Rae — Proposal for NextStep Transitions

What this is worth to NextStep

Move the sliders. These are your numbers, not ours — and they're deliberately conservative. Every community you already place families into is a candidate. What you see below is gross margin on your own sales, not a referral fee on ours.

Communities you sell into 8

1Aegis alone runs 22 in this metro25

Families in each who subscribe 15%

5%of a ~100-unit community30%

NextStep's gross margin

$4,672 /month

$56,064 a year, every year

120 families · 8 communities
Same profit as 6.2 extra moves a month — with no crew, no truck, and no end date.

Move comparison assumes a $5,000 move at a 15% net margin (~$750 profit). Adjust it to your real numbers and the conclusion doesn't change.

What you'd have banked by year three

■ Community hotlines ■ Family subscriptions

Year one is not the story. A community that signs stays signed, and its families keep subscribing. Every year you start from where you finished — which is the exact opposite of how move management works.

Two problems, one platform

Both are things a phone call solves, and neither is being solved today.

The community's problem

Residents call the front desk all day. What's for dinner? When is chair yoga? My light is out. When does the bus go? Nationally, senior-living staff spend close to a fifth of their time on questions like these. It rarely belongs on a care team's plate, and it never stops.

A comparable AI line at one large community fielded 700+ resident questions in a single month — about 70% resolved with no staff involvement at all.

The family's problem

Sarah lives in Bellevue. Her mother lives in a community forty minutes away. Sarah has no idea how she's really doing — because when she asks, the answer is always "I'm fine, dear."

She would pay for a daily call, a medication reminder, and a straight answer once a week. Millions of families would. Most of them will never find a vendor to buy it from.

416

senior communities in
King · Snohomish · Pierce · Kitsap

30,321

licensed beds
in those communities

~$1,000

net monthly value of
one community to us

thing we're missing:
the introduction

We hold the full list — every licensed facility, with bed counts, operators and occupancy — ranked for fit. What we don't have is a way in. You do.

The difference

Most software in your world is a bill.

Placement CRMs, move-management systems, scheduling tools, phone systems — they all cost you money, and they all need your staff to change how they work. You've bought some of them. You abandoned at least one of them.

Rae isn't software you'd buy. It's inventory you'd sell.

Nobody at NextStep has to learn anything, adopt anything, or log into anything. The product runs somewhere else — inside the communities you already walk into — and it carries a 40% margin under your own name. Move management is one-time revenue for labour-intensive work. This is recurring revenue for a conversation you were already having.

And to be explicit about the model: we're not offering you a referral fee. A referral fee would mean it's our product and you're pointing at it. This is your product. You price it, you sell it, you invoice it, you keep the customer. We're the supplier — and a supplier you never have to introduce to anyone.

Why you, and not somebody else

Because of the half of your business that isn't moving boxes.

You're already inside these buildings

Family advisory and placement means you don't just know the communities in this metro — they already pay you. You have a commercial relationship, a marketing director's mobile number, and a standing reason to be in the lobby.

Every competitor we found — every one — has to cold-sell those same buildings. ONSCREEN, inTouch, ElderVoice: none of them can get the meeting you can get with a text message.

We are not asking you to open a new door. We're asking you to carry something through a door that's already open.

And it makes you more valuable to them

A placement partner who brings the building a gift. You're not just sending them residents — you're handing their front desk its afternoon back.
A better placement outcome. A resident who settles in well, whose family can see she's doing fine, is a resident who stays. Communities notice which advisor's placements stick.
You're already talking to the family at the exact right moment. The week of a move is when a daughter is most worried about her mother — and most willing to pay $49 a month to stop worrying.
It deepens the relationship you have with both sides — the community and the family — instead of ending it.

This isn't a new business line bolted onto yours. It's a recurring revenue stream that runs on the relationships you have already built — and it makes those relationships stickier while it pays you.

Who else is doing this, honestly

We checked every one of them and read their published prices. Here's the truthful picture — including the parts that aren't flattering to us.

Selling to families

Who	Price	The catch
inTouchthe best product in the category	$29.95/mo	A stranger on the phone. No relationship with the building she lives in.
ElderVoice	$49/mo	Seals the transcripts — family can't read or hear what was actually said.
Iamfine	$14.99/mo	"No news is good news." Contacts you only when something's wrong — so you learn nothing.
ElliQ	$59/mo + $249	A robot on the nightstand. Hardware to ship, install, and take back.
Alexa+ · ChatGPT	free	Infinitely better funded than us — and they will never know her name, her building, or her daughter.

The honest read: this category is fragmented and undercapitalised — only one of them has meaningful funding. Nobody has won it. But every single one of them has the same problem: they have to buy an ad to reach Sarah.

Selling to communities

Who	Price	The catch
ONSCREEN / JoyLivingthe closest thing to us	$99–499/mo	It works — but they cold-sell every community. No trusted local brand opens the door.
Touchtown · Caremerge K4Connect · Uniguest	$3–8/unit	Apps and TV channels. They require the resident to learn something. Ours requires her to pick up a phone.
The Smarter Service	$125/mo	Tech concierge memberships, sold building by building. Small.

The gap nobody has closed: every AI check-in service ends its escalation at "we texted the family." None of them has a human anywhere. And every community platform makes the resident learn an app. Nobody sells to the building and the families who live in it.

What we'd sell

Two products, one motion: land the community, then serve the families who live there.

1 · Resident Hotline START HERE

Sold to communities, not families. Residents dial one number and ask about the menu, the activities, the shuttle — or report a maintenance issue. Their front desk gets its afternoon back. Pure software. Nobody has to visit anyone.

$349 · $749 · $1,499 per month, per community

2 · NextStep Connected

A friendly call every morning with medication reminders, a number she can call to ask anything at all, and a portal where her family can finally see how she's doing.

$29 · $49 · $99 per month

3 · The two together

A community isn't just a hotline contract — it's a warm introduction to every family on its campus. Land the building, and the families follow. The community earns a share of every subscription (out of your margin, at your discretion), so they want to introduce you.

One community ≈ $7,000/year of margin, to you

Why this order. The hotline gets us into the building. The building gets us the families. Neither requires anyone to visit anyone — this is software, start to finish, which is why it can serve every community you sell into rather than as many as one person can drive to in a week.

Why we win, and why it's hard to copy

Four things. None of them is "better AI" — anyone can buy that.

1 · We arrive by introduction

Every competitor cold-calls a community or buys an ad to reach a family. We're introduced by a name they already trust. That's not a marketing advantage — it's the entire top of the funnel, and it's the one thing money can't buy quickly.

2 · It knows her building

Tonight's menu. Chair yoga at ten. The shuttle on Wednesday. Who to ask about a leaking tap. A remote check-in service cannot know any of this — it has no relationship with the community. We do, because we're already in the community.

3 · The escalation ends somewhere

Every AI check-in service in the market ends its ladder at "we texted the family." Ours goes: no answer → try again → text Sarah → call Sarah → and then the front desk, who can walk down the hall. That's only possible because we sell to the building.

4 · One platform, two customers

We sell the hotline to the community, and the community introduces us to its families — and earns a share of every subscription, so they want to. Competitors sell to one side or the other. Landing a building costs us one sale and yields a hundred.

What it will never do

Never pretend to be a person. Every call opens by saying it's an automated assistant.
Never handle an emergency. Any hint of gas, fire, a fall — "hang up and dial 9-1-1", and it stops. No triage, no reassurance.
Never guess. If it doesn't know tonight's menu, it says so and offers a callback. A confidently wrong answer to an 84-year-old is the worst thing we could build.
Never read her private information back — not her medications, not her address, not her family's numbers.

These aren't aspirations. They're written into the assistant's instructions and covered by automated tests. Your name is on this — that's the standard it has to meet.

And the thing we can't be beaten on

Amazon can build a better model than us any day of the week. It cannot know that Ruth lives in unit 214, that chair yoga is at ten, and that if she doesn't answer the phone, someone should walk down the hall and knock.

Alexa is free with Prime. ChatGPT has a free phone line. We're not competing with them on price or on intelligence — we're competing on knowing her, and that comes from the community, not from the model.

The communities are the real prize

One sale, one payer, no hours attached — and NextStep is already in the building.

What a resident hotline absorbs

A comparable AI hotline at a large retirement community fielded 700+ resident questions in a single month — roughly 70% resolved with no staff involvement at all: maintenance orders, activity questions, dining questions, news.

"What's for dinner?" — from their own menu, kept current.
"When is chair yoga?" — from their own calendar.
"My light is flickering." — becomes a work order with the unit number already on it. No paper slip, no phone tag.
"What's the weather?" — the questions residents ask staff because there's nobody else to ask.

The pitch to a director is not "AI." It's: your staff spend their afternoons answering the same six questions, and your residents call the front desk because they're lonely and stuck. We'll take the six questions. You keep the people.

The market, counted

Segment	Facilities	Beds
Assisted livingstate-licensed, exact bed counts	273	20,248
Independent + assistedour best fit — residents keep their own devices	40	—
CCRC campusesone buyer, whole campus	12	—
Independent livingno state registry exists; built from operators	32	—
Skilled nursinglower fit — higher acuity	80	10,073

We hold the full list — name, address, phone, bed count, operator, occupancy — ranked for fit. Aegis alone runs 22 communities in the metro, and you're already on their invite list.

Pricing

Anchored to what the market already pays — not guessed. Every figure below has a published competitor behind it.

Families — subscriptions

Plan	What's included	Per month
Check-In	Daily call · medication & appointment reminders · escalation to family · family portal · weekly summary	$29
Connected	+ the ask-anything line she can call about anything · scam & safety checkups · priority response	$49
Concierge	+ morning and evening calls · unlimited helper line · quarterly scam & safety review · up to 4 family members on the portal · priority response	$99
Second call each day	Morning and evening — add to any plan	+$15

Benchmarks: inTouch $29.95/mo · CareCheckers $29.95–129.95/mo · ElderVoice $49 · The Smarter Service $125/mo.

Recurring revenue, delivered entirely by the platform — which is why it can serve every community you sell into, not just the nearest few.

Communities

Priced per unit, like every other platform a community buys — not per minute. Comparable resident-engagement platforms (Touchtown, Caremerge, K4Connect) run $3–8 per unit per month. We sit inside that band, and we do considerably more.

Plan	Size	Monthly
Buildingthe hotline, the portal, work orders	up to 60 units$5.82/unit	$349
Community BEST VALUE + family portal · monthly insights · move-in welcome calls	up to 120 units$6.24/unit	$749
Campus+ multi-building · work-order integration · resident pulse surveys	up to 250 units$6.00/unit	$1,499
Portfoliooperators running many communities	Aegis runs 22 in this metro	Let's talk

Additional units $6/mo. Onboarding $2,500 — waived with a 12-month agreement. 90-day pilot available at $349 with a $500 setup fee, credited back if you continue.

Why this is cheap, not expensive. A comparable hotline absorbed ~490 staff interruptions in one month. At three minutes each and a loaded $28/hour, that alone is ~$690/month of staff time — before you count what it's worth to have a differentiated amenity on a sales tour. One retained move-in is ~$6,000/month of community revenue. We're asking for a fraction of the smallest benefit.

What's included, and why the middle tier is the one to take

	Building	Community	Campus
24/7 resident hotline — menus, activities, hours, shuttle, anything	✓	✓	✓
Maintenance requests → work orders with the unit already on them	✓	✓	✓
Staff dashboard + escalation rules	✓	✓	✓
Branded caller ID + your own number	✓	✓	✓
Family portal, in your community's namefamilies see requests and activity — a marketing asset, not just a tool	—	✓	✓
Monthly insights report to the Directorwhat residents actually ask for — an early warning system for dissatisfaction	—	✓	✓
Move-in welcome call to every new resident"here's how to reach us, here's what's on today" — on day one	—	✓	✓
MultilingualSpanish, Russian, Korean, Tagalog — your residents and their families	—	✓	✓
Revenue share on resident subscriptionsfamilies who buy NextStep Connected — you earn on every one	—	✓	✓
Multi-building / campus-wide	—	—	✓
Integrates with your work-order systemrequests land where your team already looks — no second inbox	—	—	✓
Resident pulse callsa short automated call each quarter — "how are things going?" — surfaced to you as a trend, not a spreadsheet	—	—	✓
Priority responsesame-day changes to your menus, calendar and escalation rules	—	—	✓

The line that closes it: the Community tier doesn't cost them anything — it pays them. Every family on their campus who subscribes to NextStep Connected earns the community a share. We're the only vendor that turns their front-desk cost centre into a revenue line.

And that share is yours to set. It comes out of your margin, not ours — which means you decide how generous to be to close a building, and you keep whatever you don't give away. That's what owning the price actually means. Most partners land around a third of the family margin; a stubborn director might be worth more.

Where this goes

Right now the assistant answers. The next step is that it acts — and every action it takes is a job routed to somebody who gets paid for it.

Working today

Everything in this column is working software, not slides — try it in the demo below.

Answers about her community — menus, activities, hours, the shuttle, who to ask.
Files maintenance requests — becomes a work order with her unit number already on it. No paper slip, no phone tag.
Daily check-in calls with medication and appointment reminders, and an escalation ladder that ends at the front desk.
Ask-anything — weather, news, how-to, her TV. A real assistant, on the phone she already has.
The family portal — call summaries, what she asked about, a note you can send that we read to her on the next call.

Next — the small, human things

Birthdays and anniversaries. "It's your granddaughter's birthday on Saturday — would you like me to remind you to call?"
Appointment prep. "Your doctor's appointment is Thursday at two. The shuttle leaves at one — shall I put your name down?"
Prescription refill nudges, from a schedule her family sets.
Wellness trends for the family — not a diagnosis, just: she's mentioned being tired four times this week.

None of this is speculative technology. It's the same call, the same knowledge base, and the same escalation rules — pointed at more of the things that actually make a day easier.

Then: it stops answering and starts doing

The assistant already files a maintenance request. There is no technical reason it can't book the shuttle, arrange a ride, or schedule a technician — as long as there's a trusted vendor on the other end. That's the part that needs a community's relationships, not more software.

🔧 Maintenance

Already live — routed to the community's own team, in their own work-order system.

🚐 Transport

"Can you get me to my appointment on Thursday?" → the community's shuttle if there's a seat, or a vetted ride service if there isn't. Their vendors, their rules.

💻 Tech help

"My printer stopped working." → scheduled with a vetted local technician, at a rate the community has already approved.

🏪 Whoever they already trust

Housekeeping, salon appointments, pharmacy runs, grocery delivery. Every community already has this list. We just make it answerable by phone.

Why this matters more than it looks

Every connected vendor is another reason the line gets used — and usage is what makes a renewal conversation easy.
Vendors can be introduced by the community, or by you. A vendor you already trust becomes a service your residents can reach by phone.
Each one is a revenue line — a booking or referral fee on work the platform routes. NextStep earns a share of those too.
It's a moat that deepens. A phone line that answers questions is replaceable. A phone line wired into the shuttle, the maintenance team, the salon and the pharmacy is the way the building runs.

The honest caveats

This is a roadmap, not a promise. Everything in "Working today" is real and running. Everything below it is sequencing, and it follows the first paying community — not the other way round.
It never spends her money without consent. Booking a ride or a technician has a clear, documented approval path — and it stops there.
It never becomes a medical service. Reminders, not advice. Trends, not diagnoses. That line does not move.

We'd rather ship the boring version that works than promise the clever version that doesn't.

How the partnership works

You own the product and the customer. We build it and operate it, invisibly. You're not an affiliate collecting a fee on someone else's software — you're a reseller with a margin on your own.

Who's who

	What they bring
Raethe platform — built by Dodecki	The platform: the assistant, the scheduling, the family portal, the community knowledge base. Built, tested, and running today. Licensed to you.
NextStepyou	The name families already trust, and the community relationships your placement business has already paid for. Nothing else — no headcount, no capital, no software bill.
Michaelyou already know how he works	Your IT, your network and your Microsoft 365 are handled by GXG — Michael's consultancy, and a separate company from the one that builds Rae. Same person behind both, and you've already seen how he works. That's partly why this is easy to start.

To be precise: this is a software proposal. Nobody has to visit anybody — that's exactly why it can serve every community you sell into, rather than as many as one person could drive to in a week.

The shape of the deal

This is not a referral fee. We sell you the product at wholesale. You sell it at your price. The spread is yours.

It's a NextStep product. Your name on it, your contract with the community, your invoice, your renewal. The call she answers says "NextStep".
You set the price. We publish a recommended price and a floor. Charge more in Bellevue if the market bears it — you keep every dollar of the upside.
You never invoice anyone. The community signs up on a checkout page in your brand — their card statement says NextStep — and the payment is split the same day. Your share lands in your account automatically. No receivable, no collections, no reconciliation, for either of us.
We run everything else, invisibly — the assistant, the onboarding, the support, the platform. Rae gets better for every partner, every month, and you do nothing.

The rate card

	You sell at	You pay us	You keep
Community hotlineper community, per month	$749	$450	$29940%
NextStep Connectedper family, per month	$49	$30	$1939%
At 10+ live communitiesthe wholesale rate drops — your margin grows with your own effort, not with ours	same	$400 / $26	↑ 47%on both

Other tiers ($349 Building, $1,499 Campus, the $29 and $99 family plans) carry the same margin band. Onboarding fees are yours to keep in full.

You don't pay us — the payment splits itself. We run the sign-up, the card, the receipts, the failed-payment chasing and the cancellations, all under your name. When a community pays $749, your $299 is transferred to your bank the same day and we keep the rest. The only paperwork in this entire proposal is a one-time, fifteen-minute account verification — bank details and an EIN — and it never happens again.

Straight with you: Rae is built to carry more than one name — there are ~1,000 senior move managers nationally and essentially none of them offer technology. That's good for you: it means real investment behind the product, not a side project. What being first gets you is the founding rate card, locked — and the buildings you land are yours for as long as they stay.

Getting started

Agree the shape. The name, the rate card, and how it's presented to your clients.
One community pilot. Pick the friendliest director on your list and put the hotline in one building for 90 days. That's the whole experiment.
Then the families. Once the community is live, its residents' families are offered the subscription — and the community earns a share of every one.
Then decide. If the families don't subscribe and the community doesn't renew, we've learned that cheaply. If they do, you have a rate card and 415 more buildings.

Nothing here asks NextStep to spend money or hire anyone. It asks for a name, a few introductions, and ninety days.

How you'd be part of this

We're assembling a small founding group — a handful of trusted names, each fronting Rae under their own brand, each earning from it. You'd be the first.

1 · Founding partner THE ASK

Take the product to the communities you already walk into. Buy at wholesale, sell at your price, keep the margin — on the building and on every family in it. The founding rate card, locked, and a real say in what gets built, because you'll be the one telling us what your communities actually want.

No cost, no headcount, no capital — you collect before you pay us
Rae carries your name, not ours. The customer is yours.
You shape the roadmap while it's still soft

2 · Back the build WELCOME

If you can see where this goes, you can invest in the development — and that's the version we'd most like to do, honestly. Money buys build time, and build time is the only thing standing between the demo and the product.

The roadmap on this page happens sooner
Your communities' requests get built first
Structure it as a credit against wholesale — you draw it back down as the communities come on. You're pre-funding, not spending.

Let's talk about what you have in mind

3 · Bring others to the table

You know the good operators in this state — you sit on the board with half of them. If you'd rather build this group with us than fence it off, we'd welcome that, and you'd earn on the partners you bring, not just the communities.

An override on what your introduced partners produce
A bigger, better product — every partner makes Rae smarter
Founding status stays yours regardless

Why we're not leading with exclusivity

We could carve you out a territory, and if that's what you want, say so and we'll talk about it. But we don't think it's the interesting version of this.

A locked territory makes the pie smaller and slower. A group of trusted names, each fronting Rae in their own market, makes it bigger — and it makes the product better for every one of them. Rae learns from every community she's in.

We'd rather have five good partners earning than one partner holding a fence.

What being first actually gets you

The best rates, locked for the founding term.
The product shaped around your communities — the first ones in the door set the defaults for everyone after.
The head start. The buildings you land are the buildings you earn on, for as long as they stay. Nobody else is going to get to them first.
Optionality. Territory, investment, an override on partners you bring — all of it is on the table. None of it is a precondition.

Nothing here asks you to spend money or hire anyone. Everything above is a way to earn more if you want to lean in — and the plain version, where you just make introductions and get paid, is a perfectly good outcome for both of us.

It already works. Go and try it.

Not a mockup and not a slide — the real system, running right now. Talk to it in your browser; a phone number is part of productising it.

📞 Call the assistant

Be a resident of Cedar Grove Commons and ask about dinner, the shuttle, or today's activities. Or be Ruth, and ask her assistant anything at all. Say "my TV won't turn on, this is Ruth in 214" — and watch a work order appear.

Open the voice demo

👨‍👩‍👧 See what the family sees

Switch between Sarah (the daughter), Ruth, the community's director, and us. Read the Sunday summary email. Leave Mom a note and the assistant will read it to her on the next call — and send back what she said.

Open the portal

🧠 Teach it something

In the portal, as NextStep, add a device — say her thermostat is a Honeywell she can't read. Then call the helper line and ask about it. It will know. That is the entire argument for why this is defensible.

Edit the dossier

A note on honesty: the community in the demo — Cedar Grove Commons — is fictional, with invented menus and staff. We would never show one community another's information. For a real pitch, we load theirs.

What we're asking for

The rooms. You place families into these buildings already — you have the relationship, the contract, and the phone number. We have none of that. That is the whole asset, and it's the reason the margin is yours and not ours.
One community willing to try a 90-day pilot. Pick your friendliest director. Michael comes to the first three meetings with you — after that, your advisors carry it, and we'll have given them everything they need to.
A decision on the shape — the name, the rate card, how it's presented.

Notice what we're not asking for. No money. No staff. No software licence. No change to how you run moves. You're not buying anything — you're stocking something to sell.

What's already built

Not a plan to build something — a working system waiting for a name. The assistant, the scheduling and ticketing, the family portal, the community knowledge base — all working today. It's a live demo, close to productised, and built from day one to carry someone else's name.

The full list of every licensed senior facility in King, Snohomish, Pierce and Kitsap — 416 communities, 30,321 beds, with bed counts, operators and occupancy — is already in hand and ranked for fit.

The only thing missing is the introduction.

What your advisors get handed

A margin is worthless if selling it is hard. Your placement advisors are already inside these buildings every week — this is what they'd walk in with, and none of it requires them to understand a word of how it works.

The demo, on their phone

The director talks to Rae herself, in the room, in ninety seconds. Nothing to install, nothing to schedule. It sells itself better than any deck.

A one-pager in your name WRITTEN

What the community gets, what it costs, what it saves them. One sheet, NextStep's brand, NextStep's price. Rae's maker appears nowhere on it. It's written — ask and we'll send it today.

The four hard questions WRITTEN

Is this replacing my staff? Are you HIPAA compliant? Who answers at 2am? What if it gets something wrong? Answered honestly, with the limits volunteered rather than hidden — including the things your advisors must never promise.

The target list DONE

416 licensed communities across King, Snohomish, Pierce and Kitsap — bed counts, operators, occupancy — ranked for fit. We hand you the forty warmest and you tell us which doors you can already open.

You get paid once.Then you start again at zero.