Your Funeral Home Pre-need Program Implementation Process & Review

This document is meticulously crafted to serve as your guide in monitoring the progress of establishing a robust pre-need program. While the initial stages may seem extensive, rest assured that once these foundational processes are successfully completed, your pre-need program will seamlessly operate with minimal effort on your part.

Embrace this progress-tracking document as a dynamic tool, guiding you through the journey of establishing a comprehensive campaign. 

    Increasing your Google Ratings and Providing Text and Email Aftercare Messaging
Marketing Tech AI will be committed to enhancing the visibility and reputation of your funeral home through strategic initiatives designed to increase your Google ratings. As a valued member, you will benefit from our comprehensive aftercare program, which includes personalized email messaging services. This tailored approach ensures that your clients receive thoughtful, timely communications, reflecting the high standard of care and professionalism that your funeral home represents. Our dedicated efforts in these areas are aimed at not only improving your online presence but also at strengthening the relationships you build with the families you serve, ultimately contributing to the growth and success of your business.
  QR Code Marketing Funnel
QR Codes placed in the funeral home on various platforms, frames, cubes, stickers, etc. Once scanned it sends them into a funnel with funeral home information and the opportunity to connect, via social media and to like and share post. Keeping at top of mind 

Below are the things needed by Marketing Tech AI

Good Package

• Basic Services: Includes the essential services of the funeral director and staff, basic preparation of the body, and use of facilities for a viewing and ceremony.
• Transportation: Standard transportation of the body to the funeral home and to the cemetery or crematorium.
• Basic Cremation or Burial Service: Includes a simple coffin or urn.

Better Package

• Enhanced Services: All services offered in the Good package, plus additional options such as embalming and cosmetic preparation.
• Extended Viewing and Ceremony Options: Access to the facilities for extended hours or additional viewing sessions.
• Upgraded Cremation or Burial Service: Includes a higher-quality coffin or urn and the option for a memorial service.

Best Package

• Premium Services: Comprehensive services including all features of the Better package, with the addition of specialized services such as a celebrant or live music.
• Personalized Memorial Products: High-quality, personalized memorial products such as keepsake urns, jewelry, and memorial stationery.
• Exclusive Cremation or Burial Service: Premium coffin or urn selections, and the inclusion of a graveside service if desired.

Cremation Choices

• Direct Cremation: A simple and direct cremation without a viewing or ceremony. This option focuses on simplicity and affordability.
• Cremation with Memorial Service: Includes a cremation followed by a memorial service, without the body present, allowing for flexibility in scheduling and personalization.
• Full-Service Cremation: Combines the elements of a traditional funeral service with cremation, including the option for a viewing before the cremation and a service with or without the ashes

Aftercare Program Implementation Instructions

Objective:

To ensure the seamless integration of our aftercare program into the pre-need planning process, enhancing the overall experience for the families we serve and contributing to the success of our pre-need program.

Procedure:

1. Timing of Introduction:

   • The introduction of the aftercare program and the designated agent (hereafter referred to as the counselor) to the family is a critical step that should occur immediately following the completion of at-need arrangements.
   • This introduction should take place before the family departs from the funeral home premises.

2. Mode of Introduction:

   • The counselor's introduction to the family can be facilitated through various means, depending on the circumstances and preferences of the family. The options include:
     • In-person introduction at the funeral home.
     • Virtual introduction via Zoom or a similar platform.
     • Telephonic introduction if the above options are not feasible.

3. Scheduling the Aftercare Appointment:

   • During the initial introduction, the counselor will schedule a follow-up appointment with the family. This appointment is dedicated to discussing the aftercare services provided by the funeral home.
   • The counselor will ensure that the timing of this appointment is convenient for the family, taking into consideration their current state and needs.

4. Review of Aftercare Information:

   • At the scheduled appointment, the counselor will present and review the comprehensive aftercare information packet. This packet includes, but is not limited to, support resources, grief counseling services, and information on upcoming memorial events.
   • The counselor will address any questions or concerns the family may have, providing them with reassurance and support during this difficult time.

Click Here To Review After Care Presentation

Click Here To Review Standard Presentation

    Biweekly Follow-Up
The significance of follow-up meetings in our collaboration is crucial for monitoring progress and identifying areas where support is needed. I suggest we meet every two weeks to discuss our progress and any assistance you might require. This schedule will allow you time to advance on the tasks we've outlined.

Please find my calendar linked below to schedule our next meeting at your convenience, ideally a couple of weeks from now, giving you ample opportunity to work on the outlined tasks.

 Calendar Link Click Here

I am committed to our shared success and look forward to our productive discussions.