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Section 1 sets the stage for understanding the aftercare appointment and mindset. Aftercare families are not planning a funeral but are focused on closing out a loved one’s estate, presenting an opportunity to help, not sell. Preparation is key—review the details of their recent service and calculate the current cost on a 10-year plan to help emotionally connect and naturally transition into preplanning. Remember, these families have just gone through a funeral, so they’re often more open to future conversations than expected. Your goal is to make them feel supported and cared for, not like they’re planning again.
Lesson 1: Setting the Stage — Understanding the Appointment and Mindset
"Grief is the last act of love we can give to those we loved. Where there is deep grief, there was great love." — Unknown
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3. Remember the Mindset
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2. Prepraration
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First steps to taking your travel planning journey. Our goals, motivation and company values & where to begin!
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Before your appointment:
Aftercare appointments are unique—not better or worse than traditional pre-planning meetings, just different.
These families are not seeking funeral services; they are seeking help navigating the complex process of closing out a loved one’s estate. This is not an obstacle—it’s an opportunity to provide real value.
Keep in Mind:
- You offer a product and service every family ultimately needs.
- If presented with compassion and clarity, families will be grateful for your help—not just with the Parting Guide, but with planning their own arrangements too.
communication tips
Remember the Mindset
These families didn’t ask to discuss preplanning—but they’ve just lived through the challenges of planning a funeral. That experience gives them unique perspective and makes the conversation easier when handled with care.
Our goal:
Make them feel completely supported.
Ensure they don’t feel like they’re planning anything again.
Support the client
Remember the Mindset
segment one
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In this section, you will learn how to communicate effectively and utilize the Parting Guide to have empathetic and natural conversation.
Head to STep 2 - Building connection