NextStep Tech Concierge

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.

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, so they want to introduce us.

One community ≈ $12,000/year

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 introduce us to 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 introduce us to, 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.

How the partnership works

Your name and your relationships. We build and run the software, quietly.

Who's who

	What they bring
Dodeckithe software company making this proposal	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 relationships with the communities. Nothing else — no headcount, no capital, no software bill.
Same peopleyou already know us	Dodecki is the software company — but it's the same team that already handles your IT, your network and your Microsoft 365. You know how we work, and 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 introduce us to, rather than as many as one person could drive to in a week.

The shape of the deal

It's a NextStep service. Your name on the product, your relationship with the community and the family. The call she answers says "NextStep".
Dodecki runs everything centrally — software, the assistant, scheduling, support, billing. It improves for every partner, every month.
You earn commission on everything you source. Tracked automatically — every job records where it came from, so the split is calculated, never argued about.
Zero cost, zero headcount, zero risk. You provide the name and the introductions. We provide the rest.

Straight with you: Dodecki is building this to serve more than one market — 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 NextStep gets is first-partner terms and category exclusivity in the Seattle metro — no other senior-move brand here runs it.

Getting started

Agree the shape. Name, split, 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 visits don't sell and the community doesn't renew, we've learned that cheaply. If they do, we scale the part that works.

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

How far do you want to take this?

Three ways to work together. They're not a ladder we're pushing you up — they're genuinely different appetites, and any of them is a good outcome for us.

1 · Referral partner

Send us leads. Earn on every one. No commitments, no obligations, no exclusivity. If it turns out you don't have time for this, nothing is lost on either side.

Commission on everything you source
Your brand on the service, if you want it
Walk away any time

Zero risk · zero cost

2 · Founding partner RECOMMENDED

You're first. You get enhanced commission rates for 24 months, a say in how the product develops, and a clear path to exclusivity in Western Washington — earned by performance, not paid for in cash.

Founding rates: 30% on facility contracts, 25% on family subscriptions
Unlock exclusivity: 6 qualified facility introductions with 3 converting, plus 40% package attach on your own moves
Then: no other senior move manager in Western Washington can offer this, for 24 months

You pay in introductions, not dollars

3 · Exclusive from day one

If you're confident you can bring the big names quickly — or you have backing and want to move fast — you can take Western Washington now, before you've proven it.

Exclusivity granted immediately, 24 months
Secured by a minimum guarantee — a quarterly revenue floor, with any shortfall payable — or an upfront territory fee
Founding commission rates on top

Let's talk numbers

Why exclusivity has a price at all

Not because we're being difficult — because an exclusive that costs nothing is an option, not a partnership. If we lock Western Washington and the introductions don't come, we've closed our best market for nothing, and you'd have given up nothing to do it. Neither of us wants that deal.

The price isn't money. It's the thing we actually need from you: introductions to the communities you already know.

Aegis alone runs 22 communities in this metro — and you're already on their invite list. Six introductions is not a stretch target. It's a Tuesday.

What exclusivity does and doesn't cover

Covers: no other senior move manager in Western Washington gets this. Not HB, not Segue, not Monarch, not Caring Transitions.

Doesn't cover the communities. We'll still work directly with facilities, and with home-care agencies and placement advisors. You earn on every one you introduce, and nothing on the ones you don't.
Doesn't cover the platform. It serves other markets. That's what keeps it getting better.

We'd rather tell you this now than have you discover it later. A bigger pie helps you: the product improves with every market, and none of it competes for your clients.

It already works. Go and try it.

This is not a mockup or a slide. It's the real system, running right now — you can speak to it from your phone.

📞 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

Introductions to communities. That's the ask. You know these people; we don't. A warm introduction from you skips the entire top of the funnel.
One community willing to try a 90-day pilot. Pick your friendliest director.
A decision on the shape — the name, the commission, 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 make introductions; you earn on every one that lands.

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: running today, and you can speak to it from your phone in the next five minutes.

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.

A technology division forNextStep Transitions