Sidekick

Super powers to save time for the important moments...

Senior Living decisions come down to a handful of human moments, most often an in-person tour, that quickly get lost the second they're over. What gets remembered rarely makes it into the CRM accurately, which leaves leadership with almost no real visibility into what's actually happening on tours.

Sidekick exists as Tour Intelligence, capturing the audio of what happens in those moments, logging it into the CRM, and turning tours into something a team can act on: smarter & faster coaching, more personal follow-up, and a clear view into what's really driving families to say yes. It's built so the relationships your sales team is already building, and the data behind them, never fall through the cracks.

What Sidekick can
do for your team

on-site teams

Start every tour with a guide.

Effortless Tour Capture: Automatically capture and transcribe every detail from the tour, so nothing gets lost. Automatically imported into CRM.

Instant Personalized Follow-Up: Drafts a follow-up SalesMail that speaks to what actually matters to the family, referencing the specific concerns and details they shared on the tour.

Smart Lead Prioritization: Identify key information needed to capture on tour + automatically created readiness signals to inform next steps.

Organizational Custom Coaching: Trained on your own sales rubric, so the coaching and best-practice patterns it surfaces reflect how your team actually sells, not a generic sales standard.

tour intelligence

Automatically flag wins, areas of improvement, and recurring gaps across your portfolio.

post-tour coaching

Score every tour, create action items, video scripts, and CRM notes.

ask sidekick agent

Ask Sidekick about your tour data to uncover insights across your organization or for a specific tour.

off-site teams

Get an overview of your entire portfolio.

Team-Wide Performance Visibility: Benchmarks every sales director and community side by side, so leadership can spot performance gaps without listening to a single tour themselves.

Portfolio-Level Insights: Surfaces objection and sentiment patterns that repeat across communities, revealing systemic issues worth fixing at the leadership level rather than one conversation at a time.

Revenue-Connected Coaching: Correlates tour quality and follow-up behavior with actual conversion and occupancy outcomes, so leadership knows which coaching investments genuinely move the business, not just the scorecard.

Be Everywhere at Once: A regional director can only walk into one community at a time. Sidekick gives them live visibility into every tour at every community, all at once, so they can coach and catch what matters without ever leaving their desk.

Why Sidekick is right for you

every tour makes your team smarter

SalesMail Sidekick helps leaders identify what’s working across teams and communities, turning individual tour conversations into repeatable coaching and better sales performance at scale

one connected workflow

Most intelligence platforms stop at analysis. SalesMail Sidekick connects directly with SalesMail Video, turning what you learn during the tour into personalized follow-up designed around that specific prospect.

turn your insights into actions

SalesMail Sidekick doesn't just tell you what happened on a tour - it gives you a pre-tour game plan, post-tour coaching, CRM notes, and a personalized SalesMail Video follow-up

deep senior living expertise

We've spent nearly a decade working alongside thousands of senior living operators, representing 10,000+ users across the most recognizable organizations in the industry. SalesMail Sidekick combines that industry expertise with years of real-world tour data to understand the nuances of senior living sales.

built on senior living, not adapted to it

SalesMail Sidekick is trained on millions of data points from real senior living tours, so its coaching is grounded in what actually works in your industry, not generic sales conversations from unrelated markets.