Year-End Marketing Events – Plan NOW for Success

The year-end holiday season is fast approaching. As families come together, many older adults and their loved ones will begin thinking seriously about senior living options. That makes the final quarter the perfect time to showcase your senior living community with engaging, strategic events.  

Great prospect events don’t happen overnight. They require planning, team alignment, and timely follow-through. To help your team execute with confidence, we’ve created a month-by-month event planning roadmap to guide you from September through January. 

Why year-end events matter 

Year-end events do more than bring holiday cheer. They: 

• Attract prospective residents and families visiting during the holidays 

• Build relationships with local professional referral sources 

• Drive new leads and strengthen your pipeline for Q1 

• Create positive word of mouth and community engagement 

• Provide opportunities to warm up your cold database, reasons to reengage prospects 

• Heat up your pipeline to start the new year strong 

September: Time for strategy, planning, and promotion 

While September may seem a long way off from year-end holidays, this is the month to lay the groundwork. 

Action steps: 

• Finalize event types: Thanksgiving brunch, winter crafts market, holiday open house, tree lighting ceremony, or gift-wrapping party are just a few ideas 

• Define KPIs: number of RSVPs, attendees, tours scheduled, move-ins 

• Assign event roles and tasks using a written checklist 

• Design promotional assets: flyers, social media, email invites 

• Add events to CRM, community calendar, and outreach schedule 

• Begin outreach to warm up leads and professional referral sources 

Pro tips: 

• Involve your back-up team or a remote sales specialist for sales coverage and event support 

• Ask the Executive Director to personally invite top referral partners 

October: Build momentum and Confirm RSVPs 

This is when your outreach activity and attending to the details ramps up. 

Action steps: 

• Make personal calls to prospects and professionals 

• Promote events through email and social media 

• Confirm team availability and finalize event logistics 

• Ensure concierge and front desk teams are trained and “guest-ready” 

• Prepare signage, name tags, and welcome gifts 

Pro tips: 

• Send text and email reminders 48 hours before the event 

• Schedule team role-plays for better confidence and connection 

November & December: Execute events and maximize ROI 

Now it’s showtime! Execution and follow-up matter most during these holiday months. 

Action steps: 

• Greet guests warmly and collect full contact info 

• Encourage guests to schedule a personal tour or home visit 

• Take photos for post-event content and social proof 

• Host small, high-quality events: sometimes one hot lead is all you need 

• Send thank-you notes to attendees within 48 hours 

• Log all contacts and notes in the CRM 

Metrics to track: 

• RSVPs vs. actual attendance 

• Number of new prospects 

• Scheduled follow-up meetings with local referral sources and / tours with prospects 

• Move-ins generated from the event 

January: Don’t forget post-event follow up 

Don’t let all that good work you did over the last 3 months go to waste! 

Action Steps: 

• Call every attendee to schedule a personal meeting 

• Segment leads into hot, warm, and cool categories 

• Host one-on-one lunch visits or mini-events to re-engage 

• Send updates or photos from the December events to keep your community top-of-mind 

• Hold a team debrief to discuss what worked and what to improve