Surveys Archives - Johnson Consulting Group https://www.johnsonconsulting.com/category/surveys/ Funeral Home and Cemetery Consulting Tue, 01 Apr 2025 18:22:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://www.johnsonconsulting.com/wp-content/uploads/2020/02/cropped-jcg-32x32.png Surveys Archives - Johnson Consulting Group https://www.johnsonconsulting.com/category/surveys/ 32 32 2025 JCG Performance Tracker X Trends and Insights Report Volume 8 Now Available. https://www.johnsonconsulting.com/2025-trends-and-insights/ Tue, 01 Apr 2025 18:22:44 +0000 https://www.johnsonconsulting.com/?p=7867 JCG’s Performance Tracker X is the complete customer management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line. We believe in sharing insight from the data collected through our Performance Tracker X program powered by J3tech. This year’s report utilizes the data compiled from 113,921 sales and survey records […]

The post 2025 JCG Performance Tracker X Trends and Insights Report Volume 8 Now Available. appeared first on Johnson Consulting Group.

]]>
JCG’s Performance Tracker X is the complete customer management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line. We believe in sharing insight from the data collected through our Performance Tracker X program powered by J3tech. This year’s report utilizes the data compiled from 113,921 sales and survey records and includes a dedication and interviews with our 2024 Customer Service Award Winners!

 

Takeaways from the 2025 Trends and Insights Report:

  • Survey response results: 9.5% of completed surveys generate actionable leads, with an average response rate of 36.7%.
  • ICPs increase revenue and satisfaction: JCG-administered ICPs boost revenue and customer satisfaction, with higher satisfaction scores for both burials and cremations despite higher average sales.
  • Cremation is gaining ground: All cremation case types have higher customer satisfaction scores than any burial case types, indicating a shift in family preferences.
  • Low NPS for pre-planning: Pre-planned funeral arrangements have the lowest NPS score compared to other reasons for choosing a funeral home.

 

Download our FREE report below!

2025 JCG PerformanceTracker X Trends Analysis Full Report 

 

Created for Partnership. Designed for Business Success.

The post 2025 JCG Performance Tracker X Trends and Insights Report Volume 8 Now Available. appeared first on Johnson Consulting Group.

]]>
Johnson Consulting Group Announced the Recipients of the JCG 2024 Excellence in Customer Service Awards https://www.johnsonconsulting.com/2024-cx-award-winners/ Mon, 31 Mar 2025 00:00:59 +0000 https://www.johnsonconsulting.com/?p=7863 Scottsdale, AZ –Johnson Consulting Group (JCG) announced the recipients of the JCG 2024 Excellence in Customer Service Awards, powered by J3Tech Solutions.   The Awards were presented to JCG client funeral homes who achieved the highest Total Value Index Score from family satisfaction surveys sent to each family they served during 2024. The Total Value Index […]

The post Johnson Consulting Group Announced the Recipients of the JCG 2024 Excellence in Customer Service Awards appeared first on Johnson Consulting Group.

]]>
Johnson Consulting Group logo

Scottsdale, AZ –Johnson Consulting Group (JCG) announced the recipients of the JCG 2024 Excellence in Customer Service Awards, powered by J3Tech Solutions.

 

The Awards were presented to JCG client funeral homes who achieved the highest Total Value Index Score from family satisfaction surveys sent to each family they served during 2024. The Total Value Index is a calculation of the weighted sum of the Overall Performance Score, the Net Promoter Score and the “value of the price paid for goods and service” question. The Overall Performance Score is a calculation of eighteen independent questions that measure results in four areas: 1) Initial Contact, 2) Arranging Director, 3) Facilities and Vehicles, 4) Staff and Services Provided.

 

The JCG client funeral homes are divided into three categories based on call volume. Award recipients achieved the highest levels of customer satisfaction among the 576 funeral homes that were eligible in 2024.

 

On behalf of Johnson Consulting Group, we want to congratulate the following winners:

Category One: 24-150 Surveys Sent

  • Coastal Cremations and Funeral Care – Jacksonville
  • Care Funeral & Cremation Service – Moundsville
  • Garrett-Sykes Funeral Service – Ahoskie Chapel
  • Walker Brothers Funeral Home – Spencerport
  • Halls of Waldoboro
  • Foley-Cook New Day Cremation and Funeral Care
  • Miles-Sterling Funeral & Tribute Center
  • Wells Funeral Home – Canton
  • Goodlettsville
  • Alexander
  • Baue O’Fallon Funeral Home
  • Riemann – Biloxi
  • Opatovsky Funeral Home – Dempster Chapel
  • Aria – Irving
  • Weigel Funeral Home

 

Category Two: 151-300 Surveys Sent

  • Mountain View Cremation & Funeral Care
  • Verne Wood Funeral Home
  • Billow Funeral Homes & Crematory – Fairlawn Chapel
  • Buonfiglio Funeral Home
  • Jersey Memorial Group, Old Bridge
  • E. Pike Funeral Home
  • Harper & Lucas Funerals & Cremations
  • Alpine Funeral Home
  • West Funeral Home
  • Meyer Brothers Colonial Chapel
  • Chancellor Funeral Home – Florence
  • Smith & Buckner Funeral Home
  • Posey Funeral Directors
  • Biggers Funeral Home
  • Aria – Northwest Hwy

 

Category Three: 300+ Surveys Sent

  • Cremation Society of Virginia – Southside Chapel
  • Cremation Society of Virginia – Peninsula Chapel
  • Simply Cremation
  • Fremont Chapel of the Roses
  • Hansen Chapel
  • Heartland Funeral Home – Early
  • Lynch & Sons Funeral Directors Walled Lake
  • Menke Funeral & Cremation Center
  • Miles Funeral Home
  • Ott & Lee – Brandon
  • Horan & McConaty – Wadsworth
  • Roper & Sons Funeral Services
  • Thomas McAfee Funeral Homes & Cremation Center – Downtown Chapel
  • Thomas McAfee Funeral Homes – Northwest Chapel
  • Whitney & Murphy Funeral Home
  • Whitney & Murphy Funeral Home Bueler Mortuary

 

The JCG Performance Tracker X tool provides funeral homes and cemeteries timely, accurate measurements of customer service and sale performance.  The software offers comprehensive reporting that shows business owners what they are doing well and identifies the areas that need fine-tuning and improvements.

 

Johnson Consulting Group started its customer survey program in 2008. This large amount of survey data has proven invaluable to providing insight into customer needs and satisfaction. The company attributes the program’s growth based on its ability to offer the program with no contract to sign, a low monthly cost, and accessibility to its management professionals for interpretation and usefulness of the reports.

 

“With the commoditization of products and services in our society, providing an exceptionally high level of customer service is critical to differentiating us from our competition. At the average sale of a funeral today, the loss of even one family can have material impacts on a business and its value. The answer to continual improvement is to survey our customers, ask the difficult questions, ask for a review online, and recover when there’s an issue”, says Jake Johnson, President and CEO of Johnson Consulting Group.

 

For more information about Johnson Consulting Group or the Performance Tracker X tool, email info@johnsonconsulting.com or visit us at www.johnsonconsulting.com.

 

About Johnson Consulting Group

Johnson Consulting Group is committed to providing business solutions and tools to achieve increased performance, profitability, and success as one navigates the journey towards an exit strategy. Our expert services include Succession Planning, selling funeral homes and cemeteries, financing solutions, business coaching, accounting services, business performance analysis, customer survey program, Customer Experience workshops, incentive compensation plans and Leadership and Management training.

The post Johnson Consulting Group Announced the Recipients of the JCG 2024 Excellence in Customer Service Awards appeared first on Johnson Consulting Group.

]]>
The Ultimate Guide to Elevating Customer Service Through The Feedback and Growth Cycle https://www.johnsonconsulting.com/funeral-customer-service/ Thu, 30 Jan 2025 22:22:26 +0000 https://www.johnsonconsulting.com/?p=7835 Providing outstanding customer service is a universal goal for businesses, but how do we truly know we’re meeting the mark? Assumptions are not enough. Instead, it requires a systematic approach to evaluate, analyze, and enhance the service we offer. Here’s a step-by-step guide to transforming your customer service process and driving continuous improvement. 1.The Service…Start […]

The post The Ultimate Guide to Elevating Customer Service Through The Feedback and Growth Cycle appeared first on Johnson Consulting Group.

]]>
Providing outstanding customer service is a universal goal for businesses, but how do we truly know we’re meeting the mark? Assumptions are not enough. Instead, it requires a systematic approach to evaluate, analyze, and enhance the service we offer. Here’s a step-by-step guide to transforming your customer service process and driving continuous improvement.

1.The Service…Start with Self-Reflection

Before seeking external feedback, begin by assessing your current service delivery. This requires vulnerability—being open to recognizing shortcomings and embracing opportunities for growth. Evaluate your processes, interactions, and touchpoints. Where could improvements be made? Honest reflection sets the stage for meaningful progress.

2.Gather Client Feedback

Once you’ve acknowledged areas for improvement, the next step is to collect insights directly from your customers. Customer satisfaction surveys are an excellent tool for this purpose. These can be distributed digitally (email), via text, or through traditional mail (paper).

Focus on these key areas:

  • First Point of Contact: Often the lowest-rated section in surveys. Ask how the family’s initial interaction with your business felt and identify gaps.
  • Arrangement Process: Gather feedback on the ease and efficiency of the arrangement process.  How did the arranger listen and provide the options?
  • Facilities and Appearance: Evaluate impressions of your facilities, vehicles, and surroundings.  Have you provided a comfortable and quality environment for the customer.
  • Service Experience: For those who utilized your service, dig deeper into their experience.

Further questions should include perceptions of the overall value, how customers discovered you, their willingness to leave online reviews, and suggestions for additional services (lead generation).

3.Act on Feedback Quickly…Real Time Data

In the movie, “The Godfather”, bad news was expected to be delivered promptly! Similarly, receiving real-time data allows you to address issues immediately rather than letting them go unchecked.  Johnson Consulting’s Performance Tracker System allows you to leverage the latest technology, providing a rapid response to customer concerns.

4.Analyze the Data

Collecting feedback is only valuable if you analyze it effectively. Use robust reporting platforms to:

  • Filter data by time frame, location, or region.
  • Identify trends and actionable insights.
  • Generate reports in real time for prompt decision-making.

5.Deploy Actionable Improvements

With insights in hand, it’s time to implement changes. Review the data with your management team and assign tasks for execution. Ask:

  • What improvements can we make?
  • Who will be responsible for these changes?
  • What is the timeline for implementation?

Accountability and clear timelines ensure that your efforts translate into measurable results.

6.Invest in CX Performance Improvement

Customer experience (CX) isn’t a one-time fix; it requires ongoing commitment. Consider hosting Johnson Consulting’s CX performance improvement workshops to bolster your service culture. John DiJulius’s book “The Customer Service Revolution is an excellent resource for understanding how to create a customer-first approach.

7.Generate Leads Through Exceptional Service

Satisfied customers naturally become ambassadors for your business. By prioritizing CX and deploying actionable improvements, you create raving fans who are eager to share their experiences. Encourage them to leave online reviews and share testimonials. This not only generates leads but also strengthens your reputation.

Conclusion

Customer service excellence is a continuous cycle. Start with honest self-assessment, gather and act on client feedback, analyze data, and implement changes. Invest in your team’s growth through CX workshops, and reap the rewards of lead generation from loyal, satisfied customers. Then, begin the process again to ensure ongoing improvement.

By following these steps, you’ll not only elevate your service standards but also foster a culture of excellence that drives lasting success.

 

Contact us today!

The post The Ultimate Guide to Elevating Customer Service Through The Feedback and Growth Cycle appeared first on Johnson Consulting Group.

]]>
Driving Engagement in Performance Tracker X https://www.johnsonconsulting.com/funeral-home-customer-engagement/ Fri, 12 Jul 2024 20:14:49 +0000 https://www.johnsonconsulting.com/?p=7741 Driving team member engagement is the best way to get the most out of your funeral survey program and acts as powerful engine to drive performance.   Encouraging adoption by rewarding wins with some of the ideas below can get you moving in the right direction. Incentive Compensation Plans An incentive compensation plan (ICP) is […]

The post Driving Engagement in Performance Tracker X appeared first on Johnson Consulting Group.

]]>
Driving team member engagement is the best way to get the most out of your funeral survey program and acts as powerful engine to drive performance.

 

Encouraging adoption by rewarding wins with some of the ideas below can get you moving in the right direction.

Employee engagement cycle

Incentive Compensation Plans

An incentive compensation plan (ICP) is a form of variable compensation for your team members. A common practice is to tie the program to targeted sales, customers’ experiences, and the overall success of the organization. Incentive compensation plans can be customized to whatever metrics are important to the organization. They provide an extra dose of motivation for exceptional workplace performance and increase the chances of maintaining quality talent. Good ICPs must be understandable, fair, easily measurable, and consistent.

 

Without a doubt, Performance Tracker X has proved to be an important tool in easily managing ICPs. With Performance Tracker X, your team members can monitor their performance and ICP metrics in real time. This focuses their attention on the metrics that matter to you most while driving their personal growth and the growth of your organization. Increased focus increases survey communication with families which improves response rate and generates more actionable data.

 

Customer Experience Metrics Sales Metrics Compared to Budget
–        Response rate

–        Collection rate

–        Arranger Performance Score

–        How quickly alerts are resolved

–        Call volume

–        Average sale targets

–        Case mix percentage

 

 

Employee Recognition

The care, compassion, and attention your arranging directors pay to the families they serve is of the utmost importance to them and can weigh heavily. Taking the time to appreciate and recognize successes has been shown to increase productivity, comradery, culture, and loyalty to the company, leading to higher retention.

 

There are many creative ways to accomplish this which take little time or cost.

  • Create an internal awards program for those who had the most perfect surveys responses received, highest response rate, and/or most digital collection.
  • A monthly “spin-to-win” game with gift cards or other give aways. Add your team members name to the wheel each time a perfect score survey is received.
  • Forward a congratulatory email each time a perfect score survey is received to the whole team. This allows everyone to feel each other’s success while publicly acknowledging the arranging director.
  • Highlight an arranging director each month on your social media including some of the positive feedback left in the surveys.
  • Read the positive feedback outload during team meetings.

 

Giving a little can get you a lot!

 

Providing clarity and setting expectations

It is important that your team members understand organizational goals and the part they play in achieving those goals. Team members who cannot see beyond their role often feel a reduced sense of satisfaction and fulfillment which can lead to turnover, poor relations between coworkers, and an undesirable work environment. Help your team members to understand the importance of the survey program and how it plays into your larger vision by communicating often and across multiple channels and altitudes.

 

People retain information differently. Some may rely heavily on verbal communication whereas others may need written information, visual aids, or even examples of the concepts in action. Repetition of the information helps to engrain the importance and communicates that the direction you are providing is here to stay. Ensure adoption at all levels of your organization by breaking down high-level concepts and explaining how they relate to your team members’ day jobs. When you pair the newfound clarity with a framework which spells out the goals or criteria which support the mission, your team members become a part of the bigger picture rather than someone who is simply affected by it.

 

Would you like to schedule a time to discuss how to heighten engagement within your organization? Interested in an ICP in your organization? We are always here for you!

Contact us today!

The post Driving Engagement in Performance Tracker X appeared first on Johnson Consulting Group.

]]>
Navigating the Challenges of Shipping Loved Ones Home for Ceremony https://www.johnsonconsulting.com/funeral-home-shipping/ Thu, 25 Apr 2024 17:12:48 +0000 https://www.johnsonconsulting.com/?p=7663 As we wrapped up the year 2023, much like any other year, the funeral business landscape revealed its diverse facets. Across the United States, some firms appeared untouched by external influences, while others experienced the ebb and flow of challenges such as slow months, fluctuating death rates, and the overarching impact of the ongoing COVID pandemic.

The post Navigating the Challenges of Shipping Loved Ones Home for Ceremony appeared first on Johnson Consulting Group.

]]>
The satisfaction of shipping loved ones home for a funeral has seen a steady decline since 2018, even before the pandemic.(Johnson Consulting Group research Trends, and Insights see page 44). According to the Wall Street Journal, it’s estimated that over 200,000 cases annually involve the transfer of a loved one over 300 miles for funeral services. This decline in satisfaction can be attributed to various factors, including the airline industry’s reduction and alteration of routes, as well as increased government red tape involving death certificates and staffing issues at health authorities.

 

One potential solution to increasing satisfaction would be to have a dedicated person for shipping loved ones, but this could prove to be costly. Another approach would be to engage an experienced third-party entity experienced in shipping loved ones for ceremony. This solution involves dealing with a company that understands the intricacies of shipping within every state of the country, as well as with consulates and embassies in other countries remarks David W. McComb owner of Inman Shipping Worldwide the industry’s largest and most experienced transportation entity.

 

Johnson Consulting Group with the leadership of Jake Johnson, has been instrumental in producing survey results that illustrate the decline in customer satisfaction with shipping loved ones home for ceremony. It’s clear that addressing the challenges associated with this process requires collaboration with experienced entities and leveraging comprehensive survey data.

 

By navigating the evolving landscape of shipping loved ones home for ceremony, it’s essential to prioritize expertise and insights from organizations such as Inman Shipping Worldwide and the Johnson Consulting Group. This ensures that the challenges associated with this process are addressed, ultimately restoring satisfaction and tranquility to families during their most delicate and challenging moments.

GET IN TOUCH TODAY

 

About Inman Shipping: Worldwide – your seasoned shipping professional

Let them be your transportation department!

Time!  It’s something we never seem to have enough of and this is especially true for funeral directors.  Staffing shortages across the country mean funeral directors are working longer and harder to serve their families.

When they need to bring a loved one home for ceremony,  they can spend what can be hours on the phone coordinating the shipment and then if they run in to issues with the shipping funeral home or airlines is just more TIME!

Instead, they can contact Inman Shipping Worldwide and allow Inman to be their transportation department.  Dave McComb, is the CEO of Inman Shipping and is also a fourth generation funeral director.  He understand the needs and demands funeral directors face every day.

Inman has been serving the death care industry since 1978 and has established a network of over  750 vetted service providers.  In addition, air transportation is coordinated with their sister company Eagle’s Wings Air (EWA).  EWA is the largest shipper of human remains of all the airlines.  If something goes wrong, we have the cell numbers of all the airline cargo managers and go to work on your behalf.

Inman’s state-of-the-art software allows for constant monitoring of all shipments for the convenience of the receiving funeral home.

Shipping human remains is a process that involves complying with a variety of legal requirements and can vary across the country and around the world.  As the largest and old repatriation company in the country, Inman is a seasoned transportation specialist.

Spend your time where it’s the most important – serving your families and let Inman Shipping Worldwide be your transportation provider.

For more information visit www.shipinman.com or contact us at (800) 321-0566.

The post Navigating the Challenges of Shipping Loved Ones Home for Ceremony appeared first on Johnson Consulting Group.

]]>
2024 Performance Tracker X Trends and Insights Report Volume 7 Now Available. https://www.johnsonconsulting.com/2024-funeral-home-trends-and-insights/ Wed, 10 Apr 2024 15:14:21 +0000 https://www.johnsonconsulting.com/?p=7662 JCG’s Performance Tracker X is the complete customer management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line. We believe in sharing insight from the data collected through our Performance Tracker X program powered by J3tech. This year’s report not only updates the findings from volume 6, and utilizes […]

The post 2024 Performance Tracker X Trends and Insights Report Volume 7 Now Available. appeared first on Johnson Consulting Group.

]]>
JCG’s Performance Tracker X is the complete customer management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line. We believe in sharing insight from the data collected through our Performance Tracker X program powered by J3tech. This year’s report not only updates the findings from volume 6, and utilizes the data compiled from 278,310 sales and survey records, but also includes a dedication to our 2024 Customer Service Award Winners!

Download our FREE report below!

2024 JCG PerformanceTracker X Trends Analysis Full Report 

 

Created for Partnership. Designed for Business Success.

The post 2024 Performance Tracker X Trends and Insights Report Volume 7 Now Available. appeared first on Johnson Consulting Group.

]]>
Navigating the Landscape of Funeral Business: Reflections on 2023 and Projections for 2024 https://www.johnsonconsulting.com/funeral-business-projections/ Tue, 30 Jan 2024 18:25:16 +0000 https://www.johnsonconsulting.com/?p=7617 As we wrapped up the year 2023, much like any other year, the funeral business landscape revealed its diverse facets. Across the United States, some firms appeared untouched by external influences, while others experienced the ebb and flow of challenges such as slow months, fluctuating death rates, and the overarching impact of the ongoing COVID pandemic.

The post Navigating the Landscape of Funeral Business: Reflections on 2023 and Projections for 2024 appeared first on Johnson Consulting Group.

]]>
As we wrapped up the year 2023, much like any other year, the funeral business landscape revealed its diverse facets. Across the United States, some firms appeared untouched by external influences, while others experienced the ebb and flow of challenges such as slow months, fluctuating death rates, and the overarching impact of the ongoing COVID pandemic. This period, which we’ve aptly termed the “COVID correction,” witnessed a shift in death rates back to levels reminiscent of 2019 or earlier, sparking a careful analysis of financial trends and the essential planning of financial strategies for the upcoming years.

The accelerated deaths due to COVID marked increase case volume years for the funeral profession in 2021 and 2022. However, as we stepped into 2023, the initial momentum slowed down, returning to a more typical caseload at most funeral homes. Yet, some establishments maintained their caseloads, highlighting the varying experiences across the industry.

This slowdown in case volume inevitably affected valuations. Some offers for funeral businesses were either stalled or withdrawn, accompanied by an uptick in interest rates. Funeral homes with variable interest rate loans and tight fixed charge coverage faced challenges, while those with careful financing and a mindful approach to debt-to-cash flow navigated the period with relative resilience. Despite the hurdles, my optimistic viewpoint leans towards a favorable outlook for the funeral business in 2024 and beyond as we emerge from the shadow of COVID.

One of the pivotal shifts during the pandemic was the transformation of the labor market. With the advent of remote work, rising inflation, and increased awareness of employment options, funeral businesses witnessed a notable increase in labor costs. This shift, though challenging, presents a dual perspective. On one hand, it offers an opportunity to attract and retain skilled employees who may have been underpaid. On the other, failure to adjust compensation may lead to staff seeking employment elsewhere, emphasizing the need for strategic decisions in response to changing labor dynamics.

Rising cremation rates continued to leave their mark in 2023, with technology advancements enabling online cremation offerings and discounted options. While cremation’s popularity persists, funeral homes need to adapt to the evolving landscape of service offerings.

Reflecting on valuations, 2021 and 2022 witnessed peak valuations, whereas 2023 introduced a more varied landscape. Premium firms continue to receive high valuations, but the range of offers expanded, differentiating between businesses prepared for market dynamics and those with unresolved issues. Well-prepared businesses, with a focus on budgeting, strategic planning, staff engagement, merchandising, and effective marketing, continue to stand out in the market.

As we stride into 2024, normalized projections for case volume, and stabilized or lowered interest rates offer a positive backdrop for funeral business acquisitions. The industry remains dynamic, with a steady flow of individuals interested in owning and growing funeral businesses. However, a discerning approach to evaluating future business prospects has become integral, considering the normalization of call volume after the unique challenges of 2021 and 2022.

The trajectory of labor costs seems to have found a balance, with some firms still navigating necessary adjustments. The anticipated “silver tsunami” of an aging population further underscores the importance of retaining a skilled workforce. Despite the challenges, the funeral space stands poised for growth, with a potential increase in case counts in the coming years.

In conclusion, meticulous attention to budgeting, forecasting based on trends, strategic planning, and a holistic review of various facets of funeral business operations are paramount. Whether considering succession planning, third-party involvement, or nurturing the next generation within the business, these considerations are not just essential; they are vital for the continued health and prosperity of funeral businesses and their impact on the communities they serve.

GET IN TOUCH TODAY

The post Navigating the Landscape of Funeral Business: Reflections on 2023 and Projections for 2024 appeared first on Johnson Consulting Group.

]]>
Funeral Home Customer Experience: Measuring What You Can Manage https://www.johnsonconsulting.com/funeral-home-customer-experience/ Fri, 05 Jan 2024 16:44:06 +0000 https://www.johnsonconsulting.com/?p=7599 As Benjamin Franklin once said, “In this world, nothing is certain but death and taxes,” so if you’re looking to enter a profession, funeral homes (or accounting) might seem like a lucrative choice.

The post Funeral Home Customer Experience: Measuring What You Can Manage appeared first on Johnson Consulting Group.

]]>
Let’s face it – there are plenty of uncontrollables in funeral business right? People not showing up on time, start time delays, weather – you name it. Unfortunately, those things do make an impact on funeral home customer experience whether we like it or not. This is why your staff must control the controllables, and it all boils down to performance.

Any successful funeral business needs to measure performance if they want to stay ahead of their competition, while also retaining families they’ve already served. Measuring performance helps owners and managers to identify areas where they can improve their services and maximize their profits. It can ensure that you are providing quality services while also improving your bottom line.

However, in order to do this, you need to make sure you know exactly what you should be tracking and how.

KPIs You Should Track for Your Funeral Staff’s Performance

Of course there are plenty of aspects you could be measuring within your business, the options are really endless. Tracking everything and anything can become overwhelming. At JCG, we believe that success in any firm boils down to two things: family satisfaction and profitability. 

Family Satisfaction

Everyone wants to think that the families that they serve are happy. Afterall, you didn’t get any complaints – right? If this is your mentality, you aren’t alone. The day-to-day grind can make it seem like your families are satisfied. However, if you don’t have the tangible data to back up your claim that your families are happy, the harsh reality is you really don’t know. It’s important to measure your interactions with families and team members in order to determine your team’s progress and development.

Remember this, losing just one family costs your enterprise value anywhere between $30,000 – $50,000!

Profitability

How profitable are you so far this year? Don’t worry – many funeral home and cemetery operators can’t answer that question with full confidence. It’s critical for you to measure each of your staff’s sales in order to know how to set goals to get to the next level. This means digging deep into your sales contracts and analyzing them from different angles of your business for the best possible outcome.

Tracking Funeral Business Performance Metrics

Understanding exactly what funeral business performance metrics to track allows business owners to identify necessary changes that need to be made, and what is working well, including staff that should be recognized and rewarded for their work. With this data, funeral businesses can also allocate resources according to what best serves family needs, making them more profitable.

Net Promoter Score (NPS)

The Net Promoter Score (NPS) helps measure funeral home customer experience and loyalty levels towards their firm, and how likely they are to recommend it to someone else. It’s a great tool to use if you want to get an understanding of what your customers think about your staff and facilities.

It’s important to note though, that the NPS Score is NOT the only score you should be tracking, as you will be missing other key performance indicators.

Online Reviews

Monitoring and collecting your online reviews to review with your staff can be an effective way to motivate continuing great performance, while also opening up conversations to talk through any issues. Responding to negative reviews immediately is a great way to show families that you care as well.

The other key value to online reviews is that it drives families to your business. The more online reviews you can obtain, the more likely somebody will visit your business.

Case Count

It’s important to monitor how many calls you’re getting per month so that you can set realistic business goals.

Average Sale

The median sale your team produces is also an important metric in order to set yourself up for success. This helps you determine what your yearly profitability is going to be.

Income Statement (profit/loss statement)

Without tracking your P&L’s, it’s incredibly hard to determine if you’ve been successful for the month. This helps with the creation of budgets, guides spending, determines benchmarks, and more.

Sales By Arranger

Your team will be motivated by tracking their success month over month. This allows them to set goals and be rewarded based on their progress. You may find when tracking this that there is room for improvement and extra sales training might need to happen. If you happen to have multiple locations, it is extremely beneficial to track each one as well.

Creating an Action Plan

Now that you know what you should be tracking, it’s important to know exactly what to do with that data to make the right decisions for the future of your business.

Benchmarking

After assessing your financial health, it’s time to determine where you want to go. Doing your research to compare your success with other firms of your size can give you a framework for how well you are doing, or if you and your team need to step it up.

Create an Incentive Compensation Plan

Once you have your sales team’s numbers, it’s time to set goals for them. If you have a great staff and want to keep them, the best way to do this is to create an in-depth incentive compensation plan. This provides extra motivation for them to get rewarded for their performance and be part of the overall goals of the business.

Avoiding Burnout

Tracking all of this on top of your day job is impossible. We know the day-to-day grind gets in the way and staying on top of these numbers can feel overwhelming, even though it’s critical for your business health. That’s why we’ve poured so much time and resources into our Performance Tracker X to make your life easier.

Our funeral and tech experts designed this tool to make tracking the customer experience and profitability within funeral homes a breeze. With the ability to send surveys, monitor sales, create online reviews, and more, you have the power to improve your bottom line at your fingertips.

GET IN TOUCH TODAY

The post Funeral Home Customer Experience: Measuring What You Can Manage appeared first on Johnson Consulting Group.

]]>
2022 Performance Tracker X Trends and Insights Report Volume 6 Now Available. https://www.johnsonconsulting.com/2022-ptx-trends-and-insights/ Tue, 06 Jun 2023 17:53:49 +0000 https://www.johnsonconsulting.com/?p=7421 JCG’s Performance Tracker X is the complete customer management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line. We believe in sharing insight from the data collected through our Performance Tracker X program powered by J3tech. This year’s report not only updates the findings from volume 5, but also […]

The post 2022 Performance Tracker X Trends and Insights Report Volume 6 Now Available. appeared first on Johnson Consulting Group.

]]>
JCG’s Performance Tracker X is the complete customer management tool that evaluates staff and financial performance, streamlines success plans, and improves your bottom line. We believe in sharing insight from the data collected through our Performance Tracker X program powered by J3tech. This year’s report not only updates the findings from volume 5, but also provides a ten-year review of data compiled from over 1.13 million individual funeral events and the input of over 264,000 survey respondents since 2011.

 

Major takeaways from the 2022 Performance Tracker X Trends and Insights Report:

  • Higher levels of satisfaction continue to increase across all cremation cases.
  • Average NPS scores stand at 9.47%
  • Lowest levels of satisfaction occurred for immediate at-need burials.
  • Average sale continues to be around $5,000.
  • Average call volume has decreased since the Covid-19 Pandemic.

Download our FREE report below!

2022 JCG PerformanceTracker X Trends Analysis Full Report 

 

Created for Partnership. Designed for Business Success.

The post 2022 Performance Tracker X Trends and Insights Report Volume 6 Now Available. appeared first on Johnson Consulting Group.

]]>
Top 5 Reasons to Survey Families Now https://www.johnsonconsulting.com/top-5-reasons-to-survey-families-now/ Wed, 27 May 2020 21:39:22 +0000 https://johnsonconsulting.com/?p=5141 Funeral homes are increasingly finding themselves on the frontlines of the Coronavirus crisis. In order to maintain a high level of service, many firms are creating new funeral and memorial options such as live-streamed services for families affected by social distancing restrictions on large gatherings. Families may request these limited alternatives even after the pandemic […]

The post Top 5 Reasons to Survey Families Now appeared first on Johnson Consulting Group.

]]>
Funeral homes are increasingly finding themselves on the frontlines of the Coronavirus crisis. In order to maintain a high level of service, many firms are creating new funeral and memorial options such as live-streamed services for families affected by social distancing restrictions on large gatherings. Families may request these limited alternatives even after the pandemic ends, so understanding the current customer experience is crucial to the success of future marketing efforts for your funeral home.

 

Now more than ever, keeping track of client satisfaction levels should be a high priority for your business. Customer surveys can help you evaluate if arrangement and service adjustments are meeting expectations, and how well your staff is doing overall. Here are the Top 5 reasons why funeral homes should survey their families during this health crisis:

To Assess Customer Experience

The 2020 pandemic has fundamentally changed how funeral services are arranged, which means that the general customer experience will be very different compared to what funeral directors have seen in previous years. One of the best ways to understand what families are going through during this health crisis is to request feedback via user-friendly surveys. After all, if you really want to know what a customer is thinking you should simply ask them.

 

Many funeral homes use automatic survey tools to obtain responses from families, and some funeral directors openly ask for an honest review in person. With either method, the main objective should be to elicit descriptive comments and opinions that help improve customer service levels and build a loyal client base going forward.

To Source Ideas for Growth

Evaluating a family’s overall satisfaction with your funeral home is essential to understanding what works well vs. what doesn’t. To get an idea of which strategies are successful, consider using surveys to evaluate whether or not you are meeting customer expectations on a regular basis. Keep in mind that the COVID-19 crisis is causing some families to make rushed decisions and choose fewer services, and this unfortunate trend may continue even once the emergency tapers off. Funeral homes will need to be proactive in developing new and effective ways to reach families based on customer feedback, case mix and revenue projections.

To Analyze Gaps in Customer Knowledge

Customer surveys often reveal what people really think about your business. Their responses also provide crucial information regarding unseen gaps in consumer knowledge about the products and services your funeral home offers. For example, families who have lost a loved one to the coronavirus disease may ask for direct cremation only because they don’t know that they can hold a formal service before or after cremation. Professionally-written surveys can disclose key findings that inform the need for additional education and/or marketing to keep families current on their available options for saying a final goodbye.

To Improve Staff Training

Customer surveys can be customized to enhance staff training and improve performance. Survey responses offer insights into the arrangement conference and show exactly how much information families receive — these real-time results can help your staff focus on specific aspects of the funeral experience like financing, payment plans and empathy, and encourage them to reinforce these ideas with every family no matter the circumstances. This is especially important during the current health crisis when many families are under pressure to choose something (or anything) as quickly as possible. A well-trained arranger should be able to guide family members towards a decision that works well for everyone while still meeting sales performance targets.

To Refine Aftercare Programs

Funeral aftercare is just as important as pre-need or at-need care. Even during a pandemic when time and resources are very limited, funeral providers should make an effort to follow up with bereaved families to see how they are coping with their loss and to offer additional sympathy and care as necessary. Sending surveys after the service to ask for feedback can provide relevant information about overall satisfaction and average sales, and is also a great way to ask families to provide testimonials and/or reviews. Customer reviews are vital to your funeral home’s reputation and help establish a loyal community of future customers.

How to Use Customer Surveys

Evaluate your sales performance and stay connected with your families by using the Johnson Consulting Group Performance Tracker — an industry-leading survey tool that empowers funeral home owners to run a more profitable business and provide a better experience for their families. Please call us today to learn more.

 

 

Lori Salberg
Director of Technology

Lori joined Johnson Consulting Group in 2017, bringing experience in cemetery, funeral home, and pre-need sales management. Along with sales and operations management, Lori directed the development of two propriety cemetery and funeral home enterprise software systems. Lori began her career in 2001 as a Family Service Counselor for the Catholic Cemeteries in San Jose. She quickly moved into management and rose to Associate Director of three cemetery locations. In 2010, Lori furthered her career as General Manager of Holy Sepulchre Cemetery and Holy Angels Funeral and Cremation Center in Hayward, CA, where she also joined the Catholic Management Services leadership team. As Director of Administration and IT, Lori brought management expertise and software solutions to cemetery and funeral home clients. In 2015, Lori joined PlotBox as VP of Sales. Lori contributed to the development of a SaaS cemetery software program, and was principally responsible for introducing it to the US market. She is a frequent speaker at many state and regional industry events and an article contributor to many industry magazines. She is also a member of the ICCFA Sales and Marketing Committee, which plans and oversees the Annual World Wide Sales Conference each January. Lori balances her passion for helping clients prepare for the future with raising her three children, Catalina, JJ, and Lyla. She spends a lot of weekends at dance competitions and little league baseball tournaments.

The post Top 5 Reasons to Survey Families Now appeared first on Johnson Consulting Group.

]]>