Aftercare Follow-up

Turn every service into preneed leads

Every funeral service introduces you to dozens of potential preneed families. funeral.link automatically captures acquaintances and syncs them to your CRM for follow-up.

The hidden goldmine in your at-need business

Every time you serve a family, you meet their relatives, friends, neighbors, and coworkers. These people have just experienced the value of preplanning firsthand.

Yet most funeral homes let these connections walk out the door and never follow up. That's thousands of dollars in potential preneed business lost every month.

$5MM+

in unsynced lead opportunities discovered from initial funeral homes using funeral.link

Acquaintances stuck in Passare

Contact info is captured but never makes it to your preneed CRM for follow-up.

No systematic outreach

Without leads in your CRM, there's no workflow to reach out to these warm contacts.

Lost relationships

The family you just served knows their relatives need preplanning. But you never connect.

Automatic acquaintance capture

funeral.link connects to Passare and Full Circle Aftercare to automatically capture contacts and sync them to your CRM.

P

Passare Integration

Acquaintances from every case file automatically flow to your preneed CRM. Name, relationship, contact info - all captured without manual export.

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FCA

Full Circle Aftercare

Estate concierge leads from FCA sync directly to your CRM. Families already engaging with aftercare services are warm preneed prospects.

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From at-need to preneed pipeline

1

You serve a family

Acquaintance info is captured in Passare as usual.

2

funeral.link syncs

Contacts flow automatically to your preneed CRM.

3

CRM triggers workflow

Automated emails, tasks, or sequences engage the lead.

4

Preneed opportunity

Warm leads become appointments and contracts.

50+

acquaintances per service on average

0

manual data entry required

100%

of contacts synced to CRM

Aftercare follow-up strategies

Sympathy card follow-up

Send a personalized sympathy card with preneed information 2 weeks after the service.

Anniversary outreach

Reach out on the 1-year anniversary with a thoughtful note and gentle preneed mention.

Holiday remembrance

Send a holiday card acknowledging their loss with an invitation to a memorial service.

Seminar invitations

Invite acquaintances to preneed seminars based on their relationship to the deceased.

Ready to unlock your aftercare potential?

Connect Passare or Full Circle Aftercare and start capturing leads today.