Senior living specialists who get results

Julie is the author of three books on: Solving the Occupancy Puzzle: A Senior Living Regional Director Sales and Marketing Playbook; The Grow Your Occupancy Selling Senior Living Workbook; and (Re)Solving the Occupancy Puzzle: A Senior Living Regional, Sales, & Executive Director Playbook.

She and her team are driven by results. During her career, her track record of increased sales and occupancy has resulted in more than $80 million in increased client revenue.

She and her Grow Your Occupancy team are all proven senior living and home care sales specialists who understand not only the sales process, but also the customer journey.

Her company, Grow Your Occupancy, is in the top 1% of consultant startups.

As Vice President of Strategic Growth, she partners with senior living organizations to navigate complex challenges, identify opportunities, and turn thoughtful strategy into action plans and sustainable results.

Her journey in this purpose-driven industry began as a teen volunteer at a memory support community in her hometown of Savannah, GA. From that experience, she found a calling that has led her through decades of varied opportunities to serve older adults and their families and lead teams who share the same passion. Across a career spanning programming, community operations & sales, marketing, customer success, strategy and sales team leadership, Allison’s consistent focus remained on improving performance and the experience of customers.

Recognized repeatedly throughout her career for top performance both as an individual contributor and as a leader of teams, Allison has a ‘top performer’s only’ mindset and believes growth is grounded in empathy, consistency, data-informed strategy, intentional investment in talent, and creating a culture where people feel supported, challenged, and safe to grow.

Throughout her career, Allison has led teams across the Southeast and Midwest to record growth using sales trends, customer insights, and market data to drive occupancy while maintaining integrity and earning positive word of mouth. She brings a rare combination of strategic thinking, sales expertise, a multi-disciplined background, and genuine care for people—helping senior living organizations grow by strengthening both their business and the people behind it.

In her current role as Vice President of Operations at Grow Your Occupancy, Lori drives operational excellence within the sales and marketing domain of senior housing. She leads initiatives to enhance sales performance, streamline operational workflows, and align marketing strategies with client acquisition and retention goals. Lori’s focus on optimizing processes and fostering collaboration across teams ensures sustained growth and measurable results.

A seasoned strategist, Lori specializes in optimizing operational workflows to drive client success and retention. She fosters a culture of innovation and continuous improvement, empowering teams to exceed performance metrics while championing client-centric solutions. Her areas of expertise include sales strategy, strategic planning, and employee engagement, ensuring the alignment of marketing initiatives with operational goals, making her a pivotal leader in the senior housing industry.

Melinda has experience in many levels of senior living sales: Community Relations Director, Admissions Director, Director of Sales & Marketing and Regional Director of Sales and Marketing. Melinda trains Executive Directors & RDOs and leads new associate onboarding. She is also a CRM and data analytics expert.

Melinda understands the sales position uniquely well; as a self-starter, influencer, party-planner, educator, community volunteer, jugger, leader and importantly as a team player. She also has experience as a family member, advocate, and caregiver.

Melinda has two sons who are University of South Florida Bulls. The boys might say, so to not have an empty house, Melinda and her spouse keep busy by breeding Black Miniature Schnauzers. We might tell you a different story.

He is a skilled creative writer, editor, graphic designer, audio and video producer, and website manager. He applies these skills to developing and marketing Grow Your Occupancy’s brand and services.

Jim also supports Grow Your Occupancy’s clients by providing marketing services, digital market research, and data analytics.

Lori’s coaching style is hands-on, strategic, and deeply personalized—focused on identifying strengths, closing skill gaps, and empowering sales professionals to exceed their goals. Her mentorship has consistently led to measurable gains in occupancy, team engagement, and overall sales effectiveness.

At Grow Your Occupancy, Lori plays a vital role in supporting communities through comprehensive market analysis, in-depth SWOT assessments, sales coaching, and ongoing professional development. She also drives strategic database management and streamlines the sales process to optimize the buyer’s journey from first contact to move-in.

Lori is an advocate of a consultative sales approach that prioritizes trust, empathy, and value creation. Her background includes serving as an Advisory Council Member and Vice Chair for the Area Agency on Aging, where she championed initiatives focused on improving the lives of older adults. Known for her strategic insight, positive energy, consistent five-star client reviews and unwavering dedication to excellence, Lori continues to be a powerful force in helping senior living teams grow, lead, and succeed.

Jennifer’s success story revolves around the establishment of trust and the nurturing of relationships with prospective residents and their families. Her knack for crafting effective marketing strategies has positioned communities for unparalleled growth. She is adept at developing comprehensive marketing plans that pave the way for communities to thrive.

Jennifer’s specialized skill set encompasses strategic marketing campaigns, competitive analysis, CRM (Customer Relationship Management) management, and assisting underperforming communities in achieving higher occupancy rates. Her career journey is a testament to her unwavering commitment to enhancing the senior living industry and her ability to drive results. Jennifer is the epitome of a strategic and accomplished marketing and sales professional, making her an invaluable asset in any senior living community’s pursuit of excellence and growth.

She has proven record of increasing revenue by driving up occupancy rates in census challenged communities. Her empathetic nature, curiosity, and active listening skills enable her to quickly develop strong rapport as well as nurture relationships. Gaining confidence and building the trust of others is the foundation of everything she does professionally and personally.

Dana holds a bachelor’s degree in Sociology from the University of Massachusetts and an associate degree in science from Lawrence Memorial Regis College.

Outside of work Dana enjoys kayaking with friends, mindfulness meditation and learning about nutrition and health.

Susan is passionate about helping families understand the living and care options that can best meet their needs, desires and financial goals. She strives to serve as a valuable resource, helping both clients and communities benefit from mutual understanding and realistic expectations. Her focus on discovery and customer experience has resulted in consistently strong occupancy – 97% to 100% with waitlists for over 5 years straight – at the communities she has served. Her inquiry-to-tour and move-in statistics are consistently above the industry average.

Susan has managed sales of CCRCs for over 5 years, guiding sales of life plan, monthly rental, and subsidized housing contracts. Her sales experience covers Independent Living, Assisted Living, Memory Support, Multi-Family and 55+ Active Adult, Adult Day Care, Skilled Nursing, and Home Care.

In a recent 6-month consulting engagement for a large multi-building CCRC in Southwest Florida, Susan supported one of the lowest-performing communities in the portfolio. Her strategic sales leadership helped transform sales performance and increase occupancy from 90% to 97%. She closed 10 entrance-fee sales valued at more than $1.1 million and 4 rental residences, generating more than $50,000 in new recurring monthly revenue. Her disciplined outreach strategy re-engaged 78 dormant prospects and resulted in 139 personalized tours, creating a stronger sales pipeline, improving conversion performance, and establishing sustainable momentum for continued success.

In addition to her direct sales and marketing planning activities, Susan has enjoyed training and mentoring sales professionals to understand their clients and the sales relationship, with trackable activities and measurable goals. She values market research, data analysis, strategic marketing plans and sales tactics based on current trends.

Throughout her career, Julie has earned a reputation for her ability to turn around underperforming communities and build sustainable occupancy gains. She brings a hands-on approach to training and mentoring community and regional sales teams, focusing on inquiry management, referral development, and closing techniques. By combining data-driven insights with relationship-based selling, Julie consistently improves inquiry-to-tour and tour-to-move-in conversion ratios, while strengthening brand presence in competitive markets.

As a remote sales specialist, she offers a unique advantage: the ability to provide sales leadership, coaching, and CRM optimization without being limited by geography. She is highly skilled in leading sales teams across multiple markets, providing interim support for struggling communities, and developing outreach campaigns that connect with qualified prospects. Her expertise in CRM systems allows her to streamline lead tracking, reporting, and accountability, helping organizations achieve measurable results.

Julie’s career highlights include maintaining occupancy rates above 95% at large senior living communities, achieving top-tier sales performance awards, and implementing regional strategies that increased both lead generation and conversion across multiple states. Her leadership style blends strategic planning with an ability to motivate and empower sales professionals, ensuring that teams are not only meeting goals but exceeding them.

Driven by a passion for helping older adults and their families find the right senior living solutions, Julie approaches every partnership with empathy, integrity, and a commitment to excellence. She is recognized by operators for her ability to exceed occupancy goals through innovative sales planning, accountability systems, and the development of strong referral networks.