There’s only one part of my business where I’m not the direct point of contact with clients and referral partners—and that’s scheduling. I handle all discovery calls, tours, and advocacy myself, but my executive assistant manages tour scheduling via email.

She’s been personally trained by me on tone, language, and expectations. Families are already stressed, so her communication has to be calm, clear, and respectful—never transactional.

She also knows exactly what she’s authorized to do and what stays with me. No advice, no assumptions—just logistics handled with professionalism.

After scheduling is complete, I step back in and reconnect with the client personally, either in a discovery meeting or on a tour at a senior living community. That way, I can confirm everything feels aligned and seamless.

My credibility matters, so even when I offload tasks, the client experience never changes. It stays consistent, compassionate, and high-touch.