For the AI call, to whom do we send the summarization?

Name
Email
Phone
Name 1 (optional)
Email 1 (optional)
Phone 1 (optional)

BUSINESS INFORMATION

Business Name

Type of Business

Years in Operation

Address

City

State

Country

Postal Code

Additional Areas Served

Is there parking?

Yes

No

HOURS & AVAILABILITY

Office Hours

Do you accept immediate-need calls 24/7?

Yes

No

After-Hours Instructions

Preferred Method for Urgent Contact

FUNERAL & MEMORIAL SERVICES OFFERED

Please describe

Can services be held at your facility?

Yes

No

Do you offer off-site services (church, home, venue)?

Yes

No

Personalization Options Available

Do you offer livestreaming or recorded services?

Yes

No

Is there a florist you’d recommend?

Yes

No

If yes, enter the florist name

Can flowers be delivered directly to the service?

Yes

No

CREMATION SERVICES

Do you offer cremation services?

Yes

No

Do you have an on-site crematory?

Yes

No

Please describe

Do you offer pet cremations?

Yes

No

Do you sell urns?

Yes

No

Do you allow families to provide their own urns?

Yes

No

BURIAL & CEMETERY OPTIONS

Do you offer burial services?

Yes

No

Do you offer green or eco-friendly burial options?

Yes

No

Do you sell markers or headstones?

Yes

No

Do you allow outside monuments or markers?

Yes

No

PRE-PLANNING & PRENEED SERVICES

Do you offer pre-planning or preneed services?

Yes

No

How can arrangements be made?

In person

Online

Both

Do you offer pre-payment options?

Yes

No

Are payment plans or financing available?

Yes

No

Key Benefits of Pre-Planning at Your Facility

PRICING & DISCLOSURES

Do you provide a General Price List (GPL)?

Yes

No

If yes, Please upload

How should the AI handle pricing questions?

Provide general price ranges

Refer families to a staff member

Share a GPL link

Other instructions

Do you offer service packages?

Yes

No

Are there required fees families should be aware of?

CULTURAL, RELIGIOUS & COMMUNITY SERVICES

Do you accommodate religious or cultural traditions?

Yes

No

If yes, please describe below

Cultural / Religious Considerations

Languages Spoken by Staff

Do you offer military or veteran services?

Yes

No

Community Affiliations or Partnerships

AFTERCARE & SUPPORT

Do you offer grief support or aftercare programs?

Yes

No

Aftercare Services Provided

Grief counseling referrals

Support groups

Educational materials

Follow-up outreach

Do you assist with paperwork and documentation? (e.g., death certificates, permits)

Yes

No

POLICIES & AI GUIDELINES

Services You Do NOT Offer (Commonly Asked)

Policies the AI Should Clearly Communicate or Avoid

Sensitive Topics the AI Should Handle Carefully

AI ESCALATION RULES

When should the AI escalate to a human immediately?

Who should the AI route escalations to?

BRAND VOICE & TONE

Preferred AI Tone

Words or Phrases the AI Should AVOID

Words or Phrases the AI Should USE

Please upload any price lists, packages or merchandise pricing here.

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Funeral Home & Cemetery AI Onboarding Form