Pick a follow-up type, fill in the details on the left, and the email on the right updates as you type. When it reads right, use Copy for Email to paste it straight into a new message in Outlook.
Best way to send this: click Copy for Email below, then paste (Ctrl+V) directly into the body of a new email in Outlook. The subject line copies along with the body, so paste it into the subject field and delete that line from the body. Nothing here is saved or uploaded anywhere — it only lives in this browser tab, so it's safe to fill in with a family's real information.
When to send: Industry best practice is to check in 4-8 weeks after services, then again around 3-6 months. Birthday and anniversary dates of the deceased are also good touchpoints. For marker follow-ups, 2-3 months after burial gives families time to settle in before thinking about next steps.
