7 Steps to Find Your Pre-Planning Vibe! (Part 1)
About the Course
In Part 1 of '7 Steps to Find Your Pre-Planning Vibe!', Dead Ringers CXpert Patrick Downey shares actionable strategies to help funeral professionals grow their prearrangement sales. Learn the first steps to build a strong foundation for your pre-planning process and connect with families on a deeper level. Watch now to kickstart your pre-arrangement strategy!
Key Takeaways
Pre-Need Benefits: Pre-arrangement is a win-win for both families and funeral businesses, allowing families to lock in prices and relieve future emotional and financial burdens. It also creates long-term business opportunities.
Preparation: Success starts with preparation. This includes scheduling call times, creating a prioritized list of prospects, and using a CRM to stay organized. Familiarize yourself with prospects by learning about their history and background before making contact.
Rehearsing: Practice your script to ensure it sounds natural and conversational, not robotic. Role-play with colleagues or record yourself to improve your delivery and confidence.
Execution: Dedicate time to making calls, aiming for one appointment per hour of focused prospecting. Track how many calls you make, how many people you reach, and the percentage of successful appointments you set.
Metrics and Feedback: Keep track of your progress by recording metrics such as how many calls resulted in appointments. This allows for continuous improvement and helps you refine your strategy.
More Modules by Patrick
About the CXpert
Patrick Downey
Patrick has over 40 years of experience in the cemetery and funeral profession. He has worked in top sales leadership and management roles, building and developing successful sales and marketing programs for multiple cemetery and funeral firms. He also serves funeral and cemetery clients across the country as an independent sales training and coaching consultant.
Patrick is a past President of ICCFA and past Chancellor of ICCFA University, and continues to lead classes in the J. Asher Neel College of Sales and Marketing. He was awarded the honorary degree, Doctor of University, in 2019. His passion continues to be teaching, training, and coaching sales professionals and sales leaders in cemetery and funeral services.