Tools that help you start more conversations about preplanning

Family Follow up Surveys

We know you don't have time to send each family a survey so we do it for you.


Valuable Feedback + Preneed Leads = Win-Win.

One of the easiest ways to get started marketing preneed is in the arrangement room. The families you serve now are your best chance for future calls. The loss of a loved one often makes people think about prearranging their own services.

Our clients average a 50% return rate with many indicating that they want to prearrange their own services

Send Follow up Surveys to the whole family

We can send surveys to the survivor or the entire family. The feedback from different family members is invaluable and the oppurtunities to help those families prearrange their own services increases.