Our Services

Envision Strategic Partners offers everything your organization needs to offer Preplanning Services. We’ve put together a comprehensive program that includes everything from lead generation to prospecting scripts; from the Personal Wishes Organizer presentation to caskets, vaults, and urns.

Lead Generation and Custom CRM

We provide you with ideas and sources to generate leads for your preneed product offering. We also allow you to track those leads through our Custom CRM with step-by-step instructions.

Prospecting Scripts

Envision’s training manual includes a variety of scripts for your salesforce to use. Covering topics from home delivery, current owners, recycled leads, and direct mail call behind scripts, we’ve got your team covered. We also assist in handling objections with a second effort.

Personal Wishes Organizer Presentation

We will train your staff to assist prospects fill our their Personal Wishes Organizer page by page. The PWO covers everything from funeral wishes, asset location, family contacts, and much more. This document truly gives your clients the peace of mind that their wishes will be known to family, friends, and the mortuary.

Additional Products and Services

Envision also offers a full range of caskets, vaults, and urns—as well as aftercare communications with condolence cards and certificates of appreciation. These products help your organization provide exceptional services far beyond the expectations of the families that have recently experienced a death. Aftercare service provides you the opportunity to serve the family beyond the day of the funeral service and allows you to provide all family members and friends with additional materials and valuable services of the funeral home and cemetery if applicable.