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Simplify the intimidating financial evaluation process for prospects.
Guide prospects through the complex financial evaluation process with a conversational approach that doesn’t ask for a single number.
Enable sales to take the right approach with right level of effort. 
3 levels of financial readiness help your sales team prioritize effort while better-informed prospects save your sales team time.
Put Afford to work anywhere in the sales and marketing funnel.
Makes a great value-add touchpoint at top- and mid-funnel. Works bottom-funnel by driving SQLs and lead prioritization.

Roobrik Solutions

Roobrik Surveys

Roobrik Surveys


Don’t Let Your Hidden Audience Bounce
Engage the growing segment of your web traffic that is not yet ready to talk to sales. The surveys use motivational interviewing to help prospects feel more prepared to move forward in their buyer journey.

Convert More SQLs
The surveys motivate as they educate, driving more prospects to become sales opt-ins. At the same time, they perform invaluable discovery for your sales team.

Roobrik Afford

Roobrik Afford


Predict Financial Readiness Without a Calculator. Prioritize Leads.
Demystify the financial evaluation process for prospects without asking for a single number. Each prospect is assigned a level of financial readiness that sales teams use to prioritize effort.

Utilize Anywhere in Your Funnel
Our most versatile survey makes a great top-of-funnel value-add touchpoint, while at the same time works deeper in the funnel by driving SQLs and supporting lead prioritization.

Roobrik by the Numbers

The ability to review over 20 key data points on prospects enables sales to connect more meaningfully and move forward faster.

20-40%

increase in quality web leads

up to 2x

better SQL to Move-in rate vs other web leads

Hundreds

of leading providers

Thousands

of communities

>10,000

families helped each month

Trusted by Leading Providers

Roobrik is proud to partner with these senior living providers to optimize their prospect journeys and conversion rates.

Shared by Clients Recently

Such a valuable asset — not only to us, but i think to prospects to better understand their needs. 

I would love to have a day where all of our prospects are taking the assessment. It just gives so many great talking points for our sales directors or our call center to have a really great conversation… There’s a ton of value.

Mike Thompson Jr.
Director of Marketing, Brightview Senior Living

What’s great about it is that it enables my sales teams to have much more robust conversations with prospects because they can see all of the data Roobrik gathers right there in the contact record.

Thomas Cloutier
CMO, Arete Living

Roobrik provides me with a map to creating the best experience from the first phone call. I have a picture of their hobbies and interests and who they are a person. I can see them before I even speak with them on the phone.

Knowing how to start them on their journey of research from what care level to begin the discussion with to what amenities to highlight based on their interests makes a big difference in my first touch base.

Nicole Pretre
President & CEO, Cedar Community

Integrations with the Best in the Business

Whether it’s collaborating with your agency or funneling leads into your marketing automation and CRM platforms, we’re built to optimize your efforts without any effort. Plus, we’re HIPAA compliant!

Check out our versatile offerings: whether you seek a tailored middleware solution or wish to create a new integration on demand, we’ve got you covered.
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