June 23, 2025
In this Senior Living Minute, Michael Loughman explains how Roobrik equips sales teams with key insights before the first conversation. From financial details to sensitive health disclosures, prospects often reveal more to a digital tool than they would face-to-face.
Discover how Roobrik enables sales to start at 30 mph, not zero, by building trust and momentum from the very first touchpoint.
What Roobrik has allowed our team to do is really start at 30 miles an hour. Prospects come in with momentum because they’ve already shared so much information with us. They’re willing to disclose things through Roobrik that might take us a long time to uncover in person, like financial and health information. So our team knows the kind of person they’re speaking to from the start and can hit the ground running with that insight.
Sometimes, prospects provide details that would be difficult to ask face to face, like ‘Do you have a mortgage?’ or ‘Are you on Medicaid?’ When inputting this into a computer, those questions feel less intimidating. Without those social pressures, we still get the information we need to better support them.