Aline Advisory Services

We make it easy for your sales teams to perform at their best, every day.

Better Sales Results Without the Heavy Lift

Senior living sales teams are stretched thin. Competing priorities blur focus, unexpected demands slow progress, and a lack of consistent process and messy data complicates decision-making. High turnover compounds the challenge, leading to differing degrees of CRM adoption and limited visibility for leadership. Without a standardized sales process, teams spend their time managing tasks instead of connecting with prospects and their families.

That’s where Aline Advisory Services comes in. We will work with you to establish strong sales fundamentals, reinforce what “good” looks like, and turn proven best practices into consistent, repeatable processes.

Explore Aline Advisory Services

From essential training to strategic assessments and managed data services, our team helps you develop skilled sales professionals who get better results, with programs to fit every need and budget. Choose from the services below:

New User Training

Get your sales team up to speed fast. Onboard new salespeople, managers, and leaders with the essentials of Aline CRM and Prospect-Centered Selling® (PCS). We’ll help you establish consistent training that reinforces best practices that keep your sales culture strong, without increasing demands on leadership. Ideal for new employee onboarding and ongoing training for staff.

• Virtual classroom
• Recurs monthly

Sales Training

Designed around your specific challenges and goals, this training focuses on sales skills, pipeline management, and sales performance management. We’ll bring your organization together around a shared approach to senior living sales, strengthening prospect connection and discovery, overcoming objections and emotional resistance, establishing team-based prospect planning , and understanding the metrics that drive better, more consistent results. Ideal for sales teams, executive directors, and leaders accountable for maximizing occupancy.

• Private in-person event at location of your choice
• One day or 1.5 days

Sales Mastery Workshops

In these workshops, teams put Prospect-Centered Selling® and CRM fundamentals into action with real sales opportunities, using their own data to build standardized procedures. Ideal for sales teams, executive directors, and leaders accountable for maximizing occupancy establish regular rhythms, and drive consistently higher conversions.

• Four or six-part virtual series, delivered monthly or quarterly
• Workshops include bi-weekly, one-hour sessions with open office hours

Prospect Planning Series

A PCS expert joins your sales teams in weekly prospect planning sessions to help facilitate effective discovery, strategic discussions, and value propositions that accelerate prospect advancement, building competence and confidence that teams can replicate.

• Four or six-part virtual series
• Weekly one-hour sessions

Sales Leadership Series

Bring operations and sales leaders together with a PCS expert to review sales KPIs, identify improvement opportunities, coordinate action plans, set goals, and lead as a unified team. Create accountability that accelerates positive change and performance. Ideal for company, operations, and sales leadership.

• Four or six-part virtual or in- person series, delivered monthly or quarterly
• 90-minute sessions

CRM Managed Services

We’re also here to support your IT and administrative teams with ongoing data and system configuration services to optimize your sales efforts.

Our expert team will manage your CRM data and system configuration, including:

- Validate, cleanse, and maintain CRM data, distribute activities, and manage duplicates—so your sales team can focus on selling, not cleanup.
- Review, validate, and update system settings—including workflows, forms, reason codes, housing contracts, units, user assignments and more —so your CRM supports your sales strategy and reinforces best practices across teams.
- Provide the insights you need with custom reports, including calculations, visualizations, and formatting designed to support your operational needs.

This is hands-down the best sales training I have received in my 30+ years in the senior care industry. – Laura M.

We take a strong team approach to sales and consider the Aline services team a part of our team. They are invested in our success. We continue to invest in training because they help us think outside the box, regroup, recognize, and improve. – Tina C.

Since we started using Aline CRM with Prospect-Centered Selling, our occupancy rate has jumped by an impressive 21%, far surpassing our expectations. This has helped us exceed our census goals while supporting stronger revenue growth. Most importantly, our new approach to sales has made our community a top choice for seniors looking for a place that feels like home. – David B.

Frequently Asked Questions About Aline Advisory Services

No. Our team works alongside you to design the service plan, align on milestones, and confirm progress as we go. You lead the strategy while we manage the program and deliver the services.

We work with you to establish specific metrics that define what success looks like, such as sales goals, conversion rates, and increased selling time. By combining PCS training with CRM insights, we can clearly measure how performance improves over time.

Our team performs a system audit and delivers clear, prioritized recommendations. With your input and approval, we handle the data cleanup, configuration updates, and custom reporting—so your team stays focused on selling and leadership priorities.

We focus on the essentials that drive adoption, while continuously updating content to reflect the latest features and best practices. Combined with our recurring data services, this promotes consistent performance despite employee turnover.

We support long-term success with strategic leadership engagements, KPI reviews, maturity assessments, refresher workshops, and direct access to PCS experts for ongoing coaching. Many organizations engage us through a service retainer, which enables consistent touchpoints throughout the year and ensures best practices continue to drive results long after the initial rollout.

Most organizations notice improvements in CRM adoption, sales process consistency, sales and operations alignment, and prospect engagement within the first month. Full performance improvements and higher conversion rates typically follow as best practices take hold.

Ongoing training and data management often fall to busy in-house teams without the time or expertise to do them regularly. Our experts bring years of senior living sales and system experience at a fraction of the cost of a full-time hire.

Ready to Enable Your Team for Success?

Let’s connect and we’ll help you choose the best engagement to move your teams from good to great.

Book a Call