BASE
Business Approach & Strength Evaluation
Email address *
What is your pre-need to at-need ratio? *
1:6
1:1
Are your pre-need reserves growing or diminishing? *
Diminishing greatly
Growing greatly
What is the average age of your pre-arranged client? *
80
66
What is your pre-need single-pay to multi-pay ratio? *
30:70
70:30
Do you have staff dedicated exclusively to Advance Planning? *
No
Yes
What is your marketing budget? *
0-2%
7%
What is the average value of your pre-need vs. at-need contracts? *
Less
More
Have you implemented a Customer Relationship Management Program? *
Required
Which of the following lead sources do you actively work? *
Required
Identify the services you provide with your Continuing Care program. *
Required
Submit
This form was created inside of Doth.