One calendar the office, the grounds crew and the family all agree on.
Pre-need leads
Karen R. new
Tapped “Pre-plan ahead” · 2 days ago
R. Alvarez contacted
From the ROBERTS, James A. memorial · asked about companion plots · yesterday
Visitor (no name yet) new
Tapped “Pre-plan ahead” · 5 days ago · will identify when they book
How a tap becomes an arrangement
A family taps Pre-plan ahead on any memorial — often standing at a parent’s grave.
The lead lands here with the memorial they came from — context your counselors never usually get.
Your office follows up. Phone and email are one tap.
The arrangement is recorded — and the plot map updates itself.
7 pre-plan taps this month · sample data
The most valuable button in the product: it turns a visit into tomorrow’s arrangement.
Reports your Monday deserves
This week with familiessample data
Searches214
Memorials opened96
Directions taken31
Guest book12
Shares9
Counted without cookies, delivered weekly. The family-activity half of this report is already real at Mountain View.
Names searched & not foundsample data
KOWALSKI, ANNA3× this month
Duane Bell2×
MERCADO, RUBEN2×
Sister Mary Frances1×
Your paper-records worklist: real families looking for real people. This report found a man at Mountain View whose family had misspelled his name for years.
Flowers & services revenuesample data
Every order placed through the memorials — flowers, cleanings, tributes — routed, receipted, and growing as more families find their people.
Plot interest & pre-needsample data
“Near me” plot views18
Pre-plan taps7
Reservations started3
The quiet pipeline: families standing at a memorial, one tap from a conversation with your office.
Numbers a board meeting will actually enjoy — and none of it needs your IT department.
