Pre-Need Engine · Pre-Call Brief
The ROI rule
Nobody here is locked into anything. Every agent buying leads today can stop tomorrow. They don’t, because they’re making many times back what they put in. That’s the only thing keeping anyone here.
Pay per qualified lead Delivered
Never for bad numbers, never for clicks, never a retainer for effort. Our fee moves when a qualified prospect lands in your CRM.
Real-time delivery. English and spanish. Choose your own territory.
The market thesis
More than 4 million Americans turn 65 every year, the biggest wave in U.S. history. A funeral with burial now runs over $8,000, and most families have nothing set aside for it. Demand for pre-need has never been bigger. The problem is how agents are reaching those families.
Buying leads
The lists everyone buys come from the same places and are sold three and four times over.
Aged leads were somebody else's no… months ago. Plenty of "pre-need" leads are final expense leads with a new label.
By the time you dial, the family has already talked to someone else, or forgot they ever filled out a form.
The Pre-Need Engine
We work backward from the trigger.
Nobody wakes up wanting to plan a funeral. Something makes it real: sitting through a friend's service, a parent's diagnosis, watching a family scramble to cover a bill nobody planned for. That moment shows up in behavior, not on a list. The Pre-Need Engine catches that signal, qualifies the family, and puts them on your phone while your expertise is worth the most. That's the difference between dialing a name and calling a family 1-3 minutes after they asked for help.
Side by side
Lead vendors
Marketing agencies
Scalepreneed.com
Pre-Need Engine
How you get in front of families
A name and a number. Someone filled out a form months ago and the whole county is dialing them.
You fund ad spend every day, flow is inconsistent, and they get paid whether you write anything or not.
Lead quality
A stale list, not intent.
Varies. Can carry real intent, but quality is inconsistent.
RISK
All yours: time and effort, no guarantee.
All yours. You carry the ad spend and the fees whether it converts or not.
If a lead is no good
That opportunity is gone.
Take the hit and hope next batch is better.
Help to Book & close
None.
None. The booking & sales process is completely on you.
Cost vs outcome
High effort, uncertain yield.
High spend, downside on you.
You pay only when a qualified lead is delivered. Capped downside, uncapped upside.
If it does not work
Start over next month.
See you next month. Still your problem.
The three rules
Three rules keep the risk on our side of the table. There is no version of this where we get paid and you get nothing.
01
You only pay when a qualified lead is delivered
Never for clicks, never for impressions, never a retainer for our time. Our fee moves only when a real family is on your phone. No lead, no fee.
02
Bad leads are replaced free
Wrong number, wrong person, we replace it at no charge. You never pay for something you had no chance to work.
03
The ROI rule
Nobody here is locked into anything. Every agent buying leads today can stop tomorrow. They don’t, because they’re making many times back what they put in. That’s the only thing keeping anyone here.
Your own campaign
The budget is yours, the area is yours, and every lead it produces is yours alone. It runs on ad creatives that are already bringing in leads every day in live markets, so you are not paying to find out what works.
Our fee only moves when a lead lands
Never for clicks, never for impressions, never a retainer for our time.
The proof
Press play. One agent in his own words, then more from the agents we’ve done this for.
Luis · Partner
12 deals in 2 weeks, ~$15,000 after splits
"I just got my first report so I still need to see the other reports. Right now im getting deposited $7,000, so all in all about $10,000, it could be higher anywhere from $18k - $10K after splits with other agents so that's not bad…"
Bruce · Partner
5 deals in 1 weekend, close to $40,000
"She went ahead and called our leads The gallina de los huevos de oro which means The chicken that lays the golden eggs and it's because she was happy that she closed 3 deals ($20,000 +) over one weekend… Actually, she sold 5, and she's written close to $40,000."
Luis · Partner
Speed to lead + High intent leads = $$$
"That's why it's important that you call them right away because, they're hot, they want to talk for a reason, that's another reason why youre guy's leads are better too… because what I notice with other leads is they often say they never requested that information… but for whatever reason the ad that you guys are doing the lead knows you're calling…"
Bruce · Partner
Selling $200,000 a month in preneed volume
"They recognize they're getting their return on the investment (ROI), you guys are very creative, and we're selling HUNDREDS OF THOUSANDS OF DOLLARS on those leads…"
Bruce · Partner
Simply nowhere as effective
"We were generating leads with another organization and they just simply were nowhere as effective as you guys are, they were not as customer service friendly as you guys are, and we are selling quit a bit so thats a good thin"
Luis · Partner
7/10 leads closed, with Lincoln Heritage 2/10…
"With Lincoln Financial out of 10 maybe maybe 1 or 2 were closing… with you guys 5, 6 or 7 will close quick, and like we had that conversation that if you keep that leads for a little bit longer in the future you can close more of them, like I closed a couple of them that were like 3 months old."
More proof, in their own words
How it works
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Compliance
Every ad runs under our own consumer facing brands, not your name, your funeral home or your carrier, so there's nothing for anyone on your side to approve before you start. The ads offer families a free funeral planning guide, amongst other assets. They don't quote prices or make promises about coverage. Every family fills out a form and agrees to be contacted before they reach your CRM, so the first call you make is one they asked for.
What’s included
Leads
Exclusive pre-need leads from families 50 and over in your area, in English, Spanish or both.
Delivered to your CRM in real time, with an instant alert to you and an automatic text to the family.
You only pay when a qualified lead is delivered.
booking & Sales support
The calling system our top agents run: scripts, call timing and follow-up.
Recordings of real calls from agents who close.
Pre-call confirmation sequences that lift your show and close rate.
Direct access to the team running The Pre-Need Engine.
Program structure
One agent per lead
Regular check-ins on booked calls, show rate, and pipeline.
A free battle tested CRM and the systems behind it set up for you on the onboarding call.
The ROI Rule: Nobody here is locked into anything. Every agent buying leads today can stop tomorrow. They don’t, because they’re making many times back what they put in. That’s the only thing keeping anyone here.
What this isn’t
Not a shared list. Nobody else is calling your leads. Not another agent in your area, not a list buyer next month. You are getting exclusive qualified leads who raised their hand.
Not a retainer. Our fee only moves when a lead lands on your phone, and never otherwise.
Not all-risk-on-you. Free bad lead replacement and the ROI rule put the risk on our side.
Frequently asked questions
How are these different from the leads I already buy?
Who are these families?
What counts as a qualified lead?
Whose budget funds the campaign?
What does the ROI rule actually mean?
What if another agent works my area?
What happens on the onboarding call?
Before we speak
The clearer you are on that, the faster we can tell you whether this fits. Bring your questions and poke holes in it live.