Pre-planning enquiries booked with an advisor
People call about their own arrangements after a friend's funeral, often in the evening. The agent answers their first questions, hears what matters to them, and books a quiet meeting with your advisor.
Someone calls to plan their own arrangements, or to ask what's on file for a parent.
Explains how pre-planning works at your home, notes their wishes, books the advisor.
A meeting on the advisor's calendar with the caller's wishes and questions, and a brochure sent.
How it works
- Hears why they're calling
"I want to spare my kids," "I went to a friend's funeral last week." It lets them say it in their own way.
- Explains how it works
Writing down wishes, choosing whether to prepay, and what happens to the plan if they move. From the information your advisor gave.
- Notes what matters
Burial or cremation if they know, a church or a celebration of life, a veteran's honours, a family plot already owned.
- Books the advisor
At the home, at their kitchen table, or by video for a son in Vancouver who wants to be part of it.
- Sends the planning guide
Your pre-planning booklet by mail or email, so they can think before they meet.
- Finds an existing plan
If they think they planned years ago, it checks the pre-arranged files and tells the advisor what was found.
Example call
- CustomerHi. I'd like to talk about pre-planning my own funeral, so my kids don't have to deal with it.
- AI agentThat's a thoughtful thing to do for them. Can I ask your name, and whether you've made any plans with us before?
- CustomerRobert Chen. No, never. My wife and I have a plot at Riverside Cemetery, though.
- AI agentThat's helpful to know. Our advisor, Linda, meets with people to write down their wishes and talk through whether to pay ahead. There's no obligation. Would you like your children there too?
- CustomerMy daughter would want to come. She's in Toronto, though.
- AI agentLinda can meet you at the home and have your daughter join by video. Would Tuesday at 2 or Thursday at 11 work?
- CustomerThursday at 11.
- AI agentYou're booked with Linda Thursday at 11, with your daughter by video. I'll mail you our planning guide and note the plot at Riverside for her.
After the call: Linda has Thursday at 11 with "plot at Riverside Cemetery, daughter joining by video from Toronto". The planning guide went in the mail, and Robert's daughter got the video link by text.
What your team gets
- Pre-planning meetings on the advisor's calendar, at the home or by video
- Wishes and family details noted before the meeting
- Existing pre-arranged files found and flagged
- Planning guides mailed or emailed on the call
- Evening and weekend enquiries caught instead of lost
Questions
Will it quote prices or plans?
No. It explains how pre-planning works at your home and books the advisor, who goes through options and your price list.
Can someone ask what's on file for a parent?
It confirms whether the home has a plan under that name and books the advisor or director to go through it with the family.
Is it pushy?
Never. It answers what they ask, offers the meeting, and is just as warm if they'd rather take the guide and think.
Hear it on your phone
Request a demo call and the agent phones you, set up for funeral homes like yours.