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Case Study: How Levante Turned Data Chaos Into Marketing Clarity w/ Further & Digital Seniority

"Consolidating our web and phone lead tracking with Further has provided us with the confidence to accurately determine where to place our marketing dollars to  effectively drive leads and move-ins." - Kim Petersen, Levante Living

Levante Living is one of the fastest-growing senior living operators in Canada, doubling its footprint from 12 to 24 communities in under a year. That kind of growth doesn’t happen by accident—it requires vision, agility, and a willingness to rethink outdated systems.

As Levante scaled, they ran into a challenge that many operators face: fragmented marketing data scattered across multiple tools. Without a clear picture of what was driving leads and move-ins, their marketing team was forced to rely on manual reporting and gut feel.

Rather than settle for the status quo, Levante turned to Further and their new marketing agency, Digital Seniority, to centralize their digital, web, and phone lead data—eliminating blind spots and surfacing the real drivers of performance. By investing in modern marketing technology, they unlocked new levels of visibility and precision, allowing their team to optimize campaigns, report confidently to leadership, and accelerate growth across their expanding portfolio.

Levante’s approach is a blueprint for the future of senior living marketing: fast, focused, and powered by data.

The Challenge: Data Fragmentation at Scale

When Kim Petersen, VP of Brand Marketing at Levante Living, took on the challenge of scaling their portfolio from 12 to 24 communities in a very short period, she encountered a significant obstacle that threatened their growth trajectory.

"When you're spending a considerable amount in securing online leads, you need accurate data tracking across all platforms.  In our case, we had too many partnerships and a lack of consistent data reporting," Petersen explained. "We consolidated those partnerships, refined our tracking and began to see increased accuracy."

The company was spending substantial resources on data collection and tracking across multiple platforms, but the fragmented systems were preventing them from getting accurate insights into their marketing performance.

Key Pain Points:

  • Data Discrepancies: HubSpot and Further were showing different metrics, making it impossible to understand true performance
  • Inability to Track Key Metrics: Missing crucial data points needed for senior living marketing decisions
  • Resource Drain: Spending significant time and money on data collection without actionable insights

The Solution: Consolidation Through Further

Rather than continuing with multiple disconnected systems, Levante made the strategic decision to consolidate all their digital, web and phone lead tracking through one platform. 

They decided on Further as their single source of truth over Hubspot. That decision came down to three key factors:

  • Senior Living Focus - Further’s focus on Senior Living aligned directly with their business
  • Community-Level Attribution and Insights - Further was already set up to map to tours and move-ins and show insights at the community level
  • Expertise and Support - Because Further’s team is 100% focused on Senior Living, they were able to provide white-glove solutions to ensure success.

"My hope was that by using Further and consolidating our data tracking, we'd see consistent numbers across all our platforms," Petersen recalled. "And they said yeah, let's see what we can do."

This required a comprehensive implementation process to create systems and processes that would meet their specific needs.

Implementation: A Partnership Approach

The consolidation process required close collaboration between Levante, Further, and their digital marketing agency partner, Digital Seniority.

According to Anneline Breetzke from Digital Seniority, who managed the technical implementation, "We came in and realized that Levante’s systems weren't actually connecting. Leads were going into the wrong places, and some leads weren't making it into the CRM at all. There was a big disconnect."

The team conducted a comprehensive analytics exercise, mapping data sources and identifying connection issues between systems. They discovered that lead data wasn't flowing properly between platforms, which explained the performance discrepancies Levante was experiencing.

Key Implementation Steps:

  1. Data Mapping: Full analysis of all lead sources and data flows
  2. System Integration: Connecting Further directly to Levante's CRM (Yardi)
  3. Lead Channel Consolidation: Ensuring all website entry points flowed through Further
  4. Phone Integration: Adding call tracking to centralize all lead channels
  5. Platform Cleanup: Removing redundant HubSpot landing pages and forms

Results: Immediate Impact on Visibility and Performance

By consolidating on Further, Levante saw immediate improvements in data accuracy and marketing visibility.

"After several months of tracking, we have definitely seen an improvement in the consistency of data across all our platforms, including Yardi, making it easier to see which marketing campaigns are driving tours and move-ins."

Digital Seniority's data showed dramatic improvements in lead quality and conversion tracking. Breetzke shared performance charts demonstrating steady growth in qualified leads and move-ins following the consolidation.

“We were able to feed the data from Further right back into our ad platforms to make the algorithm smarter,” said Breetzke. “Finally, we could see what was working, and use that data to keep improving.”

Quantifiable Results:

  • Single Source of Truth: All lead data now flows through one platform
  • Improved Data Accuracy: Perfect alignment between Further and CRM data
  • Better Lead Quality: Further's filtering capabilities reduced junk leads
  • Enhanced Conversion Tracking: Clear visibility from lead to move-in
  • Operational Efficiency: Streamlined processes across all 24 communities

The Strategic Value: Beyond Data Consolidation

The consolidation provided benefits that extended far beyond simple data accuracy. As Breetzke explained, "Knowing that every entrance point into the CRM from the website was through Further meant that there's one place that you can go to view trends, view all the different data, and make decisions."

This single-platform approach enabled:

  • Faster Decision Making: Real-time access to unified performance data
  • Improved Campaign Optimization: Better feedback loops for marketing adjustments
  • Scalable Growth: Consistent tracking across all properties
  • Cost Efficiency: Reduced spending on redundant tracking tools

Partnership Excellence

The success of this consolidation was enabled by the strong partnership between Levante, Further, and Digital Seniority.

"Choosing good partners is one of the keys to online marketing success. Digital Seniority and Further have worked hard to provide the insight Levante needs to get the job done."

Key Takeaways for Senior Living Operators

Levante Living's experience demonstrates several important lessons for senior living operators looking to scale their marketing operations:

  1. Data Consolidation is Critical: Multiple tracking platforms create confusion and prevent accurate performance measurement
  2. Industry-Specific Solutions Matter: Senior living requires specialized tracking capabilities that general platforms can't provide
  3. Partnership Approach Works: Success requires collaboration between the operator, technology provider, and marketing agency
  4. Investment in Integration Pays Off: While consolidation requires upfront effort, the long-term benefits in visibility and efficiency are substantial

Conclusion

By consolidating all lead channels through Further's platform, Levante Living transformed their marketing operations from a fragmented, unclear system into a unified, data-driven approach. This consolidation provided the visibility and accuracy they needed to confidently scale from 12 to 24 communities while maintaining marketing effectiveness.

The case demonstrates that in today's competitive senior living market, having a single source of truth for marketing data isn't just beneficial—it's essential for sustainable growth and informed decision-making.


About Levante Living: Levante Living is a growing senior living operator in Canada, managing 24 communities with a focus on leveraging technology to enhance resident experiences and operational efficiency.

About Further: Further is a senior living-focused platform that provides comprehensive lead management, tracking, and conversion tools specifically designed for the senior living industry.

About Digital Seniority: Digital Seniority is a digital marketing agency specializing in senior living, providing comprehensive marketing services and strategic guidance to senior living operators.