The Family Follow-Up System

The follow-up system independent funeral homes use to keep serving families after the service.

A short, practical guide to the five moments that keep a family connected for a full year, plus the exact wording and the simple cadence you can start this week with no software.

• The five follow-up moments after a service, with the timing, the message, and the tone for each one, laid out as a timeline you can hand to a staff member.
• The exact words to use when you ask a family for a review, written so it reads as care and not as a sales request.
• A one-page spreadsheet cadence any home can run this week: the columns to track, when to update them, and who owns the follow-up.

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