From Guesswork to Growth
What gets measured gets managed.
In funeral service, intuition and empathy are essential — but when it comes to building a strong pre-need program, data must guide the way. This guide shows how Key Performance Indicators (KPIs) can help you track progress, enhance outcomes, and turn activity into measurable growth.
What This Guide Covers
- Why KPIs Matter – Learn how to separate busyness from true progress.
- The 5 Must-Track Metrics – Lead sources, appointment rates, closing ratios, contract values, and sales cycle length.
- Simple Tracking Tools – Build a clear and easy-to-use KPI dashboard to monitor results.
- Turning Data into Action – Use insights to coach your team, refine marketing, and increase family satisfaction.
Replace guesswork with strategy — and watch your preneed program grow with purpose.
