Lead Aggregate Playbook
Resources
This section provides the key tools and checklists to help you need to set up and manage aggregator platforms effectively. Use these resources to ensure you’re building strong profiles, maintaining consistent follow-up, and tracking performance ...
Case Studies
Learning from the experience of other franchise partners helps illustrate what works in practice. These examples show both the potential results and the importance of disciplined execution. Case Study #1 Platforms used: Caring.com and A Place for ...
Performance Benchmarks
Why Tracking Performance Matters Consistent tracking is the best way to know whether your investment in aggregators and portals is paying off. It allows you to: Measure ROI and decide which platforms deserve ongoing investment. Identify opportunities ...
Lead Follow-Up
Why follow-up matters most Aggregator leads are highly competitive because families are often connected with multiple agencies at once. This means that when you receive a new lead, other providers may be calling the same family within minutes. Acting ...
Zoho Lead Parsing & Management
To maximize ROI from aggregator leads, every inquiry must flow seamlessly into Zoho CRM where it can be tracked, tagged, and nurtured automatically. This ensures consistency in follow‑up and full visibility into performance. Set Up Zoho Auto-Parsing ...
Setting Up
Setting up on lead aggregator platforms is more than just filling out a profile. It’s your opportunity to position your business as trustworthy, responsive, and professional from the very first impression. Families who find you on these platforms are ...
Understanding Lead Aggregators & Portals
What are aggregators and portals? Lead aggregator sites, also referred to as aggregators and portals, are online platforms that attract families who are actively searching for senior care options. These platforms invest heavily in search engine ...
Introduction
Who this is for This playbook is for Qualicare franchise partners who are new to lead aggregators or want to refine their approach. It provides a practical system to generate leads, follow up effectively, and measure results. Why this strategy ...