BASE EVALUATION
Business Approach & Strength Evaluation
Your Email Address
*
example@example.com
Funeral Home Name
What is your preneed to at-need ratio?
1
2
3
4
5
1:6
1:1
1 is 1:6, 5 is 1:1
Are your preneed reserves growing or diminishing?
1
2
3
4
5
Diminishing
Growing
1 is Diminishing , 5 is Growing
What is the average age of your prearranged client?
1
2
3
4
5
80
66
1 is 80, 5 is 66
What is your preneed single-pay to multi-pay ratio?
1
2
3
4
5
70:30
30:70
1 is 70:30, 5 is 30:70
Do you have staff dedicated exclusively to Advance Planning?
1
2
3
4
5
No
Yes
1 is No, 5 is Yes
What is your marketing budget?
1
2
3
4
5
0-2%
7%
1 is 0-2%, 5 is 7%
What is the average value of your preneed vs. at-need contracts?
1
2
3
4
5
Less
More
1 is Less, 5 is More
Have you implemented a Customer Relationship Management Program?
No
Shoebox and 3"x 5" cards
Spreadsheet
Stand-alone CRM
Web-based CRM
Which of the following lead sources do you actively work?
Continuing Care
Direct Mail
Funeral Home/cemetery events
Group Seminars
Lunch & Learns
Work the files
Referrals
Booth activities/trade shows
Group Presentations
Other Source
None of the above
Identify the services you provide with your Continuing Care program.
Thank you note
At-need survey
Newsletter program
In-home visit
Grief information
"Things to do" assistance
Identity theft information
Premium gift
Other value-added services
None of the above
How did you hear about us?
Submit
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