4 Steps-3 Benefits
1. Briefly introduce ourselves
2. See if we are a fit
3. You identify your main reasons for contacting me
4. I give an overview of my process
5. You decide the next step you would like to make
Step 2- Intake Survey
Step 1- Discovery Call
1. The survey allows me a good overview of you and your business
2. I am able to map out your main concerns and strong points
3. I am able to move to step 3 with a focused plan of what to observe and discuss the most on-site
Step 3- Initial Assessment On-site
1. We become familiar with each other face to face-which allows me to understand how to best coach/consult you moving forward. This is an on-site tour and interview. We will spend two days with me observing your business and current techniques.
2. I am able to see your community, meet your staff and understand the dynamics surrounding your funeral home
3. Following this visit you will receive a plan with action items. This includes areas of focus, immediate suggestions, and a timeline for this plan. Also included it will show where profit can increase from these action items. We will also set 3 and 6 month goals for your business implementing this plan.
Step 4- Monthly Sessions
$1000/month- A 3 Month commitment is required
1. Focus on moving forward with the plan from the initial consult
2. Scheduled Formal coaching sessions:
Coffee with Kari: Weekly 1 hour focused sessions
3. Scheduled check-in coaching sessions
Phone check-ins as available by short notice appointment
4. Unscheduled advisories
Priority e-mail/text support
On call for consult on handling an at need call
Provide ideas for personalization
Walk through receiving payment by day of service
Social media assistance
Phone Check-ins as available
Coffee with Kari
This is our scheduled weekly one hour coaching session. One day prior to our appointment, you will submit new questions, concerns, topics to me via e-mail. During our session, we will reflect on the action items from the previous session, respond to your new topics, and assess the plan to keep you moving forward.
Let's be real, you want to know how I can benefit your business.
1. Increase customer experience
2. Increase positive social review
3. Increase profit
If you are ready to begin working together or if you have questions for me, please click below, and I will be in touch with you.
Additional Opportunities to Work with Kari
Each funeral home has it's own unique strengths and challenges. I do have other opportunities to coach you and/or your staff.
>Multiple staff packages
>One day intensive coaching
>Three day individual director coaching
If you would like to know more about these opportunities please connect with me.