ENGAGE WITH PATRICK
Consulting Services
Pat offers consulting services for cemeteries in the U.S.
Modules by Patrick
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All, Customer Experience, Learning Path: Pre-Need
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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All, Customer Experience, Learning Path: At-Need, Learning Path: Pre-Need, Learning Path: Leadership
Inbound Adventures
CourseThree sessions on the life of an inbound call: the mindset before it rings, why 45% of callers leave as a maybe, and the follow-up that only 26% of calls ever offer. Pat Downey and Nicki Wiedeman on the small links that make the chain strong.
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All, Leaders & Management, Learning Path: Leadership
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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All, Leaders & Management, Learning Path: Leadership
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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All, Customer Experience
Cringeworthy to Praiseworthy
Course5.0 average rating (1 review)Three real funeral home calls, and your job is to judge them. Score each on tone, name use, the price question, and the next step — then compare your read against ours. Built as a team discussion starter, not a pop quiz.