ECP navigation: Clinical, CRM, Billing
Portrait of Sandra Smith

Sandra Smith

Warm

80 yrs · Female · Assisted Living · Atria Kennebunk

Referral Source: A Place For MomInquired 8 months ago

Strategic Sales Notes

Sandra doesn't yet know Ray is touring communities - approach the move gently. Ray (brother, caregiver, decision maker) prefers phone calls. Both retired ER nurses. Targeting a spring two-bedroom once her Amesbury home sells.

ECP Intelligence·Prospect Summary

Lead Score82

Sandra is a warm Assisted Living prospect driven by her brother and caregiver, Raymond, who is the decision maker and prefers phone calls. The pair have toured twice, joined the Christmas party, and love the community - they want a two-bedroom and plan to move together in the spring once Sandra's Amesbury home sells. The key sensitivity is that Sandra doesn't yet know Ray is looking at Atria, and a two-bedroom may open by year-end - ahead of their timeline.

Watch-outs

  • Sandra doesn't yet know Ray is exploring Atria - approach the move conversation gently
  • Move-in depends on selling Sandra's Amesbury home
  • Spring timeframe may slip; a two-bedroom could open sooner than they are ready

Recommended next steps

  1. Call Ray to check in and invite them to the Sunday Social

    high

    Ray prefers phone calls and there's an open task to invite them for Thursday. Warm, regular contact keeps them engaged through a spring timeline.

  2. Track the year-end two-bedroom for Ray & Sandra

    medium

    A two-bedroom may open by the end of December - ahead of their spring plan. Reserve and track it so you can gently prompt Sandra without pressure.

Snapshot

Service type
Assisted Living
Payor type
Singular Private Pay
Community
Atria Kennebunk
Desired room
Two Bedroom
Monthly budget
$10,000 – $12,499
Time frame
61 – 90 Days
Target move-in
Spring 2026
Inquiry date
Nov 12, 2025
Owner
TTarah
Last activity
Feb 9, 2026
Assets
Home sale pending - Sandra's Amesbury home of 33 years
Current living
Lives in her Amesbury home of 33 years with her brother Raymond, who is her full-time caregiver

About Sandra

A retired ER nurse of 50 years - sweet, but still "has the fire of an ER nurse." She is very social and does not like to be alone.

Interests
New England PatriotsMusicDogsHair & nailsTravelItalian food
Daily routine
Enjoys TV, football on Sundays (Patriots fan), and time with friends and relatives. Likes her hair done weekly and her nails done.
Dietary preferences
Loves Italian food; nutrition is a current focus after recent weight loss.
Must-haves / dealbreakers
Wants to move together with her brother Raymond into a two-bedroom.

Discovery

Biography

Sandra, 80, was an R.N. her whole life - 50 years in the ER, where she became head of the department. Her brother Raymond, 75, is also a retired nurse. Neither ever married or had children. Ray owned a home in Maine (and earlier one in Florida, sold about 18 months ago) but decided to sell and move in with Sandra at her Amesbury home of 33 years, where he is now her full-time caregiver. They love to travel together, and Ray is very social - a big family in Sandford and a cabin at Cape Arundel.

What prompted the search

Sandra fell at home one night getting up to use the bathroom, fracturing her wrist and arm; she had an earlier fall as well. She's just out of her cast and learning to walk with a walker. Ray does not see a path to her living independently and is seeking Assisted Living, with help recently started from the VNA.

Objections

Sandra does not know that Ray is looking at Atria yet, so how she'll feel about a move is still up in the air. That said, she's had friends live at the community and has had good interactions with Atria in the past.

Health notes

4'10" and recently down to ~84 lbs after losing about 30 lbs, so nutrition is a current focus. Stopped driving a few months ago and is not expected to return to it.

Family & Contacts

  • Raymond Smith

    Brother · Caregiver & primary decision maker

    Primary
    (207) 555-0182ray.smith@gmail.com

    Ray is Sandra's full-time caregiver and the decision maker - call him directly (prefers phone). He now also wants to move in with Sandra.

  • Sandra Smith

    Prospect

    (207) 555-0147sandra.smith@gmail.com

    Retired ER nurse; sweet but strong-willed. Does not like to be alone.

Referrals

  • Atria KennebunkAdvisor referral

    Mosman, Jessica - A Place For Mom

    Added by APlaceForMom on Nov 12, 2025

  • Merrimack PlacePaid resident referral

    Resident - Crocker, Betty

    Added by John.Pezzella on Mar 3, 2025

Activities

Overdue

  1. Call task
    Overdue

    Call Ray and invite them to the Sunday Social

    Due Feb 9, 2026 · Tarah

    Ray prefers phone calls - invite him and Sandra to Thursday’s Sunday Social.

Upcoming

  1. To-do
    Action needed

    Track the year-end two-bedroom availability

    Due Feb 13, 2026 · Tarah

    A two-bedroom may open ahead of their spring timeline - monitor it for Ray & Sandra.

  2. To-do
    Action needed

    Check in after Sandra’s Amesbury home sale progresses

    Due Mar 2, 2026 · Tarah

    Move-in depends on the home sale - check in on how it is progressing.

  3. Call placed
    Scheduled

    Check-in call with Ray

    Scheduled for Feb 9, 2026 · Tarah

    Call and speak with Ray to see how they are doing and invite them in for the Sunday Social on Thursday.

  4. Meeting
    Scheduled

    Sunday Social - Ray + Sandra invited

    Scheduled for Feb 12, 2026 · Tarah

    In-person Sunday Social at the community. Invited Ray and Sandra to join residents for coffee and live music.

January 2026

  1. Call placed

    Called and spoke with Raymond

    Logged Jan 8, 2026 · Tarah

    Ray had a nice holiday and is definitely still interested in a two-bedroom - but not until spring.

  2. Status changeMarketing

    Status changed to Marketing

    Logged Jan 7, 2026 · Website.PlaceForMom

    Inquiry status updated from Future Prospect to Marketing as the spring timeframe firmed up.

December 2025

  1. Meeting

    Christmas Party - Ray + Sandra

    Logged Dec 11, 2025 · Tarah

    Raymond and Sandra came in for the Christmas Party, had a great time, and chatted with residents.

  2. To-do
    Done

    Confirm holiday party attendance

    Completed Dec 10, 2025 · Tarah

    Confirmed Ray & Sandra would attend the Christmas party.

  3. Note

    Reminder message to Raymond

    Logged Dec 10, 2025 · Tarah

    Good morning Raymond - this is Tarah from Atria Kennebunk. Looking forward to seeing you and Sandra tomorrow at 2 for our Christmas party!

  4. Email received

    Season's Greetings - Holiday Soiree Open House

    Logged Dec 8, 2025 · Merrimack Place

    New Resident Move-In Special: lease in December for $1,000 off the first 3 months. Holiday Soiree Open House Thursday at 3:30PM.

  5. Call placed

    Called and spoke with Raymond

    Logged Dec 8, 2025 · Tarah

    Ray confirmed he and Sandra will be at the Christmas party on Thursday.

Documents

0 of 2
Name

Signatures

0 of 1 complete
Status
  • Atria Kennebunk Residency Agreement.pdf
    0 of 1 signed