you can set what a request became and request a website, content, keyword or targeting change, and every change made through the screen is written to an audit log with the address, the request and the result.

While you are giving a tour

  • 7:05am ET: ads change watch, every mapped account
  • 7:20am ET: lead watch, five checks
  • Your cadence: content drafts, on Launch, Growth and Command
  • Weekly: referral sources sourced, on Command
  • 12:01am CT: fallback snapshot
Runs on a schedule
  • A material change in any community's ad account, raised the same morning
  • A dead tag, a blind ad account or a stalled tour form, flagged the next day
  • Family guides filed as Google Docs in your Drive
  • Attorneys, advisors and case managers in a review-first queue, every send logged
  • Last night's page, never a blank one

A family that tours in the spring may still be deciding in the fall.

Can I see it before anyone contacts the community?

Yes. The demo is the same engine code every client runs, pointed at a fictional company called Meridian so it can be public, and every number in it is invented. Open the Leads view, the Google Ads view and the search view and you are looking at the screen a senior living community gets, with your sources in place of Meridian's.

Then read it against your own community. Families from the towns around you ask for a tour, come back for a second look and decide over a season, and someone carries the marketing between the tours, the residents and the budget. That is the business this page is written for, one community or several; the multi-location page shows how each community stays readable on its own instead of folded into a total. If you want the work done as a service rather than run as a system, the services side is the other door.

Read the search view the way it is built. Ranking is not earning, so the view puts the tour requests your own forms took beside the queries and positions that earned them, and a position there is Search Console's average for that query, not a rank tracker's guess. A page that climbed for a senior apartments search and a page that brought in a family who moved in are told apart on the same screen.

The Leads view for a fictional senior living operator: a Tour requests table with an assisted living tour at Greer, an independent living tour at Simpsonville, a second visit at Greer, a floor plans request at Easley and another independent living tour at Simpsonville, newest first.
The Leads view for a senior living operator: every tour request from the site, newest first, with the community on each row. Example data, fictional operator.

Which tier fits a senior living community?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine is on Launch, Growth and Command. Meta ads, for the open house and the lunch-and-tour invitation, are on Growth and Command. The outbound engine, for a community that wants attorneys, advisors and case managers to know its name, is on Command. Command adds the outbound engine, ad creatives and your full marketing team, always on, is scoped per engagement and carries no number on this site.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, which is the number to check for an operator where each community's director signs in. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and an annual commitment takes twenty to twenty-five percent off the monthly. The pricing page carries the same figures.

Flatone monthly figure per tier, month to month, nothing metered
20 to 25%off the monthly on an annual commitment

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command.

Can your team run it for my community?

Yes. Command adds the outbound engine, ad creatives and your full marketing team, always on, scoped per engagement, and the managed strategy retainer sits on top of any tier with strategy, optimization and the approvals on our side, scoped with you. Every change we make lands in each account's own change history, which the same 7:05 Eastern watch reads and sorts as ours. The managed page covers both.

TruLata is also a marketing services firm, and the software sits beside that work. If you want the work done as a service rather than run as a system, local services marketing is the hub, with search and paid search underneath it. The other trades the product is built for are on the industries page.

Illustration: a reading chair with a cushion and a throw, a floor lamp, a potted plant and a set of keys on a round rug.
The sources

What a senior living community's screen reads, and how fresh it is.

WhatWhere it comes fromHow fresh
Tour requestsYour site's forms, appended to a lead sheet server-side and emailed to your team; the Leads view reads it newest firstLive
Reviews, rating, listing performanceGoogle Business Profile, one listing per community, with our Google account as a manager you can revokeRefreshed with each pull; the header stamp says when
Spend, conversions, cost per conversionGoogle Ads, by campaign, across every mapped accountIntraday lags hours; change history read daily at 7:05am ET
Family newsletter and event emailYour email platform, where it has an APILive
PipelineYour CRM, where the community runs on oneLive; a coming-soon card until the data is trustworthy
Sessions, sources, pages, key eventsGoogle Analytics 4Hours behind intraday
Queries, impressions, clicks, average positionSearch Console; its own average positions, not a rank tracker2 to 3 days behind
A long decision, stated honestly

The tour requests from your forms and the email statistics are live on the screen. Google Ads numbers run hours behind during the day, and Search Console runs two to three days behind. What each request became stays on its row from the first tour to the move-in, the header stamp says when each pull ran, and a failed pull leaves the previous page up rather than a blank one.

FAQ

Questions, answered.

Can I see what happened to a tour from months ago?

Yes. You set what each request became on its row, contacted, quoted, won, lost, or not a lead with the reason, and the mark stays with it, so a family who toured in the spring and moved in during the fall is one row with its whole story. Where your community runs on a CRM, the Jobs view reads its pipeline live beside it.

Can each of our communities be read on its own?

Yes. Each Business Profile listing gets its own row in the connection map and is read one listing at a time, so one community's reviews and rating stay its own. Where each community runs its own campaigns, its spend and cost per conversion sit on their own campaign row, and the community on each lead row says which one the family asked about. <a href="/product/use-cases/multi-location-multi-truck">The multi-location page</a> covers the setup.

Do you count phone calls to the community?

A phone request counts where your CRM records it, and a call-tracking platform with an API is connected during setup where you run one. The requests the screen counts are submissions from your own site's forms, written to a sheet server-side as they land and read newest first.

Does it replace the referral service we pay?

It counts a different kind of request. A referral service can pass the same family to more than one community; the requests on the screen are submissions from your own forms, yours alone. Whether you keep a referral service is your call, and <a href="/product/compare/buying-leads">the buying leads page</a> compares the two on mechanism.

Does it read our resident records?

Your resident and move-in records stay in your own systems today; a source with an API can be connected during setup, scoped with you. The sources on this page are your Google accounts, each community's Business Profile, your website forms, your email platform and your CRM where the community runs on one. Card data is never read.

What does it cost for a senior living community?

Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Every tier is month to month with nothing metered, and a managed strategy retainer sits on top of any tier, scoped with you rather than priced on this site; <a href="/product/managed">the managed page</a> says what our team takes on.

See it running
before you decide.

The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.

Open the live demo See pricing

New here? See what TruLata is. Prefer to write? Send us the one thing you want to know.

Start here: AI marketing platform · AI marketing software · all-in-one marketing platform · marketing automation software · marketing software for small business.

  • Refreshed when you open itLive data on page load, never a monthly PDF
  • Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
  • Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
  • Every send loggedProspect emails leave from a review-first queue, and every send is logged.