One Day. Three Live Events.
CLICKS & COMMUNITY
The Senior Living Marketing Summit
Tuesday, July 29, 2025
Welcome to the Future of Senior Living
Clicks & Community is more than a summit; it’s your fast pass to what’s working right now in digital sales and marketing for senior living communities.
Senior Living experts sharing their knowledge, ideas, and innovations that will propel operators into the future.
From marketing data to AI Agents to prospect center sales, the Smart Girl team has brought together some of the brightest minds in the industry to give operators the edge.
What You’ll Learn (a lot—in just one day)
✔️ Fix the Lead Handoff for Better Conversions: Discover how to bridge the gap between marketing and sales. Learn practical strategies to stop leads from slipping through the cracks, speed up follow-up, and turn more inquiries into move-ins.
✔️AI Agents Without the Headache: Cut through the AI hype! See how production-grade AI agents can analyze real conversations and recommend content that truly connects with prospects—no mystic tech talk required.
✔️Keep the Human Touch in a Digital World: Explore how to blend innovation and empathy in your sales process. Learn how to use automation without losing the personal connections that build trust and drive occupancy.
Featured Sessions
Sonia Vachon
Further
Samay Kohli
BudyBot
Reed Davis
One On One Sales Academy
Sonia Vachon
9:00 AM to 9:45 AM CST
From Click to Conversion: Fixing the Lead Handoff in Senior Living Sales
Join Further and Smart Girl Digital for a fast-paced, practical webinar on fixing the broken link between marketing and sales in senior living. Discover how to bridge the gap and create a smoother, more effective move-in journey for prospects.
You’ll uncover where leads are slipping through the cracks — and how to stop it. From smarter qualification to faster follow-up, we’ll share real-world strategies, tools, and examples that help communities convert more inquiries into move-ins. Perfect for sales and marketing leaders ready to align their teams, improve collaboration, and boost occupancy.
Samay Kohli
12:00 PM to 12:45 PM CST
Approachable AI: Taking the Mystique Out of AI Agents for Senior Living Marketers
Overwhelmed by the application of AI for your organization? Bored with the over-hyped AI content generation strategies or generic chatbot applications for AI?
Join this fast-paced, demo-driven session with the founders of BudyBot. Samay will show senior living marketers how to put a production-grade AI agent to work in senior living sales and marketing. First, we will clarify what is (and is not) an AI Agent. Then you’ll meet Kat, a live agent that analyzes recent sales inquiries and recommends content themes, topics, and keywords based on real conversations.
Reed Davis
2:00 PM to 2:45 PM CST
A Human Approach In An Automated World
Blending empathy and innovation to elevate the sales experience.
In senior living sales, personalization, empathy, and trust aren’t just nice-to-haves, they’re non-negotiables. But in a world where automation is everywhere, how do you use tech to connect without losing the human touch?
Join Reed Davis, Chief Learning Officer at One On One Sales Academy, as he shares how to embrace innovation and keep relationships at the center of your sales process.
Who Should Attend?
This summit was built for senior living teams ready to go from good to industry-best:
Marketing Directors & VPs
Sales Leaders & Regional Executives
Community Engagement Teams
Attendees Will Receive
Live attendee prizes from our partners
Get ready for some extra fun—attend live for a chance to win exclusive prizes provided by our summit partners.
on-demand Access to sessions
Can’t make it to every session live? No problem. You’ll have on-demand access to all the presentations, so you can catch up or revisit key insights anytime.
Bonus tactical content from SGD’s own digital playbook
As a thank you for joining us, you’ll unlock a bonus content library packed with actionable strategies straight from Smart Girl Digital’s marketing experts.
Unlock Exclusive Bonus Content
In addition to the invaluable insights from our live sessions…
All attendees who join a session live will unlock access to our exclusive Smart Girl Digital Bonus Content Library — packed with micro-learning sessions from some of the most trusted experts in Senior Living.
Below, discover the partners contributing their expertise to this powerful resource:
Why It's Worth Time On Your Calendar
You’re not just learning what’s new. You’re getting ready-to-use strategies that help you…
Save time with automation
Reach better fit prospects
Increase inquiry-to-tour conversions
Strengthen your brand presence
Close with confidence
About The Hosts
Katie Holt
Founder & Lead Smart Girl
Digital Marketing Nerd with over 15 years of Sales & Marketing experience on the operator, agency, and consultant side. Today, she specializes in senior living digital marketing & automation solutions.
Sarah Sheridan
Lead Client Strategist
Sarah is passionate about senior living + digital marketing. She has spent more than a decade in the senior living space both on the operator, vendor and agency side.
Save Your Spot!
Be part of a transformative experience that equips you with the tools and insights to elevate your community’s presence in the digital landscape. Engage with industry experts, participate in interactive sessions, and network with peers—all from the convenience of your chosen workspace.
Let’s shift the narrative together.