Lead Generation Worksheet

What are the best sources of preneed leads for your firm? By tracking that information, you’ll be prepared to act on opportunities to grow your market share and achieve a better return on investment for your funeral home marketing and public relations efforts.

To get started:

• Identify your most common lead source types. (Fill out the form on this page to get a free fillable lead source tracking template!)
• Record your lead sources, appointments and outcomes.
• Evaluate your results (and adjust your process as needed).

After completing these steps, you may discover new lead channels for your funeral home business and more effective ways to allocate your marketing budget. Download the tracking template and start leveraging your information today!