Occupancy Leak Audit
A focused, two-week, one-community diagnostic that identifies where occupancy and sales performance are leaking — and what deserves attention first.
Best first stepSenior Living Performance, Market & Acquisition Advisory
See What’s Really Happening.
Decide What Comes Next.
UnstuckRx gives senior living owners, investors, and operators a clearer view of the market, the opportunity, and the sales performance behind it.
From senior living market analysis and acquisition intelligence to occupancy and sales-performance diagnostics, UnstuckRx provides current, independent intelligence for better-informed decisions.
Before you build
Validate the opportunity.
Before you buy
Know what you’re really buying.
While you own
Find what’s limiting performance.
When the reporting doesn’t answer the question
When the Numbers Aren’t Telling the Whole Story.
Sometimes the challenge isn’t a lack of data. It’s knowing whether the information you’re seeing reflects what is happening in the market right now.
You may be here because
- Occupancy is below plan — or has stalled without an obvious reason.
- A lease-up isn’t moving at the pace the business plan requires.
- You’re evaluating an acquisition and need a current competitive and market read before going deeper.
- You need current pricing, occupancy, or competitive intelligence quickly.
- Your team doesn’t have the bandwidth for boots-on-the-ground market work.
- Sales activity looks busy, but the results aren’t following.
- Operator reporting isn’t giving you enough visibility into the health of the sales engine.
- You want the right questions to ask your management company — and what the answers should tell you.
- Leads are coming in, but tours, deposits, and move-ins aren’t following — and it’s not clear where the breakdown is.
- You know performance needs to improve, but the team needs focus, accountability, and hands-on support to turn the findings into action.
What UnstuckRx brings
Current, independent intelligence — not another layer of reporting.
UnstuckRx gathers the current market and sales intelligence you need — from competitive positioning and pricing to occupancy, sales health, and what is happening on the ground. That gives owners and leadership teams a clearer view of the opportunity, the market, and the sales engine — so they can ask better questions, evaluate risk, and decide whether to go deeper.
Decisions are only as good as the information behind them.
The UnstuckRx framework
Five Drivers. One Score. A Deeper Diagnostic Beneath Each.
The five drivers are intentionally simple. The diagnostic beneath them is not. The Senior Living Growth Score measures occupancy and sales performance across five drivers, 20 points each, with 8+ proprietary checkpoints behind every driver. Together, they reveal where performance is breaking down and what deserves attention first.
100points
The Senior Living
Growth Score™
Growth Score™
Five drivers. 20 points each. One 100-point baseline.
- Lead Generation20 pts
- Lead Conversion20 pts
- Sales Execution20 pts
- Market Development20 pts
- Leadership Accountability20 pts
Lead Generation
The question: Are we generating enough of the right opportunities, from the right sources, at a cost leadership can justify?
If the right opportunities aren’t reaching you in sufficient volume and quality, every downstream number suffers.
8+ proprietary checkpointsLead Conversion
The question: Are the right leads moving through the funnel — and where is conversion breaking down?
The leads you already have are often the fastest, lowest-cost path to occupancy — if they’re converting.
8+ proprietary checkpointsSales Execution
The question: Is the sales process consistently helping prospective residents and families make a confident decision?
Even strong leads stall without a consistent, confidence-building process from first contact to move-in.
8+ proprietary checkpointsMarket Development
The question: Is the community known, trusted, and relevant in the local market it serves?
Strong market development creates awareness, trust, referral relationships, and demand before a prospect ever becomes a lead.
8+ proprietary checkpointsLeadership Accountability
The question: Do leaders have the visibility, tools, and cadence to manage performance before gaps become expensive?
It’s the driver that decides whether the other four get fixed — or quietly reopen.
8+ proprietary checkpointsThe Audit establishes the baseline and identifies where performance is leaking. The Accelerator turns those findings into focused implementation, execution, and accountability.
Owner-side visibility
For REITs, Investors & Owner-Operators.
Owners and investors may not manage day-to-day sales operations — but they still need visibility into whether the sales engine is healthy and how the asset is positioned in the current market. UnstuckRx provides an independent lens into sales performance and market reality so leadership can ask better questions, evaluate what the current information is showing, and determine where deeper investigation may be warranted.
Owner’s Sales Performance Review
An independent read on the health of a community’s sales engine — where performance is strong, where risk may be emerging, and what deserves a closer look.
- Sales funnel health, conversion, and performance patterns
- Questions to ask management and signals to watch
- A focused owner-level summary of findings and areas requiring attention
Market & Acquisition Intelligence
Comprehensive market intelligence for acquisition and development decisions — from deep competitive and market analysis to boots-on-the-ground assessment of pricing, occupancy, positioning, demand, and the realities shaping the opportunity. Focused rapid snapshots are also available when leadership needs an initial read before going deeper.
- Deep market, competitive, pricing, occupancy, and positioning analysis
- Boots-on-the-ground competitive visits and real-world market intelligence
- Rapid market snapshots when an initial read is needed before deeper evaluation
Owner-side questions UnstuckRx helps answer
- Is underperformance being driven by the market, pricing, positioning, sales execution — or some combination?
- Is the sales engine healthy, and what should I be asking management to better understand performance?
- What does the current competitive market tell us about pricing, occupancy, availability, and positioning?
- What does a deeper analysis of the market and competitive landscape reveal about the opportunity?
UnstuckRx provides operating, market, and sales-performance analysis for senior living assets. UnstuckRx does not provide investment, securities, legal, tax, appraisal, valuation, brokerage, underwriting, or financial advice, and does not recommend that any party buy, sell, hold, develop, finance, or invest in any asset, security, or transaction. UnstuckRx presents a clear operating and market picture so owners, investors, and their advisors can make their own capital decision.
Trusted across senior living
Leaders Who Have Worked Alongside Wanda.
The clearest measure of advisory work is what the leaders and teams she has supported are willing to say about it.
“
Wanda is a rare leader who brings deep senior-living expertise, bold creativity, and strategic vision together to turn ideas into meaningful results. She understands today’s prospective residents and families better than almost anyone, and her ability to inspire, educate, and hold teams accountable is unmatched. She gives 150% to everything she does — and I had the privilege of working alongside her for ten years.
Brandi BlizzardVP of Engagement, The Arbor Company
“
Working with Wanda is an absolute joy. Her passion for her work in senior living and commitment to the task at hand are invaluable. She is not only excellent at what she does, but she is simply a great person you want on your team. She doesn’t gloss over hard truths, even when they’re inconvenient, but when corrections are needed, she handles them with grace. She is a true professional.
Bill FaughnanOwner & Managing Partner, Seniorlivingleads.com
“
I worked closely with Wanda on several new build projects and management company transitions, and I could not have asked for a better partner. She has an outstanding understanding of new market demographics and the competitive landscape — built through diligent research and translated into successful lease-ups. We had a community lease-up that jumped to 85% occupancy within three months of opening in an extremely competitive metro-market, primarily through execution of Wanda’s detailed marketing plan and follow-up to ensure accountability. Her interaction with investor groups was honest, forthright, and strategic in every aspect. Wanda is, in my opinion, a unique treasure in the senior living industry.
Krishnan KalyanasundaramFormer Vice President of Operations, The Arbor Company
Focused first step
The Occupancy Leak Audit.
Find where performance is leaking — and what deserves attention first.
One community. Two weeks. A clear plan forward. This focused diagnostic gives leadership an evidence-based view of where occupancy and sales performance are breaking down, what is driving it, and what deserves attention first.
Using the Five Driver framework, UnstuckRx examines the sales engine from lead generation through leadership accountability — combining data, process, market context, and sales-performance evidence to identify where performance is breaking down.
Onsite assessment, community observation, and competitive visits can be added when deeper field intelligence is warranted and are scoped separately.
The Occupancy Leakage Report
A prioritized, evidence-based view of where performance is leaking, what deserves attention first, and the actions leadership can take next. The report includes the baseline Senior Living Growth Score and an initial 30-day action plan.
Built for action — not shelf space.
Need help putting the findings into action?
That’s where the 90-Day Occupancy Accelerator begins.
From diagnosis to implementation
The 90-Day Occupancy Accelerator.
For leadership teams ready to act on the findings, the Accelerator adds hands-on implementation, coaching, and accountability — strengthening the systems and execution already in place and building an operating rhythm designed to last beyond the engagement.
Weeks 1–2
Diagnose
Establish — or validate — the evidence, baseline Growth Score, leakage points, and priority order.
- Complete the five-driver diagnostic
- Review CRM, sources, conversion, activity, and accountability
- Assess digital presence, market context, and first impressions
Existing Audit findings can serve as the starting baseline.
OutcomeClear view of what is stuck, why, and what needs attention first.
Weeks 3–6
Prioritize & Prescribe
Work alongside leaders and teams to implement the highest-priority actions and strengthen execution.
- CRM cleanup, pipeline standards, and lead management
- Response time, call quality, discovery, tours, and follow-up
- Lost-lead recovery and sales coaching
- Marketing, referral, EBD, and leadership alignment
OutcomeHighest-priority actions underway with clear ownership and accountability.
Weeks 7–12
Transform
Build the visibility and accountability required to sustain stronger performance.
- Weekly scorecards and community dashboards
- Pipeline-review process and coaching cadence
- Regional focus calls and clear action ownership
- Monthly Growth Score review and next-phase plan
OutcomeA repeatable leadership rhythm that supports continued improvement.
Founder-led work
Experience That Connects the Data to the Human Decision.
Wanda Moen-O’Brien brings 30 years of housing, senior living, sales, leadership, and operational experience to UnstuckRx. Her work spans multifamily housing, independent living, assisted living, memory care, national lease-ups, acquisitions, rebranding, sales leadership, and executive portfolio roles.
She has opened and transitioned communities, built and led sales teams, developed market and growth strategies, strengthened conversion systems, and worked alongside leadership through lease-ups, acquisitions, repositioning, and performance challenges.
Wanda’s approach combines rigorous analysis of sales performance and market conditions with a deep understanding of human behavior. She looks beyond what the data says to understand why prospective residents and families make decisions — and whether a community is positioned to earn their attention, trust, and choice.
Founder-led means founder-delivered.
Clients work directly with Wanda. Engagements are hands-on and specific to the community, market, and decision at hand — not handed off to a junior consulting team.
Her work spans community-level performance and owner-side advisory, giving owners, investors, operators, and asset-management teams greater visibility into sales health, market position, and the factors influencing performance.
30 YearsHousing & Senior LivingLease-Up & GrowthSales & Performance StrategyOwner & Portfolio Advisory
Confidential inquiry
Start a Focused Conversation.
Tell Wanda what you’re evaluating, what isn’t working, or what you need to better understand. Every inquiry goes directly to Wanda.
Serving senior living owners, operators, investors, developers, and executive teams nationwide.