FinalPath
Pre-Need Contracts
Export report
+ New Contract
$94,200
Pipeline value
23 active prospects
8
Contracts signed
$62,800 funded
34%
Conversion rate
vs 28% last quarter
$7,850
Avg contract value
8% YoY
Warm Signal
9
Robert & Helen Martinez
Both 74 - Aftercare family (2022)
Est. $16,200
Couple
Aftercare CRM
84
Dorothy Kim
81 - Health decline signal
Est. $9,400
Urgent - Health
91
James Hoffmann
69 - Seminar attendee
Est. $8,100
Seminar
72
Contacted
6
Patricia Nguyen
72 - Met at community event
Est. $7,800
Scheduled appt
65
George & Ann Webb
Both 70 - Walk-in inquiry
Est. $14,400
Couple
58
In Arrangement
4
Margaret Sullivan
78 - Building contract now
$9,850
Ready to sign
95
Frank Deluca
75 - Pricing sent
$7,200
82
Contracted
8
William Chen
74 - Signed Jan 2026
$8,400 funded
Evelyn Kowalski
80 - Signed Feb 2026
$6,900 funded
Harold & Betty Moore
Both 73 - Couple contract
$15,200 funded