From Click to Contract

Fintra powers the process that fills your calendar.

Lead Generation
Facebook Ads & Seminars
Quarterly content themes keep your brand visible. Seminar ads fill seats.
88%
Seminar Attendance
✓ Annual strategic plan with quarterly themes
✓ Branded social content
✓ Lead gen campaigns
✓ Seminar ads with RSVP tracking
✓ CRM integration
Annual Facebook Strategy
Lead Capture

Landing Pages

Visitors request your guide, then 39% of all appointments are booked right on the Thank You page.

39%
Book on Thank You Page
2
Conversion Points
  • Educational "6 Questions" approach builds trust before the ask
  • Single CTA per page — no competing choices
  • Thank you page captures high-intent leads while interest peaks
  • Mobile-first, senior-friendly design
  • Fully branded to your funeral home
Landing Page
Landing Page
Guide download
→
Thank You Page
Thank You Page
Appointment request
39% of Appointments Book Here
Preneed Follow-Up
Lead Nurture Series
26-day automated sequence. Stops when someone books.
23%
Conversion
8
Emails
4
Texts
26
Days
Sample Emails
Welcome
Day 0
Appointment
Day 2
Testimonials
Day 3
Today 10:02 AM
Hi Beaux, just checking in. Planning ahead can feel overwhelming. A quick 10-minute call can help clarify your options - no pressure. Book here: preplan.me/a601 Reply STOP to opt out.

Jarrell Funeral Homes
Preplan a Funeral
All communications are fully white-labeled
🏠
Your logo & colors
👤
Counselor name & photo
📧
Sends from your email
📅
Unique booking links
🔔
Agent alerts
↩️
Custom reply-to
Aftercare
Grieve Well Live Well
12-month support series for at-need families. Genuine care first, always.
10
Emails
3
Texts
12
Months
Days 1-60
Comfort & Resources
Grief education, support resources, and check-ins
Days 60-120
Continued Support
Ongoing care with option to connect if interested
Days 120-365
Here When Ready
Support continues; planning info available for those who want it
Sample Emails
Day 1
Day 1
Day 35
Day 35
Day 90
Day 90
Today 2:15 PM
Hi Beaux, still thinking of you. This part of the journey can feel especially lonely. We're here if you need us - call anytime: 111-111-1111. Reply STOP to opt out.

Jarrell Funeral Homes
Grieve Well Live Well
Feedback & Reviews
NPS & Reputation Building
Capture satisfaction. Route happy families to reviews, concerns to follow-up.
NPS Email
Today 3:30 PM
Hi Beau, serving your family was an honor. Share how we did: preplan.me/nps

Jarrell Funeral Homes
Request Sent
Email + SMS
→
NPS Rating
0-10 Rating
With comment
NPS Page
→
Feedback Form
0-6: Feedback
Private form
Feedback Form
Review Page
7-10: Review
Google / Facebook
Review Page
Customer Hub
The Fintra Hub
Track every lead, monitor every campaign, and manage every appointment — from one place. No spreadsheets. No guesswork. Just clarity.
✓ Complete lead history at a glance
✓ Pipeline stage and contact details on every lead
✓ One-click outcomes: Funded, Unfunded, Do Not Contact, Record Appointment
✓ Nurture and aftercare enrollment in real time
Fintra Hub - Lead View
Fintra Hub - Mobile
Live in the Hub. In your inbox every Monday.
Open the Hub anytime for live numbers across every funnel and funeral home. Or skip the login — a weekly summary lands in your inbox every Monday morning.
Live Reporting Dashboard
Weekly Summary Email