Some professions wrestle through busy times of year where the workload piles up and it feels difficult to crawl out of the mountains of projects and tasks. As a funeral professional, perhaps this is how you feel most of the year, where your day doesn’t slow down, and the administrative tasks grow weary. What matters to you, matters to us, which is why we created a tool to lighten your load and save you time: Crafting Your Legacy: A Workshop Presentation.
You may already host preneed classes and workshops, walking client families through the preplanning process. This workshop toolkit makes it even easier for you to serve more people in your community and encourage preplanning.
Why is Preneed Important?
As a funeral professional, preneed plays a vital role in the long-term strategy of a successful funeral business. The right preneed program can satisfy consumer demand, generate positive customer reviews, secure future business and ensure financial stability. Homesteaders offers helpful resources to understand how preneed can boost your funeral home business and help you connect with more families in your community.
Learn about trends you should know about families interested in preplanning and discover several proven methods for earning and retaining a client family’s preneed business.
What is Crafting Your Legacy?
“Crafting Your Legacy: A Workshop Presentation” is a digital toolkit full of free resources for funeral professionals to create your own preplanning workshop. You’ll find everything you need to promote and present a preplanning workshop where attendees will select end-of-life options so they leave your workshop with a preplanned funeral. We even included a workshop survey for your attendees to fill out and refer family and friends to your next workshop.
The only step left after presenting your workshop with the provided materials is a one-on-one follow-up meeting for attendees to discuss financial options with you.
“As presenters of preneed workshops, we’ve used this presentation concept before,” Terri Bordenkircher, Homesteaders Regional Director, noted. “However, what we didn’t have then was all the wonderful pieces that have been built into this toolkit and available in one place.”
Who Can Use the Workshop Toolkit?
Any funeral professional who presents preplanning workshops and is looking for a user-friendly, streamlined approach to promoting and presenting their workshop can download and use Crafting Your Legacy: A Workshop Presentation.
“This presentation is something that agents, funeral home directors and other funeral professionals already do regularly, but now they can use these materials, made by fellow preneed presenters, to make their job a little easier,” Terri said. “We took the concept of what a funeral professional walks through with individual client families and expanded the materials so funeral professionals can still provide the same information, personalized options and selection process to families, just in a larger group setting.”
Maybe you’ve hosted preplanning workshops for years or perhaps you’re looking forward to presenting your first workshop. Or maybe workshop presentations seem daunting and you’d rather bypass them altogether. Whatever your familiarity or experience with preplanning workshops, you’ll find the tools to easily host your next workshops and you reach more families in one event.
3 Tips to Using the Toolkit
1. Discover the promotional materials
We’ve made it easy to promote your preplanning workshop with a customizable postcard you can either easily edit yourself or a template option to send to your local printer company. You will also find simple directions to create a Facebook event for your workshop.
2. Customize your presentation
We designed a beautiful and customizable PowerPoint presentation. We’ve provided presenter notes but don’t forget to make this workshop your own by customizing the notes sections and adding your presenter information, photo and logo to the correct slides.
3. Utilize the full toolkit
Terri suggested, “Take advantage of all the pieces within the toolkit so that from start to finish, your workshop is valuable not only for the funeral home, but for the families attending.”
We hope that this toolkit makes presenting your preplanning workshops easier and more streamlined, allowing you to reach and serve more people in your community and boost your business. Download the toolkit today and start promoting and presenting your workshops seamlessly!
Crafting Your Legacy: a workshop presentation
