Based on my own independent research.
The collapse of the old preneed float model, means the Industry lost its main cash engine. Instead of fixing the engine, many have tried to make untrained FD's- the new engine—without giving you fuel.
This would place the INDUSTRY (especially certain large corps) in a structural profitability spiral: margins down, free cash flow down, sales productivity down, cancellations up. Corporate’s answer has been cost-cutting, “realigning” sales, and pushing more work downstream. Sound familiar?
Maybe Your wages are effectively suppressed by design—stretch goals, moving targets, and “opportunities” that never quite translate into consistent, livable income.
You’re not just making arrangements. You’re running phones, handling DCs, permits, angry families, POTS/travel cases, cross-location problems, and now sales quotas on top. That’s every major cognitive capacity under full load, every day.
The work demands high emotional intelligence—calm, empathy, flexibility—right when cognitive overload is at its worst. Over time, that overload erodes your EI, your patience, and your sense of self.
You know the real clinical objective of deathcare isn’t “close the call,” it’s to prevent inaction and protect the family’s psychological well-being.
But dashboards and scorecards don’t measure “prevention of complicated grief.” They measure volume, average sale, and pre-need attachment. When you do the right thing clinically, it often looks like under-performance on a spreadsheet.
Most corporate FDs don’t have a real BATNA—a live alternative job or income stream they can point to. They’re psychologically trapped: exhausted, worried about closures, afraid of being pushed back into removals or embalming, and convinced they don’t have time or energy to explore options.
Cognitive overload, shame, and “I’ll look when things calm down” keep them from building that Plan B. This kills their negotiation power and ties their financial future to a system that’s already in contraction.
see, e.g., Nancy Taylor, on behalf of herself and all others similarly situated, v. Service Corporation International, et al.
Put brutally:
You’re carrying the emotional and operational weight of a failing strategy you did not design, and you’re being told the outcome is your fault.
This may complicate your home life, and work-life balance- to say the least.
The real problem is not that you’re “not salesy enough,” “not hungry enough,” or “bad with numbers" - or get this one: “just not applying yourself in a team oriented way that produces results..”
FD’s have literally heard it all -haven’t they? And it’s different every time isn’t it? Depending on what day of the week it is?
The real problem is you’re being held responsible for top-line growth in a system where you do not control the pipeline, the marketing, the staffing, or the “rules.”
Remember: the entire industries' - old cash model (float on preneed) is gone - or disappearing fast. The new insurance-commission model brings in slower, thinner money—but the pressure to hit goals didn’t shrink with it.
Corporate/Management response: cross-train FDs into preneed sales (insurance agents), push more volume, cut costs, close locations. This is margin protection by overloading caregivers.
Meanwhile, the true strategic opportunity—owning the hospice channel and building stable at-need inflow—is being ignored or executed badly.
The Features You'll Need to Expand Your Business
So you’re in a rigged game: no dedicated hospice strategy, no structured referral pipeline, no meaningful sales and negotiation training—and yet your career, income, and self-worth are being graded on outcomes that require all three.
Here’s what becomes possible the moment you have the right tools
Capability 1: A Recurring Book of Business You Built Yourself
Instead of waiting for call centers, Google Ads, or corporate campaigns, you:
Know how to target and identify hospice accounts with real math behind their potential (daily census, length of stay, monthly throughput).
Use the 17-Day Hospice Journey to map when and how to show up with educational materials, so hospice staff naturally see you as a clinical ally, not a vendor.
Work a structured sequence: admission, days 1–5, IDG, imminent death, post-death—turning the hospice into a funnel you own, not a roulette wheel of random referrals.
Capability 2: B2B messaging that wins “Always” status
You’re not dropping off donuts and hoping.
You’re moving from the referral position of
Never → Rarely → Sometimes → Always
… systematically winning the hearts and minds of gatekeepers and managers:
Intake coordinators,
RNs,
social workers,
chaplains.
Clinical directors,
EDs, and DCS
who can “call a meeting” an
How to install your materials as standard-of-care.
Your messaging is clinical, not cheesy:
You speak their language: reducing complicated grief,
closing the 72–17% preparedness gap,
preventing inaction regret, and
making hard conversations easier.
Your materials make them look good in front of families and leadership.
Capability 3: Reduced cognitive load, higher clinical output
With a systematic and structured outreach and hospice process:
You stop improvising under pressure and start running plays you’ve already designed.
That frees up cognitive capacity for the high-EI work only you can do: first calls, complex families, high-risk grief situations.
Increased earnings and market value
🎥 Video
🌟 Exciting Video Alert for Funeral Professionals! 🌟
📈 Unlock the Secrets of the Death Care Elite.
Consequences of Inaction (If Nothing Changes)
If you stay in this exact pattern and do nothing, three things happen over time:
Your career leverage decays
Without a live BATNA (other employers, proven referral book, or portable pipeline skills), every raise request is a “hail Mary.” Management feels your need and responds with the minimum.
As Corporate continues to close locations, reorganize, and absorb losses, your odds of being “rebalanced” or laid off rise—right when you’re least prepared to move.
You end up living in contingency instead of choice.
Your mental health and performance spiral
You begin to question your competence, not the system—a classic overfunctioner trap.
Chronic cognitive overload + emotional dissonance (“I’m a caregiver, but I’m judged on quotas”) → moral distress, then moral injury, then full burnout.
Performance drops not because you don’t care, but because no one can operate indefinitely at this load. That drop then becomes “evidence” against you in reviews.
Build a Real B2B Funnel
Know how to target and identify hospice accounts with real math behind their potential (daily census, length of stay, monthly throughput).
Automation Workflows
Use the 17-Day Hospice Journey to map when and how to show up with educational materials, so hospice staff naturally see you as a clinical ally, not a vendor.
Visual Builder
Work a structured sequence: admission, days 1–5, IDG, imminent death, post-death—turning the hospice into a funnel you own. One median hospice, managed correctly, can be worth tens of thousands a month in predictable at-need revenue—without a dollar of Google spend.
Sales Pipeline
You start to move key hospices from Never → Rarely → Sometimes → Always-recommending you, by systematically winning intake coordinators, RNs, social workers, chaplains, clinical directors, and EDs.
Real Niche Segmentation
You Start to Speak their Language: reducing complicated grief, closing the 72–17% preparedness gap, preventing inaction regret, and making hard conversations easier. You make them look good—that’s why they “Always” use you.
Service Production
Walk into a comp and performance review with a revenue model from your hospice accounts, and learn to negotiate based on qualified arguments value-case. When you do that, you're no longer begging—you’re creating leverage and options.
With a sculpted, and structured outreach process, you stop improvising under pressure and start running plays you’ve already designed. That frees cognitive capacity for the high-EI work only you can do.
The Real Problem
No Pipeline
You’re being held responsible for top-line growth in a system where
you do not control the pipeline, the marketing, the staffing, or the rules.
Meanwhile, the true strategic opportunity—owning the hospice channel and building stable at-need inflow—is being ignored or executed badly.
This system can streamlined your strategy process and helped you secure families and YES Hospices- faster with clear focus.
Chet Dossier
Happy Client
Using this funnel improved our team’s productivity and alignment, making strategic management.
LitishaRN@MacylandHospice..
Trusted Partner
I always have training material to keep my staff motivated and strategy that excites the room - for real, talk to him.
Robert G.
Valued Customer - Independant HOME Owner
Frequently Asked Questions
Find answers to common questions about how this funnel can help grow and streamline your business. Reach out if you need more info!
What do You do exactly?
We help funeral directors do the thing nobody ever really trained you for: turn the hardest work in the world into something sustainable, effective, and valuable.
We show you how to build clinical, trust-based partnerships with hospices so referrals and first calls become predictable instead of random, and how to handle those first conversations in a way that lowers trauma, protects families, and still supports full-price services—even with price-conscious shoppers.
We coach you through the emotional labor and dissonance of being both caregiver and seller, giving you language, frameworks, and habits that reduce burnout instead of amplifying it. We help you rethink and articulate their value so they can interview better, negotiate better, lead better, and, if needed, find the right next role instead of staying stuck.
For owners and managers, We help you find and evaluate talent, build emotionally intelligent teams, and put process around delivering reliable, high-quality care under pressure.
Underneath all of it, We work gives funeral professionals a structured way to align ethics, outcomes, and revenue—so families, staff, and the business all have a more stable, sustainable path forward.
How can it help my business?
It helps your business by turning what’s now fragile, personality-driven goodwill into a repeatable, documented engine for both care and revenue.
Instead of “hoping” hospices keep recommending you, you build structured partnerships and education that make your firm the safest, most clinically aligned option in their eyes—which means more first calls, more at-need and pre-need opportunities, and less pressure to discount.
Over time, you end up with something most firms never have: a clear, defensible value story, documented systems, and a more predictable book of business that’s worth more—whether you’re growing, handing it off, or planning your exit.
Why will it work for me/us"
It works because it’s built for the exact reality you’re already in—high emotion, high stakes, and no extra time. I’m not asking you or your staff to become different people; I’m giving you language and structure that fit how you already see families, grief, and care. The approach is grounded in grief psychology, clinical communication, and the actual constraints of funeral work, so you’re not trying to bolt on some generic “sales system” that dies the minute things get busy. Instead, we layer small, repeatable changes into conversations you’re already having—with hospices, with families, with your own team—so results show up as more consistent calls, calmer first meetings, and less emotional wear-and-tear. It works because it doesn’t fight your instincts as a caregiver; it finally gives those instincts a system.
Can we Guarantee Results?
Short answer: no—BUT- that’s exactly why this is credible.
I can’t guarantee specific numbers for any one firm, because - we haven't even talked yet.
What I do guarantee is that you’ll get a clear, evidence-based framework, language that’s been pressure-tested in real hospice and funeral settings, and practical tools you can actually use with your team. If you show up, apply the work, and give it a fair run, you’ll never again be guessing about what to say, when to say it, or how to build hospice partnerships—you’ll have a system instead of hope.
The good news is, we have pay as you go, and have literally priced our services so you can't afford not to do it! Talk to an agent today for pricing details or check our our quick pricing page: General Price List
It’s Easy to Get Started
Take the first step toward growing your business with a simple, proven funnel that’s designed for quick setup and powerful results. No experience needed!
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