Senior living community

Silverbirch Hollow Senior Living · Senior living community · Cedar Rapids, IA

Henrike Ingersoll is sales director at Silverbirch Hollow Senior Living, and she puts one inquiry form in front of every family so each new call lands in one place and moves from first contact to a booked first tour without anyone losing the thread.

Real estateIntakeForms3 tables · 4 views · 1 form · 1 digest · 1 notification · 2 stage rule sets · 1 agent
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Family pipeline

Family inquiries
New inquiry6
Selma RandwickMatilda VanterpoolDaughter
Jocasta WexbridgeMarisol LandaleSon
Ignatius MarwellRuairi CalworthSpouse
Thessaly YorfieldThessaly YorfieldSelf
Yara OakdaleOswin NormereDaughter
1 more
Contacted5
Lucan DalhurstUlrich QuarmbyOther
Fabian PenwellWenona VarcroftDaughter
Viggo TarbridgeTomasz BramhamDaughter
Yvette YarmereImogen CobhurstSon
Rafael BrammoreEamon BramstonSpouse
Tour booked5
Dermot BrantbyDermot BrantbySelf
Davina WexcroftJules LanfieldDaughter
Dmitri AstmereZebediah SutfieldSon
Gunnar SutstonPascal WilwickOther
Haruka ThorfieldZelda RavmoreDaughter
Toured4
Gideon LanbyRonan CorwickDaughter
Xavier MerriweatherWren JardaleSon
Calista WilleyBaptiste DrayfieldSpouse
Ingrid NorfieldIngrid NorfieldSelf
Deposit paid3
Renata VinhamJuniper EskmoreDaughter
Rosalind ZimmermanSeraphina KesmoreSon
Nikita FenwickBeatrix LanbridgeOther
Moved in4
Perrin NorwellBriony BrambyDaughter
Radek OrmmereQuillon AststeadDaughter
Fitzroy RandbyMirabel HarcroftSon
Niamh DraymoreThaddeus GilstonSpouse
Not a fit3
Katarina MontroseKatarina MontroseSelf
Alaric UndbridgeIsidore TardaleDaughter
Verity EskhamOttilie GilhurstSon

Tables

Family inquiries

30 sample rows · 17 columns

Every family that asks about a home at Silverbirch Hollow, from the first contact to move-in day.

Prospective residentFamily contactTheir relationshipContact emailContact phoneLooking forHoping to move
Selma RandwickMatilda VanterpoolDaughtermatilda.vanterpool@lindenwickpostbox.net(319) 555-0105Assisted livingWithin 30 days
Jocasta WexbridgeMarisol LandaleSonmarisol.landale@orchardgatemail.org(319) 555-0106Independent livingJust researching
Ignatius MarwellRuairi CalworthSpouseruairi.calworth@fennelroadinbox.com(319) 555-0107Respite stayThree to six months
Thessaly YorfieldThessaly YorfieldSelfthessaly.yorfield@lindenwickpostbox.net(319) 555-0108Assisted livingOne to three months
Yara OakdaleOswin NormereDaughteroswin.normere@orchardgatemail.org(319) 555-0109Assisted livingWithin 30 days
Lucan DalhurstUlrich QuarmbyOtherulrich.quarmby@lindenwickpostbox.net(319) 555-0111Independent livingJust researching
Ugo CorbyCormac DalfieldSoncormac.dalfield@fennelroadinbox.com(319) 555-0110Memory careWithin 30 days
Fabian PenwellWenona VarcroftDaughterwenona.varcroft@orchardgatemail.org(319) 555-0112Assisted livingThree to six months
Viggo TarbridgeTomasz BramhamDaughtertomasz.bramham@fennelroadinbox.com(319) 555-0113Assisted livingOne to three months
Dermot BrantbyDermot BrantbySelfdermot.brantby@fennelroadinbox.com(319) 555-0116Assisted livingJust researching
Davina WexcroftJules LanfieldDaughterjules.lanfield@lindenwickpostbox.net(319) 555-0117Assisted livingThree to six months
Yvette YarmereImogen CobhurstSonimogen.cobhurst@lindenwickpostbox.net(319) 555-0114Independent livingWithin 30 days

18 more rows

Tours

18 sample rows · 7 columns

Each visit a family books to walk the building, with who showed them around and how it went.

TourFamilyTour timeStatusGuestsShown by
Astmere family tourDmitri AstmereOct 6, 8:00 PMBooked2Henrike Ingersoll
Thorfield family tourHaruka ThorfieldOct 7, 3:00 PMBooked4Maeve Ormwick
Brantby family tourDermot BrantbyOct 8, 4:00 PMBooked4Octavia Garmore
Wexcroft family tourDavina WexcroftOct 9, 7:00 PMBooked3Napoleon Fenridge
Sutston family tourGunnar SutstonOct 10, 6:30 PMBooked1Octavia Garmore

Also included

  • Family pipelineStage rules
  • Tour statusStage rules
  • Waiting on a first callDigest
  • New family inquiryNotificationTells the sales director when a family asks about a home.