STRATA inside Funeral Home
STRATA inside funeral home operators. The five things costing you that cost firms recoverable pre-need and at-need revenue every month.
Tools we work with: Passare, Osiris Software, FuneralTech, Halcyon, SRS Computing
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Pre-need follow-up after community seminars and direct outreach
Pre-need is an operational program. Inconsistent follow-up after seminar attendance and direct-mail response costs pre-need close rate. Follow-Up Automation installs the cadence.
- 02
At-need intake documentation
Each arrangement generates dozens of forms across vital records, casket selection, funeral merchandise, and burial-vs-cremation documentation. Document Processing closes the intake loop.
- 03
Post-service follow-up and family aftercare
Six-week, six-month, and one-year aftercare touches are on the plan and inconsistently executed. The pattern correlates with pre-need close rate among family members.
- 04
Inbound inquiry response
At-need inquiries route to the on-duty director. Pre-need inquiries route to whoever picks up. Speed-to-Lead routing standardizes both paths.
- 05
Internal reporting on call volume, merchandise mix, and pre-need close rate
Call volume by source, merchandise mix, and pre-need close rate stitch from the management system, the inventory system, and the spreadsheet.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your funeral home operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
Passare, Osiris Software, FuneralTech, Halcyon, and SRS Computing are supported right now.
Engagement under DPA; audit exports PII-minimized; production processing follows your platform security posture.
Layer 1 is meaningful for single locations above $1M in annual revenue and across multi-location groups.
No. The integration sits between the inbound channels and your management system.
A management-system export, a recent month of inbound inquiries, and the pre-need pipeline report. Fifteen minutes is enough.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Funeral Home
Your recoverable revenue is a specific number.
We calculate it from your funeral home data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.