Real Partners With Measurable Results

Re-engaging a Dormant Client Base

The Challenge:

Heritage Oaks was a respected, multi-generational family firm with a strong at-need reputation.

However, their pre-need sales were stagnant, and they had no system to reactivate the hundreds of families they had served over the years.

Our Integrated Solution:

• Implemented the Divine Memories system to capture new leads from every service.
• Activated the “After-Care to Pre-Need” campaign, targeting their past client database.
• Provided a trained Crisis Prevention Counselor to conduct the reviews.

The Verifiable Results (within 6 months):

• +142% Increase in pre-need sales inquiries.
• +68% Growth in annual pre-need revenue.
• A pipeline of over 200 new, qualified leads from their existing community.

Competing with National Chains in a Major Market

The Challenge:

Facing aggressive competition from two national corporations in their market, San Antonio Family Care was losing price-sensitive families and struggling to connect with a younger demographic.

Our Integrated Solution:

• Launched a targeted Premier Marketing digital campaign focusing on “Crisis Prevention”
• Fully integrated the “Crisis Prevention Counselor” model and the Evermore Program into their service offerings.
• Equipped them with the full product suite, including the SNL Loyalty Program to enhance value.

The Verifiable Results (within 1 year):

• +45% Increase in their average pre-need sale value.
• 90% of new clients cited the “Crisis Prevention” approach as a key differentiator.
• Secured a feature story in a local publication, positioning them as a community innovator.