BASE EVALUATION

What is your preneed to at-need ratio?

	1	2	3	4	5

1 is 1:6, 5 is 1:1

Are your preneed reserves growing or diminishing?

	1	2	3	4	5

1 is Diminishing , 5 is Growing

What is the average age of your prearranged client?

	1	2	3	4	5

1 is 80, 5 is 66

What is your preneed single-pay to multi-pay ratio?

	1	2	3	4	5

1 is 70:30, 5 is 30:70

Do you have staff dedicated exclusively to Advance Planning?

	1	2	3	4	5

1 is No, 5 is Yes

What is your marketing budget?

	1	2	3	4	5

1 is 0-2%, 5 is 7%

What is the average value of your preneed vs. at-need contracts?

	1	2	3	4	5

1 is Less, 5 is More

Have you implemented a Customer Relationship Management Program?

NoShoebox and 3"x 5" cardsSpreadsheetStand-alone CRMWeb-based CRM
Which of the following lead sources do you actively work?

Continuing CareDirect MailFuneral Home/cemetery eventsGroup SeminarsLunch & LearnsWork the filesReferralsBooth activities/trade showsGroup PresentationsOther SourceNone of the above
Identify the services you provide with your Continuing Care program.

Thank you noteAt-need surveyNewsletter programIn-home visitGrief information"Things to do" assistanceIdentity theft informationPremium giftOther value-added servicesNone of the above
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