How to have the right strategy and tactics for marketing your Pre-Planning services?

Pre-planning services - strategy tactics vision mission goals marketing for funeral businesses FIT Social Media

Are you looking for ways to make your Funeral home stand out from your competitors? For say when it comes to marketing your Funeral pre-planning/pre-need services? If so, it’s essential to start with a marketing strategy and tactics that will set you apart. But where do you begin? Let’s start with looking at the difference between strategy and tactics.

What’s A Strategy?

A strategy is “the big picture plan” that guides your marketing efforts. Think of it like “the plan of how are you going to get to where you want to get to?”

It’s the overarching goal that you want to achieve and the approach you take to achieve it. In the case of a funeral home, your strategy might be to increase awareness of your services. For example pre-planning/pre-needs of a funeral. And as the trusted and compassionate provider of these funeral services.

What About Tactics?

Tactics are “the specific actions” you take to put in place your strategy. They are the practical steps you take to achieve your marketing goals. So think about “what things you will do to get there?”

For example, tactics you might use for your funeral home marketing strategy plan:

  • creating a social media presence
  • attending community events
  • creating informative blog posts or videos
  • and optimising your website for search engines.

Your strategy is the big picture plan for your marketing efforts. While tactics are the specific actions you take. 

Let’s Start With A Strategy…

Define your target audience:

The first step is to define your target audience. Here are a few questions you can ask to help you get started with identifying:

  • Who are your ideal customers for funeral pre-planning services?
  • What age group do they belong to?
  • What is their gender?
  • What is their income level?
  • What is their educational background?
  • What is their family status?
  • What are their interests and hobbies?
  • What is their occupation or profession?
  • What are their values and beliefs?
  • What are their pain points related to funeral pre-planning?

By answering these questions, you can create a profile of your ideal customer. You can then tailor your marketing efforts to attract and connect with them. This can help you develop targeted messaging. So that it resonates with your target audience. And help lead to more effective marketing for your funeral pre-planning services.

Develop a pre-planning funeral package:

After defining your target audience, you can develop a pre-planning funeral package that meets their needs. Such as burial or cremation, memorial services and grief counselling.

Create a marketing plan:

Next create a marketing plan that reaches out to those who might be interested in your services. Covering advertising in local newspapers, social media, email and direct mail campaigns.

Update your staff:

Ensure all staff up to date with your pre-planning funeral packages. Able to answer any questions that potential customers might have. Make sure they have adequate training to do so when it comes to being online. Such as interactions on social media.

Use The Right Tactics…

Here are some tactics that can support your pre-planning funeral strategy:

Leverage social media and website:

Social media can be a powerful tool for reaching potential customers. Having up to date social channels is key. A completed and active Facebook page. Also, your Instagram account and LinkedIn profiles/page. All to showcase your pre-planning funeral package and share updates about your business. Encourage your followers to find out more by visiting your website. This should be easy to navigate, mobile friendly and have a fast-loading speed etc..

Attend community events:

Attending relevant community events would help promote your pre-planning funeral package. These events offer opportunities to meet potential customers. With face-to-face interactions you can answer any questions they may have.

Create informative, educational and engaging content:

Consider creating blog posts or videos that educate potential customers. You can help highlight the importance of pre-planning a funeral. This can help build trust and establish your funeral home as a reputable provider.

Offer incentives:

These could be discounts or free consultations. Helping to encourage potential customers to pre-plan their funeral with your funeral home.

To Conclude

Having the right strategy and tactics you can develop a more effective marketing plan. And help you achieve your goal and connect with potential customers in a meaningful way.

Are you finding it a challenge to market your funeral business?

I will work with you to understand your unique needs. I will develop a plan with you that will help you market your funeral services. We will look at online and offline marketing opportunities for your business. I will help you understand the best way to attract new families and future staff.  Book a free consultation and let’s have a chat. For more information, check out my Services, book a call or email me at Thanks for reading and if you found this useful do check out more of my Blogs and Resources.

Tags:content strategy | digital marketing | FIT Social Media | funeral services | marketing funeral home | marketing plan | marketing strategy | marketing strategy plan | planning funeral | Pre-planning | pre-planning funeral | Social Media for Business | social media strategy | Social Media Training

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