It’s no secret successful digital marketing takes time and planning. Funeral professionals encounter obstacles ranging from lack of time to budget considerations to limited marketing experience or know-how when planning their digital strategy. Add in the ever-changing digital landscape and it can make for a big mountain to climb. That’s why many funeral homes and cemeteries often look for a marketing professional or agency to do all or some of their marketing.

However, some firms find choosing the right partner a bit daunting and aren’t even sure what questions they should ask when interviewing prospective marketing partners. We crafted this list of questions to help people identify which partner is right for you, your firm, and your goals. Answers to these questions before you hand off your digital marketing to an outside marketing company will help you understand just what you’re getting into.
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If you’re in the process of choosing someone to handle your marketing, or if you are working with someone already, you likely know three things for sure:

This answers the big question: “What am I getting for my money?” You want to know exactly what you’re expected to handle, and what your marketing company is taking off your hands. The more clearly your marketing company can explain what they need from you, what the next steps are, and what you can expect from them, the greater chance they will be the right fit for you.
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For instance, will your marketing company provide you content but you need to post it? Or do you need to provide content and they post it? How often do they post? Once you get a comprehensive list of items included with the service, consider asking the follow-up questions below.

Once you get the terms, make sure you understand what they mean. If you don’t understand the marketing jargon being used, your marketing company should be able to explain it to you in a way you can understand.

What you’re looking for here isn’t an MBA in a 30-minute phone call, but transparency. Is your prospective marketing company willing to spend a little time helping you understand? Do they understand themselves or have someone on staff who does? Can they define terms you don’t know? Give appropriate analogies to help you see what they mean? Talk about the process you will go through with them? Help educate you on how everything works?
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You want to see a willingness from the marketing team to help you understand, especially at the beginning of the relationship while you are building trust with the partner.

When looking at overall business health, it’s important to have short-term and long-term goals for your firm. A short-term goal is something you want to accomplish today, this week, this month, or even this year. Your short-term goals should help you reach your long-term business goals.

Do the short-term objectives and tactics fit with your long-term plans? For instance, does the short-term plan enhance your brand, help you get ahead of the competition, build your reputation (or at least not detract from it), etc.

Be sure that the gains your marketing company says it will provide fit with your business goals. No need to have a preneed strategy if you’re not interested in more preneed growth, for example.

Long-term goals require time, planning, and an effective strategy. Be clear with your marketing company on what your long-term business goals are. Then ask what gains you can expect in the long term that support those goals. As mentioned above, your short-term objectives should help you reach your long-term ones.

If you are unclear about what your business goals are, what marketing goals you should have, and what gains you can expect based on the strategy and tactics used, ask your marketing company to help you. Most marketing companies have plans or offerings that include strategy sessions to help you tease out what you want for your business and know how to create a marketing strategy to help get you there.

You’re looking for transparency from your marketing partner. You should know exactly how posts are performing, how the company is checking, how you can check, and who will be answering your questions about the results. You’ll want to know how that performance directly relates to your business results.

You’re not looking for “perfect” results here; there’s really no one “perfect” result. You do, however, want to see how the efforts are performing and be able to see the results yourself to determine what’s working and what’s not.

Why do you want to know this? Because if you decide to part ways with a marketing company in the future, you need to know what’s yours and what’s theirs. If you own the rights to your email and website domain, then you can make future updates to them on your own or through a future marketing or website provider.

As for content, if it’s a reputable company they should have a solid (and legal) method of obtaining images for your content. No sketchy shortcuts here. And they should be able to tell you what content you get to keep if you end the partnership and which content is theirs.

Like your email domain and website, there are several reasons you want to know what sort of access you have to your content. For starters, if the marketing company is custom-creating your content, can you still use it after your contract expires? Say they create a post to promote your 2021 event and you want to use it again for the 2022 event, are you going to run into trouble reusing the posts they created for you, or is that content all yours? There’s no right or wrong answer, just look for a clear response so you are aware of the process.

Next, when running lead ads, will you have access to the contacts collected, or is there an extra charge for contacts? You might also ask if the marketing company keeps or sells the contacts collected. You want access to those leads and their contact info, so be sure to address that question.

As mentioned above, you need a clear understanding of what your marketing company is taking over and what you still handle. You should also find out how much time they need from you on a daily, weekly, or monthly basis. We recommend you cover this upfront so there are no surprises.

Every marketing company or partner is going to need some of your time for things like collecting logos, access to websites or Facebook pages, strategy setting, content approval, and more. Just like onboarding an employee, an upfront commitment is required but will pay dividends in the long run.

The key here is to gain an understanding of how much time that will take. Note that more time may be needed at the beginning of the relationship as you and your marketing partner get to know one another. Don’t be afraid to ask if this time requirement will decrease over time or remain consistent.

Onboarding isn’t an overnight process. It requires time and effort from both you and your marketing company. Investing your time and effort with the right company will ultimately result in more preneed contracts, at-need business, and an established online presence.

Onboarding takes time, but your marketing partner should have a process. Be sure to ask how long they estimate it will take. You may be in a time crunch or you may have all the time to launch your online strategy; find a marketing company that can provide what you need in the time you need it.

Once you know your onboarding timeline, ask about their communication process. Find out:

What kind of customer support can you expect? Depending on your preferences, you can choose to work with a marketing company that sends check-ins and reports or with one you interact with daily. Those options and more are out there, just ask so you can choose what works for you.

Selecting an agency that has in-house experts across their service offerings is a good idea for a few reasons. You have someone in-house to collaborate with and you can maintain a consistent relationship with less of the “relearning” that happens than with one-off workers.

Some marketing companies use freelancers and that’s ok! As long as there is an in-house expert to help you when you need something immediately addressed.

Growing up as the daughter of a traditional funeral director, I never would have imagined that five decades later I would be caring for those grieving the loss of a pet. Back in 1972, when my father first began taking calls from clients wanting burial and cremation services for their pets, it was considered “taboo.” In other words, “People just wouldn’t understand.” I have vivid memories of my father telling stories of how clients would request that he arrive in an unmarked vehicle and that he come after dark because they did not want their neighbors to know they were caring for their pet in this way. Can you imagine not being able to openly grieve or mourn a loss that was so emotionally devastating to you?

Fast forward to today, where, according to the American Pet Products Association, over 67% of the US population now owns a pet, and 45% own more than one pet. Expenditures for pets are expected to surpass $99 billion in 2020, so it is easy to see that our pets have truly become members of the family. In fact, a 2001 survey from the American Animal Hospital Association revealed that 83% of pet owners refer to themselves as pet parents. For those with value added services marketing to the pet sector, how care is communicated to those pet parents is important and can be the difference in building and sustaining lifelong relationships with pet families.

Did you know the human-animal bond dates back more than 16,000 years? Burials for pets have been found in Germany from 14,000 BCE, in North America from 11,000 BCE, and China from 7,000 BCE. Alexander the Great owned a mastiff named Peritas. When Peritas died, Alexander led a sizeable funeral procession and burial, erected a large monument, and ordered the locals to honor his dog’s death every year with a festival. The human-animal bond is strong. Whether it is a furry child to empty-nesters, a best friend to the children in a family, or an only companion during a major adult life change, we should not be surprised when a pet parent seems to be “over the top” in how they choose to honor their beloved furry family member.

The grief can be overwhelming. I’ve often heard, “This has been more difficult than losing a human family member.” The bond with a pet is like no other relationship; there is no emotional baggage, there is just pure, unconditional love. That can be hard to find by today’s standards. It is no wonder that pet parents today are seeking more personalized caring services for their beloved furry family members.
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Whether it’s holding a viewing with family and friends, conducting an informal ceremony to scatter cremated remains, taking part in a witness cremation, or being able to choose the perfect personalization for the right urn, pet parents don’t just want choices – they need choices. As pet bereavement experts, it is important that we don’t shut those opportunities off during the decision-making stage. Making sure these options are known to the pet parent can become part of their healing process. Like planning a service for any human, we shouldn’t assume every pet parent desires the “standard service.” Pet parents need to be able to honor the emotional bond they held with their beloved furry family.

I recently had the honor of working with Jennifer Werthman, Education Director for CANA, and Debra Bjorling, owner of Hamilton Pet Meadow in New Jersey and Past President of the IAOPCC. We were working collaboratively to develop the new, online version of the IAOPCC’s Pet Bereavement Certification Level 1 Program. As we talked through the many phases of the program and the more unusual stories of grief that we had experienced with pet parents, it struck me as to how universally similar the stories often were. At the heart of every pet parent is the need to grieve, the need to know they are being heard, and the need for an empathetic and understanding voice.

After 32 years of working with pet parents, I know it can be easy to find yourself on autopilot and focusing on the details of the arrangements, urn personalization, and memorials rather than the grieving person in front of you. But I also know that what determines a lasting relationship with any pet parent is being able to effectively communicate care and concern for their loss and express a willingness to actively listen to their pain.

We all are aware of the varying stages of grief: Shock, Denial and Disbelief, Anger, Guilt, and Resolution. But are we committed to communicating well at every stage of a pet parent’s grief, both verbally and non-verbally? Knowing what to say and what not to say to a pet parent who is experiencing shock, profound sadness or unbridled anger is important. It can calm or escalate a situation.

We live in a culturally diverse society with different backgrounds, religious affiliations and beliefs about pet death. Words can have consequences. Make sure you and your staff know how to respond to that inevitable question that anyone dealing in pet aftercare has been asked: “Will I see my pet in Heaven?” How you answer can have profound consequences. We all know words have impact and making sure we are dedicated to best practices for ourselves and our staff can be life-changing for others. Training in pet bereavement is the key to good foundational practices.

Our non-verbal cues have just as great of an impact. Our body language, tone of voice, and inflection convey a lot to a pet parent who is overcome by grief. Because you are dealing with families in a highly emotional state, your body language and vocal tone are essential to creating rapport and building trust. People know when you are being real and when you are giving “pat answers.” Being authentic is important. As anyone working with pet parents will tell you, a pet parent can always spot another pet parent!
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One of the more exciting sections of our online program covers these detailed specifics. It provides a real opportunity to check ourselves, our language, our demeanor, the way we carry our body, and the pace at which we move. We learn how to responsively listen and how to apply reflective listening dramatically improving our communication skills to grieving families.

During our work together, I found myself learning new ideas, getting a refresher on my non-verbal cues, and forming new de-escalation and de-stressor techniques. It can be a challenge to work with pet parents who have an especially difficult time due to extenuating circumstances. Whether it is a lack of social support, pre-existing mental health conditions or an emotional sense of responsibility for the death of the pet, these challenges can require inside knowledge of how to best serve the pet parent. As we built the course, we were able to share direct personal experiences of unusual circumstances and unique requests – how do you respond when a pet parent asks you to remove the paw for them? How do you react and what do you say to a pet parent that is convinced their pet is still breathing?

We laid out important steps to take when approaching challenges, including emergency situations requiring immediate medical assistance – when do you call for help? Asking the right questions, knowing how to identify key risk factors and finding ways to take quick and decisive action is important for us to know, and, more importantly, for our staff to know as well. Education and training on how to handle difficult situations before they arise is key for all of us!

As a third-generation family business, my father, Doyle L. Shugart, raised my brothers and I to believe that we are each here on purpose and for a purpose. We all have a higher calling in life, and how you prepare for that calling can impact and change the lives around you. As a past president of the IAOPCC, he was dedicated to continued education. In fact, the IAOPCC’s Educational Scholarship is named in his memory. Making sure we take advantage of every training opportunity available at our fingertips is the only positive during this post-pandemic time. Making sure we as well as our staff are well-trained and prepared to handle any and every situation in a culturally divisive world should remain at the top of our priorities – it can be the difference in building and sustaining relationships and your business.

My father often referenced the famous quote attributed to Maya Angelou, impressing it on us: “People may forget what you did for them, but they will never forget how you made them feel.” Forty-nine years after he started our family business, his words still ring true. Your actions can have a profound impact on a pet parent’s grief experience. Learning best practices ensures your families receive all of the options, the best possible care, and your professional expertise to ease the burden of their loss.

Most everyone—millennials included—has quite a few thoughts on how they should work and the tasks they are given. I have heard everything from, “Millennials are extremely lazy, spending all day on their phone,” to “They are the most goal-oriented, outside-of-the-box thinking and solution-solving generation out there.” Most people I talked to would rather have a dedicated, creative millennial than a traditionalist because, for the most part, they are thinking of ways to better themselves and your business. True, some are there to put in only the bare minimum of what is requested, but you will find that all across the board.

In my presentations, I focus on the expectations millennials have of their employers: a fair schedule, decent pay, typical perks such as insurance and retirement, and room to introduce new ideas. I also speak on how we must focus our efforts as leaders to hone in on what they bring to the table and simply not make them “pay their dues.”

​As I said, I have been given almost carte blanche with most of my employers to focus on finding ways to better serve families. That is the attitude leaders need to have towards their millennial employees. Obviously, it’s the leader’s job to make sure these ideas are carried out efficiently with respect to the business. I have always considered it a blessing to get to travel around and be involved in numerous organizations and to socialize and learn from people who have been out there doing it. I hope to keep this up, because I always want to be up to speed on the latest our profession has to offer, both for the business I serve and, of course, the families I serve.

I wish many more employers would jump on board with this thought process. You must give your employees the opportunity to spread their wings and attend conventions, conferences, and educational seminars. They will learn so much more from other funeral professionals, things that they can bring back and put directly into action. The reality of it is there are so many scholarships out there that most people can attend these events at little cost. It’s is our job as leaders to send our people to these events and help them grow as professionals, which in turn will help you to grow your business.

If you are wondering how to attract millennials to your business, then you have to ask yourself, “What do they really want?” I believe what millennials yearn for most in our profession is a healthy work environment. They desire a workplace that has strong leadership, a flexible schedule, and a solid company culture.

MISSION-DRIVEN
Company culture should be a top priority for any funeral home. Whether you are a family owned firm or part of a large corporation, it is important for your coworkers to know why you do what you do. A company’s culture is often made up of three key components: their values, their mission, and their vision.

A company’s vision is essentially their long term goal as a business. It will not typically change overtime as it should be something you continuously strive to achieve. Your mission is what you do every day to help attain your company vision. It is what defines your enterprise to the world. Your values are then an outline of the intended character of your coworkers. If an employee lives by the values you set forth then they are carrying out your mission and will ultimately fulfill your vision. A funeral home with a solid company culture is one with a future in which millennials can see themselves being an integral part of.

FLEXIBLE
Having a flexible schedule is another trait of a healthy work environment. A flexible schedule in our industry is a difficult task to tackle. To attempt to detail it would require an additional blog post. Simply stated: a flexible schedule allows for a work-life balance that decreases the likelihood of employee burnout over time.

For millennials, it may mean the ability to go their child’s tee-ball game or to go to a concert during their normal shift. Without tipping the scales too far for any one person, a leader should do their best to accommodate their colleagues instead of making it more difficult for them to find that balance. The results will be better morale and a willingness to go the extra mile for the company because the company went the extra mile for them.

STRONG LEADERS
In order to maintain a flexible schedule and support a company culture, you have to have strong leaders. Leaders do not have to be managers or supervisors. Those titles can be bestowed and stripped away without any discernible change occurring. A leader is one who cares for and supports those around them. They help others succeed and become the best they can be for the sake of the company, not for themselves.

Luckily, leadership can be learned! It is a skill that can be honed with practice. If you have the heart to serve (you’d hope so, working at a funeral home) then you have what it takes to lead. Set a good example with your actions. Set an even better example through your interactions with your coworkers. Stay positive and motivate others to do the same and you’ll see a healthy work environment begin to flourish.
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With that, you’ll have an inbox full of resumes from millennials in no time.

In 2020, maintaining and keeping good quality talent on your team isn’t just a want, it’s an absolute need. It’s what’s going to determine your success and the foundation of your business moving into this next decade.
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This next generation needs a purpose, something that fires them up and gets them out of bed in the morning. Yes, millennials want to make a living, but they want to make a meaningful living. According to Forbes, millennials ranked meaningful work as one of the top needs they have from their workplace.

If leaders and those in positions of power can take this quote by Marcus Buckingham to heart, I believe we would see so much more retention amongst our profession.

Here are some harsh realities:

How connected do you think your employees are to your company? If we are being honest with ourselves, there are plenty of areas we can improve in this category.
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According to a study done by Gallup in 2017, 230,000 employees were surveyed in 142 countries on their current engagement. Employees fall into one of three categories:

Only 13% of employees they surveyed were truly passionate and motivated by the work they did every day. An astounding 63% were not engaged, and 24% were actively disengaged.
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The impact of a disengaged employee can negatively impact your business in the following ways:

Unfortunately, there isn’t much we can do about the actively disengaged. They just need a path out. However, the statistics show that around 63% have the potential to be engaged if we put the effort in to putting meaning behind what they are doing.

What category would you put most of your employees in? Do they fall into the popular category not engaged? Maybe it’s time to rethink how you’re motivating your employees. Do you share a common purpose that they can buy into with passion? How often do you give praise? Could it be time to put more incentive compensation plans in place? Purpose and incentive are the keys to motivating engagement.

Once we have worked to get our employees into the “engaged” category, the positive benefits have an astounding impact. Statistics show that 50% will post messages on social media and 24% are more likely to help boost sales than disengaged employees. Find ways to bring meaning back so that your employees live in the engaged category, and your firm is guaranteed to reap the benefits.

HIRE THE RIGHT PEOPLE
Obviously, all this talk about having engaged employees is only possible if we hire the right people from the get-go that are naturally motivated. Service attitude is a big thing we look for at JCG. Recognize if they have the natural ability to go above and beyond to exceed a customer’s expectations. Are they good listeners, do they care, are they genuinely interested in other people and have a desire to always be learning? You can teach service aptitude (the ability recognize service opportunities), but you can’t teach attitude (the desire to serve).

ONBOARDING AND TRAINING
Develop a welcome program that makes them remember their first day. Decorate their desk with a welcome sign, write an internal spotlight, or take them to lunch with your team. Remember, their first day of work is one way to set the tone for their engagement. Spend a lot of effort on helping them to understand WHY you do what you do and how they bring value to that purpose. The first few weeks are critical to employee engagement. The more they buy in early, the more likely they are to want to stick around.

Initial training an on-going training is essential to employee engagement. You must teach them skills to be successful. Have a minimum standard for customer service expectations in writing and don’t train just once. Reinforce the expectations as often as weekly. This includes modeling, observing, and measuring behavior.

RETENTION AND RELATIONSHIPS
Employees are more engaged when they are recognized, so communicate! Provide for feedback, and even ask for feedback yourself. Peer recognition is another way to keep employees engaged. Set up a quarterly award that gets everyone involved to recognize their peers. Feedback is the key, as this next generation craves it.

So where should we start? A good place to assess where your engagement is at is to survey your staff about their happiness at work. Ask about if they feel valued, and if they appreciate the kind of feedback they get.

It might be a rude awakening, but we all have to start somewhere. Getting the data is the only way you can grow from today into reaping the benefits of having engaged employees long into the future.

Want to learn more about increase employee engagement and improve customer service? Join Lori Salberg and more cremation rockstars in Las Vegas for CANA’s 2020 Cremation Symposium, February 26-28. Lori will present on “Developing a Collaborative Growth Culture” to re-invigorate organizations by fully engaging employees, improving performance of the business overall.
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See what else we have planned and register for CANA's 2020 Cremation Symposium: goCANA.org/CG

Regardless of your role in the industry, it is important to understand the current laws and regulations that govern your work. Put aside the necessary time to review the federal, state, and local laws and regulations which affect your day to day operations. Right to control final disposition and cremation authorization issues dominate legal complaints against people and businesses in this industry. If you have difficulty finding the statutes and regulations, try searching the web sites for your state association or licensing board – they often have links available.
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CANA Members: If you need further assistance, use your legal consultation benefit and give me a call.

Employment issues are a prevalent headache across all industries and business models. Address common concerns in your employee handbook, so that everyone is on notice of the standards to which they will be held accountable. Implement clear, unambiguous policies on work hours, time off, sick leave, vacation time, and dress codes. Have appropriate sexual harassment policies in place. Communicate your expectations regarding social media use and restrictions on employee posts on business matters. Make sure employees are aware that social media is not for airing of workplace grievances or complaints.
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CANA Members: Read up on what my office suggests for these policies as part of the Crematory Management Program.

Periodic training and review of operational and employment policies and procedures are critical. There cannot be compliance without your employees first understanding your expectations and standards to which they will be held accountable.
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CANA Members: You can keep your standard operating procedures current and your staff informed with the Crematory Management Program and support from Cremation Strategies & Consulting.

Make sure your insurance agent or broker understands your business. Too often there are gaps in coverage discovered when you need insurance assistance or defense to a legal claim, when is too late to put the protections you need in place. Many gaps in coverage result from your agent or broker not understanding your daily work and operations sufficiently to make sure that what you actually do is covered. Just because you have “professional liability” insurance, you have no guarantee that all of your professional services are covered. Proactive insurance strategies will serve you best.
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CANA Members: Have you looked over CANA’s newest benefit, a professional liability insurance program for crematories? Read what makes this policy different and how it covers businesses like yours.

Take some time to think about the education and assistance which will benefit you and your business most in the upcoming year. Then, search for continuing education opportunities that will assist in meeting your goals. There are in person and online resources available to address almost any concern as an industry professional or business owner. Some jurisdictions even allow you to get your crematory operator certification online. If you attend CANA’s convention in Seattle this year, please say hello. I look forward to seeing you!
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CANA Members: Not sure how to get started developing a defined professional development plan for your employees? CANA Education Director Jennifer Werthman is here to help you achieve your goals – reach out any time.

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​Getting your new year off to a good start can jumpstart accomplishing your business’s New Year’s Resolutions. Best wishes for your success in 2020!
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CANA Members: Your association is here to help! If you ever need these resources or anything else offered by CANA, reach out.

The use of therapy dogs is becoming more common, and there can be wonderful benefits to your business for having one in-house – after all, cute puppies are a great way to engage families! But as J.P. DiTroia, Lindsey Ballard, and Robert Hunsaker discovered, it’s not enough to just pick up a random pooch. The trio got together at CANA’s Cremation Symposium to tell attendees about their experiences integrating canines into the workplace. Their presentation illuminated several key points about therapy animals and the ways to incorporate the support and comfort dogs can provide to grieving families.

First, it’s important to understand the difference between therapy, service, and emotional support dogs. Therapy dogs are trained to provide affection and comfort to people in various settings, such as disaster areas, hospice, schools, nursing homes, and, of course, funeral homes. These pets have a special aptitude for interacting with members of the public and they enjoy doing so. Typically, emotional support dogs provide benefits to their owners through simple companionship as prescribed by a mental health professional. Service dogs are trained specifically to help people with disabilities such as mental illness, visual impairment, seizure disorder, etc. Due to the nature of their work, the latter two are permitted to travel with their human partners, but therapy dogs are not afforded special rights to enter a business unless they’re officially going to work there.

Not all dogs will make good therapy pets. The work—and, yes, it is work— can be tiring and stressful for the dog and requires the right personality. There are many characteristics to look for in a suitable therapy dog, including a deep love for all people (strangers included), emotional and physical calmness, and an affinity for being hugged and petted (sometimes by surprise or roughly). People have found success with rescue dogs, but caution that these animals can be particularly sensitive to certain situations and people and that may impact their training and work. Some breeds are more suited to guarding or protecting, but not emotional support.

Bella, a black Labradoodle, is the beloved Hunsaker family pet, but Robert soon identified that she would make a great addition to his funeral home staff. Not only is her temperament well-suited to working with people, but she’s also hypoallergenic so she doesn’t shed and most people aren’t allergic. This is important since she’s interacting with the public.
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Fletcher, an Australian Labradoodle, was destined to be the funeral home therapy dog first, and a happy addition to Lindsey’s household second. Lindsey researched what breeds were most appropriate to the work, prioritizing that the animal be hypoallergenic, too. She chose a breed, located a breeder, and, since he would also be the household pet, made sure to identify the perfect pup for her family.

The three presenters emphasized that once you find the right dog, both the animal and the humans who work with the dog have to be properly trained. The dog needs to learn good manners and to be able to respond appropriately in various situations. The people need to learn to interpret the dog’s body language and communicate effectively with the dog. There are many organizations that can provide therapy dog certification, including the American Kennel Club, Delta Pet Partners, and Therapy Dogs International.

OFF-SITE TRAINING
Unlike J.P.’s Gina, Bella wasn’t trained on site at the workplace. Because the Hunsakers hadn’t originally intended for her to be a therapy dog, she didn’t start her training until she was a little over two years old.

It’s a common misconception that therapy dogs have to be adopted as puppies and trained from the beginning. Most trainers will help determine whether you have a prospective therapy dog or not by doing a needs assessment. Bella was put through her paces by her trainers before they committed to taking her on. Robert emphasizes that it is best to make sure you have someone who’s qualified to train your animal in what you want her to do before you add the dog to your staff.

Bella was trained by Lorenzo’s Dog Training Team, a national organization based out of Ohio. Robert did his research, talked to the vet and other community members, and decided on Lorenzo’s because they’re a nation-wide organization with trainers throughout the US. Bella was enrolled in their four-week off-site training program. Lorenzo’s would bring her back to the funeral home on the weekend to train Robert in the commands Bella learned off-site that week. Having her gone for a month was rough, but the results were amazing. The follow-up training 30- and 60-days after she came home ensured that Bella maintained the skills she learned, and added a couple of new skills each time.

IMMERSION TRAINING
Lindsey brought Fletcher home on a Monday. Tuesday was his first time in the funeral home. And Wednesday was his first puppy obedience class. She had already mapped out their long-term training schedule to follow a two-pronged approach: 1. Socialization, and 2. Obedience.

Long before Fletcher was old enough to start working with the public, Lindsey emphasized his socialization with as many types of people as possible – diversity of appearance, size, and age as well as people with wheelchairs, beards, hats, etc. That way, he’d be ready for the broad range of people he’d meet at the funeral home. She took Fletcher to all of her business locations so he’d become familiar with the each different environment, including the floors, staircases, elevators, and future human colleagues. Lastly, she worked on exposing him to the diversity of experiences he might encounter: thunderstorms, interactions near caskets and during bath and meal times to make sure he would be comfortable with anything that might come his way.

Fletcher attended, and passed with flying colors, many types of obedience training at every level of difficulty. Then, beyond standard obedience, he was also trained in tricks, therapy classes, and agility classes. Once this basic work was accomplished, it was time to pick out a specific therapy group to work with. From the beginning, Lindsey knew she wanted to be part of his training every step of the way. So she chose Pet Partners, a non-profit that hosts a national registry of trainers.
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Rather than certifying only the dog, both the human trainer and the pet are registered as a therapy team. Lindsey and Fletcher were trained equally as a dog and trainer to support each other, with a special concentration on teaching the human half how to read the dog’s body language and advocate for him. Once Fletcher was a year old, the duo was able to take the in-person evaluation for certification. Once certified, they’ll still need to be re-evaluated every two years to ensure continued training.

Bella comes to work every morning, about 5:30am. She has a set area in the funeral home where she comes in, gets brushed every morning, gets her vest on, and, with that, it’s an immediate transformation from an active, three-year-old pet to working therapy dog.

She’s very visible. When a family comes in, the staff can tell immediately whether they want to engage Bella. Probably 80-85% of family members acknowledge her and want to have some type of interaction. Due to her training, Bella won’t interact until commanded to do so as some people are afraid of dogs or dislike them. She’s been well trained to stay. If engaged, Bella will attend arrangement conferences and aftercare appointments, funeral services, and visitations. She’s active in the grief support group at Robert’s funeral home on the third Thursday of every month. She attends most of cemetery gravesite services, and some pre-planning presentations at area nursing homes and care centers. She’s very busy.

Robert is sensitive to her needs. Working dogs are constantly thinking about what they need to be doing. It’s emotionally draining for the animal. So, in the afternoons, Bella has a special place in Robert’s office that’s become her area to decompress. She’ll take a break there for an hour or two. And when she gets home after work, she’s tired just like any of us. Even if it’s not particularly physically draining, it’s a lot of emotional work.

Like Bella and Gina, Fletcher attends community events, greets families, and sits in on visitations and arrangements. For Lindsey, the biggest value of the therapy dog is greeting families. While funeral professionals are very comfortable walking into a funeral home, crematory, or cemetery, it’s often a hard step for families to take. Fletcher welcomes the families at the front door and helps to keep people at ease.

Lindsey also finds that families linger longer with Fletcher there. When a devastated husband and daughter dropped by to pick up their loved one’s urn, their visit lasted for twenty minutes. When the daughter saw Fletcher, they stayed to play with him, pet him, take selfies, and derive comfort. The dog clearly made an impression: the next day, another family member came back to pick up information on cremation jewelry and asked about the dog.

EXPENSE
There is more to the process than just finding the right dog and going through training. You will need to consider all of the costs involved (purchasing the dog, training, vet bills, food, etc.), how much time and commitment will be required for both training and daily care, the logistics of when and how the animal will interact with people at the business, and more.

Robert estimates that they’ve invested about $2,000 in Bella-- $1,600 in training and $400 in equipment (vest, collar, leash, and other needs). Then there was the initial cost of getting Bella (around $500) and monthly expenses (between $150-$200 for food, grooming, and the vet). The dog has a standing groomer’s appointment every other Thursday to stay presentable; she goes to the vet every six months to ensure she stays healthy.

Liability for having a pet on site also needs to be considered. Check in with your insurance provider to see if they offer coverage for therapy dogs. Additionally, the professional training service you use may offer some form of coverage. Besides the monetary expenses, a substantial amount of time is invested therapy dogs as well. Robert estimated that reinforcing Bella’s training took 30-60 hours over the first three months--about an hour a day. And he still spends 30-45 minutes to get her ready every morning and reinforce things she’ll need to do that day, particularly if she doesn’t do it frequently.

Similarly, Lindsey and Fletcher maintained a continuous training schedule for more than two years of in-person and online classes. And considering that Lindsey was also completing her MBA, moving, orchestrating the remodel of one of the businesses’ locations, managing staff turn-over, and running the family business, there were some days that made prioritizing Fletcher’s training a challenge.

STAFF INVOLVEMENT
Robert involved two of his staff in Bella’s training to handle her when he’s absent. They know her schedule, her needs, and her commands so she can still work. He emphasized that you can’t take on this work by yourself – you’re serving families and you’re running a business, so you need buy-in from your staff to make it work.

Lindsey agrees that managing staff is key, but never thought about the great impact it would have on them. Funeral directors are often up at all hours, working extended days, and emotionally drained. For Lindsey’s staff, being able to take a moment to pet the dog and play fetch or tug with her has been great.

THEY’RE STILL DOGS
One of the most valuable lessons for Lindsey was the need to advocate for Fletcher. His afternoon breaks are key to his well-being, as are mental and physical exercise in the morning to make sure he’s focused for the day. She also stresses that you have to be ready for anything. These dogs might be staff, but they are still animals who tend to sniff people in embarrassing places, lick or scratch themselves without regard to proper etiquette, and must relieve themselves when necessary, so be prepared.

J.P., Lindsey, and Robert agree that this experience is only for those who really love animals, especially dogs. It’s a commitment for the trainer and the entire funeral home. Despite this, everyone concurred that the benefit to their businesses and the families they serve made all the effort worthwhile.

One interesting aspect of the presentation at the symposium was that it moved attendees and panelists to discuss how to memorialize the therapy dog itself after death. These animals have a big impact in the community and bring people in to the funeral home. Robert recommended having a plan to begin training a new dog for continuum of care for the community. Lindsey mentioned how a professional colleague who has maintained several therapy animals holds services and invites other bereft pet owners to come in to memorialize together. J.P. emphasized the service, the memorial, and the final placement.

I would like to go back in time to the early ‘60s when cremation first came on the profession’s radar, and find that first funeral director who said, “Well, I guess I shouldn’t charge as much for this since I’m not embalming or casketing” and take him out. I’m not a violent person by nature, but really?? That idea got started somewhere and we all just went along with it. Sure, let’s charge less for something that takes just as much time to accomplish, has much more liability, and requires just as much staff involvement. That makes perfect business sense.

Within that nonsense also was created the message to families that they were somehow lesser-thans or 2nd class funeral customers. I actually worked for an owner who said to families, “We bury our dead, we burn our trash.”

Because we didn’t take these families seriously and did not take their needs for a meaningful funeral service to heart, they left. Why would I pay $8,000 to someone who thinks I’m not as important as the people who buy the box? I can be ignored at the $695 box-and-burn immediate disposer who is more than willing to take my money and do nothing else for me.

Families are hiring us to perform a service. If I hire an orthopedist to perform surgery on my shoulder, his price is for the surgery. He doesn’t talk about which instruments he might have to use or the amount of time it might take or how many nurses will have to be in the room. He says, “This is my price to fix your shoulder.” Why can’t we have a price for body preparation? Yes, we’d have to figure out the correct GPL language but we could certainly have more productive conversations with our client families if we didn’t have an if/then/or approach to pricing.

Yes, for a small group of people the cremation choice is made based upon cost. But the large majority are choosing cremation based upon control. These people have attended bad services in their past and are determined that they are not going to go to another one. If I have a burial, then I’m beholden to the funeral director to get the casket from point A to point B and so I’m stuck with whatever service is offered to me. I can’t throw the casket in the back of my car and drive off and arrange a service that fits me. But I can walk out with an urn in my hand and have control over the type of service that I hold.

We’ve all been to “bad” services. The cookie-cutter, insert name here, hope someone says the name correctly, impersonal ritual that offers nothing about the person and what his death will mean to those mourning his loss. Every time one of these boring, hurtful or meaningless services occurs, another immediate disposition/no service is created. People say “When I die, don’t do that!”

Cremation offers a choice, a sense of control over what happens in a memorial service. Does that mean that most are held at someone’s house or at a bar or a restaurant with toasts and stories? Probably. Does that mean that the value of having a gathering that celebrates the life and explores the grief and provides a guidepost for mourning the loss is lost? Definitely.

STORY 1
Once I served as a Celebrant for an 80 year-old-man who died of suicide. It was a difficult service, but we honored his life and talked about the depression over health issues that caused him to make such a choice. We discussed what the grief journey was going to look like for those who were trying to make sense of the death. We encouraged the standing room only crowd to be an integral part of the family’s next steps as they turned tears into memories. It was a pretty good service.

That afternoon I received an email from a woman who was in attendance begging me for a copy of the service. This lady tracked me down and said she needed a copy of my words. So, I asked the family for permission and I sent her a copy. Her backstory was this—her son died of a heroin overdose and her daughter, his twin, died of suicide four years before. They did not have funerals either time. They cremated, then met at a restaurant and told stories. They did not trust that someone could handle such delicate and hard situations, so they just avoided. She needed those words to help her on her own grief journey. This happens hundreds of times across the country to our Celebrants.

Until we change the service experience for those families, they will continue to walk away. Our pricing, our lovely chapels, our offers of assistance—they’ve been there and done that and don’t trust us to be able to do something that is meaningful.
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Which brings us to the final C:

My bedrock message is “Celebrants can change your business, Celebrants can change your families, Celebrants can bring your cremation families back to your firm.”

The religious landscape of our country is changing. The percentage of people who identify as a “None”—not religiously affiliated, not engaged with a church—is rapidly growing. Statistics from the Pew Research report show that almost 25% of the overall population now considers themselves “nones” and over 35% of millennials are disenfranchised with religious experiences.

This has incredible implications for funeral service. Some funerals homes have stained glass windows, Bibles in the foyer, hymns on the speakers and scriptures on their websites. There is nothing wrong with having an ability to serve your religious families, but today anywhere from 25% to 80% of your community does not identify or resonate with those representations. If all you have to offer is a minister and a religious experience, they are going elsewhere.
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High “nones” equal high cremation rates. It’s just that simple.

Celebrants are the answer for a majority of your cremation families. So many of them are not offered any options by their funeral professional. So, they either opt for the rent-a-minister or do nothing. Another immediate disposition walks out of the door.

When someone attends a service where every word of the service is focused on the life, on the family, and on the grief experience, their decisions can change significantly. “Oh. . .we can have this kind of service? Then I’m willing to talk to the funeral director about paying for THAT” Over 50% of the services I perform through referrals from funeral homes in my city come from someone who attended another service and came back and asked for that Celebrant. People pay for value. People pay for meaning. People pay for gatherings that heal.

My friend, Ernie Heffner from York, PA, ran numbers on his Celebrant services and found that cremation families who used a Celebrant spent 36% more on other goods and services. It’s not about the money. It’s about the value, the experience, the assurance that someone is going to hear their stories, to honor the life and work with them to put together a service that fits them. People pay for meaning.

STORY 2
I did a service for a man in his 40’s who drank himself to death. He left an estranged wife, a 19 year old daughter, 18 year old son, and a brother who was a recovering alcoholic himself. This meant two hours of slogging through a lot of baggage and feelings to get to the stories and to give them permission to say what was needed. But we put together a service that honored his life while being honest about his struggles and his demons.

After the service, the brother handed me a thank you card with $300 in it. The funeral home had already given me a check for my Celebrant fee of $400. I said, “Oh, you’ve already paid me.” He said, “Please just take it.” The card read “Thank you for performing J’s service and I especially thank you for the time you spent with us Sunday evening. I’m hoping it provided as much healing to the others as it did for me. Thank you.” People pay for healing gatherings.

We’ve been saying this since 1999: Families need a service to begin their grief journey in a healthy and honest way. Unless we are willing to provide the professionals and the services that they are looking for, they are going to walk away. When families have options, funeral homes are going to lose every time unless their option is better, more appealing and soul touching.
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Looking at everything we do when it comes to serving the cremation family—pricing, style of service, presentation of choices, availability to Celebrants who can do exactly what the family wants and needs – is the only way that full-service funeral professionals are going to stay in business. How we deal with all of the C words will determine how much farther down the road we get to travel.

I want to give you a little bit of perspective about where we came from. Our father started our funeral home in 1952. It was a typical traditional family funeral home. He passed away when I was 22. I was very blessed to have a very intelligent brother who was in the business with me. We were two young guys, we were able to figure out “What are we going to do in the future going forward?” We continued to grow our traditional business.

Around 1997, we realized that our consumer was starting to change. The consumer of yesterday was mostly happy with an average product or average service. I even remember when I started in the business, the training program that Batesville used to instruct us for our casket presentation was “This is our average bronze casket” or “our average wood.” Everybody wanted to be average. It was a more product-focused industry in the past. We wanted to sell the casket, we wanted to do all that. Nowadays the products have become less and less important to the consumer.

By 1999, when we were getting ready to open our low cost alternative, we had figured out that the consumers had migrated to the two ends of the spectrum. So it kind of made that middle collapse. Basically, you have the price-seeking consumer on one end and the solution-seeking consumer on the other end. One of the problems with this, in our opinion, is that’s where the traditional funeral home lies—in the middle.

There’s a book out there called The Profit Zone, and they talk about how, over the last 15 years, the winners in the marketplace have been the price discounters. Those with the low-cost position. Walmart is the example.

The next is the superstores. Those that have a particular focus, along with a low cost combination. The best example of that would probably be Best Buy. If you want electronics, go to Best Buy. They have everything and anything you could possibly think of, and they have it at a really great price.

The third winner in the marketplace is the high-end specialists, those that differentiate themselves from everybody else in the market. They charge a premium price to do so. The best examples of those would be L.L. Bean, Ritz-Carlton, Harley-Davidson, Starbucks. You could throw Zappos in there.

Think about how scientific jargon and bureaucratic language could have killed the inspiration of the moment if they’d crept in. As a Harley owner myself, you can own any motorcycle out there. I can buy a motorcycle that’s a lot cheaper than that Harley-Davidson—but it’s not a Harley. You gotta be part of that class, part of that family. So they’re able to command that bigger price to do so.

To give you a couple other examples of firms that have used this, you have the Marriott International Corporation. They actually are the largest hotel corporation in the world from a profit standpoint, with the exception of MGM. But then again, MGM has casinos associated with them, so that revenue helps them out a little bit there. At the top, Marriott has their Ritz Carlton, in the middle they have their Courtyards, and at the bottom they have their Fairfield Inns. At every one of their locations, you get a quality night’s sleep. They’re going to assure you of that. But the amenities that go along with each of those tiers vary greatly. To give you an idea, they have 5,400 properties around the world with about 1.1 million room nights. Their revenues on an annual basis are about $15 billion as of 2017.

Another business is Swatch Watch Group. They started out as the firewall brand for Blancpain and Harry Winston, as the top Swiss watch company out there in the marketplace. Those are still their top Swiss watches, but they saw that they were losing market share because these other companies were coming in at a much cheaper price because they were able to undersell them. So they started Swatch. Swatch has grown so big now thought that they actually changed the name of the parent company. Now they’re the Swatch Watch Group, and they’ve rolled out a new low cost brand, which is their Flik Flak, for the younger children, to pull them into the loop. Their revenues last year were greater than $7.5 billion in watch sales. This model works in many industries.

We ended up adopting a similar business model, but we wanted to avoid cannibalization. We have multiple firms in the same marketplace. We don’t want to cannibalize that existing firm at the top because that’s where we maximize most of our profits. How do we avoid doing that? We need to differentiate ourselves – with location, hours of operation, pricing method, marketing and branding, but never staff. It’s just as important that the staff at your low-cost brand is as on-the-game as at the top end of the brand.

I will tell you on my final note for you here that as you move forward into this world, if that’s what you want to do, there’s some roadwork ahead for you. You need to forget some of those things that made you great at your high-end brand because things operate differently in that low-end spectrum. But you do want to borrow from your high-end brand. So you can use your back-end operations, share some of those commodities together. It’s a black limousine going on a funeral. Who cares where it came from, right? You can share that, you can share the crematory, you can share the preparation room. Those kind of things you borrow from one another.

But most importantly, I’ve found over the years, with the low-end brands especially, you have to be able to adapt. You’ve got to be nimble, you’ve got to be able to move quickly. If the market starts to shift or something you’re doing’s not quite working right, then you need to tweak it and move forward. Don’t just stay stuck in the road.

I’m going to finish with the biggest failure in funeral service today. It’s what I call the Kia Effect. I read more and more articles and hear more and more new consultants that have come into our industry. They all want to tell us that nobody values a funeral any more nowadays. Everybody wants cheap, cheap, cheap. If you’re not the cheap guy in the market, then you’re not going to be successful.

I’m here to tell you that I don’t believe that. Our high-end brand grew more market share over the last two years than our low-cost brands did. We ended up generating about another additional million dollars out of that high-end brand over those last few years than we were doing with our low-end brand. So, it is growing. But, the difference is, you need to be on your game if you’re going to have that high-end brand. You’ve got to be able to show the value to the customer, explain to them what we do, explain why we do it, how we do it, and really educate the consumer on that. If we do that, we’ll continue to have the business at the top end as well as picking up the business at the bottom end.

John sold his company to Foundation Partners Group in August 2017 and is excited about being a part of the FPG family. John and Nikki just released their book, Lessons from the Dead: Breathing Life into Customer Service which shares many of the customer service techniques they use, as well as some from other well known companies, to deliver exceptional service.

As of 2017, the Millennial generation filled the majority of positions in the US workforce (35%), more than both the Baby Boomer (25%) and Gen X-ers (33%). It is predicted that by 2030, Millennials will hold 75% of the roles in the death care industry, a very large increase in a very short period of time.
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As baby boomers retire, they take decades of experience and honed knowledge, skills, and abilities with them. Young professionals, even with all their energy and excitement, cannot immediately replace the decades of experience of your senior staff. The upside is that these incoming employees won’t carry years of pre-conceptions and assumptions about their community, which will make their onboarding and training that much easier. The downside is that it takes time and well-thought out training programs to get new recruits up to speed.

The US cremation rate passed 50% for the first time in 2016. We can officially say it – cremation is the new tradition. As consumer preferences have changed, the knowledge and skills required from funeral directors to work with consumers has changed as well. As an employer, it means you require specific sets of skills in your employees and expectations for their experience and training. It requires innovation.
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Our hard-working schools provide the education, but they can’t make a professional – only experience and guidance can do that. This component is why so many states and provinces require apprenticeships before licensure as well as continued education to maintain licensure. A mid-career professional considering their advancement can’t return to school easily, so they must rely on CE providers to address the gaps. In a previous blog post we talked about how to assess the quality of a learning experience, but how do you assess the importance of the topic presented? In this cremation-focused world, how can you know you’re getting the latest in industry education to meet the current needs of your community?

What makes someone successful at their job? How do we evaluate staff to assess their skills? How do you know you have a solid base of knowledge to build on as you move forward in your career? CANA is working to address the fundamentals of the profession as we know it today now that cremation is the new tradition.

Competencies are the foundation of every profession – these are sets of knowledge, abilities and skills that a person needs to be successful in their job. Competencies are used in many ways within each profession:

• Talent development programs should be heavily based on competencies and structured to teach foundational skills and knowledge first and build employees up to their highest level of performance to prepare them for advancement.
• Continuing education programs should always be tied to specific competencies, not developed by someone who teaches what THEY think needs to be taught. If a program isn’t teaching someone a knowledge, skill or ability needed for success then that program is a waste of time and money.
• Competencies are used for writing job descriptions to identify traits and experience that are important when hiring a new person.
• Succession planning, which is a huge topic right now as a significant portion of the profession prepares to retire, should include competencies. When evaluating which employees may be well suited to move into other positions, comparing their current competencies to those needed in the new positions will identify any gaps, which may need to be filled through education courses before promoting that person. Employees should never be promoted first and trained later. They should always be provided education and support to prepare them for the new role so they can step in and find success right away.
• Many professions offer certifications to recognize achievement of individuals in certain areas. The best certifications are based on competencies. Individuals must identify their own skill gaps, take education courses, read papers or books, practice doing certain tasks and any number of activities to help fill that gap. At the end, they have to demonstrate achievement of those competencies through rigorous testing that validates not only knowledge, but implementation of skills.
  • A few examples include the Human Resource Professional (HPR) designation from SHRM, the Certified Meeting Professional (CMP) designation from EIC and the Certified Professional in Learning and Performance (CPLP) designation from ATD.

The funeral profession is no stranger to competencies. For example, every seven years the Conference of International Funeral Service Examining Boards conducts a task analysis of the role of both funeral directors and embalmers in order to determine what content to test graduates on when they complete a funeral service or mortuary science program. Through this task analysis they ask practicing professionals about their daily jobs in order to determine what the common tasks are, and then they determine what you need to know in order to do those tasks.

After completing school, students generally complete an apprenticeship where they learn hands on skills to apply that knowledge learned in school. Once the apprenticeship is over, state and provincial agencies take over and monitor continued professional development through required continuing education. And that’s where CANA enters the lifelong learning continuum. As we look at competencies within our profession, CANA believes we could be doing more related to cremation.
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We can’t set employees up for success if we aren’t teaching them the knowledge, skills and abilities that are specific to cremation, particularly the employees who graduated many years ago, and have seen the profession rapidly changing around them. This is what we refer to as a skills gap – when only a limited set of the population has the needed competencies to do the job. And we see a big skill gap when it comes to cremation.

Fear not, CANA friends. After all, we are All Things Cremation. We have been diligently working to identify those cremation competencies and will be developing education programs and other resources needed to support employees as they work to achieve them. We can’t wait to share them with you. Be sure to attend CANA’s 100th Annual Cremation Innovation Convention with your staff where I’ll preview these competencies and talk about how to use them to support your employees and improve your bottom line — and earn some professional and innovative continuing education while you're at it. And watch for future blog posts where I explain the process we go through to identify competencies.