Eleanor Nguyen -- Outreach Sequence
Case #2450 - Served Mar 7, 2026 - Next of kin: Thomas Nguyen
Day 1 -- Thank You & Resources
SentPersonal note from Director Holt with gentle grief resources.
Sent March 8Opened by Thomas
Week 1 -- Grief Check-In
Sent"Grief often feels heavier a few days in than it did at first -- that's completely normal."
Sent March 14Opened - Thomas replied warmly
30 Days -- One Month Remembrance
Scheduled Apr 4Acknowledge the one-month mark. Share memorial page and invite tributes.
Auto-sends unless edited
60 Days -- Practical Support
May 4Link to After-Service portal: "Month 2 is when estate and admin tasks pile up."
90 Days -- Grief Support Resources
Jun 2Share a local grief support group.
6 Months -- Legacy Check-In + Pre-Need Gentle Intro
Sep 4Ask about Eleanor's October birthday. Introduce pre-planning as a gift.
1 Year -- Anniversary Card
Mar 4, 2027"Thinking of you and Eleanor today." Personalized, recurring every year.
Pre-Need Signals Detected
Families showing readiness to pre-plan
TN
Thomas Nguyen
Eleanor Nguyen - 3 weeks ago
87
Pre-need score
Visited pre-need pageReplied to outreach
MK
Mary Kim
Margaret Kim - 2 months ago
72
Pre-need score
Asked about pre-need