Pre-planning forms, follow-up texts and booked meetings
Pre-planning,
followed up gentlyPre-planning, followed up
MemorialBooked puts a funeral pre-planning form on your website and catches every one on a list. Texts and emails from your home follow up until the family books a meeting with your director.
- Each form lands on your pre-planning list
- Follow-up texts and emails
Meeting on the calendarbooked from a follow-up text
- First text from your number
- Follow-ups on schedule
- Emails between the texts
- A text even at midnight
- Wishes saved on the contact
- Stops when booked
A retired couple fills in your pre-planning form one June evening, then waits to hear back. Here is the rest of their summer: once with a full week of services in the way, once with follow-ups that keep going.
A form in the inbox
Followed up all summer
What the couple sees at home
Called back in August
- 1Email notification lands under forty others on a day with two services.
- 2You mean to call that week, then three services and a late removal fill it.
- 3The email sinks under newer mail by the Fourth of July.
- 4The August callback reaches a couple who say they are still thinking about it.
Texted, reminded, booked
- The form lands on the list with their wishes.
- A thank-you text leaves your home's line that same evening.
- An email with what to bring to a planning meeting.
- Gentle check-ins every few weeks while they think it over.
- Your director is alerted the moment they reply.
- A single tap books the meeting with your director.
- Follow-ups stop once booked without anyone remembering to.
A form, then a text
- Names, wishes and contact details typed into your website from their kitchen table.
- A warm text signed by your home.
- A link for picking a meeting with your director once they feel ready.
The pre-planning screens
Every form, every step
The screens your staff check each morning.
The pre-planning form sits on your website and asks for names, contact details, burial or cremation, and when to call. It never quotes a price or takes payment; it asks for a conversation.
Each form becomes a contact on your pre-planning list, with the date it came in and where it stands: new, texted, replied, meeting booked. Your director sees at a glance who needs a call today.
Texts and emails follow a schedule you approve, in your home's voice, and stop the day a meeting is booked.
Pre-planning, followed up
Planning takes months. The texts keep going.
On your website
A form worth filling in
Families start planning on a quiet evening, often after a funeral they attended. The form sits on your website, plain and short, and asks for their wishes and the hours they can take a call, never for payment or a contract.
- Short and plainwith burial or cremation, service wishes and contact details.
- No prices quotedand no payment taken: the form asks for a conversation with your director.
Evenings
A reply that evening
Most forms come in after dinner, when the office is dark. A text from your home's number goes out right then, thanking them and asking when suits for a meeting, so the couple hears back before bed.
- Your numberso replies reach the home, not a stranger.
- Reply alertsgo to your director by text the same night.
Patience
Follow-up that lasts
Pre-need families rarely book on the first text. Some come back in a week, others after the holidays. The follow-up keeps a polite rhythm of texts and emails for months, each one from your director, and stops once they book or decline. The list knows who is due a call next.
- Months longif that's what it takes.
- Stops when bookedso no family gets a reminder after they've agreed.
The owner's view
Every inquiry and where it stands
Open the list on Monday and see each pre-planning family: when the form came in, what was sent, whether they replied, and who has a meeting. The sticky notes and the spreadsheet can go.
- Every stagefrom new form to booked meeting.
- Notes per familyfrom each call and text.
Comes with
- A pre-planning form on your site
- A list of every form
- Text follow-ups
- Email follow-ups
- Alerts when families reply
- A booking link to your director's calendar
Pre-planning connects to your ads and search
Most pre-planning forms begin with a Google search or with an ad seen by someone over 55 near your home. Our team runs the pre-need ads and keeps your Google listing current, so both lead to the form.
Pre-planning The pre-planning form, the list behind it and follow-ups until booked.
This pageOther parts worth a look
- Leads by source How many pre-planning forms came in, and from which ad.
- Obituaries, memorials Memorial pages with service times and a tribute wall, posted once your staff approve.
- Found in local search Work on your Google listing and site so nearby searches turn up your home.
- Your website Built and kept current by our team, with the form one click from home.
- Pre-need ads Facebook and Google ads that bring pre-planning forms from your area. Our team runs them; you pay Facebook and Google for the ads directly.
- Texting Reply to families by text from the office, on your number.
- Google reviews Reviews from families you served, which planners read before they fill in forms.
Show us your current formShow us your form
Show us your current form and how many came in last year. In thirty minutes, free, we walk through the follow-up and give you a monthly price. No contract, no setup fee, live in two weeks.
What funeral directors say
Walter D.Family-owned home 3 → 1vendors to callWe canceled three vendors. The website, obituaries and reviews now sit with one team that picks up the phone.
Carmen P.Cremation provider 1 minuteto the first replyFamilies 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.Third-generation home 11pre-planning meetings, month oneOur pre-planning list sat untouched for years. The follow-up texts booked eleven meetings in month one.
Gwen H.Two-location home 0paper contractsArrangements used to mean a stack of paper. Families now sign the contract and put down the deposit on their phones.
Anil R.Home and crematory 31 → 104Google reviewsEach 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.Rural funeral home 2 weeksto a new websiteOur old site went up in 2014. A fortnight after we spoke, a new one was live, with every obituary carried over.
Pre-planning form questions
Asked by owners like you
Type contract, follow-up or list to see the matching answers.
6 questions
Can families start pre-planning on our website?
Yes. The pre-planning form sits on your site and asks for their wishes, contact details and when they would like a call.
What happens after a form?
It lands on your pre-planning list, the family gets a reply by text within minutes, and the follow-ups begin.
Is the pre-planning form the same as a pre-need contract?
No. The form collects wishes and contact details and asks for a conversation. It never quotes a price or takes money. The contract, and any payment, happen later with your licensed director.
Can I see every pre-planning lead and its status?
Yes. The pre-planning list shows each family, when they wrote in, what has been sent and whether a meeting is booked.
When do the follow-ups stop?
When the family books a meeting or opts out. Pre-need can take months, so the texts and emails keep a slow, polite pace.
What do the form and the follow-up cost us each month?
It is part of your one monthly plan. Book thirty free minutes with our team and leave with your monthly price.
Try searching
Ask Elise anything
Elise Navarro can show you the pre-planning list and the texts a family gets after filling in the form.
Elise NavarroAccount manager
Request a call