Consulting Services

Sometimes running your pre-need program can seem complicated and frustrating. There can be so many unexpected roadblocks that impede your success. We can help you!

We offer consulting services focused entirely around growing your pre-need program. Lasting results come from skilled, knowledgeable teams, not armies of people who are trained in  a "cookie-cutter" approach. Our flexible, consultative approach guarantees that short-term or long-term, onsite or offsite, we can provide the professional talents and resources you need. While others words run shallow, Outlook Group actions run deep!

Here are a few of the services we can offer you:

  • Complete guidance and assistance with developing a comprehensive program goals and needs analysis, including program sales, state-of-the art marketing, complete training, and new and proven lead generation programs.
  • Complete management and support for entire management and sales teams.
  • Consultative support with recruitment, screening, interviewing, hiring, and appropriate licensing.
  • Specialized pre-need sales training available for all sales staff, provided by The Academy, either onsite or at our training center.
  • Continuous motivation, inspiration, support, and continuing education through regional and company-wide meetings.
  • Marketing and advertising consultations, services, designs, and implementation including direct mail services (available at cost to funeral home.) Image enhancing and community centered educational programs and events. Full service marketing agency ready to meet your every need.
  • Timely, in-house produced monthly, quarterly, semi-annual and annual detailed funeral home sales reports.
  • Outlook Relationship Management System (ORMS) -this one-of-a-kind system allows you to seamlessly track and interact with your pre-need sales prospects in a timely and effective manner, never before available in funeral service.

In short, the value you will receive from our consulting services is invaluable. Pick up the telephone and call 800-331-6270 to learn more.