Interim marketing of services for IS and memorial services (funeral services)

To    :   Holy Gardens Chapel


Kindly make a study plan on how we can market pre need the IS and Chapel
and memorial services to our existing customers.  We can use or make a  new
addentdum:

1.  Products services that are to be sold:

 Interment Service    De Luxe and Luxury

Chapel and Memorial Services:

Traditional (no ROP) from P28,500 to P99,500

2.  Price Points;

              Name            Price                              Monthly 60 mos

     1.  IS  de Luxe  -    19,500                                    373.75

     2.  IS Luxury      -    23,900                                    438,16

CMS

   1.   Masa Product    -          P28,500                 - P546.25

       Masa Product Senior       P33,500                     642.08

    2.                                         49,500                          948,75

    3.                                       64,900                           1,243.91

    4.                                          79.90                           1,531 41

    5.                                          96,60                           1,85l.51

KINDLY GIVE THE NAMES;  AGREE ON A COMMON NAME FOR PRE NEED AND ACTUAL NEED
WITH PANGA AND YOUR AND THEIR CHAPEL

3.   Come up with a sales kit and a two page brochure

4.  Have the abstract for this ready;

5.  Let us have a new addendum or use existing addendum;

6.  This is available only for existing customers and well append the
addendum to their existing product

7.  We will use the memorial plan system for the following:

    1.   Commission:

         For independent SE

         7% of total on first year amortization      35% for SE

         2% of total or  % of 1st year amort        10% for SM

         1% of total or % of 1st year amort           5% for SD

         OR shall be full amount, but the amortization report shall have the commission deducted, and duly signed acknowledged by the Sales Personnel involved

         For office staff:  3% of total, or 15% of  1st year amortization

     2. Collection allowance:

     Only for ISE:

     P25.00 for amounts below P1,000

    P40,000 for amounts above P1,000

 

P25.00 for amounts below P1,000

    P50,000 for amounts above P1,000

    3.  For cash payment:   10% discount shall be granted;

        20% of the total payment is only commissionable

  3    Fund disposition: (Budget)

  Year           Com                 TF                        GP

     1           55% (11)             5%    (1)             40   (8)

     2.            5% (1)             40%    (8 )            55% (11)

     3             5% (1)             75%    (15)           20% (4)

     4             5% (1)             80%    (16)            15% (3)

     5             5% (1)             80%    (16)            15% (3)

    

Weighted total      15                        56                   29%

  3 Budget for the   29% is as follows:

              3% ORC and incentives

              3% for insurance (inhouse or outside)

             10% for administrative expenses:  salaries, rent, utilities

             13% GP

    4.  TF shall be for banks, trust department

    5.  Proofs for reimbursement: by TF:

     1.  Interment authorization or  chapel memorial service authorization;

     2.  Copy of addendum

     3.  Death certificate

     4.  SOA

Reimbursement shall not be later than 15 days after receipts of requirements

    6.  Maximum reimbursable amounts:

     In house:  (with HGMP group)

          IS          -                  80%   

         Masa package:         85%

         45 to 85           -         75%

         95 up               -         60%

(Please check)

Can we start by January 5, 2015