Senior Downsizing Coach Skills Training

Coach Your Way to Success in the Senior Market

Create a long term sales pipeline by helping clients navigate the residential decision-making and downsizing processes.

Whether you are assisting recent retirees with choices like renting versus buying, or supporting mature homeowners with making residential living decisions, it’s critical to have strong communication skills.

SREI’s Coaching Skills Training Program provides you with a highly specialized set of skills designed to set you apart from the competition.

As a Certified Senior Downsizing Coach,

You’ll Help Your Clients:

  • Make informed residential decisions about how, when, and where to move.
  • Relocate and resettle with confidence.
  • Communicate effectively with family members and key advisors.
  • Connect with trusted resources and supportive networks.
  • Define goals and develop manageable relocation plans.
  • Understand the steps associated with the downsizing process.
  • Recognize that life has meaning and purpose wherever they may live.


  • Six live group training sessions 
  • Eight self-paced training sessions
  • Senior-centered coaching resources, tools, and templates
  • Two private 1 on 1 coaching sessions 
  • Two private practice sessions 
  • SREI’s Senior Downsizing Coach Skills Guide
  • Scripts, talking points, and strategic coaching questions
  • Supplemental reading materials 
  • Access to private Facebook group for collaboration and peer support
Learn to effectively address...

Objections and obstacles

  • I’m not “ready yet”
  • It’s all so overwhelming
  • We don’t know where to begin
  • I need to wait until my kids can help
  • What will I do with all my “stuff”
  • The thought of making all these decisions scares me
  • I’m not physically able to manage all of this

2021 Revisions Underway

Enrollment begins soon!

Your Pathway to Different!

To qualify as an SREI Certified Senior Downsizing Coach (CSDC) you must be a Certified Senior Housing Professional (CSHP) in good standing.