Staff action required
Neither the first request nor the follow-up leaves automatically.
Review requests today, broader aftercare in development
FuneralHQ lets a staff member send a review request from a completed case, records the ask, and surfaces one follow-up after 14 days when no review has been recorded. The workflow stops after two asks. Broader aftercare sequences are still being designed with working firms.
Who it is for
- Firms that follow up by memory or sticky note
- Owners who serve families well but have few reviews
- Directors who want every request to remain a human decision
- Teams that need a record of who was asked and when
What it replaces today
- A calendar reminder that nobody gets to
- Asking for a review before a case is complete
- Sending repeated requests without a clear limit
- No record of who followed up and when
How review requests work
A named staff member decides each time. FuneralHQ supplies the guardrails and the record.
- 01
Finish the case
The request becomes available only after the case is completed and the location has a review URL.
- 02
Confirm the recipient
FuneralHQ suggests the informant’s email and first name, while staff confirm who should receive the request.
- 03
Send the first request
A staff member sends the branded email from the case. The date is recorded and replies return to the funeral home.
- 04
Review the follow-up queue
After 14 days, an eligible case appears in a staff queue if no review has been recorded.
- 05
Choose whether to ask once more
Staff may send one final reminder. FuneralHQ then blocks further requests for that case.
The guardrails that ship with it
Completed cases only
Open and cancelled cases cannot send a review request.
Two asks maximum
The first request and one optional reminder are the permanent ceiling.
Review received stops the workflow
A recorded review prevents another request from being sent.
Your review destination
Each location controls the review link used in its request.
Broader aftercare is separate
Check-ins, resource sequences, and multi-channel aftercare campaigns remain in development.
Common questions
Is the review request workflow live?
Yes. Staff can send the first request from a completed case, see when it was sent, and work a follow-up queue after 14 days.
Will messages send without staff approval?
No. A staff member initiates each request. The follow-up queue is a reminder for staff, not an automatic campaign.
How many times can a family be asked?
At most twice: the first request and one optional reminder. If a review is recorded, the workflow stops earlier.
Are full aftercare sequences live?
No. Broader check-ins, practical-resource messages, and multi-channel sequences are still in development.
See the review workflow on a completed case
Send the first request, inspect the recorded history, and see how the one-follow-up limit works.