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Setting Goals to Grow Your Funeral Home in 2021

Do you have defined goals for growing your at-need calls, preneed, or your profitability in 2021? Have you analyzed what you've done so far in 2021 and what you need to do differently heading into the next year?

The Peter Drucker quote "you can't manage what you don't measure" is absolutely true, and on this episode, we discuss how successful funeral home operators think about their business and why goal setting is critical to their success. Ellery and Welton share insights on:

1. When you should start setting goals for the new year
2. What goals you should be setting
3. Why call volume alone is not a good measure of success

Show Notes & Resources

  • When should you finish your marketing plan for the coming year? (2:00)
  • Ellery explains why measuring market share matters (6:42)
  • What percentage of revenue should a funeral home spend on marketing? (10:36)
  • What should funeral homes spend in offline marketing versus online? (12:09)
  • Welton explains what sequencing is regarding marketing and why it's important (15:32)
  • Ellery asks Welton what offline marketing channels he would recommend (18:35)