Products
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7 Steps to Find Your Pre-Planning Vibe
Course70% of families intend to pre-plan. Almost none do it today. Pat Downey's 7-step PrePlan Formula covers finding the right families to talk to, then the conversation that turns agreement into a commitment. Two sessions, PRE and PLAN.
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Empathy Cues - Abridged Version
CourseEmpathy isn't a feeling — it's a skill. Learn the four cues hiding in every call a family makes to your firm: circumstance, undertone, expression, and space. Then take a live call and find out which ones you're already missing.
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5 Things to Know About Your GPL
CourseThe FTC stopped assuming and started calling. Poul Lemasters walks through five things to settle before your phone rings again: who may quote a price, the three services the FTC asked about, being busy, after hours, and the GPL itself.
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Building Referral Networks
CourseIn this module, Jill Lazar shares effective strategies for building referral networks in the funeral industry. You will learn how to identify and leverage key moments to create referral opportunities and establish mutually beneficial relationships.
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Phone Etiquette for the Deathcare Profession
CourseHow do you want someone to feel when you pick up? Ten basics cover it: the greeting, holds and transfers, names, taking responsibility, tone, and the goodbye. Ends with a real call you score against all ten.
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Customer Experience Foundations
CourseCustomer service is pressing one for this and two for that. Customer experience is something else entirely. Learn what separates them, why this profession is built for it, and the six pillars every good experience rests on.