Build guide
Funeral Director & Memorial Operations OS
Deceased intake forms, ceremony coordination boards, caskets and urns inventories, and post-service family support follow-up logs — built on the Universal Base.
For: Consultancies, marketing and design agencies, real estate agencies, brokers and professional firms
- Linked databases
- 9
- Connections
- 8
- Automatic calculations
- 12
- Ready-made views
- 22
What it saves you
- Weighted pipeline value = deal value x probability, per deal and in total
- Billable hours turn into unbilled value per engagement automatically
- Engagements over budget are flagged as hours are logged
- Overdue invoices and stale deals each have their own list
How the parts work together
- Win work: Log the account and a deal → Set probability at each stage → Keep a dated next step on every open deal
- Deliver: Create an engagement with budget hours → Everyone logs time against it → Watch "Over budget"
- Bill: Invoice from "Ready to invoice" → Tick Invoiced on those entries → Chase "Open invoices" by days overdue
Databases inside
Accounts
Companies and individuals you sell to or serve, with total won value and open pipeline rolled up.
7 fields · 2 calculated automatically · linked to Deals, Engagements, Invoices, Deceased Intake & Family Preferences, Ceremony Event & Service Coordinator, Caskets & Memorial Inventory, Family Grief Support & Follow-Up Tracker
Views: All accounts, By tier
Deals
New business from first call to signed contract. Weighted value uses probability so your forecast is realistic.
11 fields · 3 calculated automatically · linked to Accounts
Views: Pipeline, Forecast, Stale deals
Engagements
Active client work with budget hours and fee. Hours used, unbilled value and over-budget warnings update from the time log.
10 fields · 4 calculated automatically · linked to Accounts, Time Entries
Views: Delivery board, Timeline, Over budget, Unbilled work
Time Entries
Hours by person and engagement. Billable amount and what is still unbilled are calculated from the rate.
10 fields · 2 calculated automatically · linked to Engagements
Views: This week, Ready to invoice
Invoices
Invoices per account with due dates and payment status; overdue invoices surface automatically.
7 fields · 1 calculated automatically · linked to Accounts
Views: Open invoices, All invoices
Deceased Intake & Family Preferences
A secure admin database to track deceased information, legal clearances, and initial consultation preferences.
8 fields · linked to Accounts
Views: Active Intake Pipeline, Deceased Registry Archive
Ceremony Event & Service Coordinator
A scheduling database to coordinate funeral ceremony locations, times, officiating clergy, and service staff.
8 fields · linked to Accounts
Views: Today's Service Schedule, Staff Assignment Duty
Caskets & Memorial Inventory
An inventory control database to track caskets, urns, vaults, keepsakes, cost values, and reorder alerts.
8 fields · linked to Accounts
Views: Inventory Price List, Restock Warnings
Family Grief Support & Follow-Up Tracker
A family relationship management database to schedule post-funeral services, deliver ashes, refer grief counselors, and send remembrance cards.
6 fields · linked to Accounts
Views: Remembrance Outreach Calendar, Post-Service Operations List, By Memorial Marker Status
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Funeral Director & Memorial Operations OS →