Products
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Maintaining Your Joy
CourseNobody in this work is always positive. Brittany Neunuebel on remembering the mission when a case overwhelms you, actually turning the phone off, knowing your limit well enough to say it out loud, and finding something that's just yours.
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Be An Educator, Not An Order Taker
CourseReal client stories from pre-planning director Jamie Sarche — Fran's change of heart on cremation, the veteran discount, the cold-comforter call. Learn to educate families through pre-need conversations, not sell to them.
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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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Art of the One-on-One
CourseOne thing can make a team member up to three times more productive, and most managers don't do it well. Pat Downey on running the weekly one-on-one: how to introduce it, the four parts inside it, and how to end it so it isn't just a nice visit.
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Incentives & Contests
CourseDone well, a contest builds a buzz you can feel. Done badly, it tells most of your team not to bother. Pat Downey covers the build checklist, individual and team contests that work, near-free prize ideas, and the two setups to never run.
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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.