Circle of Success


Envision Strategic Partners provides you with a wealth of tools to help facilitate the important and sometimes complex preplanning process. As your clients take the time to sit down as a couple or with children, family, friends, neighbors, clergy or other loved ones to discuss and preplan final wishes, we’re supporting you at each step.

A blue circular graphic with six outer petals labeled with professional pillars, surrounding a core of six values.

“We help funeral homes & cemeteries increase revenue with our top performing preneed sales & marketing program.”

INTEGRITY 

Principles over profits. We do the right thing.


EXCELLENCE

We strive to be outstanding in everything we do.


Growth

We have a growth mindset and are continually improving.


INSPIRATION

We are leaders that breed innovation and action.


PROFITABILITY

Success and longevity hinges upon a healthy business for ourself and our clients.


PASSION

Strong convictions fueled by a happy and fun work environment.

Success Mindset


It is important the everyone on our team has a growth mindset, from the people we hire to the clients we choose to work with. None of us can truly succeed if we don’t all succeed. Our relationships are stronger when we all feel success together.

Industry Expert


The funeral profession is constantly changing and we must be willing to lead out front. Our team of sales professionals have extensive knowledge of our industry to provide the best products and services available.

Client Development


It’s not just about developing leads, but more importantly about nurturing long-term relationships. While we excel at generating the best leads in the industry, we thrive because every lead and every relationship matters.

Power Prospecting


Leads have little value unless we are proficient in our ability to set appointments. Following scripts and consistent follow-up ensures that every family we serve gets our dedicated attention until they are ready to pre-plan.

Compelling Visits


When a family chooses to meet with us we must be ready to ask the right questions and then listen intently. Nobody wants to hear a “sales pitch” anymore so, we focus on learning what is most important to the families we are honored to meet.

Continuous Growth


To be leaders in the funeral profession we can never stop learning and growing. We proactively seek out a the best education, tools and methods to meet and serve more families. Complacency is not in our vocabulary.