Section 2 emphasizes building connection with compassion and trust. The Parting Guide serves as a gift, showing continued care and helping build trust from the start. Before each appointment, take a moment to center yourself and consider how you can best serve the family. Begin with genuine small talk using the FORM method (Family, Occupation, Recreation, Message) to establish rapport. When introducing the Parting Guide, guide them through logging in, reassuring them it’s a tool to simplify estate tasks and ensure nothing is overlooked.
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Step 2: Building connection - Guiding with Compassion and Trust
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The goal: Make the conversation feel like it’s all about them—because it is.
3. Building Trust
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One of our greatest "selling points" is that we help clients get hard to book dining. Don't miss this section for how to do that!
2. The Appt
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Your workflow is your communication with your client from inquiry to follow up after the trip. It's the bread and butter of what we do!
1. The Power of TPG
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The POwer of the PArting Guide
When introduced correctly, this guide becomes a meaningful, trusted tool they’ll be thankful for.
The Power of the Parting Guide
segment Two
Where the magic all begins!
It goes a long way when people feel you are genuinely excited for their trip - because they are! When they feel you care, they are more connected to you and associate the interaction in a positive way.
Remember How excited you are for them!
Tips!
TIP NO. 1 of 2
I know you are juggling a lot & don't expect you to drop everything in order to answer a client. But from their perspective it can be so helpful to hear "i received your email and I will respond in detail by 9 pm tonight" - people love expectations!
It's okay to say, " I got your email and I'll respond as soon as I can.
REVIEW NO. 2 of 2
Fortunately
And Please Remember!
This is what you came here to do!! Planning trips, acting on deals and crafting a perfect trip for your clients. This is your time to build your system and refine your process.
When you are given a Canva or google resource to make sure and copy the original file before making any edits.
Quick & Positive communication secures the job & keeps them coming back over and over again.
Communicate in a timely manner. Even if its an email to let them know when you will be answering their question or getting their quote.
Always act excited and cheerful when chatting! This is their dream family trip & we want them to feel like they are our first priority.
YOur most important Job!
Client Communication
segment one
Connection is everything. Before you walk into any appointment—whether it’s at their home or in the funeral home—take five quiet minutes to center yourself.
- Who am I about to help?
- What might they need most from me?
- How can I make this as easy and meaningful as possible?
Ask yourself:
The Appointment: It starts with connection
segment two, part two
The goal: Make the conversation feel like it’s all about them—because it is.
The Goal?
Building Trust Through Connection
Look for connection points:
Compliment their home, pet, or something they’re wearing (genuinely).
Family
Occupation
Recreation
Message (what matters most to them)
USE the form method to guide the conversation:
"You received a text from the funeral home with a link to this free digital guide. Today, I want to walk you through it to make sure you know how to use it. It’s designed to simplify the process of closing out your loved one’s estate and to make sure nothing gets missed."
Let them know!
- No cost
- No password
- Just their first name, last name, and email address
- Have everyone present log in—this helps them and helps us continue serving them
Logging in:
segment Four
How to Introduce the parting guide to families
Access our Login guide PDF here
Show up with this printable version of our checklist to help them visualize the process & also increase your credibility and care.
Download your Client Checklist!
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pssst -
From the library!
From Getting Paid to navigating Travel Joy, this section gets you up to speed on everything you need to know in order to manage the behind the scenes business stuff that takes care of YOU and your process.
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