The Rigor Behind Roobrik Surveys
There’s a Roobrik Survey for every stage and care type of the senior living prospect journey.
Roobrik offers Discovery Surveys for converting engaged prospects to sales opt-ins and Engagement Surveys for top-of-funnel engagement tactics.
Powered by Roobrik’s patented decision support platform, these surveys guide prospects on an empathetic and educational journey that leaves them more informed and prepared to move forward.
Developed in collaboration with senior care clinicians and national advocacy organizations, Roobrik Surveys are rooted in decision science to meet the unique needs of older adults and their families.
Collaborating Organizations
Discovery Surveys
Discovery Surveys are designed for two-sided discovery, meaning for both the prospect and the seller. By utilizing a motivational interview technique, prospects become more motivated as they are educated. In the process, the surveys ascertain prospects’ readiness for change, care needs, living situation, family dynamics, and more.
Sales teams receive a personalized report for each prospect to help quickly identify prospect fit, as well as areas of focus for sales conversations.
Roobrik offers a variety of Discovery Surveys based on care type and objective
Is it the right time for senior living?
Best for IL, AL, MC
Addresses current living situation, care concerns, finances, readiness, and barriers in the decision process. Personalized results recommend appropriate senior living service levels and educate prospects about key differences.
Can I afford senior living?
Best for AA/55+, IL, AL, MC
Designed to predict financial readiness without a calculator, Afford addresses readiness, current finances, typical senior living costs and benefits, ways to pay for care, and any financial barriers in the decision process. Personalized results help qualified prospects feel confident, and help less qualified or uncertain prospects better understand their options. Learn more.
Is it the right time for memory care?
Best for MC
Addresses current living situation, care and cognitive concerns, finances, readiness, and barriers in the decision process. Personalized results recommend appropriate senior living service levels based on memory support needs and educate prospects about key differences.
Is it the right time to downsize?
Best for AA/55+, IL, Life Plan
Built for web visitors researching 55+, active adult and independent living options, this question set captures the needs, preferences, and priorities that are essential for someone contemplating a lifestyle change. This survey avoids care-related questions and delivers personalized results including a readiness score and resources to support a downsizing process.
Is it time to get help?
Best for Home Care, IL, AL, MC
Addresses current living situation, care concerns, finances, readiness, and barriers in the decision process. Personalized results present both home and community-based options, for providers that offer multiple service lines or simply want to present a completely neutral assessment.
Is home care right for me?
Best for Home Care
Addresses current living situation, care concerns, finances, readiness, and barriers in the decision process. Personalized results recommend home care readiness based on current needs and educate prospects about next steps.
Engagement Surveys
Roobrik’s Engagement Surveys are designed to capture the attention of prospective residents and their families by addressing specific concerns and questions they may have early in their journey.
Engagement Surveys are a great value-add touchpoint from your brand to leverage. They make great secondary calls-to-action on your community website and landing pages. Your Roobrik client success team can help recommend the right surveys for your website and marketing objectives.
Surveys in:
Is it still safe to drive?
Best for: All service levels
Typical usage: 30% self, 70% family members/other
This clinician-authored survey is designed to address driving safety, a typical entry point for senior care conversations. It covers driving habits, common driving situations, observed changes, as well as readiness for change. Personalized results estimate driving risk and offer recommendations for next steps. Sales advisors receive a Driving Risk Report to facilitate conversations about current needs and whether a senior living option is appropriate. Marketing leaders offer this tool across channels to engage and nurture new prospects.
Is this dementia?
Best for: All service levels
Typical usage: 40% self, 60% family members/other
This clinician-authored survey is designed to address cognitive changes, a typical entry point for senior care conversations. It covers observed changes, disposition, and readiness for change. Personalized results estimate level of concern and offer recommendations for next steps. Sales advisors receive a Memory & Thinking Report to facilitate conversations about current needs and whether a senior living option is appropriate. Marketing leaders offer this tool across channels to engage and nurture new prospects.
Enable sellers with over 20 key insights detailing prospects’ readiness, care needs, living situation, family dynamics, and more.
Introducing
Roobrik Afford
Predict financial readiness without a calculator. Prioritize leads.
Simplify the intimidating financial evaluation process for prospects.
Guide prospects through the complex financial evaluation process with a conversational approach that doesn’t ask for a single number.
Enable sales to take the right approach with right level of effort.
3 levels of financial readiness help your sales team prioritize effort while better-informed prospects save your sales team time.
Put Afford to work anywhere in the sales and marketing funnel.
Makes a great value-add touchpoint at top- and mid-funnel. Works bottom-funnel by driving SQLs and lead prioritization.
What they say
Trusted by Leading Senior Living Marketing Agencies
