Preneed Strategies

Preneed StrategiesHeppell has been there: no leads, shoppers, and those who just want to think about it. He has also been on the other side, # 1 in sales for North America – while contending with a 75% cremation rate. Plus referral generation and systems to maximize those customer relationships.

A Complete Preneed System Analysis may be the one thing you need to take your program to the next level:

  • make a complete overview of your current program
  • review techniques with your sales staff
  • show ways of having preneed and at need working together for the betterment of your firm
  • help you implement a “passive” after care program to not only better serve your bereaved families but also insure that you will serve those families again
  • create a complete flow chart letter program which will walk your sales staff to the sale
  • help integrate new technologies to help generate leads from the “new consumer”

Other Areas of Assistance

Create Preneed Packages that increase Average Funeral Values, & assist passive counsellors in achieving greater sales – Instant $1,000 AVF increase – Guaranteed! View Sample Packages on the Downloads page.

Trust Rollovers, feasibility analysis for the viability of project, plus systematic execution of the rollover to maximize efficiencies and net income

Powerful Presentations to help capture audiences and create the urgency to plan Now! Plus ‘Ready to Use’ presentations or templates as well as tips for using PowerPoint.