Client AssesSment & Marketing Plan

Cairn provides each and every client with a custom Client Assessment & Marketing Plan.

Regardless of whether you have a fully functional Advance Planning Program, or if you are just getting started, C.A.M.P. will identify opportunities for growth and improvement both at-need and pre-need. We work together with our clients to develop a customized strategy tailored to your Funeral Home culture. We develop a written road map to success that includes a business plan, marketing plan and sales goals.  

The assessment process will also include an analysis of your pre-need funding products. Not all Advance Planning vehicles are the same. We will assess your existing product mix and make recommendations to improve coverage and decrease exposure.