Penny calls your on-call director when a family reaches your funeral home answering service.
Penny answers service-time questions, books planning appointments, and gathers the details your director needs for a family’s first call. She follows your on-call schedule for at-need requests, and takes a complete message and emails it to you if the transfer is unanswered.
Penny asks whether a planning appointment is for the caller or a family member, then offers the director’s approved times.
14 days of Pro, including 100 phone minutes and 300 website conversations. No credit card.
Or call her from your phone: (630) 324-4620
The shared demo offers a general example of Penny answering a call
The live demo uses Summit Heating, a fictional HVAC business. Listen to her intake here; test your own trade’s rules in your Penny account.
(630) 324-4620- In your funeral-home account, ask to book a planning appointment for next week and check the director’s available times.
- Ask for service times and directions and hear the information your office has posted.
- Ask about a price from your current General Price List and check the approved wording.
- Test an at-need first call and confirm that the required details accompany the director’s transfer attempt.
The first call follows your director’s handoff procedure
Families call for different reasons. Penny shares the service times and directions you have posted, records questions for the office, and books planning appointments from the director’s available times. Florists and other vendors receive the delivery information your team approved.
For a family’s first at-need call, Penny explains that she will gather a few details and try your director. She asks one question at a time: the caller’s name and relationship, the name and location of the person who has died, whether hospice or the facility has been notified, and the callback number. An existing pre-need plan is noted for the director to locate.
Your director handles arrangements, required releases, and transfer timing. Penny states only the prices your home has supplied from its General Price List. If the caller is unsure whether the person has died, she directs them to 911 before funeral-home intake.
Penny attempts the on-call transfer under your procedure. If it is unanswered, she takes a complete urgent message and emails it to you. The call record gives your team the context for their next conversation with the family.
A planning conversation begins with an appointment on the director’s calendar
A planning inquiry: Penny books an approved appointment and records who will attend, with service choices left to the director.
- PennyWrenfield Funeral Home, this is Penny. How can I help?
- Ludmila (caller)I’d like to make an appointment to discuss planning ahead for myself.
- PennyI can help arrange that. May I have your name and a callback number?
- Ludmila (caller)Ludmila Stachowiak, 630-555-0147.
- PennyThank you, Ludmila. Do you have an existing plan you would like to discuss, and will anyone be joining you?
- Ludmila (caller)I don’t have a plan yet. My daughter will come with me.
- PennyI’ll note that you’d like to discuss a plan for yourself and bring your daughter. The director can explain the choices at your appointment.
A fact from the knowledge pack, used on the call.
- Ludmila (caller)Would next Thursday afternoon work?
- PennyThe director has a planning appointment at 2 p.m. on Thursday. Would you like that time?
- Ludmila (caller)Yes, please.
- PennyYour appointment is booked for Thursday at 2 p.m. I have your callback number and a note that your daughter will join you.
Planning questions and first-call details prepare the director
From the funeral home knowledge pack
- First calls: who makes them (family, hospice, a nursing facility, a hospital, the medical examiner) and the fields the director needs before a removal.
- Pronouncement and release: hospice deaths, attended and unattended deaths, and when 911 and the medical examiner or coroner come before the funeral home.
- Removals from a home, a facility, or a hospital morgue, and why the timing is the director’s to state.
- The arrangement conference: what the family brings (vital statistics for the death certificate, clothing, photographs, a veteran’s DD-214) and who should attend.
- Burial, cremation, direct cremation, and green burial, and the authorizations cremation requires from the next of kin and the medical examiner.
- Death certificates, certified copies, and the permits the funeral home files with the county and the state.
- Pre-need plans and funded prearrangements, insurance assignments, and transferring a plan from another home.
- The FTC Funeral Rule: price information given over the phone when a caller asks, the General Price List, and itemized pricing.
- Veterans’ benefits: the burial flag, military honors, and national cemetery eligibility, plus the Social Security notification.
- Vendor calls: florists, clergy, cemeteries, vault companies, and the obituary desk, and the newspaper’s deadline.
A family can ask about planning before the first call is needed
- Services
- Hours
- About
- Contact
Pre-need appointments use the director’s approved calendar openings
- Google Calendar
- Outlook
- HubSpotvia Zapier
- Zapier
Connect Zapier or signed webhooks to send the captured details to the tools your office uses.
The practical details behind a first-call handoff
Send setup or plan questions to support@pennyassistant.com.
Google Calendar or Outlook, because pre-need appointments and arrangement conferences go straight onto the director’s calendar while the family is on the phone. HubSpot, if you track pre-need inquiries as leads. Zapier and signed webhooks carry the call record, with the decedent’s name and the fields she captured, into the case-management software your home runs on. Through Zapier, Slack or Teams can post each call to the channel the on-call director watches at night.
Other reception examples for appointments and personal service
Penny confirms the pet’s name, species, and owner details before offering your clinic’s approved wellness openings.
A prospect asks about retirement planning. Penny records the life change and books a discovery meeting with your advisor.
Penny asks for the year, make, model and the symptom in the driver’s words before offering a drop-off.
Penny bills a monthly price with minutes included; when you choose to keep answering past them, 60 more minutes are added at a time at the plan’s rate. The answering service cost guide sets it beside per-minute human services, and the plans are on the pricing page.
Give Penny a call before you forward yours.
Try the HVAC demo, then set up Penny for your business. Your account starts with 14 days of Pro, including 100 phone minutes and 300 website conversations; Free keeps your website chat after the trial.
14 days of Pro, including 100 phone minutes and 300 website conversations. No credit card.