Pre-need lead pipeline
Every public-website pre-need form lands here as a typed lead. Auto-scored by intent, sorted by likelihood to convert, and enrolled in multi-week drip campaigns. The funnel below is your quarter.
8 active leads · $66,200.00 in flight
Lead inbox
Auto-scored from engagement signals · sorted by likelihood to convert.
- HMHelen McLeanhelen.m@example.com91veteran burialObituaryProposal sent$9,450.00Viewed proposal — 4 minutes 22 seconds7d ago · drip day 14
- AOAda Okaforada.o@example.com88cremation simpleReferralConsult held$4,200.00Held consultation · ready to sign8d ago
- MKMargaret Keatingm.keating@example.com84traditional burialWebsiteConsult booked$12,400.00Replied to drip day 78d ago · drip day 7
- ASAmani Sayedasayed@example.com79cremation with serviceWebsiteSigned$7,250.00Signed pre-need contract · payment plan8d ago
- RARoberto Alvarezrob.alvarez@example.com72cremation with serviceFacebookContacted$6,800.00Downloaded 'The 12-Month Pre-need Checklist'9d ago · drip day 4
- ETEleanor Thomaset@example.com67green burialEventContacted$7,100.00Opened 'Green burial options at Oak Grove'8d ago · drip day 9
- DPDaniel Parkdpark@example.com56undecidedGoogleNew$8,000.00Submitted contact form7d ago · drip day 0
- PHPhillip Hartwellphartwell@example.com41traditional burialWebsiteNew$11,000.00Submitted price-list request7d ago · drip day 0
Drip campaigns
Multi-week nurture sequences that work in your sleep.
Pre-need · 28-day general nurture
- 0Email71% openWelcome — your pre-need guide is attached
Thank you for reaching out. Inside, you'll find our 12-month checklist…
- 2dEmail58% openThree things most families wish they'd known
After 30 years of helping families, here are the three regrets we hear most often…
- 5dText92% openQuick question — would a 15-minute call help?
Hi {{first_name}}, this is Marcus from Oak Grove. No pressure at all…
- 7dEmail64% openWhat pre-need actually costs (no fine print)
Real numbers: traditional burial averages $9,800. Cremation with service…
- 14dEmail49% openHow families pay for pre-need (and avoid surprises)
Most families either pay in full and lock the price forever, or…
- 21dDirector taskDirector call — personal check-in
Auto-assigned to the on-call director. Goal: book a free consultation.
- 28dEmail38% openWe're here when you're ready
No follow-up after this one. Save our number — we'll be here…
Industry data shows pre-need conversion rates of 15–30% with a real nurture engine, vs. 3–5% with email forwards. On 100 leads/year that's an extra 10–25 contracts at $8,000 average — call it $80,000–$200,000 in locked-in revenue per location, every year. We're the only vendor in the death-care vertical that ships this end-to-end.