Technology Resources for PreNeed Sales

Resources Provided by Dave Petermeier, Coldspring (

Here are some resources that may be helpful to you when creating online meetings and ramping up your virtual pre-need sales.

Continue Meeting your family needs with technology

Meeting with families and assisting them to memorialize a loved one is an important aspect of their journey.  In these times of great change, this is more challenging now than ever before.  By utilizing free web-based tools, you can still bring families together and allow them to actively engage in the design process using the Personal Reflections online design tool.  By using these tools together, family members can be invited to your personal meeting room online, you can share your screen and allow them to interact as they share ideas and help you create a permanent memorial to honor the legacy of a loved one.

There are many tools out there to choose from.  Most are easy to use and come with easy set up instructions.  We have utilized one such tool in our meeting environments and have attached a link to some basic user instructions.  As always, we stand ready to assist you.  Please feel free to reach out to our Online Services team with any questions you may have at 320.685.4888 or through the feedback button.

Instructions on setting up Zoom for Preneed Sales Meetings

Zoom Meeting Instructions

Please view the video in the below link that may help in creating a memorial during the Pre-Need process.