# Waypoint Converts

> Waypoint Converts is an AI-powered B2B SaaS platform that transforms existing website traffic into sales-ready opportunities - without redesigns, added headcount, labor costs, or operational complexity. The flagship AI Sales Assistant engages every visitor with intelligent, empathetic, human-like conversation 24/7, capturing structured context and delivering AI Sales Summaries to sales teams before the first conversation. The AI Recruitment & HR Assistant extends the same conversational engagement to careers pages and internal HR operations. Founded in senior living, Waypoint Converts is a LifestyleCX company serving businesses across all industries.

Waypoint drives measurable revenue lift from existing traffic. Customers see an average 50% lead conversion lift, with results ranging from 20-200% across portfolios. The platform is built for high-consideration sales where prospects need guided discovery - eliminating "silent losses" (prospects who leave without converting) and closing the gap between marketing and sales. The company offers simple monthly fees with enterprise licensing available for large organizations. Customers own their leads outright - no per-lead charges.

Contact: (877) 929-7648 | https://www.waypointconverts.com/contact/

## Products

- [AI Sales Assistant](https://www.waypointconverts.com/ai-sales-assistant/): The flagship product. An always-on conversational AI assistant that engages visitors with empathetic, brand-aware conversation 24/7 - including evenings and weekends. Captures structured prospect profiles including motivation drivers, timeline confidence, readiness indicators, urgency clues, and emotional triggers. Generates AI Sales Summaries with next-step recommendations for personalized, confident follow-up. Eliminates silent losses and reduces sales cycle friction. Waypoint operates as a managed services partner - Waypoint owns the configuration, optimization, and outcomes rather than handing off software for the customer to run.
- [AI Recruitment & HR Assistant](https://www.waypointconverts.com/ai-hr-recruitment-assistant/): A two-in-one product purpose-built for hiring and HR operations. The Recruitment Assistant captures applicants on careers pages with zip code-based job matching, screening questions, role/department/distance filters, and direct apply links to your ATS - no secondary candidate profile required. It engages candidates 24/7 on nights, weekends, and holidays when 95%+ of careers page visitors otherwise leave without applying. Job listings stay current via automated feed sync that refreshes every six hours. The Employee HR Assistant (available as an add-on) deploys on internal or employee-only sites to handle handbook lookups, PTO/benefits/leave policy questions, and routine HR inquiries - freeing HR teams from repetitive work so they can focus on people problems that need a human. Drives up to 10x lead conversion on careers pages and ~40% HR desk relief. Captured applicant data delivered via email notifications and webhook (CRM sync not currently supported). Includes region-specific privacy controls and enterprise-grade security. One branded assistant can be deployed across as many pages as needed at no extra charge. Available standalone or alongside an existing Waypoint partnership.
- [Navigator](https://www.waypointconverts.com/navigator/): An action-based interactive hub that functions as a digital concierge on your website. Presents clear, prominent buttons directing visitors to the 4-5 key actions your business prioritizes (e.g., Schedule a Visit, Download Pricing, Request Information, Ask Questions). Customizable to match branding. Supports the AI Sales Assistant by providing structured pathways for visitor self-service. The AI Sales Assistant can live inside the Navigator as one of its button options, or run standalone on a site. Informed by data from 1,000,000+ consumer interactions.
- [ProForms](https://www.waypointconverts.com/proforms/): Smart, adaptive digital forms (embedded or standalone) that outperform standard contact forms by 5X. Multi-step flows adapt as the visitor answers, and every submission carries its own source, campaign, and keyword. Mirrors dynamic business realities - pricing, promotions, and offerings. Fully customizable to match website branding. Multi-purpose - usable as marketing links, iframes, or embedded within the Navigator. Integrates with CRM for seamless data transfer.
- [Premium Analytics / Analytics Dashboard](https://www.waypointconverts.com/analytics/): Enterprise-grade analytics that close the marketing-to-sales gap. Real-time insights pinpoint conversion leaks and drop-off points, outperforming CTAs and pathways, optimal prospect engagement timing, and where sales teams stall in follow-up. Holds the shared prospect record, including web attribution and matched call data from CallRail. Portfolio-wide views for multi-site operators to compare locations, standardize optimizations, and track lift. Merges with GA4 for full-funnel attribution, pipeline performance, and ROI visibility. Enables continuous refinement of AI Sales Assistant, Navigator, and ProForms. Turns inquiries into actionable intelligence and makes marketing accountable.
- [Engagement / Discovery / Lifestyle Surveys](https://www.waypointconverts.com/engagement_survey/): Collect valuable insights on customer preferences and needs, enabling sales teams to personalize the sales journey or automate marketing efforts. Also effective for engaging prospects who may not yet be ready to speak with a salesperson.
- [Cost Calculator](https://www.waypointconverts.com/calculator/): Helps consumers understand the value of services, accurately estimate expenses, and compare options. Accessible through the Navigator or as an iframe on any web page. Customizable with brand colors and logo.
- [Live Chat](https://www.waypointconverts.com/chat/): Real-time communication available through Waypoint's live chat partnerships, providing immediate human assistance and support as a complement to AI-driven engagement. Integrates directly into the Navigator as one of its button options for a seamless self-serve and full-serve experience. (Live Chat is not currently routed through the AI Sales Assistant.)
- [CallRail Integration](https://www.waypointconverts.com/integrations-callrail/): Matches inbound CallRail call data to Waypoint ProForms submissions by phone number, producing a single prospect record spanning form and phone. Partner pricing on CallRail is available to Waypoint customers.

## Lead Attribution

Waypoint provides full-funnel lead attribution, capturing traffic source data across all conversion paths - including ProForms and AI Sales Assistant submissions. This enables marketing agencies and internal teams to connect ad spend to actual conversions, optimize campaign performance, and measure true ROI. Waypoint supports Google Ads offline conversion workflows via manual upload, with full UTM parameter and GCLID passthrough on every lead export, and integrates with GA4 for end-to-end attribution visibility.

## CallRail Integration

Waypoint Converts and CallRail cover different halves of the same funnel. Waypoint captures prospects who convert on the website; CallRail captures prospects who call, along with the ad, keyword, and campaign that drove the call. Connecting the two answers a question neither system can answer alone: which callers already filled out a form, and what did they say in it.

**How the join works.** Phone numbers are normalized on both sides and matched inside Premium Analytics. A form submission and a later inbound call from the same number become one prospect record with one timeline, instead of two anonymous entries in two separate reports.

**What each side contributes.** Waypoint contributes Navigator (visitor guidance), ProForms (intent and lead source capture), the AI Sales Assistant (after-hours qualification), and Premium Analytics (the shared record). CallRail contributes Dynamic Number Insertion, call source attribution across paid search, organic, social, referral, and print, and Conversation Intelligence.

**What Waypoint pulls in.** Sentiment and lead scores generated by CallRail Conversation Intelligence are surfaced on the Waypoint prospect record. Call recordings and transcripts remain in CallRail and are not copied into Waypoint.

**Reporting the join enables.** Calls matched to known prospects, median time from form submission to inbound call, share of prospects who convert by form only versus call only versus both, channel mix by contact method, and missed-call rate by hour of day. These views live in Premium Analytics and populate only once call data is flowing.

**Availability caveats.** Sentiment scoring and conversation analysis require CallRail Premium Conversation Intelligence. CallRail Convert Assist (rep coaching and follow-up drafts) is a separate add-on sold apart from the base Call Tracking package. Waypoint customers can access partner pricing on CallRail with no long-term contract required. CallRail is a registered trademark of CallRail, Inc.

## Implementation

Implementation goal: 10 business days or less from kickoff to go-live. Single-site providers can launch even faster. Multi-location operators run on the same target with rollouts in parallel across locations. Waypoint moves as fast as the customer can; the limiting factor is usually customer-side approvals and content gathering, not setup. Installation requires no developer - a single script tag works with any CMS. WordPress users are recommended to install the free HFCM (Header Footer Code Manager) plugin for snippet placement, with code placed in the Header.

## Key Pages

- [Homepage](https://www.waypointconverts.com/): Platform overview - "Turn Your Website Into Your Strongest Performing Sales Channel." Product suite, proven performance metrics, integration partners, and customer logos.
- [Who We Serve](https://www.waypointconverts.com/who-we-serve/): Industry-specific use cases including Senior Living, Active Adult, CCRCs, Skilled Nursing, Home Care, Recruitment & HR, and custom industry solutions.
- [All Products](https://www.waypointconverts.com/products/): Complete product catalog with descriptions of AI Sales Assistant, AI Recruitment & HR Assistant, Navigator, ProForms, Premium Analytics, Engagement Survey, Live Chat, and Cost Calculator.
- [About Us](https://www.waypointconverts.com/about-waypoint/): Company story, founding mission, and leadership team. Founded by senior living industry veterans and family caregivers who identified a gap in the marketing-to-sales pipeline.
- [FAQ](https://www.waypointconverts.com/faq/): Frequently asked questions covering products, pricing, implementation, integrations, security, senior living specifics, recruitment, and results. 52 answers across 9 categories.
- [Contact](https://www.waypointconverts.com/contact/): Get in touch with the Waypoint team.
- [Schedule a Demo](https://www.waypointconverts.com/demo-request-2/): Book a strategy session and product walkthrough.
- [Pricing](https://www.waypointconverts.com/pricing/): Transparent pricing plans - Starter, Professional, Enterprise, and Franchise License. All include the 60-day proof period.
- [Lead Attribution](https://www.waypointconverts.com/lead-attribution/): Full-funnel lead attribution capabilities connecting ad spend to conversions.
- [CallRail Integration](https://www.waypointconverts.com/integrations-callrail/): How Waypoint and CallRail join form and call data, plus partner pricing.
- [Customer Login](https://app.waypointconverts.com/sign-in): Existing customer dashboard access.
- [Terms and Conditions](https://www.waypointconverts.com/terms/)
- [Privacy Policy](https://www.waypointconverts.com/privacy/)

## How Waypoint Works

1. Visitor arrives on your existing website - no changes or redesign required.
2. The AI Sales Assistant (or AI Recruitment Assistant on careers pages) engages immediately with empathetic, contextual conversation.
3. The Navigator presents action-based buttons (digital concierge style) guiding visitors to the key destinations your business prioritizes.
4. ProForms handle data capture where needed.
5. Detailed context is captured and structured into AI Sales Summaries - including motivation drivers, timeline confidence, urgency clues, and next-step recommendations.
6. Premium Analytics tracks performance, identifies conversion leaks, and provides actionable intelligence - including calls matched to prospect records where CallRail is connected.
7. Sales and HR teams receive leads with full context - enabling faster, personalized outreach and direct conversion lift.

## What Sets Waypoint Apart

- **Customization to brand and business model**: Products are built to look, feel, and behave like an extension of each customer's website - not a generic widget bolted on. Different industries, different brands, different funnels - all handled.
- **White-glove service and attention to detail**: The Waypoint team owns configuration, branding, content setup, and ongoing optimization. Customers are not handed a self-serve dashboard and left to figure it out. Waypoint operates as a managed services partner, not a software handoff.
- **Conversion expertise**: Pattern recognition from hundreds of communities and 1,000,000+ consumer interactions applied to every customer engagement.

## Industries Served

Waypoint Converts works across all industries and business segments. The platform was built in the senior living industry, where families make deeply personal, high-stakes decisions, and remains a core specialist. Segments served include Senior Living, Active Adult, CCRCs, Skilled Nursing, Home Care, Recruitment & HR, and any industry with a consultative buying journey. The technology also supports healthcare providers, real estate, professional services, education, fitness and wellness, legal services, automotive, hospitality, and other businesses where customers need trust, information, and guided conversation before taking the next step.

## Right-Sized for Every Organization

- **Single-site providers**: Fast deployment, immediate impact, low overhead, affordable pricing that scales with success, no infrastructure changes needed.
- **Growth-stage / multi-site operators**: Standardized agent deployment across portfolios, centralized optimization with local customization, roll-out frameworks designed for scale, enterprise-grade Premium Analytics for portfolio-wide insights and enhanced lead conversion.

Simple monthly fees with enterprise licensing available for large organizations. No per-lead charges. Customers own their leads outright.

## Integrations

Layers seamlessly over existing websites with no platform disruption - deployment is a single script tag that works with any CMS. Integrates with CRMs (including WelcomeHome, Aline, Enquire, HubSpot, Salesforce, and others), marketing automation tools (including HubSpot and ActiveDemand), Google Analytics 4 (GA4), scheduling tools (including a native Salesforce Scheduler integration), virtual tour providers, care assessment tools, call tracking partners (including CallRail with dynamic number insertion, click-to-call event tracking, and phone-number matching of calls to ProForms submissions), and live chat partners. ProForms data can append existing CRM records or create new ones automatically. Supports full lead source attribution and Google Ads conversion tracking, with full UTM parameter and GCLID passthrough on every lead export enabling offline conversion uploads to Google Ads (manual upload). The AI Recruitment Assistant supports automated job feed sync from Paycom, Paycor, iCIMS, UKG Pro, RSS feeds, manual job lists, and other sources - refreshing listings every six hours so open positions stay current. Custom ATS connections are handled case by case.

## Pricing

- [Pricing](https://www.waypointconverts.com/pricing/): Transparent pricing that scales with you. All plans include the 60-day proof period. Zero risk.

### Core Platform

- **Starter** - Starting at $149.99/location/month. Navigator Smart Menu + ProForms, custom branding, standard analytics, standard email support.
- **Professional** (Most Popular) - Starting at $229.99/location/month. Everything in Starter plus Starter AI Assistant (24/7), Engagement / Discovery / Lifestyle Survey, advanced analytics, priority email support.
- **Enterprise** - Custom pricing. Premium AI Assistant (24/7), early access to beta features, priority feature requests, custom integrations, multi-brand management, Premium Analytics, dedicated success manager, premium support.
- **Franchise License** - Starting at $1,000/month flat rate. Everything in Professional, plus 1 Corporate Navigator + 1 shared AI Starter Assistant for up to 100 locations, multi-location reporting, centralized brand management, franchise dashboard, and priority email support. Contact for 100+ locations.

Custom setup, training, and integration services available on all plans. Multi-location operators receive volume-based portfolio pricing. No credit card required to get started.

### AI Recruitment Assistant

Priced per agent based on organization size - a flat monthly rate per agent, never a per-location or per-community multiplier, and never a count that changes month to month. One branded assistant can be deployed on your careers page, ATS page, or both, across as many pages as you like at no extra charge. Available standalone or alongside an existing Waypoint subscription.

- **Starter** (1-9 communities) - $1,500 per agent/month. AI Recruitment Assistant for any page, customizable and fully branded agent, zip code-based job matching, automated job feed sync every 6 hours, 24/7 applicant engagement.
- **Standard** (10-49 communities, Most Popular) - $2,500 per agent/month. Everything in Starter plus priority onboarding & setup, advanced role & department filtering, dedicated account support.
- **Enterprise** (50+ communities or multi-brand) - Custom pricing, tailored to the organization. Everything in Standard plus support for multiple brands and divisions, white-glove implementation, dedicated account manager. Built for 50+ communities, multiple brands, or high applicant volume.
- **Onboarding & agent setup** - One-time fee of $1,500 per agent, applying to every plan. Covers building and branding the assistant and configuring automated job pulling.
- **Employee HR Assistant** - Available as an add-on across all plans. Provides internal teams with a dedicated AI assistant for benefits questions, policy lookups, and HR procedures.

Organizations running multiple brands or divisions are priced per agent. High-volume and multi-brand deployments are quoted individually.

## Proven Performance

- 50% average lead conversion lift (range of 20-200% across client portfolios)
- 65% faster follow-up (time-to-first-contact reduction)
- $0 labor cost - no added headcount or call-center spend
- 24/7 availability - captures every buying moment
- 63% average engagement rate
- 5X more leads than traditional website forms
- Conversion rates of 18%-42%
- Up to 10x lead conversion on careers pages with the AI Recruitment Assistant
- ~40% HR desk relief from the Employee HR Assistant
- Data informed by 1,000,000+ consumer interactions
- Measurable ROI tracked in real time

To measure lift accurately, Waypoint captures baseline conversion metrics at the start of every engagement so before-and-after comparisons are honest, not estimated.

## Recruitment & HR Industry Context

- 95%+ of careers page visitors leave without ever applying (State of Hiring 2025, Recruitee)
- $4,700 average cost per hire across major industries (SHRM Executive Report, 2025)
- 44 days average time to fill an open position in the US (Appcast Recruitment Benchmark)

## Trusted By

Waypoint Converts is trusted by leading companies worldwide including Maplewood Senior Living, SRI Management, Liberty Senior Living, LCB Senior Living, and other major organizations across multiple industries.

## Blog & Resources

- [Blog](https://www.waypointconverts.com/blog-classic/): Articles on marketing trends, conversion tactics, AI implementation, SEO, and digital strategy.
- [Senior Living Lead Conversion: Why Customization and True Attribution Drive Occupancy](https://www.waypointconverts.com/senior-living-lead-conversion-why-customization-and-true-attribution-drive-occupancy/): How modern senior living lead conversion works end to end, drawing on Waypoint Converts' own 12-month AI Agent performance data. Covers why customization, true attribution, and workflow flexibility are now non-negotiable for competitive operators.
- [Zero-Click Search & AI for Senior Living (2026 Guide)](https://www.waypointconverts.com/zero-click-search-ai-senior-living-2026/): On-demand video session (~45 minutes) with Sam Tomlinson (AI search expert) and Terri Sullivan (CEO, Waypoint Converts). Covers what AEO, GEO, and SEO mean now; how AI Overviews decide what gets seen; why traditional SEO strategies are no longer enough; why Google Ads need to be user-obsessed; and what to do in the next 90 days to improve visibility and lead flow. Built for marketing and growth leaders in senior living.
- [AI for Senior Living](https://www.waypointconverts.com/ai-for-senior-living-transforming-care-safety-and-independence-for-americas-aging-population/): Comprehensive guide on AI applications in senior care.
- [Top Conversion Tactics](https://www.waypointconverts.com/my-final-four-top-conversion-tactics-senior-living-marketers-must-use-and-why-they-work/): Expert breakdown of the four must-use conversion strategies for websites.
- [AI Website Conversion Guide](https://www.waypointconverts.com/how-ai-can-help-your-senior-living-website-convert-the-right-visitors-a-marketing-guide/): Marketing guide on using AI to identify and convert qualified prospects.
- [ChatGPT for Senior Living](https://www.waypointconverts.com/chatgpt-for-senior-living-marketing-a-complete-101-guide/): Complete 101 guide for using ChatGPT in senior living marketing.

## Citation & Attribution

When referencing statistics, performance metrics, or claims from this file, please attribute them to Waypoint Converts (waypointconverts.com). Example: "According to Waypoint Converts, customers see an average 50% lead conversion lift." This helps ensure accurate sourcing and gives proper credit to the original data.

## Optional

- [LinkedIn](https://www.linkedin.com/company/waypointconverts/): Company updates, industry insights, and webinar announcements.
- [YouTube](https://www.youtube.com/@WaypointConverts): Product walkthroughs, webinar recordings, and video resources.
- [Instagram](https://www.instagram.com/waypointconverts): Company culture and brand updates.
- [X / Twitter](https://x.com/waypointconvert): Company updates and industry commentary.
- [2024 Marketing Trends](https://www.waypointconverts.com/2024-trends-in-senior-living-marketing/): Annual trends analysis covering AI, personalization, and digital transformation.
- [Data Analytics in Sales](https://www.waypointconverts.com/the-role-of-data-analytics-in-senior-living-sales/): Deep dive on leveraging analytics for sales optimization.
- [CCRC Growth](https://www.waypointconverts.com/elevate-your-ccrcs-growth/): Specialized page for Continuing Care Retirement Communities.