Prioritize leads and save your sales team time with our most versatile survey for optimizing the prospect journey.
The Afford Survey is Roobrik's latest innovation to support both lead prioritization and lead generation. The survey assesses financial readiness in an approachable, non-invasive manner without asking for a single number.
Adult children will be able to assess a parent’s readiness without access to financial details.
Here’s how Roobrik Afford can help your sales and marketing engine:
- Discover Financial Readiness Without Intrusion: Embedding the survey on your site helps identify prospects' financial viability early in their journey.
- Prioritize Leads to Save Time: Filters out less likely prospects, allowing your team to focus on engaged, qualified leads.
- Enhance Buyer Confidence: Offers personalized insights, helping prospects understand their financial standing and options.
- Enable Sales Teams with Prospect Insights: Equips your sales team with detailed reports, focusing their conversations on areas most relevant to each prospect's financial situation.
- Strengthen Brand Engagement: Delivers a thoughtful and informative experience, reinforcing your brand's commitment to assisting families in their decision-making journey.
Simons Says
With minimal effort and cost, the Affordability Survey resonates big with community website visitors, serving as both a lead gen tactic and a lead prioritization solution. The survey’s consumer-centric, no numbers approach makes it a valuable brand touchpoint. And there are A LOT of ways to incorporate it across marketing channels. The more integrated Roobrik is in your marketing, the higher your conversion rates will be and overall return on investment.
Craig Simons
Head of Marketing at Roobrik
Former Sr. Director of Marketing at Benchmark Senior Living