Tools your team can use today.
Scripts, checklists, trackers, and templates built from real operating work. Every one ships with instructions, an editable file, and a completed fictional example.
Hospice and marketing. All editable.
Files are in final production. Join the early list and you'll be first to know when each one opens, with no obligation.
Hospice Partnership Toolkit
Give your team a practical system for building and maintaining hospice relationships.
- Readiness checklist
- Territory & target-list builder
- Outreach & in-service booking scripts
- In-service presentation kit + presenter notes
- Leave-behind template pack
- Six-month touchpoint calendar
- Follow-up & relationship-repair scripts
- Relationship tracker (spreadsheet)
- Manager scorecard & review agenda
- Community advisor onboarding checklist
Marketing Self-Audit Toolkit
Find out what's working, what isn't, and how you stack up against local competitors.
- Deathcare marketing self-audit
- Google Business Profile checklist
- Website & pricing clarity audit
- Agency review questions
- Lead tracking guide · Local content checklist
- 90-day content planner · Reviews toolkit
- Budget/channel worksheet · 90-day action plan
Need just one piece?
The most-used parts of the hospice toolkit, available on their own.
Hospice Tracking CRM
The relationship tracker as a live system: territory, owners, next actions, overdue alerts, and a weekly manager view. Preview it
License & updates.
Who can use a toolkit?
One operating location and its team, for internal use. Adapt the templates for your own operations. Multi-location use is quoted separately. Resale or redistribution isn't permitted.
Do I keep the files?
Yes. Downloaded files are yours to keep.
Can I upgrade to a workshop later?
Yes. What you paid for the Hospice Toolkit (up to $299) comes off the Hospice Team Workshop or the Hospice Program Builder if you book within 30 days. One credit per business.
Do I get help using them?
Technical download help is included. Business advice is what the workshops and programs are for.