Welcome to

• Month / Year

Better Operations. Better Outcomes.

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Meet Your Aline Team

John Williams

Accounting

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James Smith

Sales

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Mary Johnson

Human Resources

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Jennifer Brown

Marketing

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Agenda

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Quick introduction to Aline

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Review your business goals

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Aline solution highlights

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Solution demo

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A Shared Vision for Senior Living Operations

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• Aline was built to provide operators with the most complete platform to manage the end-to-end resident journey.
• Founded on the rich history of the three leading senior living software providers— Enquire, Glennis, and Sherpa — which united to form Aline.
• Investment from Rubicon Technology Partners provides growth capital to drive product innovation and customer support.
• The result? A cohesive platform that drives performance, transparency, and accountability.

Aline is Purpose

Our singular focus is to drive profitable growth for owners and investors while elevating the operator and resident experience.

Built for Senior Living

We are rooted in and dedicated to senior living.

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Leadership, client success teams, and solution innovators have deep industry experience in building, supporting and innovating solutions for senior living.

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We understand your challenges – we’ve lived them!

The Value of Aline

Aline Builds on a Rich Heritage of Senior Living Expertise

• Leverage an expanded team of resources dedicated to building, supporting and innovating solutions in the senior living space.
• Benefit from an ongoing investment in solutions and people who support senior living operations.

• Utilize a powerful suite of solutions optimized for better outcomes, eliminate inefficiencies, and meet your business goals faster.

Combined years of experience under the Aline brand.

99

Communities are powered by Aline solutions.

5.7k+

Team members have direct senior living experience.

91%

Integration partners work seamlessly with Aline.

100+

Aline Customers

Aline Unites Critical Workflows and Data

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• One system manages the entire resident lifecycle and community operations​.
• Connects everyone in the senior living ecosystem for higher collaboration, engagement, and improved outcomes.​
• Unifies data in one system to provide transparency and insight across your organization.

100+ Integrations

Marketing Automation

Lead Gen

Online Referrals

Communication

ENQUIRE

Aline CRM

Marketing Automation

Lead Gen

Online Referrals

Communication

Prospect Discovery

Aline CRM with Prospect Centered Selling - Sherpa

Aline Integration Apps and Partners – Resident Care

Pharmacy Systems

Pharmacy Partners

Aline Partners / Integrations - eMAR

<Customer Name> Key Challenges

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Example: Low Occupancy

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Example: Staff productivity and turnover

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Example: Poor reporting/ forecasting ability

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Aline Works to Solve Operator Challenges

Top Challenges for Senior Living Operators in 2024

Managing the Complete Resident Lifecycle

Sales & Marketing Solutions

Maximize Market Opportunity + Occupancy

• Facilitate end-to-end prospect journey
• Elevate your sales culture
• Optimize sales team activity
• Improve conversion rates for better occupancy

Contact Center

2024 Senior Housing News Sales and Marketing Conference

Top 3 Trends - Shaping the Future of Senior Living �Sales & Marketing

Contact Center

Maximize Opportunity to Capture Demand

2023 Mystery Shop of 250 communities by Bild & Co.*

• More than half (53%) of mystery shops did not get a response from a community within two hours following a web inquiry
• 13% of mystery shop calls never received a response at all
• 17% of mystery shop calls were blind-transferred to voicemail

With better online integrations, improved call capturing with dedicated contact centers, + more CRM and sales training investments, inquiries reached an all-time high in 2023 (up 6%).

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Source: Aline Annual Sales & Marketing Benchmark Report

*Senior Living Operators Level Up Sales to Beat ‘Alarming’ Trends in Conversions

Contact Center

Capture Every Inquiry + Save Money on Staffing and Technology – All with a Dedicated Team

An Aline team works specifically for your organization to capture opportunities.

A dedicated team lead serves as the manager for your dedicated contact center team.

Aline QA team listens and score calls to ensure the highest quality.

Available after hours and weekends.

We leverage comprehensive knowledge of your property and sales process to set qualified tours.

Frees up time for on-site teams to conduct tours.

The contact center responds to digital leads within 5 minutes.

Utilizing the contact center has helped us ensure that every inquiry is handled correctly and that the information is accurate in the CRM for follow-up.

- Clint Dockery, Assistant Director of Sales & Marketing, Senior Management Advisors

Contact Center

Aline Contact Center – Never Miss a Lead

Dedicated Team

• Perform discovery
• Document information
• Transfer calls
• Take messages

Real-time Notifications

On-site Team

Schedule Next Steps

Inquiry Response

• Sales Calls
• Online Chat
• Internet Forms
• Referrals

Schedule Visits

Outbound Communication

Aline also assists with outbound calls to lead lists and follow-up

Contact Center

Aline Contact Center ROI

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Clients experience a 35% increase in leads on average

35%

Clients experience up to a 45% reduction in paid referral fees

45%

The contact center responds to digital leads within 5 minutes, a 997% increase from the industry average

997%

On average, organic unpaid leads increased 38%

38%

Clients experience a 20% increase in tours on average

20%

Clients experience a 21% increase on web lead conversion on average

21%

Contact Center

Contact Center Packages to Address Your Needs

Americare�Reduced referral fees 45% in the first 120 days and ultimately stopped paid referrals at most communities

Milestone�Showed the highest tour volume in the first month when compared to every month in the past 2 years

Benchmark�Reduced costs by over 30% by outsourcing contact center and sales functions

Contact Center

Real Clients, Real Results

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• Aline CRM
• Aline Contact Center

• Increased web conversions over 7% in 6 months

• Increased tours 37%

• Aline CRM
• Aline Contact Center

• Increased call conversions 75%
• 50% conversion ratio for internet leads
• 45% decrease in paid referral fees
• Increased occupancy 4% in 4 months

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• Aline CRM
• Aline Contact Center

• Increased inquiry & tour conversions 4%
• Increased occupancy 1 – 2% YOY
• Increased tour conversion for unpaid referrals 3%

• Aline CRM

Contact Center

Aline CRM - Centralizes Marketing and Sales Activities

• Simple-to-use system with advanced capabilities
• Drives consistency and efficiency in YOUR sales process
• Engages the right prospect at the right time with the right message for decreased costs and higher occupancy. 

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Sales CRM

Aline CRM - Value Drivers

Configures to support your workflow and processes

Activity Auto-Logging boosts efficiency and transparency

Enhance and personalize prospect interactions with Chat GPT and AI

Lead scoring prioritizes high value leads

Track your defining KPIs via customizable reports

Open API and integrations with EHRs, billing systems, and many popular apps

Mobile App allows for easy access and updates from anywhere

Boost lead responsiveness with real-time website and referral notifications

One-click call, text, email makes outbound communication easy

Partnering with Aline was one of the best decisions we’ve made. We have all the tools to accurately track our leads and best optimize our conversions.

Maria Robinson, �Regional Sales and Marketing Director, �Tuscan Gardens Senior Living

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Sales CRM

Aline CRM - Manages Team Performance

Create monthly goals for sales and marketing representatives:

• Activity goals
• Performance goals

See team performance in real time:

• Improve accountability, awareness and performance
• Provide coaching �in real time

Personalize goals to address organizational and individual variation:

• Account make-up
• Region
• Skill/Experience level

Sales CRM

Aline CRM & Prospect-Centered

• Aligns strategic, operational, and prospect objectives to improve sales performance
• Helps sales teams build meaningful, trusting connections with prospects to generate more conversions with fewer leads.
• “Stages of Readiness” helps build trust with prospects
• Helps sales teams guide prospects out of the “Still Thinking Stage”
• Helps to build an effective sales culture throughout your organization

Selling Methodology

Sales CRM

• Time spent on tasks tied directly to prospect engagement
• Planning next steps
• Creative follow up
• Face-to-face
• Voice -to-voice
• Track advances, deposits and sales
• View sales notes and action plans for next contact
• Monitor face-to-face activities like appointments and tours

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Time in the Selling Zone - Measure What Matters

Sales CRM

Sales Activity Reporting

• Analyze sales activity trends across company including new lead, tour, initial/return tour trends  
• View how time is spent in the Selling Zone by activity, category & conversions  
• Filter by time frame, care type or region 
• View in a chart or table format, export 

Sales CRM

Aline Sales Training

Aligns sales and operations to improve conversion rates, increase move-ins and increase revenue

• Prospect-Centered Selling Workshops
• Community Site Visits
• Sales process assessments
• Culture Starter Events
• Multi-month Coaching Series
• Prospect planning session

Sales CRM

Prospect-Centered Selling Training Results

PARC Senior Living 2023

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• Occupancy 10%
• Revenue $200k per community
• Lead to Move-in 13%

Lifespace Communities 2023

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1. Move-ins 10%
2. Occupancy 2%

Presbyterian Villages 2023

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• Move-ins 10%
• Lead to Visit 11%

Birchgrove 2023

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• Occupancy 25%
• Revenue $1.8M

• Trainers focus on connecting, untangling, and advancing prospects.
• Provide focus to particular areas of sales process that need improvement.

Sales CRM

Marketing Automation by ActiveDEMAND

Generate More Qualified Leads and �Increase Brand Awareness

Automates surveys via text and email, educational materials, newsletters, email campaigns

Easily create email campaigns and measure performance

Social media automation to increase brand presence and online reach

Integrated with CRM and website for easy management. Outreach can be triggered by activities in Aline CRM.

Marketing Automation

Identify and track actionable KPIs to improve conversions and occupancy

Aline Market Insights

Track sales conversion �and life cycle by:

• Location
• Care level
• Market source
• Sales team member

Map referrals to outreach activity in real time

Visibility into cost per lead and cost per move in

Identify drivers of sales success

Track census, move-in/move-out

Marketing Automation

Leasing, Billing & Accounting Solutions �Capitalize on Earnings Opportunities

• Connect all revenue touchpoints from online leasing to collections
• Easily track financial activity in real-time
• Reduce delinquencies, improve cash flow
• Rely on controls and data to improve asset value

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Leasing & Billing

Aline Streamlines the Leasing Process

Increase business office efficiency and provide convenience to prospects and families

• Integrated with CRM and Care Management platforms to eliminate duplicate data entry
• Auto-populated branded leasing templates
• e-Signature expedites process
• Online document storage makes information easily accessible

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Leasing & Billing

Real-time Occupancy and Census Reporting

• Organized By Operational Structure – Division, Regions
• Archived Reporting to Retrieve Occupancy From any Prior Date
• Drilldown Capabilities to Quickly Retrieve Rent Rolls and Move-In/Move-Out Activity

Leasing & Billing

Streamlined Workflows �Save Time and Maximize Revenue Potential

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Optimize Revenue

• Control rate changes and adjustments
• Capture billed vs. assessed care variances
• Automate annual rate increases and notifications
• Short-term leave calculator automates accurate Medicaid and private pay billing

Leasing & Billing

Streamlined Workflows �Save Time and Maximize Revenue Potential

Put efficiency behind resident billing

• Automate late fees and notices
• Manage supplemental payors
• Real-time billing enables revenue forecasting
• Capture and track non-care fees
• Create statement batches by company, division, regions or community

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Leasing & Billing

Resident Payments - Expedite Collections

• Schedule one-time or recurring eCheck and ACH payments and deposits for residents / responsible parties
• Track and bill late fees and ancillary fees
• Settlement as soon as 24 hours
• Split payments allows multiple responsible parties to pay
• Electronic statement delivery

Payments

ExpressPay Resident Portal

Free Up Staff Time and Provide Customer Convenience

• View outstanding balance
• Payment history
• Statements
• Pay balance – ACH or eCheck
• Accommodates split payments

Payments

Care & Engagement Solutions�Deliver Better Resident Experiences and Drive Continuous Engagement

• Align care teams, residents, and families; increase engagement
• Consolidate care coordination
• Improve safety and accuracy of med passes
• Reduce labor costs, improve efficiency
• Improve job satisfaction, lower turnover and staffing expense

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Care & Engagement

Aline Care - Reduce Administrative Burden

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• Configurable resident assessments allow for community personalization
• Automate individual service plans and complete with eSignature
• Mobile companion task app simplifies documentation
• Mobile incident reporting app with automatic notifications ensure efficient recording
• Resource management feature balances staffing to care acuity
• Mobile companion app improves caregiver task documentation up to 50%

Resident Care

Aline Care - Drives Additional Value

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From REVENUE dashboard

• Higher care level assessments billed automatically though seamless integration with Aline Leasing & Billing
• Capture unscheduled tasks utilizing mobile task app
• Generates off-cycle assessments and/or resource review
• Balance staffing to care acuity

Resident Care

Aline eMAR

Advanced Pharmacy Integration with all leading pharmacies

• Eliminates order entry at community level

Comprehensive Barcode Scanning

• Reduces unintended medication error
• Supports all packaging forms and sources (V.A. , mail-order)

Narcotic Management/Diversion

• Drives accountability of staff and reduces diversions
• System keeps blind inventory counts for narcotics
• Shift change required caregivers to count medication inventories to match blind count.

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Improve Resident Safety & Staff Efficiency

Resident Care

• Provide 24/7 access to resident care history and community information
• Increase engagement with events calendar and track RSVPs and attendance
• Display dining menus
• Send newsletters and mass emails

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Aline Engage

Stay Connected and Increase Engagement

Hospitality & Engagement

Aline Engage�Save Valuable Staff Time

User-friendly Backend Management

• Centralized culinary menu planner
• Create newsletters and emails
• Easily create activity calendars
• Align cross-functional team efforts

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Hospitality & Engagement

Drive Community Performance

Insights and Performance Solutions Optimize and Outperform

• Manage and maintain your brand standards
• Achieve comprehensive oversight with one data source
• Easily report to investors, partners, stakeholders
• Seize opportunities to proactively drive performance

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Insights & Performance

Aline Quality - Reduce Operational Risk

• Only Aline offers a fully mobile, paperless tool to document operational site visits
• Review company brand standards, policies, and procedures
• Verify regulatory requirements are being met
• Score by department
• Automated action plans provide accountability to correct deficienciess and ensure compliance

Quality

Aline Operational Insights

• Business Intelligence Reporting with organizational-wide data
• Includes 100+ pre-built reports
• Easily assess financial, operational, and resident care performance
• Leaderboards
• Scorecards
• Dashboards
• Graphs and charts
• Track software utilization to ensure the highest ROI on your investment
• Pinpoint risk & maximize revenue opportunities

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Actionable Data & Predictive Analytics

Operational Insights

Operational Insight Reporting Examples

Business Insights

• Promotes practices for corporate and community accounting
• Configurable workflows enhance controls and standardize practices
• Connected to Aline Leasing & Billing for more reliable financial data and time savings
• Powered by Sage Intacct
• Implemented by Aline team of experts who understand SL accounting

Aline Accounting by Sage Intacct

Supports Senior Living Practices

Accounting

Aline Accounting by Sage

General Ledger – Define your own workflows

• Flexible reporting account groups
• Budget and statistical accounts
• Flexible journal entry management & approvals
• One-click drill down to source transactions

Accounts Payable – Manage entire AP process

• Access to AP transactions & data
• Real-time reporting
• AP cycle visibility

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Cash Management – Conduct activities in real time

• Visibility of all transactions across all accounts
• Automate bank reconciliations
• Manage bank accounts across all locations

Accounting

Achieve Your Business Objectives with Aline

1. Example customer objective: Maximize revenue potential by …

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• Example customer objective: Increase staff efficiency and scale your team through…

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• Example customer objective: Improve lead to move-in conversions with …

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• Example customer objective: Ensure compliance to your processes by…

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Outsize returns with the complete Aline suite or build your solution stack as your business needs grow.

Optimize and Outperform all in One Platform

Data Security

• SOC 2 Type 2 and HIPAA compliant

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• All of our services are hosted by best-in-class providers that employ robust security programs with multiple certifications.

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• Sensitive data is encrypted at rest and in transmission to prevent any unauthorized access and prevent data breaches.

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• Our entire platform is also continuously monitored by dedicated team members.

Train for Efficient Onboarding and Maximum Solution ROI

• Interactive online learning modules organized by functional area and role

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• Super user training and discussions for functional area leads, community support, and Aline Administrators

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• Community level “Go Live” training by functional area

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Aline Customer Journey

Aline understands the complexities of operating a senior living community and are experts in the operations, processes, and technology systems that support them. Recognizing that change isn’t easy, we have organized a customer journey to detail our recommended approach for a smooth, efficient transition for your entire organization.

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• Dedicated Project Manager
• System Configuration
• Data Migration

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• Online Aline Academy Courses
• Live Webinar Training and On-site Training

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SUPPORT

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• Aline Knowledge Base and In-app Guidance
• Live Technical Support
• Weekly code deployments

SUCCESS

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• Dedicated Customer Success Managers
• Executive Sponsorship
• Published Product Roadmap

ADOPTION

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• Weekly Focus Follow Ups with Customer Success
• 30-Day Adoption Review
• 60-Day Adoption Review

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ONBOARDING

TRAINING

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Dedicated Project Manager

• Create the Onboarding Timeline and schedule milestones to track progress with stakeholders

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Configuration

• System configuration working sessions and account activation

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Data Migration

• Analyze, translate and upload data from external sources

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ONBOARDING

Onboarding

Our CRM Onboarding Team includes specialized Project Management, Configuration, and Data Migration experts with a decade of direct senior living industry experience. We’ve implemented thousands of communities and have experience with all industry data sets.

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Dedicated Project Manager

• Create the Onboarding Timeline and schedule milestones to track progress with stakeholders

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Configuration

• System configuration working sessions and account activation

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Data Migration

• Analyze, translate and upload data from external sources

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Onboarding

Garbage-in equals garbage-out! For this reason, our senior living experts will lead you through Data Discovery sessions to review and validate your data set. Discussions and decisions made together during these sessions will set the requirements and scope for the migration process.

ONBOARDING

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Onboarding Best Practices

• Assemble a project team to lead the effort – assign a project lead.​
• Ensure project team has dedicated time to work on project related tasks outside of their “Day Job”.​
• Project team should complete Aline Academy eLearning Courses early in the project process to better understand CRM functions.​
• Project team should attend weekly Onboarding Milestone engagements to complete deliverables and confirm decisions.
• Review your existing sales reports and confirm collectively what data points are most important to track and report.
• Build enthusiasm with your sales teams by releasing a ”drip campaign” with an excitement demo to communicate progress.

For mid-to-large sized customers, we recommend an implementation approach phased by eiter community groups (regions) or legacy operating platform to reduce organizational strain for your leadership team and regional/community resources. This approach promotes a successful and smooth adoption!

Online Training

Aline Academy includes self-guided, interactive courses for easy adoption. In addition, we provide tooltips and tours in the application to ensure consistent use of best practices.

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Online Aline Academy Courses

• Introductory training courses with compliance reporting

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Live Webinar Training

• Scheduled training with Functional Teams to review key workflows

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Dedicated On-site Training

• Available by request for Go-Live support for Functional Teams on premises

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TRAINING

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Live Training

We provide Live Webinar or On-site Training on your Go Live day to answers questions and provide guidance with live data. Webinar training sessions can be recorded and added to your Aline Academy library.

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Online Aline Academy Courses

• Introductory training courses with compliance reporting

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Live Webinar Training

• Scheduled training with Functional Teams to review key workflows

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Dedicated On-site Training

• Available by request for Go-Live support for Functional Teams on premises

TRAINING

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Adoption

Go Live is follow by 4 weekly Focus Follow Up sessions led by a dedicated Customer Success Manager with Senior Living sales experience. Each sessions delivers an agenda for new user Q&A. After 30 days, we provide an Adoption Review to measure progress and highlight areas for celebration and improvement moving forward.

ADOPTION

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Weekly Focus Follow Ups

• Repeated weekly cadence of support engagements for Q&A and Post Go-Live Requests

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30 Day Adoption Review

• CRM Performance Analysis provided to the Executive Team to highlight adoption progress

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60 Day Adoption Review

• Full Suite Performance Analysis provided to the Executive Team to highlight adoption progress

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Customer Support

Technical Support is guided by a simple motto: Connect, Untangle, then Resolve. Your sales teams are “relationship first” and so are we. Our favorite performance metric is “First Response Time”. If you’ve got a question, you’ll get a fast, friendly, engaging, knowledgeable response.

SUPPORT

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Aline Knowledge Base

• Easy-to-use documentation, in-app guidance, and product updates

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Technical Support

• Full Suite Email and Phone Support - 24/7; CRM Email and Phone Support - Weekdays

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Product Engineering

• Weekly product maintenance code deployments

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Customer Success

Our Customer Success Team is the gold standard in the Senior Living industry. Team members include industry Vice Presidents, Regionals, and Community Leadership that have a burning passion for senior living sales and the seniors we serve as an industry.

SUCCESS

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Customer Success Managers

• Specialists with senior living sales and operations experience

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Success Engagements

• Executive Business Reviews for leadership stakeholders
• Strategy and Success Calls for functional owners

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Product Updates

• Product roadmaps published quarterly sourced by feedback and innovation committees

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Let’s Get Aligned on the Future of Senior Living

Presenter Name

Presenter Email

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