Online Pre-Need Classes

The System University is a complete, online pre-need sales training method with online pre-need classes for counselors and managers available, with more being added. Below you will find the current counselor online pre-need classes. To view detailed description of all of the course components, click on Course Description next to each class listed below.


Park Roaming and ASSAY Program:
Learn how to approach visitors who come to the cemetery using the ASSAY method. Instructor: Alice
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Office Inquiries:
Learn how serving people who come into the office for any reason can help you create a sale or obtain new leads. Instructor: Alice
Course description.

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The Power of the Personal Goal Planner
Co-Creator of “The System” Gary O’Sullivan leads this class, where you will learn how to set and follow daily, weekly, monthly and yearly goals to help you achieve sales success. Co-Instructor: Cindy

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4-3-2-1, The Perfect 10, and 3+2=My Favorite 5
Learn about Gary O’Sullivan’s 4-3-2-1 concept and how to identify which prospecting methods work for you, and how many of those methods to use on a daily basis.
Instructor: Greg
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Deed or Certificate Delivery
Learn how to properly handle and deliver cemetery deeds and certificates.  Instructor: Greg

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Project Update & The Completion Program
Learn the importance of keeping client files up to date and the benefits of presenting clients with new services. Instructor: Cindy

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On-Site Marketing
Learn how to approach prospective clients in daily, real life scenarios. Instructor: Greg

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Referrals
Learn how to make asking for referrals a habit.  Instructor: Greg

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The Closing Process
Learn different closing techniques and why closing is a process that occurs throughout the presentation, and not just at the end. Instructor: Jan

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The Value of Memorialization:
Learn the importance of memorializing loved ones and see examples of memorials that have impacted the country. Instructor: David Shipper

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Creating A Meaningful Memorial:
Learn how to interact with a family to help them create a special and meaningful memorial for their loved ones. Instructor: David Shipper

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The Personal Planning Organizer: Part 1
Gary O’Sullivan explains the purpose of The Personal Planning Organizer and the key points to make to families.

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The Personal Planning Organizer: Part 2
Gary O’Sullivan gives the Personal Planning Organizer presentation to a family. Watch and learn as Gary takes the family through each page of the organizer, explaining the benefits of pre-planning along the way.

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Important Cemetery Decisions:
Featuring Gary O’Sullivan. Counselors will learn how to properly interact with a family and compare mausoleum to ground burial.

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The Pre-Need Presentation:
Featuring Gary O’Sullivan. Counselors will learn how to properly interact with a family and explain the importance of planning in advance of need.

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Caskets:
Learn the basics of casket construction, design, and personalization. Instructor: Marcia

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