Five people sit around a wooden conference table with laptops, smiling and engaging in conversation in a modern office with brick walls and large windows.

Get more from the data you already have

Jumpstart Your CRM Data into Smarter Marketing Performance

A Purpose-Built Partnership for WelcomeHome Customers

WelcomeHome delivers the senior living industry’s most robust CRM for managing prospect and resident journeys. EXF helps teams activate that CRM data, connecting it to strategy, creative, and performance marketing. Together, we remove a critical risk: having rich CRM data that doesn’t improve marketing performance.

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The WelcomeHome Marketing Performance Jumpstart

A focused, hands-on engagement designed to activate CRM data and restore marketing performance learning.

Transition & Setup

  • Validate WelcomeHome lead stages and lifecycle events
  • Confirm capture of qualified leads, tours, and move-ins
  • Ensure CRM data is clean, consistent, and usable

Campaign Activation

  • Map CRM outcomes to marketing performance signals
  • Enable offline conversion tracking with ad platforms
  • Optimize campaigns based on qualified actions, not just clicks

Clarity and Momentum

  • Align marketing and sales around shared definitions
  • Document processes for consistency across communities
  • Establish a repeatable performance optimization framework

WelcomeHome

The CRM built for senior living

  • Prospect and resident journey tracking
  • Qualified leads, tours, and move-ins
  • CRM data integrity and visibility

EXF

The partner that activates it.

  • CRM-to-marketing signal mapping
  • Performance strategy and execution
  • Campaign optimization and insights

Built for Scale

Once CRM data is actively improving marketing performance, many teams choose to continue with EXF to:

  • Support ongoing marketing execution
  • Expand CRM-informed paid media optimization
  • Improve strategy, creative, and digital performance across portfolios

Using WelcomeHome? We’ll Help Your Marketing Get Smarter.

No commitment – schedule your 15 minute fit-check.