Look at the big picture


Resources to help you plot your path to success

As a leader, you wear many hats throughout the day — meeting with at-need families, managing operations, directing sales activity, supervising staff, not to mention probably managing the business finances and doing the marketing. That’s why we support every aspect of your preneed business, so you can focus on what matters most – helping families create meaningful memorials.

Business planning

The key to creating a thriving preneed program is a business plan with clear and measurable objectives, smart strategies and executable tactics. Learn to leverage best practices and discover in-depth planning methods with the help of our Sales Development team.

Contact your sales representative or email Sales Development for more information.

Recruiting and placement

Recruiting, managing and retaining agents to develop a successful preneed program can be a challenge. Our team of experts can help you:

  • Recruit qualified and talented agents Learn how to conduct an effective interview
  • Train new and experienced agents
  • Provide agents with the marketing tools they need
  • Manage productivity

Training new agents

Maintaining a training program requires significant planning and commitment, but it is crucial to your business. We can help you devise a program, provide ideas for tracking productivity, and help you guide your agents to success. Learn more about:

  • Building a training and development program
  • Leadership and coaching
  • The role of the sales manager
  • Helping agents hit the ground running


Ongoing support and coaching for your staff

Our experienced team is at your disposal to help review your unique situation, identify new sales targets, generate leads and develop a marketing plan to take your business to the next level.

We provide the resources and insight you need to generate more leads and close more business throughout your career. Let us help you successfully develop sales tactics to tackle industry trends. We can do this in a variety of ways. Contact us and tell us about your challenges.

Email the eSales Consulting team to schedule your personalized coaching session for your staff – or you.

Leading a sales meeting

It’s essential to creating a great sales team that you understand important topics to cover in a sales meeting and how to discuss them effectively. Learn the right questions to ask, as well as:

  • Ideas for delivering energetic and effective sales meetings with your team
  • Must-have topics for each meeting
  • Ideas for increasing your team’s motivation
  • Recognizing milestones and achievements

Learn more about leading a sales meeting

Increasing agent productivity

Our Manager’s Institute program offers training on how to build and maintain a productive sales team, along with a forum through which managers can exchange their best ideas to inspire their teams to excel. You can learn:

  • Coaching techniques to manage your team and reduce turnover
  • Leadership techniques to motivate your team and improve sales
  • Quick steps to increase agent productivity today

If you’d like to participate in the Manager’s Institute, contact Sales Development.


Providing service after the service — Aftercare — is an essential part of the sales cycle. Learn to effectively follow up with the families you've served to share the importance of preplanning. Learn more tricks of the trade for educating your families about the value you offer so they remember yesterday, live for today and plan for tomorrow.

Review five reasons to implement an Aftercare program .