Rent over the stay, not one deposit
A move-in is judged on the months it actually billed, so a channel that produces longer stays stops looking the same as one that does not.
For Senior Living
Match move-ins and the rent they earn over a resident's whole stay to the campaigns that produced the enquiry.
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$873,500 59% of $1,480,000 paid
The blind spot
You know exactly what a referral agency charges per move-in, because they invoice you for it. What your own website costs per move-in is a guess.
What you get
A move-in is judged on the months it actually billed, so a channel that produces longer stays stops looking the same as one that does not.
The cycle runs a hundred days and more, so this month's move-ins came from last spring's spend. The match follows the enquiry date, not the move-in date.
Only exact matches count automatically. Anything weaker is flagged for a human rather than quietly counted.
A worked example
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 3 | $385,000 | 26% | |
| Referral agencies | 3 | $311,000 | 21% | |
| Meta Ads | 1 | $103,500 | 7% | |
| Community events | 1 | $74,000 | 5% | |
| Direct / Unknown | 5 | $606,500 | 41% |
A placement agency's fee is roughly one month's rent — commonly three to five thousand dollars — and it arrives as an invoice tied to a named resident. That makes it the one channel in the whole mix with an honest, countable cost per move-in.
Every other channel is measured in enquiries. So the comparison an operator actually wants to make — what a move-in from our own website costs against what the agency charges for one — cannot be made, and the aggregator keeps the volume by default.
Matching move-ins back to the enquiry that produced them puts both on the same axis. Sometimes the answer is that the agency is good value. Either way it is a number rather than a feeling, and it is the number a board asks about.
Two channels can produce move-ins at the same cost while one produces residents who stay nine months and the other residents who stay two years. Cost per move-in scores them identically and is wrong by more than double.
Because the match is on the resident rather than a session, every month billed credits the channel that produced the enquiry. Level-of-care increases credit it too, which is where much of the revenue growth in assisted living actually comes from.
The person who fills in the form is an adult child, often in another state, and the person on the billing record is their parent. A naive join on name finds nothing and the report reads as though the website produced no move-ins at all.
Matching runs on the contact detail that appears in both files — the enquiring family member's phone or email, which the CRM keeps on the prospect record and the community keeps on the responsible party. Where only a weak link exists it is flagged, never assumed.
An operator is judged on occupancy, but occupancy is a net figure: move-ins less move-outs. A community holding ninety per cent with a three-year average stay needs a handful of move-ins a month. The same community at ninety per cent with an eighteen-month average stay needs twice as many, out of the same market, on the same budget, with the same sales team. Marketing performance means very little without that denominator sitting next to it on the page. Two communities at identical occupancy can have entirely different marketing problems.
Because later billing credits the channel that produced the enquiry, the report answers the question directly: what did a source's residents bill in total, across however long they stayed. A channel producing residents who arrive at a higher level of care and stay a shorter time can cost the same per move-in as one producing residents who stay for years, and be worth a fraction as much to the building. Nothing in a cost-per-move-in report can see the difference. It was never built to look past the day somebody arrived.
Exporting a move-out date makes that comparison explicit rather than implied. It is not a clinical field and nobody needs to know why a resident left; it is a date the census already records for entirely operational reasons. With it, channels can be ranked on length of stay alongside revenue, and in a business where the cost of filling a unit is high and endlessly repeated, that is the number with the longest practical reach. It is one column, and it changes what the whole report is able to answer about next year's budget.
Senior living demand arrives through an unusually wide set of doors: paid search, a portal, an agency, a hospital discharge planner, a physician's office, an event in the dining room, a mailing to a postcode of homeowners over seventy-five. Only some of those are advertising, and the ones that are not are frequently the ones producing the move-ins that keep the census where the owner wants it. They are also the ones nobody has ever costed, because nobody ever sent an invoice for them.
Any list of people with contact details uploads as a source file. An event registration sheet, an agency's placement list, the direct mail response file, the professional referral log a community relations director keeps by hand in a notebook. Each becomes a channel and is ranked on revenue beside paid search. For most operators this is the first time those things have appeared on one page with a dollar figure next to each of them rather than as a line in a narrative report.
It works because nothing had to be instrumented in advance. Every one of those lists was kept for an operational reason, to send a reminder or pay an invoice or follow up a lunch, and each is a perfectly good record of who was reached and when they were reached. The reconciliation asks nothing more of them than a phone number or an email address and a date, which is why a list assembled for a different purpose entirely still works.
Why it matters
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
It reports which picklist value somebody chose, against a move-in count. It does not hold the rent that move-in went on to bill, because that is in the billing system.
Then the report says so, in a Direct / Unknown bucket that stays honest rather than being spread across the paid channels.
Two CSVs is the normal case, not the exception. The match joins them on the contact detail they share.
Pricing
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most assisted living and senior housing operators land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$199/mês
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Move-ins or billed revenue: a responsible-party email or phone, the amount, and a date. Nothing clinical.
Ongoing rent counts, and it credits the channel that produced the original enquiry.
No. The match is on the person, so the gap between enquiry and move-in does not matter.
Yes, with a community column, on Growth and above.
Yes — upload the agency's placements as a source file and it ranks on the same axis as paid search.
Yes, with a care-type column.
No. If you use it, its export works as the second file.
Encrypted in transit and at rest, isolated per workspace, deletable in one click, DPA available.
Yes. Nothing had to be installed at the time — that is the point of working from exports.
No. Phones and emails are normalised before matching, so several records for one household collapse into a single acquisition and the credit lands on the earliest genuine enquiry rather than the most recent touch.
Yes. Any list of people with contact details uploads as a source file and ranks on move-in revenue beside paid search, which is usually the first time an event has been costed against anything.
They are optional and worth including. With them the report ranks channels on length of stay as well as revenue, which in senior living is often the larger of the two differences between sources.
Yes, as separate rows against the same resident, with a revenue-type column if you want them reported apart. Every one of them credits the channel that produced the original enquiry.
Most often the split between branded search and everything else. Collapsing duplicate enquiries moves credit back to earlier campaigns, and the Direct bucket turns out to be professional referral rather than a mystery.
Whoever can run a billing or census export, and whoever holds the enquiry list. It is two exports and an upload rather than a project, and nobody has to change how the sales team works.
Nearby
Match move-ins and the rate they bill to the enquiry that started it, when that enquiry came from a family in crisis.
See how it worksMatch move-ins and the contracted rate they pay to campaigns that ran the better part of a year earlier.
See how it worksThe family is free, the community pays, and the fee lands months later. Match the payment back to the advertisement.
See how it worksWhere your sales already are
Join the referral source to the hours actually billed — the join most agencies are currently doing by hand in a spreadsheet.
What to exportMatch move-ins and the rent they earn to the campaigns that produced the enquiry — and price that against the agency's fee.
What to exportMatch signed leases and the rent they earn over a tenancy to the campaigns and calls that produced the resident.
What to exportCallRail tells you which campaign produced the call. Match the caller against your sales export and find out which calls became money.
What to exportStart today
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