Annual Preneed Planning Meeting Guide

What’s the secret to developing an effective preneed strategy for your funeral home? An annual preneed sales and marketing meeting can help you determine the keys to success by evaluating performance and setting meaningful goals for the next year.

In this guide, you’ll get practical information to help plan your annual meeting, including:

• Who should attend, what you’ll need to prepare in advance and when to hold the meeting.
• A sample agenda to keep your team on track during the review and planning process.
• An example of a marketing task list to help set your firm's activities for the year.

Download the free guide now to get access to these valuable tips that will help you build a foundation for long-term preneed success.