Build & Launch Your Next
A private, done-with-you workshop for senior living marketing teams ready to confidently build and launch a high-performing email automation campaign inside their CRM.
Focused Learning
Session w/ Automation Expert
Done WITH You Workshop
SOUND FAMILIAR?
You know the automation potential is there. But somewhere between strategy and execution, most senior living teams end up stuck. Managing the same manual follow-up they were doing two years ago.
Half-Built Campaigns Collecting Dust
Cold Leads Sitting Untouched
Sales Follow-Up Inconsistencies
Campaigns That Never Quite Launch
And carving out time to “figure it out” keeps falling to the bottom of the list.
THE PROMISE
Choose one foundational campaign
Complete pre-workshop homework
Build the workflow alongside an automation expert
Configure enrollment triggers + logic
Leave with a campaign ready to launch that day
THE AGENDA
This 3-Hour session will follow the agenda below…
01
Welcome + Campaign Strategy
Kick off the workshop by aligning on goals, confirming CRM access, and reviewing the SMART MAP framework that will guide your campaign build.
02
Content Best Practices
Refine your email messaging with proven best practices for subject lines, structure, tone, and personalization tailored to the senior living prospect journey.
03
Live Campaign Build
Work alongside our instructor to build your automation workflow directly in your CRM, including triggers, timing, email content, and campaign goals.
04
Reporting & Analytics
Set up the metrics and dashboards needed to track campaign performance and understand how to track what success looks like after launch.
05
Cloning Best Practices
Learn how to duplicate and adapt your campaign framework so you can efficiently scale automation across communities or future campaigns.
06
My Campaign is Live… Now what?
Walk away with a clear launch plan, optimization strategy, and practical next steps to ensure your campaign performs once it goes live.
WHO IT’S FOR
✔ Want to finally get automation campaigns live (not just planned)
✔ Need better follow-up across the prospect journey
✔ Looking to improve speed-to-lead and conversion rates
✔ Want to empower their internal team to execute confidently
✔ Responsible for managing the CRM and email marketing
✔ Tired of starting campaigns that never get finished
✔ Want clear workflows, messaging, and structure
✔ Need hands-on guidance, not another webinar
✔ Focused on occupancy growth and lead conversion
✔ Want more consistency between marketing and sales follow-up
✔ Need systems that support the full prospect journey
✔ Looking for practical, immediately implementable solutions
MAP w/Me is designed for in-house senior living teams. This workshop is not intended for agencies.
CHOOSE YOUR CAMPAIGN
INVESTMENT
$2,500
Private team workshop. One-time investment.
✔ 3-hour live, instructor-led workshop
✔ One fully built automation campaign inside your CRM
✔ Hands-on, done-with-you implementation
✔ Campaign strategy, messaging, and workflow setup
✔ Enrollment triggers, timing, and campaign logic configured
✔ Reporting framework and optimization guidance
✔ Pre-work workbook to streamline build time
YOUR INSTRUCTOR
Sarah Sheridan
Smart Girl Digital is an ActiveDEMAND certified partner agency.
Sarah Sheridan is the Director of Strategic Growth at Smart Girl Digital, where she leads strategy that helps senior living organizations grow and thrive. She specializes in building smart, data-driven strategies that connect marketing and sales for greater impact and long-term results. Passionate about empowering teams with actionable insights and sustainable growth frameworks. Smart Girl Digital has developed a full library of lead nurture and drip campaign frameworks that have proven success for hundreds of senior living communities nationwide.
TESTIMONIALS
“I enjoyed the workshop! The guide you provided with the re-engagement campaign outline was very helpful and gave me a starting point. I appreciated being able to reach out to you via Slack with follow-up questions. Plus, reviewing my drip campaign to ensure that lists, workflows, and campaign goals were set up correctly was an added value to the workshop. Thanks for sharing your expertise!”
Heather S. | Sales & Marketing Analyst
“I really liked the break-out sessions and the pre-workshop workbooks. The workbooks helped me feel better prepared and more focused. Thank you!”
Lindsey A.| Digital Marketing Director
“I like the fact that it was a smaller group – there was more time to work through issues with Sarah while still learning from others. The fact that it was interactive was very helpful as opposed to just a sit and listen. Also, the extra support after the workshop was phenomenal and very beneficial to ensuring I get my campaign up and running successfully.”
Christian S. | Marketing & Sales Coordinator
Do you offer this program for any other automation platform?
While MAP w/Me was originally designed for ActiveDEMAND customers, our team has experience building campaigns in a variety of platforms. We’re happy to review your integration capabilities and determine whether the workshop would be a good fit for you and your team.
Is there any time commitment required outside of the workshop?
Yes… There is some pre-workshop homework required. You will receive a workbook once you’ve chosen your automation campaign. We ask that you complete the content & set up homework before joining us in the workshop.
What is the refund policy?
Workshop fees are non-refundable, but we are happy to reschedule your workshop within 90 days of the original date.
What if we already work with an agency team?
Awesome! There are great agency teams helping operators (..we are one of them). We are not going to sell you on our digital services. We wrote this workshop after spending hundreds of hours individually training teams on how to use this platform.
This workshop is not designed for your agency partner…and respectfully, we will not accept registrations from individuals or teams who work for agencies.
Who from my team should attend this workshop?
This workshop will benefit anyone eager to incorporate marketing automation into their digital strategy. It is ideal for in-house marketing professionals who work for a senior living operator. Following SGD’s best practices for email campaign build-out, this workshop will give participants practical knowledge and actionable insights to launch a successful marketing automation campaign tailored specifically to the senior living prospect journey.
