Get more from your Eldermark investment.
In one focused hour, your CSM will review your data, show you where you're winning, identify where you could be better, and give you a clear action plan to unlock more value from Eldermark.
- See exactly how your team is using Eldermark across the community
- Identify hidden efficiency gains and revenue opportunities
- Get personalized recommendations based on your data, not generic advice
- Walk away with a clear roadmap for maximizing Eldermark in 2027
How the CBR works
Pre-Call Prep
What We Do Before We Meet
You don't show up to this cold. We spend real time preparing so your hour is focused and valuable.
- Pull your complete utilization data across all modules you own, looking at how your team is actually using the system day-to-day
- Analyze usage patterns to see where you're getting strong adoption, where adoption is light, and what that gap means operationally
- Identify white space opportunities - functionality you own but might not be fully leveraging, and what unlocking that would look like for your operation
- Benchmark against your baseline to see where you've improved, where you're flat, and where there's untapped potential
- Prepare your recommendations - concrete, actionable next steps tied specifically to your data, not generic advice
- Align on your priorities so we review what matters most to you (staffing efficiency, revenue capture, occupancy planning, etc.) and stay grounded in your goals
The CBR Conversation (Your Hour)
Review the analysis and walk through what the data shows
Dig into the why - what's driving utilization patterns, where are the friction points
Explore opportunities - here's where you could move the needle
Build your roadmap - here's how to get there with functionality you already have
Why Now?
Your Internal Data Has a Shelf Life
Year-end is when your data is freshest and your planning windows are open. Waiting means you start 2027 behind on strategy. As one of our long-term customers put it: you’ve got to have real-time data. You can't be managing 60, 90, 120, or 180 days in the past.
Move from Reactive to Strategic
Most teams are trapped in the tyranny of the urgent. CBR breaks that cycle. It forces you to step back, look at your data, and make informed choices instead of just responding to the next crisis. This is when your team can work on your business instead of just being in it.
You're Already Planning Anyway
You're setting budgets, defining priorities, and making staffing decisions right now. This conversation just anchors those decisions to what your data actually says is working. One hour now prevents months of strategy built on assumptions.
Your Eldermark CSM team
Sabrina Fox
Head of Customer Success, LivTech
Meg Rimmick
Director of Customer Success, Eldermark
Leslie Winnick
Customer Success Manager, Eldermark
Katie Greene
Customer Success Manager, Eldermark
Nikcole Radden
Customer Success Manager, Eldermark
Rachel Wedlake
Customer Success Manager, Eldermark
Your CSM isn't just running through a checklist. They learn your operation and your data, so they bring real expertise to the conversation.
"Working with our CSM has been phenomenal. They care, and you sense that. They work to help your on-site and off-site teams actually align and work seamlessly together, which sounds simple but isn't."
“[our CSM] focused on consolidating all the data and information from paper files, spreadsheets, and scattered folders into one true source. Not just for cleanliness. So that everyone on the team works from the same information, removes duplicated work, and stops wasting time re-entering data. That's the standard.”