Sherpa debuts as senior housing lead tracking tool

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Sherpa, developed by One On One LLC in St. Louis, is a new customer relationship management tool for lead tracking and sales for the senior housing industry.

Sherpa can “go beyond simply gathering facts, dictating quotas and counting tasks,” the company says, and focuses on creating a holistic profile of individual prospects. The result is “better visit-to-close ratios,” with a focus on helping prospective residents overcome emotional barriers or delays in decision-making. 

The tool was developed by Integrity, with One On One raising nearly $2 million to develop Sherpa.

“Using principles derived from the psychology of change, Prospect-Centered Selling helps build trust, make stronger connections and inspire seniors to seek a better quality of life,” said David Smith, a founding principal at One on One. “Sherpa guides professional senior housing sales counselors through the process of tracking conversations, gauging ‘readiness' for change and tracking relevant change oriented metrics all of which drive better sales results.” 


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