Retirement community inquiry form template
This five-step retirement community inquiry form asks the current living situation, the type of accommodation, the preferred location and the most important amenities, followed by the contact details. Clone it into your Growform account and describe your residences.
What the form asks, step by step
Choosing a retirement community is a family decision, and the questions are written to be easy for an older adult or a relative to answer. Accommodation and amenities show what matters most.
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Step 1: “What is your current living situation?”
Living alone, with a partner or with family changes the conversation about care.
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Step 2: “What type of accommodation are you interested in?”
Single rooms through two-bedroom apartments show which units to discuss.
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Step 3: “What is your preferred location for the Retirement Community?”
Urban, suburban or rural preference helps groups suggest the right community.
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Step 4: “What are your most important amenities in a Retirement Community?”
Healthcare, recreation or transport points to what the tour should highlight.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The standard thank-you can be replaced with an invitation to visit and the name of the person who will call.
Who it’s for
Retirement communities, senior living operators and independent living residences use this template on their website. Inquiries often come from adult children researching on behalf of a parent, and the questions work for either reader. Each submission tells your sales counselor which accommodation and amenities matter, so the first call can move toward a visit.
Why this structure converts
- The questions are about lifestyle rather than health, which keeps the first contact comfortable.
- Four single-choice steps suit older readers who prefer large buttons to typing.
- The amenities question tells you what to show on the tour before the family arrives.
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Make it yours
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Adjust the capital letters
Two questions write “Retirement Community” in capitals. Change them to lowercase or to your community’s name for a more natural tone.
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Ask who is inquiring
Add a question asking whether the person is looking for themselves or a relative, since the follow-up differs.
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Offer a brochure download
Link to your brochure or floor plans on the thank-you screen so families can review them before the call.
Send every lead where your team works
Frequently asked questions
Is this an assisted living questionnaire?
No. It asks about lifestyle and accommodation, not care needs. An assisted living questionnaire with health and mobility questions belongs later in the admissions process.
Can relatives fill it in on behalf of a parent?
Yes. The questions work for either reader, and you can add a step asking who is inquiring.
Where do inquiries go?
They are emailed to you, and they can also go to Salesforce, HubSpot or a Google Sheet for your sales counselors.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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