Roobrik Surveys

Turn website visitors into move-ins with decision-support tools that engage, educate, and convert.

Powered by Roobrik’s patented decision-support platform, our surveys guide older adults and their families through an empathetic, educational journey—helping them feel informed, confident, and ready to take the next step.

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Engage, Inform, and Convert Prospects

Engage your hidden audience, empower them with the decision support they need to move forward, and enable your sales team with more qualified leads.

Key features include:

- Reach prospects before they’re ready to talk to sales, capturing 20-40% more leads that convert up to 2X better than other web leads.
- Motivate & Educate Prospects – Surveys use motivational interviewing to guide prospects to confident decisions.

- Actionable Prospect Insights – Your team gets 20+ data points on each lead, from care needs to financial readiness.
- Seamless CRM & Marketing Integration – Works with all leading CRMs & MAPs for easy implementation.

How Roobrik Surveys Work

Developed in collaboration with senior care clinicians and national advocacy organizations, Roobrik Surveys are grounded in decision science and tailored to the unique needs of aging adults and their caregivers.

Step 1: Engage Your Audience

The innovative Roobrik Platform starts by engaging the hidden audience on your community website. Many visitors are researching options but aren’t ready to engage directly with sales or book a tour. Roobrik turns these passive browsers to active prospects.

Step 2: Empower Your Prospects

Engage prospects with unique digital experiences designed to educate and motivate buyers through a journey of discovery, helping them understand their needs and preferences. Based on responses, we provide personalized recommendations, offering a clearer understanding of their senior living options.

Step 3: Enable Your Sales Team

Roobrik leads notifications include rich prospect profiles that include key data points about care needs, living situation, family dynamics, and readiness. These insights enable sales to meet prospects right where they are.

See All Sides of The Story

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.

With Discovery Surveys, get answers to questions like:

- Is it the right time for senior living?
- Can I afford senior living?
- Is it the right time for memory care?
- Is it the right time to downsize?
- Is it time to get help?
- Is home care right for me?

Address Specific Concerns

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.

With Engagement Surveys, get answers to questions like:

- Is it still safe to drive?
- Is this dementia?

Help Prospects Wherever They Are

Prioritize leads and save your sales team time with our most versatile survey for optimizing the prospect journey using our Afford Surveys.

Simplify the financial evaluation process without asking for a single number. Prospects receive a financial readiness level that helps your sales team prioritize leads. Afford is especially valuable for adult children who may not have access to their parent’s financial details.

With our Afford Surveys, you can:

- Prioritize Leads Based on Financial Readiness
- Guide Prospects with a Non-Invasive Approach
- Put Afford to Work Anywhere in the Funnel
- Integrates With Your CRM and MAP

Frequently Asked Questions About Roobrik Solutions for Senior Living Sales Teams

Roobrik is an interactive survey platform designed specifically for senior living and post-acute care organizations. Roobrik helps sales and marketing teams engage prospects earlier, educate families, and qualify leads more effectively by guiding them through decision-making tools related to care needs, readiness, and affordability.

Roobrik surveys meet prospects where they are in their decision journey. Instead of forcing immediate tours or sales conversations, surveys provide education and clarity first. This builds trust, reduces hesitation, and results in more informed, higher-intent leads for senior living sales teams.

Roobrik offers a suite of interactive surveys designed to address common senior living decision points, including:
– Is it the right time for senior living?
– Is it the right time for assisted living or memory care?
– Is home care the right option?
– Is it time to downsize?
– Can I afford senior living?

Each survey helps uncover readiness, care needs, and emotional or financial barriers to move-in.

The Afford survey is a senior living affordability assessment that helps prospects understand whether senior living may be financially feasible — without requiring them to enter sensitive financial details. It’s designed to reduce fear around cost discussions while setting realistic expectations early in the sales process.

Rather than requesting specific income or asset amounts, the Afford survey uses a guided, conversational approach. It explores common financial resources, payment strategies, and general readiness, helping prospects gain confidence while giving sales teams insight into affordability concerns.

Roobrik surveys are valuable for:
– Senior living communities and multi-site operators
– Sales and marketing teams qualifying digital leads
– Adult children helping parents explore care options
– Prospects early in the senior living decision journey

They are especially effective for communities looking to improve lead quality and shorten sales cycles.

Roobrik integrates seamlessly into the Aline senior living sales software ecosystem, allowing survey responses to flow directly into CRM workflows. This gives sales counselors immediate insight into prospect needs, readiness, and objections — enabling more personalized and effective follow-ups.

After completion, prospects receive personalized results that help clarify next steps, such as exploring care types or speaking with a community advisor. Sales teams receive structured data and insights that support better prioritization, outreach timing, and tailored conversations.

– Senior living organizations using Roobrik often see:
– Higher engagement from website leads
– Better qualification before tours and calls
– Shorter sales cycles
– More productive conversations with families
– Increased trust during affordability discussions

By educating before selling, teams spend more time with the right prospects.

Yes. Roobrik is purpose-built for senior living and aging services, with surveys and language tailored to the emotional, financial, and care-related decisions families face when exploring senior living, assisted living, memory care, and home care options.

Roobrik turns passive website visitors into engaged, educated prospects. When combined with Aline’s sales and CRM tools, it creates a smarter, more human sales experience — helping communities guide families confidently from first click to move-in.

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