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Aftercare ideas: twelve months of staying in touch

These funeral home aftercare ideas cover the twelve months after a service: when to reach out, what to say, and whose name goes at the bottom.

Close on a funeral director's hands writing a personal card to a family, months after the service.

Hannah Olsen

· 6 min read

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The service ends. The family shakes your hand at the door, the photo boards go home in the back of a car, and the file goes back in the drawer. For the family, the hard part is only starting: the house is quiet, the paperwork keeps coming, and the first holidays are a few months off. For many funeral homes, that goodbye at the door is the last the family hears from them. These funeral home aftercare ideas fill the year in between, moment by moment, with what to send and what to say, in the director's own name.

Why the first year is worth your time

Families pick a funeral home for a handful of reasons, and one of them is the person they already know. In the NFDA's consumer study, as summarized by Johnson Consulting, 15.8% of families named an existing relationship with the funeral director as their reason. That relationship starts across the arrangement table. It is kept, or lost, in the year after.

Aftercare is not a sales program. It is the director remembering a family on the days they will find hardest. Done well, the work per family is small. In return the home gets something no ad can buy: a family that tells the neighbors how you stayed in touch.

A week after the service

The first week is when the visitors stop coming and the house goes quiet. A short note now tells the family the director hasn't moved straight on to the next case. A handful of lines will do, signed with the director's first name, with no request in it.

Something like this: "Hi Pat, it's Sam at Hollis Funeral Home. Your family has been on my mind this week. No need to reply. If a question comes up about the certificates or anything else, text me here." It works as a text or as a card. What matters is that it comes from the person the family sat with.

The first month: help with what's left

By thirty days the family is deep in errands: certified copies of the death certificate, Social Security, the bank, the headstone or marker. Many of those tasks start with a document your home holds. A check-in at a month asks how it is going and offers to send whatever they still need.

It is also a good moment for one grief resource, if your home keeps a list: a local support group, a hospice bereavement program, a short book. Send one name or one link, not a folder of pamphlets.

If you want something to hand over in person, keep it simple. The guest book from the visitation, a framed copy of the obituary and a few extra printed programs make a small, fitting package. Drop it off or have it ready when the family collects the remains.

The first holidays

Thanksgiving and the December holidays are the hardest dates on most families' first-year calendar. Write a few days before, not on the day itself. Name the person who died, say you know this year feels different, and leave it there. "Hi Pat, it's Sam. The holidays will be different this year without Robin. We're thinking of your family." That is the whole message.

Some homes add a remembrance evening in early December. Every family served that year gets an invitation, the names are read aloud, and each family lights a candle. It costs one evening of staff time. If your community keeps other holidays, put those dates on the calendar for the families who mark them.

The birthday

The person's birthday is the date most homes forget and families never do. A card that arrives that week, signed by the director, tells the family their person is still remembered by name. It is often the message families answer, sometimes with a call to the office just to say thank you.

The date is already in your case file from the arrangement conference. The work is making sure it turns into a card or a text months later, when nobody at the home is thinking about that family.

The one-year mark

The anniversary of the death is the last scheduled note of the first year. Acknowledge the date, say the family has stayed in your thoughts, and tell them the door is open. If your home holds a memorial service each year, this is the moment to invite them to it.

After this note, step back. A family that wants to stay in touch will. One that wants space has had a year of kindness from you, not a year of mail.

Some homes send a small keepsake with the anniversary card, such as a seed packet or an ornament with the name on it. Pick one thing and send it to every family, so nobody gets less than the family before.

Words to use, and words to skip

Write the way the director talks. Use the family's first names and the name of the person who died, never "your loved one" pulled from a template. Fifty words per message is plenty, and these notes ask for nothing. A review request, if you send one, goes once, on its own, soon after the service.

Leave out stock lines such as "during this difficult time", and leave out poems that run to three verses. Leave the logo and the offers out of a text. A family can tell a message written for them from one sent to a list, even when both arrive on a schedule.

Text, card or call

Is a text too casual? Not when it comes from the director the family met, in the same plain words they would use in person. Texts get read, they can be answered in a second, and they don't sit in a pile of sympathy mail. Cards suit the birthday and the anniversary, when something to hold counts for more.

Calls are for replies. When a family writes back with a question or a bad day, the director picks up the phone. At the arrangement conference, ask whether the family is happy to get texts from the home and who should receive them. Stop the moment anyone replies STOP.

Keeping a year of aftercare on schedule

These ideas are easy to keep for five families and hard to keep for a busy year's worth on a whiteboard. By spring, most homes have quietly fallen behind. What helps is a schedule set up once, so each family's year counts from their own service date.

In MemorialBooked, the aftercare schedule sends a year of texts and emails in your director's name: a week after, the first holidays, the birthday, the anniversary. You write the wording once, and each message goes out on its date. Replies land in your home's texting inbox, and the director answers from the home's number.

Some of those replies will ask about planning ahead. When one does, treat it as a pre-planning inquiry, not a sale. Our post on following up on pre-need leads covers the pace that works.

Hannah Olsen

Hannah Olsen writes the aftercare and review messages MemorialBooked sets up for funeral homes. Hannah reads the replies families send back, and writes here about staying close in the year after a service.

Your aftercare year

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Stay with families through the year.

Book a free call and we lay out your aftercare year with you, from week one to the anniversary. You get a price for the monthly plan. Month to month, with no setup fee and no contract.

A funeral home owner talks with our team on a video call at her desk.
A free 30-minute funeral home audit video call booked on the calendar for Tuesday, October 6

What funeral directors say

  • Walter D., owner of a family-owned funeral home.
    Walter D.Family-owned home
    3 → 1vendors to call

    We canceled three vendors. The website, obituaries and reviews now sit with one team that picks up the phone.

  • Carmen P., who runs a cremation provider.
    Carmen P.Cremation provider
    1 minuteto the first reply

    Families used to reach voicemail at 2 a.m. These days a text reaches them within the minute, and I read the details over coffee.

  • Terrence M., of a third-generation funeral home.
    Terrence M.Third-generation home
    11pre-planning meetings, month one

    Our pre-planning list sat untouched for years. The follow-up texts booked eleven meetings in month one.

  • Gwen H., who runs a two-location funeral home.
    Gwen H.Two-location home
    0paper contracts

    Arrangements used to mean a stack of paper. Families now sign the contract and put down the deposit on their phones.

  • Anil R., of a funeral home with its own crematory.
    Anil R.Home and crematory
    31 → 104Google reviews

    Each family hears from us about a review after the service ends. Our Google reviews went from 31 to just over a hundred in twelve months.

  • Marisol K., of a rural funeral home.
    Marisol K.Rural funeral home
    2 weeksto a new website

    Our old site went up in 2014. A fortnight after we spoke, a new one was live, with every obituary carried over.

Aftercare, in short

Owners ask about the year

When to write, what to say, and how. Type a word such as birthday or card to narrow the list.

4 questions

How soon after the service should a funeral home get in touch?

A week after the service is the first good moment, before the family feels forgotten. After that, write around thirty days, a few days before the first holidays, on the birthday, and at the one-year mark.

What should an aftercare message say to a family?

Say who you are, name the person who died, and say the family is in your thoughts, with no reply needed. Fifty words is plenty, and the note asks for nothing.

Is a text too casual for aftercare?

Not when it comes from the director the family met, in plain words. Pair texts with a handwritten card for the birthday and the anniversary, and call when a reply asks for help.

Can aftercare lead to a talk about pre-planning?

Sometimes, and only when the family raises it. A year of quiet care keeps your home the one they trust, and some families reply asking about their own plans. That is when you offer a meeting.

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Elise Navarro can walk you through how a year of aftercare messages would run for your home.

Elise NavarroAccount manager

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