📘 What You’ll Learn
Building Connections: How pre-need planning serves as a tool to create and maintain meaningful relationships with families.
Enhancing Aftercare: Practical strategies for improving your aftercare services to provide more value post-service.
The Referral Pivot: How to naturally transition a supportive aftercare conversation into a pre-need lead.
The Seven Touch Rule: Why it takes an average of seven points of contact to convert a lead and how to implement this system.
Systematic Follow-Up: How to build a structured pipeline so that no inquiry or lead falls through the cracks.
🌟 AMA Summary
Our January AMA explored how pre-need planning serves as a vital bridge for building lasting family connections. We shared actionable strategies for enhancing aftercare through structured follow-up systems and a consistent pre-need pipeline. Key highlights include navigating the differences between pre-need and life insurance, educating families on their options, and leveraging Parting Pro’s resources to ensure a systematic, professional approach to lead management.
📹 Full Video