Portfolio
All active funeral home onboardings — your week at a glance.
3 accounts on track, Oakhill nearing stretch goal, Riverside blocked on agent 1099 paperwork.
| FH name | Location | AE | FM | Kickoff | Days to launch | Progress | Blocked | Status |
|---|---|---|---|---|---|---|---|---|
| today |
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— | ||||||
| Nothing here yet. | ||||||||
What changed since the sheet
What this app does that your tracker doesn't — yet.
Days in stage analytics
See which stages are dragging across the portfolio. No more guessing whether the BD or Ops phase is the bottleneck.
Show meFriday briefing in 30 seconds
Walks into your meeting with the summary already written: blockers, wins, and 5 talking points.
Show meFH owner portal
Send the funeral home owner a magic link with their next 4 steps. No password, no app to install.
Show meAuto-drafted reminder emails
Stop hand-writing the Wed/Thu nudge. The tracker drafts the email; you edit and send.
Show meSOPs in-line with tasks
Click any task to see its standard operating procedure. New field managers ramp faster.
Show meNotes attached to tasks
Notes live ON the task they describe — not in a separate Doc nobody reads.
Show meIf anything here lands, we'll wire it to your real data on a follow-up call.
Data shown is mock. Update statuses on each account page.