Senior Living Readiness Questionnaire Template

A short questionnaire for senior living communities that asks prospects about their housing, monthly costs, home upkeep, and financial planning, then captures their name and email for follow-up.

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About

Older adults and their families often consider a move to a senior living community for a long time before they reach out. This questionnaire gives communities a gentle way to start that conversation online, asking about the practical pressures that usually drive the decision rather than pushing for a tour right away.

The questions move from simple to more personal. Respondents first say whether they own, rent, or live with someone else, and whether they receive a pension. They then choose a range for monthly housing costs, describe how often their home needs repairs, and say whether long-term healthcare costs worry them. Later questions ask about financial planning support, contingency plans, awareness of tax deductions on senior living expenses, and interest in maintenance-free community living.

Name and email come at the end, after the respondent has thought through their own situation. For a sales or admissions team, those answers show which prospects are weighing costs, which are tired of home upkeep, and which are ready to hear more, so follow-up can start from what matters to each person.

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Frequently asked questions

Who is this senior living questionnaire for?

It is designed for independent living, assisted living, and retirement communities that want to qualify inquiries from their website or campaigns. It also suits senior housing advisors who help families compare options.

Does the questionnaire calculate a score or result?

No. It records each answer so your team can review it and follow up personally. If you want to send tailored information, group responses by the answers to the housing cost, home repair, and community living questions.

Why are the contact questions at the end?

Asking for an email first can feel like a sales gate, especially for older adults who are careful about sharing details online. Placing name and email after the situation questions lets people engage with the topic first, and only the email is required.

Are the financial questions too personal?

The questions use broad ranges and simple yes, no, or unsure answers, and none ask for account details or exact income. That keeps them approachable while still giving your team useful context. You can remove any question that does not fit your sales process.

Can I adapt it for a specific community?

Yes. Replace the cost ranges with bands that reflect your local market, reword the final question to mention your community by name, and add a question about preferred move timing or care level if that helps your team prioritize follow-up.

How should my team follow up on responses?

Look first at the answer about learning more on community living, since it shows readiness. People worried about repairs or long-term care costs may want information on maintenance-free living and care options, while those without a financial plan may value a conversation about budgeting for a move.

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