Have you heard of the business adage, “Work on your business, not in it“?

Part of working on your business is creating or implementing systems to make your funeral home operate efficiently and consistently. You may have a number of systems in place such as How Funeral Arrangements Are Made (from the first call to the final disposition) – but do you have it fully documented?

Why is having systems or standard operating procedures (SOP for short) so important? The more SOP‘s that you have in place – and are practised – the more efficient your business will run. By following SOP‘s, you have a stronger defence if you ever find yourself in front of a judge with a client family claiming that you were negligent. Finally, your firm will be valued higher if you have SOP‘s in place and that the firm can operate without you. If the business needs you to run it, you will not be able to sell it or if you can sell it, it will not be worth as much since it cannot work without you.

From day one in funeral service, I learned to rely on systems – from conducting transfers, to embalming and caring out arrangements. Over that time I was involved in documenting the systems and creating reports that are still relied on 25 years later. Even today, I am helping funeral homes with SOP‘s for virtual arrangements, obituary promotion and getting online reviews.

If you are looking for help in systematizing many of your routine operations to maximize efficiency and help you work on the business and not as much in the business, consider reaching out to me here…