01
Prepare the firm
Clarify service promises, responsibilities, and family handoffs. Fix the three readiness gaps most likely to cause a poor experience before expanding visits.
Flagship · Hospice Partnerships
Hospice outreach your team can sustain.
Find the right hospices, give one person ownership of each relationship, offer their staff something useful, and follow up every time. We show you how, or build it with you.
The problem
Most programs depend on one person.
When that person gets busy, visits stop, follow-ups slip, and nobody can say which relationships are healthy. The fix isn't more visits. It's a system:
- A verified territory with named owners for every office
- An in-service hospice staff actually want, not a sales pitch
- A next step recorded after every conversation
- A 15-minute weekly manager review that keeps promises visible
The six-part method
From readiness to a program that runs itself.
Scroll →
02
Choose a territory
Verify offices and coverage with dated sources. Prioritize by fit and a verified staff need. Assign an owner to every office.
03
Make useful contact
Listen first. Make a clear introduction and request a relevant in-service. A declined offer is information, not a reason for repeated visits.
04
Deliver the in-service
Help hospice staff answer the practical questions families ask, with accurate local information and a promised handout delivered.
05
Keep commitments
Send what was promised before scheduling the next touch. Track next actions. Handle service concerns with a named owner, fast.
06
Manage the program
Review activity, data quality, and relationships weekly. Keep activity measures separate from case trends. Never overstate attribution.
Hospice Partnership Toolkit · $299
Ten pieces. Every one with an example.
Each component ships with a short guide, an editable file, and a completed fictional example. Ten empty templates is not a product.
H01
Readiness checklist
Fifteen questions, an owner for every gap.
H02
Territory & target-list builder
Verified offices with sources and dates.
H03
Outreach & booking scripts
Email, phone opener, and objections.
H04
In-service presentation kit
Editable deck plus presenter notes.
H05
Leave-behind template pack
Handouts with explicit firm-fact fields.
H06
Six-month touchpoint calendar
Who does what, month by month.
H07
Follow-up & repair scripts
For after in-services and after mistakes.
H08
Relationship tracker
A working spreadsheet with a data dictionary.
H09
Manager scorecard
The 15-minute weekly review agenda.
H10
Community advisor onboarding
Get a new team member ready to go.
Pick your level
Four ways to start.
Find the hospices, get the tools, train the team, or have us build the whole program with you. Bought the toolkit first? What you paid (up to $299) comes off the Workshop or Builder if you book within 30 days.
Start here
Research · Done for you
Hospice Analysis
We find every hospice serving your area using Medicare provider data and public listings. For each one you get the location, size, services, and who to contact, ranked by how good a fit it is for your firm. Delivered as a spreadsheet, with a 30-minute call to walk through it.
$500 included in the Hospice Program Builder
You'll know
- Every hospice serving your area, including ones you've never heard of
- Which ones are biggest and best matched to your service area
- Who to contact, and where to start
Tools · Self-serve
Hospice Partnership Toolkit
For a team that will run the program themselves. All ten components, editable, with completed examples.
$299 one location · keep the files
Best when
- You have an outreach owner already
- A manager can review 15 minutes a week
- You want the system, not a consultant
Training · Remote
Hospice Team Workshop
A two-hour working session for up to ten people. Your team practices making contact, requesting an in-service, and recording the next step.
$1,250 toolkit included
Not included: a researched hospice list, a custom deck, ongoing coaching, or visits done for you.
30 MIN · BEFOREOwner intake
2 HOURS · LIVEReadiness, territory, introductions, in-service practice, tracker
AFTER30-day action plan
WITHIN 30 DAYS30-minute owner follow-up
Most complete
Program · With Pierce
Hospice Program Builder
A defined launch project: your territory researched, your toolkit adapted, your team trained, and three reviews over six months to keep it moving.
$2,500 total, not monthly · 50% at booking, 50% before kickoff
Add-on: the Hospice App, a phone app branded with your firm that hospice workers download for one-tap access to your pricing, arrangements, information, and death-call line. $1,000 build ($500 with the Builder) + $250/yr hosting. Not included: visits performed by DCS, booking in-services for you, a promise that hospices will send you families, weekly management.
- Readiness and relationship audit
- The Hospice Analysis: every hospice serving your area, ranked by fit ($500 value)
- Toolkit adapted to your firm's facts and process
- 2–3 hour kickoff and a 60–90 minute staff training
- Six-month calendar with named owners
- Three 30-minute reviews at ~days 60, 120, and 180
- One consolidated revision round
Coming soon · In development
The Hospice Tracking CRM.
The relationship tracker, grown up. Every hospice office, every owner, every promised next step — in one place your manager can review in 15 minutes. Built around the same six-part method.
15Offices in territory
11With a next action
3Overdue
6In-services this quarter
OfficeOwnerNext actionDue
Example HospiceNorth OfficeJJordanSend 15-min in-service outlineTue
Riverbend HospiceMainSSamDeliver night-call handout2d late
Lakeside CareEast BranchJJordanAsk staff which topic helps mostThu
Pinewood HospiceWestMMorganResolve service concernToday
Harbor LightSouth OfficeSSamBook Q1 in-serviceNext wk
- Territory map of verified offices with sources and dates
- Named owners and a required next action on every relationship
- Overdue alerts so promises don't quietly slip
- Weekly manager review view built on the toolkit's scorecard
- Activity kept separate from outcomes, with unknown sources counted, never guessed
- AI assist to draft follow-ups from your notes, reviewed by a human before sending
Free · 2 minutes
How strong is your hospice program?
Eight quick questions. Tap the answer that fits best, and you'll see where you stand and what to do first.
Question 1 of 8
Straight answers
Questions owners ask.
Is this clinical training?
No. It's an operating system for a funeral or cremation firm's outreach: who owns relationships, what you offer hospice staff, and how you follow through. It is not clinical education or a certification.
Do you teach us to ask hospices for referrals?
No. We've never asked a hospice to refer families to us, and we don't teach you to. The method is about being useful to hospice staff and the families they serve. Families always choose for themselves.
We already visit hospices. Why would we need this?
Visits aren't the hard part. Consistency is. The toolkit and Builder give you named ownership, a verified territory, a tracker with next actions, and a weekly review, so the program survives a busy month or a staff change.
Does it work for cemeteries?
The current edition is built for funeral homes and cremation centers. A cemetery edition is planned. Book a call and we'll tell you honestly whether it fits.