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.
These surveys are designed and optimized to maximize sales opt-ins.
While preparing prospects to move forward in their senior living journey, they ascertain key details to help your sales team have meaningful conversations. By uncovering prospects' readiness level, care needs, living situation, family dynamics, and more, your sales team has the keys for personalized and meaningful engagement.
Roobrik offers a variety of Discovery Surveys based on different care types and objectives:
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Is it the right time for senior living?Most Popular Best for: IL, AL, MC Typical usage: 50% older adults taking for themselves, 50% family members or other 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. Sales advisors receive a Senior Living Fit Report for each prospect to help quickly identify prospect fit, as well as areas of focus for sales conversations. |
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Can I afford senior living?New! Best for: AA/55+, IL, AL, MC Roobrik Afford is designed to predict financial readiness without a calculator. The survey 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. Sales advisors receive an Affordability Report for each prospect to help quickly identify prospect fit, as well as areas of focus for sales conversations. Learn more about Roobrik Afford. |
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Is it the right time for memory care?Best for: MC Typical usage: 10% older adults taking for themselves, 90% family members or other 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. Sales advisors receive a Memory Care Report for each prospect to help quickly identify fit, as well as areas of focus for sales conversations. |
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Is it the right time to downsize?Best for: AA/55+, IL, Life Plan Typical usage: 80% older adults taking for themselves, 20% family members or other The “Is it the right time to downsize?” survey is built for web visitors researching 55+, active adult and independent living options. The 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. |
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Is it time to get help?Best for: Home Care, IL, AL, MC Typical usage: 30% older adults taking for themselves, 70% family members or other 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. Sales advisors receive a Care Fit Report for each prospect to help quickly identify fit, as well as areas of focus for sales conversations. |
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Is home care right for me?Best for: Home Care Typical usage: 30% older adults taking for themselves, 70% family members or other 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. Sales advisors receive a Home Care Report for each prospect to help quickly identify fit, as well as areas of focus for sales conversations. |
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