Funeral Home Workflow Survey

01

A quick screening question

So we can segment responses correctly

Which best describes your role in the death care industry?

Funeral director, owner, or staff at an independent funeral home Funeral director, owner, or staff at a corporate-owned home (SCI, Carriage, Park Lawn, etc.) Other death care role (cemetery, crematory, prep services, supplier, etc.) I don't work in the death care industry

02

About your funeral home

Basic context to help us segment responses

How many calls (cases) does your funeral home handle per year?

What case management or funeral home software do you currently use?

Select all that apply

03

Service coordination

Vendors, venues, logistics, and day-of execution

How many vendor contacts (cemetery, crematory, florist, clergy, limo, etc.) does a typical case require you to coordinate?

1–3 4–6 7–10 10+

How do you currently communicate with vendors when coordinating a service?

Select all that apply

Rate how much time each coordination task consumes on a typical case.

1 = minimal time, 5 = significant time sink

	1	2	3	4	5
Cemetery / crematory scheduling
Clergy / officiant briefing
Obituary writing & publishing
Livery / procession coordination
Reconciling vendor invoices & billing

How often do coordination errors (wrong time, missed confirmation, miscommunication) cause problems on the day of service?

Never Rarely Sometimes Often

When coordination errors do occur, what's the most common root cause?

What's the single most frustrating part of vendor coordination for you?

04

Automation & AI readiness

Your comfort level and priorities for technology

Which statement best describes your attitude toward AI-assisted workflows?

Eager — I actively look for ways to use technology to reduce admin burden Open — I'd adopt it if it clearly saves time and doesn't introduce risk Cautious — I need to understand it well before trusting it in my workflow Skeptical — this industry requires human judgment that technology can't replicate

If a tool could meaningfully reduce your per-case administrative time, what would you consider a reasonable monthly cost?

Under $100/month $100–$250/month $250–$500/month $500–$1,000/month $1,000+/month if the ROI is clear Nothing — I wouldn't pay for this

Would you be open to a 30-minute follow-up interview to go deeper on your workflows?

Yes — please reach out Maybe — depends on timing No — survey only