Senior Living Sales Director Resignation Form Template

When a senior living sales director moves on, they take with them invaluable relationship knowledge, prospect intelligence, and competitive insights that can take months to rebuild. This Senior Living Sales Director Resignation & Transition Form ensures that critical sales pipeline information, referral source relationships, tour scheduling details, and market intelligence are captured and transferred smoothly to the incoming team.

Why senior living communities need structured sales offboarding

In the senior living industry, sales directors are the heartbeat of occupancy growth. They nurture prospects through emotionally charged decisions, build trust with referral sources like discharge planners and elder law attorneys, and maintain competitive awareness in their local markets. When these professionals resign, communities face real risks:

Lost prospect momentum: Active families in the decision process may fall through the cracks during transitions
Broken referral relationships: Personal connections with healthcare providers and advisors can go cold without proper handoffs
Competitive blind spots: Market intelligence about competitor pricing, promotions, and positioning disappears
Tour scheduling chaos: Upcoming appointments and facility access details become unclear

This resignation form template captures everything the next sales leader needs to pick up where their predecessor left off, protecting revenue, relationships, and market positioning during a vulnerable transition period.

What this senior living sales resignation form includes

This template walks departing sales directors through a comprehensive knowledge transfer covering:

Prospect pipeline documentation with details on active leads, their decision stage, family dynamics, care needs, financial qualifications, objections, and next steps. This ensures warm prospects receive consistent follow-up rather than starting from scratch.

Tour scheduling and system access information including upcoming scheduled tours, facility access codes, key locations, collateral inventory, and CRM or scheduling software credentials so tours continue seamlessly.

Referral source relationship management capturing key referral partners (discharge planners, geriatric care managers, elder law attorneys, financial advisors), relationship strength, communication preferences, pending referrals, and suggested touch points to maintain these revenue-critical connections.

Competitor analysis and market intelligence documenting current competitor pricing, promotions, differentiators, recent changes, and market positioning insights that inform sales strategy and objection handling.

Operational handoff details covering sales collateral locations, lead sources, reporting processes, and any other institutional knowledge that keeps the sales function running smoothly.

How Paperform makes senior living sales transitions smoother

Built for senior living operators, sales leaders, and HR teams, this Paperform template turns what's often a scrambled exit interview into a structured, searchable knowledge base. The doc-style editor lets you customize questions to match your community's CRM, referral network, or competitive set, while conditional logic can show or hide sections based on the sales director's tenure or role scope (e.g., only showing multi-community questions for regional directors).

Once submitted, you can route the completed form to operations, incoming sales leaders, and executive teams via email confirmations, push details into your CRM or Airtable via integrations, or trigger a Stepper workflow (stepper.io) that creates transition tasks, schedules referral source introduction calls, and ensures every prospect gets a personal follow-up within 24 hours.

For senior living organizations managing multiple communities, Paperform's Agency+ plan lets you deploy this template across properties while keeping each community's data separate, with role-based permissions ensuring sensitive sales intelligence stays with the right stakeholders.

Who benefits from this template

This resignation and transition form is ideal for:

Senior living communities (independent living, assisted living, memory care, CCRCs) managing sales director turnover
Multi-site senior living operators standardizing offboarding across portfolios
HR and operations leaders responsible for minimizing revenue disruption during transitions
Incoming sales directors who need a complete picture of the pipeline, relationships, and market on day one
Executive directors and administrators protecting occupancy rates and referral networks

Integrate with your senior living tech stack

Paperform connects seamlessly with the tools senior living teams already use. Send resignation details to Google Sheets for tracking, push prospect data into your senior living CRM (like MatrixCare, Yardi, or Salesforce), notify leadership via Slack, or use Stepper workflows to automatically assign transition tasks, schedule referral partner calls, and create prospect follow-up reminders.

For organizations requiring secure handling of resident and prospect information, Paperform is SOC 2 Type II compliant and offers data residency controls, though it's important to note that Paperform is not HIPAA compliant. (For PHI-related forms, consider your organization's compliance requirements.)

Get started in minutes

This template is ready to use as-is or customize to match your community's sales process, referral network, and competitive landscape. Paperform's intuitive editor makes it easy to add community-specific questions, adjust conditional logic, or modify the success message with next steps for the departing sales director.

Whether you're an executive director managing an unexpected resignation or an HR leader building better offboarding processes, this form ensures that your sales momentum, referral relationships, and competitive intelligence continue uninterrupted—protecting the occupancy growth your community depends on.

Start using this Senior Living Sales Director Resignation Form today and turn a potentially disruptive transition into a smooth, professional handoff that keeps your sales pipeline moving forward.