February 14, 2025
Use a Roobrik Survey to Align Family Members
Family members often have different opinions about senior living, making the decision process even more challenging. In this Senior Living Minute, Jodie Roberts explains how Roobrik’s survey tool helps align families by uncovering key concerns, needs, and perspectives. By providing deep insights before the first conversation, sales teams can start discussions from a more meaningful place—reducing friction, improving discovery, and helping families move forward with confidence.
Use a Roobrik Survey to Align Family Members
Other industries have been using data-driven decision tools far longer than senior living, and we can learn from their best practices. One area we can take inspiration from is business-to-business (B2B) sales, where the buyer’s journey is well-defined and supported by insight-driven tools.
One great tool we’ve used is Roobrik. It helps align family members when opinions about senior living differ—for example:
- The daughter believes one thing
- The son has a completely different perspective
- Mom sees the situation another way altogether
By using Roobrik, families can gain clarity together, while sales teams benefit from a stronger starting point for conversations. The tool’s in-depth questions provide valuable insights, allowing sales teams to skip basic fact-finding and begin meaningful discussions right away.
With tools like Roobrik, family alignment and discovery become easier, faster, and more productive—helping everyone move toward the right senior living decision.