Date & Time
Check your email for the confirmed time slot
Your call isn't confirmed yet.
You just took the smartest step for your funeral home's next decade. Check your email for the calendar invite and complete the prep checklist below so we can hit the ground running.
Where
Zoom · link sent to your email
Duration
20–30 minutes · no pitch, just strategy
We're preparing your funeral home's personalized presence audit right now.
🟢 To secure your spot, please reply to the confirmation text you just received with a "👍".
If we don't receive your confirmation, your audit slot will be released to another funeral home. (We only open a few of these sessions each day, so please confirm right away.)
Pre-Call Briefing
Check Before Our Call
A quick primer to make our call count. Quick walkthrough of what we'll cover and why presence at the moment of choice is the #1 lever in your funeral home right now.
Pre-call video placeholder
Prep Checklist
Come prepared — check these off:
- Watch the pre-call video above
- Know your average call volume per month & roughly how it's trended over the last three years
- Know how after-hours & weekend inquiries are handled today (voicemail, answering service, on-call staff)
- Know the size of your current preneed book & how many new preneed arrangements you signed last year
- Know your average revenue per call & your current cremation-to-burial mix
- Know your Google review count & rating — and take one look at the top result for "funeral home [your town]"
- Think about where the funeral home should be in ten years — succession, sale, or the next generation
- Confirm the calendar invite in your inbox and click Accept
"Most owners say the same thing once they see their market's search data: I had no idea how many families were choosing before they ever could have called us."