Affiliate Growth Expand the exclusive network by onboarding additional senior-focused service providers in areas such as home care, legal and financial planning, downsizing, transportation, and in-home meal services. This creates more referral options for members and richer co-marketing opportunities for partner providers, with a clear value proposition around exclusive discounts and a steady stream of qualified leads.

Marketing Automation Leverage existing analytics and web tooling to scale member acquisition and engagement. Propose implementing a lightweight CRM and referral-tracking system to capture member progress through the Lifestyle Plan, measure affiliate performance, and power targeted campaigns around events and educational publications.

Regional Growth There is a path to regional expansion beyond Central Iowa through franchising or an affiliate license model. Develop playbooks for partner onboarding, quality assurance, and branding to replicate the Lifestyle Plan and affiliate network in new markets while maintaining standards of dignity and respect.

Member Value Strengthen retention and revenue per member by expanding digital offerings and premium services tied to the Lifestyle Plan, such as virtual consultations, exclusive webinars, and enhanced planning tools, while continuing to deliver discounted services through the Affiliate Network.

Tech Partnerships With a tech stack including Mixpanel, New Relic and cloud storage, there is an opportunity to formalize data sharing with partners, build dashboards for affiliate ROI, and offer tech-enabled referrals to service providers. Propose evaluating a modern referral platform, API integrations, and data privacy controls to support scalable growth.