Retail & Local / Funeral & Sensitive-Life Services

Funeral home marketing built around the preplanning conversation

Funeral home marketing from MBI is preneed and community-awareness advertising: targeted direct mail designed to generate preplanning conversations, a respectful Facebook campaign asking for preneed information or a state-approved licensed consultation, and a preneed lunch-and-learn or seminar - and the preplanning guides, booklets and pathway cards those campaigns can use are printed in-house.

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Preneed and community awareness

What is preneed and community-awareness marketing for a funeral home?

The short answer

Preneed and community-awareness marketing for a funeral home is three campaigns: targeted preneed and community-awareness direct mail designed to generate preplanning conversations, a respectful Facebook campaign asking for preneed information or a state-approved licensed consultation, and a preneed lunch-and-learn or seminar. MBI prints the guides, booklets and pathway cards those campaigns can use.

The mail campaign. A documented campaign concept for this vertical is a targeted community-awareness/preneed direct-mail campaign.

The seminar campaign. A documented campaign concept for this vertical is a preneed lunch-and-learn or seminar campaign.

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Postcard · Direct Mail

Preneed postcard: a thoughtful plan for the future, private preneed information at your pace, learn about options and the questions families often ask, request the guide, and the provider’s own guide address at the foot.
Preneed postcard: a thoughtful plan for the future, private preneed information at your pace, learn about options and the questions families often ask, request the guide, and the provider’s own guide address at the foot.

Meta ad · Facebook

Preneed feed unit: a thoughtful plan for the future, private preneed information at your pace, with clear information, helpful answers and your choices marked along the foot beside request the guide.
A thoughtful plan for the future.
Preneed feed unit: a thoughtful plan for the future, private preneed information at your pace, with clear information, helpful answers and your choices marked along the foot beside request the guide.

Invitation · Seminars & Events

Lunch-and-learn invitation: planning ahead, gently, a preneed planning lunch and learn described as a relaxed educational conversation about options and questions, with learn your options, ask your questions, enjoy lunch and fellowship and feel more prepared as four marked panels, and reserve a seat.
Lunch-and-learn invitation: planning ahead, gently, a preneed planning lunch and learn described as a relaxed educational conversation about options and questions, with learn your options, ask your questions, enjoy lunch and fellowship and feel more prepared as four marked panels, and reserve a seat.

Direct mail

What is preneed direct mail for funeral homes designed to do?

The short answer

Preneed direct mail for funeral homes is targeted preneed and community-awareness mail, designed to generate preplanning conversations. MBI plans it, produces the piece and delivers it: the household list behind a targeted mailing, the printed direct-mail piece, and addresses updated within 95 days before the mailing date.

What the sources document. Funeral-home sources document targeted preneed and community-awareness direct mail designed to generate preplanning conversations.

USPS Domestic Mail Manual 602.5.1 provides that each address, except for mail bearing an alternative address format, in a mailing at commercial First-Class Mail presorted or automation prices or USPS Marketing Mail prices is subject to the Move Update standard, and that each address and associated addressee used on the mailpieces in a mailing must be updated within 95 days before the mailing date with one of the USPS-approved methods in 602.5.2, which include Address Change Service (ACS) and the National Change of Address Linkage System (NCOALink).

USPS Domestic Mail Manual 602.5

The FTC's Funeral Rule guidance for funeral providers states: "You must give consumers who telephone your place of business and ask about your prices or offerings accurate information from your General Price List, Casket Price List, and Outer Burial Container Price List."

FTC, Complying with the Funeral Rule

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Mailer · Direct Mail

Educational seminar invitation mailer: a thoughtful conversation about preneed planning, an educational lunch and learn, with planning questions, documents to consider and time for your questions as three marked panels beside the date, time and location fields, RSVP for the information session, and information only, availability and state requirements vary, no guarantees along the foot.
Educational seminar invitation mailer: a thoughtful conversation about preneed planning, an educational lunch and learn, with planning questions, documents to consider and time for your questions as three marked panels beside the date, time and location fields, RSVP for the information session, and information only, availability and state requirements vary, no guarantees along the foot.

To a conversation

Facebook and Instagram

What does funeral home Facebook advertising support, and what may it not target?

The short answer

Facebook and Instagram campaigns for a funeral home support general trust-building, preneed guide or consultation requests, and RSVPs for genuine community events. They do not target grief, death, or other private hardship. The campaign is a respectful preneed-information-request or state-approved licensed-consultation campaign, with audience and state-rule safeguards.

What the sources document. Meta campaigns support general trust-building, preneed guide or consultation requests, and RSVPs for genuine community events; do not target grief, death, or other private hardship.

The campaign concept. A documented campaign concept for this vertical is a respectful Facebook preneed-information-request or state-approved licensed-consultation campaign, with audience and state-rule safeguards.

Meta's Advertising Standards state: "Ads must not contain content that asserts or implies personal attributes. This includes direct or indirect assertions or implications about a person's race, ethnicity, religion, beliefs, age, sexual orientation or practices, gender identity, disability, physical or mental health (including medical conditions), vulnerable financial status, voting status, membership in a trade union, criminal record, or name."

Meta, Advertising Standards

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The limit

Reel · Instagram

Planning-counsellor profile Reel: here to help you plan, a counsellor at her desk with the planning folders and a notebook open in front of her.
Planning-counsellor profile Reel: here to help you plan, a counsellor at her desk with the planning folders and a notebook open in front of her.

Seminars and events

Why is funeral home preplanning seminar marketing the campaign rather than the invitation?

The short answer

A preneed lunch-and-learn or seminar campaign is what MBI runs around the session, not only the invitation to it. Funeral-care providers explicitly market preplanning seminars, workshops and lunch-and-learns on topics such as funeral preplanning, cremation options and grief support; Meta campaigns support RSVPs for genuine community events, and MBI prints the pieces a funeral home's campaigns can use.

What the sources document. Funeral-care providers explicitly market preplanning seminars, workshops, and lunch-and-learns on topics such as funeral preplanning, cremation options, and grief support.

The FTC's Funeral Rule guidance for funeral providers states that the General Price List must be given, to keep, to anyone who asks in person about funeral goods, funeral services or their prices, and that it must be offered when the provider begins to discuss the type of funeral or disposition it can arrange, the specific goods and services it offers, or its prices.

FTC, Complying with the Funeral Rule

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Meta carousel · Facebook

Seminar carousel: learn, plan, discuss, community education for families, over a facilitator taking a table of attendees through a planning session.
Learn. Plan. Discuss.
Seminar carousel: learn, plan, discuss, community education for families, over a facilitator taking a table of attendees through a planning session.

Sheet · Printing

Seminar follow-up sheet: thank you for joining us, keep the conversation going, with talk at home, organize details and explore options as three marked panels over the planning resource and the notes an attendee took.
Seminar follow-up sheet: thank you for joining us, keep the conversation going, with talk at home, organize details and explore options as three marked panels over the planning resource and the notes an attendee took.

Around the session

Printing

Who handles funeral home preplanning guide printing?

The short answer

Preplanning guides and booklets, grief booklets, guidebook series and pathway cards are printed by MBI, alongside the direct-mail pieces, brochures, flyers and newsletters a funeral home's campaigns can use. Commercial and variable-data printing are in-house, and data, print and delivery have been in-house since 1989.

The eight print formats. The print formats documented for this vertical are direct-mail pieces, brochures, flyers, newsletters, preplanning guides and booklets, grief booklets, guidebook series, and pathway cards.

In house. Commercial and variable-data printing are done in-house at MBI.

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Guide · Printing

Preplanning guide: a guide to preplanning, with information, preferences, people to involve and questions to ask as four marked panels, their fields left blank for a family to fill in.
Preplanning guide: a guide to preplanning, with information, preferences, people to involve and questions to ask as four marked panels, their fields left blank for a family to fill in.

One-sheet · Printing

Community education one-sheet: a community education series, planning conversations made clear, with your options, your loved ones and your peace of mind as three marked panels.
Community education one-sheet: a community education series, planning conversations made clear, with your options, your loved ones and your peace of mind as three marked panels.

Checklist · Printing

Family conversation checklist: a family conversation checklist, with start with questions, take notes, share preferences and revisit together as four numbered panels.
Family conversation checklist: a family conversation checklist, with start with questions, take notes, share preferences and revisit together as four numbered panels.

Questions

Questions a funeral home asks before it mails

Searched for funeral home marketing agency, funeral home advertising or funeral home advertising agency? Same work, same answers.

  1. How is the household list for a funeral home mailing chosen and kept current?

    A targeted preneed and community-awareness mailing starts with the households MBI selects. Each address in a mailing at commercial First-Class Mail presorted or automation prices, or USPS Marketing Mail prices, is subject to the Move Update standard: updated within 95 days before the mailing date by ACS, NCOALink or another approved method. Mail bearing an alternative address format is excepted.

  2. What is the cost of a preneed mailing made of?

    Producing a funeral home's preneed direct-mail piece and mailing it are the two costs behind every quote, and seven decisions move those two numbers - among them Quantity, Format and finished size, Paper and weight, and Postage, mail class, and sortation. All seven sit behind a preneed quote at /capabilities/direct-mail/direct-mail-cost.

  3. What does the Funeral Rule say a funeral provider must tell callers?

    Targeted preneed and community-awareness mail is designed to generate preplanning conversations. The FTC's Funeral Rule guidance for funeral providers states: “You must give consumers who telephone your place of business and ask about your prices or offerings accurate information from your General Price List, Casket Price List, and Outer Burial Container Price List.”

  4. Who decides what a preneed campaign may offer?

    A respectful Facebook preneed-information-request or state-approved licensed-consultation campaign is built with audience and state-rule safeguards, so which of the two asks a campaign carries is a state-rule question rather than a creative one. MBI plans, produces and delivers the campaign around that decision.

  5. What may a funeral home's Facebook advertising not target?

    Grief, death, or other private hardship. Meta campaigns for a funeral home support general trust-building, preneed guide or consultation requests, and RSVPs for genuine community events; they do not target grief, death, or other private hardship. Audience and state-rule safeguards sit on the campaign alongside that limit.

  6. What do funeral homes hold preplanning seminars about?

    Funeral-care providers explicitly market preplanning seminars, workshops and lunch-and-learns on topics such as funeral preplanning, cremation options, and grief support. A preneed lunch-and-learn or seminar campaign is the campaign MBI runs around one of them. The printed pieces a funeral home's campaigns can use - preplanning guides and booklets, grief booklets, guidebook series and pathway cards - are printed in-house.

  7. What is a community-awareness campaign for a funeral home?

    A targeted community-awareness or preneed direct-mail campaign is one of the three campaigns MBI runs for a funeral home. The mail is targeted preneed and community-awareness mail, designed to generate preplanning conversations. MBI plans it, prints it and delivers it, and the guides and booklets those campaigns can use are printed in-house too.

Get started

Start a preneed campaign.

Say which of the three campaigns comes first and the session or the piece it turns on. It goes to a real member of the MBI team, not a queue.

Who we reply toFuneral home and phone are optional

What you needOptional, in your own words

The targeted preneed and community-awareness mail, the respectful Facebook preneed-information or licensed-consultation campaign, or the preneed lunch-and-learn or seminar — and the guides, booklets and pathway cards behind any of them.

Your answers will be reviewed by a real member of our team, not dropped into an automated pricing tool.