Greater Richmond Region
Courtesy Services -PRN (as needed) project roles Courtesy Services - Galleria Renovation 1) Serve on small staff/volunteer team that packed up Galleria for renovation; Set-up temporary pop-up shop in other area of community, 2) Reset store post-renovation (April 2025) Resident Services (via Security) - Resident Outreach 1) Conduct new resident outreach (high volume due to community's expansion) to encourage independent residents to utilize SARA devices, campus-wide response technology. Document the communication, resident responses for follow-up, organization's best practices, corporate compliance, 2) Audit SARA independent living resident check-in system and community's LOA tool (January 2025-present) Courtesy Services - Galleria Assisted residents and guests; work alongside resident and summer teen volunteers Worked with teen volunteers - basic gerontological training (April-July 2024) Courtesy Services - Seasonal Project Manage high-volume (20,000 deliveries) resident gift/package/floral, receiving, tracking and delivery; collaborate with other team members who are part of this short-term dedicated holiday influx function; utilize volunteers as available (December 2024)
Engaged by former agency colleague to provide targeted CRM maintenance and prospect follow-up for Boston community preparing for launch of expansion priority events launch
• Communication: Partnered in creating 12 session lecture series for Westminster Canterbury Richmond; Assembled small team to publish Never Stop Starting: A Dozen Lessons for Later Life; Wrote 60-year professional retrospective which was used to inform video tribute and celebration event; Prepared ongoing weekly writing for in-person small group and broad email distribution • Administration: Entrusted with key relationships; assisted with pastoral requests, correspondence, Organized files for creation of digital archive • Client/family assistance: Adapted work model to sustain purposeful engagement: Created "lunch bunch" as one form of later life socialization; Connected pastor, family with resources with regard to aging in place at home, rehabilitation stays, and palliative care
• Hired directly by organization’s corporate leadership after previously serving this client • Set newly opened community’s single month sales record in second month of engagement (tour-to-move in conversion to 43% from 21%) • Engaged in new work practices: paired to collaborate with new consulting colleague, utilized compensated resident volunteer ambassador
Served as agency's sales "boots on the ground"; assist with new client pitch, presentation; CRM (Client and Referral Sources/Key Stakeholders) development, analysis, and reporting; Coach, work alongside client teams West Coast Interim Regional Director – The Ridge Communities – California/Utah • Collaborated with communities’ teams to establish sales and marketing systems, including elevation of the memory care programming in the Ventura community; fostered exchange with Utah community where strong memory director emerged as one to set corporate culture • Redesigned sales, reporting analytics tool with the client’s Chief Operating Officer as part of transition to self-operations management • Recruited for client’s West Coast Regional Director (new position) Interim Sales and Marketing Director – Virginia Life Plan Community Expansion • Established team communications structure as Executive Director expanded staff from one strong sales leader to team of four; coached, trained new team members • Leveraged use of resident volunteers as in-home hosts of private small group special events Sales Support (offsite) – Atlanta/Buckhead Life-Plan start-up • Evaluated community’s sales database to identify, implement more effective lead management strategies; provided targeted call support for one sales person based on findings • Collaborated with agency's onsite sales consulting colleague in this client engagement