NextSteps Companion

Help Families with Care & Clarity

During difficult times, NextSteps Companion provides a compassionate platform to organize funeral arrangements, collaborate with loved ones, and honor cherished memories with grace and simplicity.

Mission

Our Purpose

Is to give every family clarity, calm, and coordination after the loss of a loved one — through an App that brings tasks, tributes, suppliers, contributions and budgets into one place.

The NextSteps Companion App:

  • Keeps everyone informed in a single and private space

  • Simplifies choices with trusted vendor options and transparent costs

  • Reduces stress by turning confusion into a clear plan

  • Preserves memories with tributes, photos, and service details

Mission

Our Purpose

Is to give every family clarity, calm, and coordination after the loss of a loved one — through an App that brings tasks, tributes, suppliers, contributions and budgets into one place.

The NextSteps Companion App:

  • Keeps everyone informed in a single and private space

  • Simplifies choices with trusted vendor options and transparent costs

  • Reduces stress by turning confusion into a clear plan

  • Preserves memories with tributes, photos, and service details

Who's This Perfect For

FUNERAL DIRECTORS AND HOMES

Replace scattered calls, texts, and spreadsheets with one shared plan — so your team works faster, makes fewer errors, and families feel cared for and connected.

  • Chasing details → Collect facts, photos, and approvals in a secure Family Portal with guided checklists.

  • “Who’s doing what?” → Assign roles and due dates; automatic reminders keep tasks moving and create an audit trail.

  • Tight timelines & vendors → Use templates to build services and confirm florists, transport, livestream, and printing from one hub.

  • Budget drift & awkward follow-ups → Keep a transparent budget and contributions tracker with approvals captured.

  • Training & handoffs → Reusable SOPs/checklists and a Director Dashboard give clear progress and accountability.

  • Status confusion → A live case timeline shows the next step for staff and family at a glance.

The Digital Tool Every Funeral Director Has Been Waiting For!

Benefits

Everything in one place

Funeral Director

Track all cases, assign tasks, and see progress at a glance.

Family Portal

One secure place for tributes, media, event details, and updates.

Manage Finances

Track budgets, contributions and payments in one place

Tasks and Responsibilities

Assign tasks, set reminders, and monitor progress in real time.

Vendors Marketplace

Connect with trusted florists, transport, catering, and memorial products.

Time Saver

Reduce admin time and focus on compassionate care.

Process

How it works

1. Get App

Begin your journey with NextSteps Companion — download the app to your phone or desktop and experience how simple coordination can be.

2. Try App - 14 days free

Experience the app risk-free for 14 days. Load a sample case to explore every feature — no real data required or credit card needed.

3. Invite a colleague

Bring others on board — invite a staff member or family contact to share, update, and coordinate together in real time.

4. Book a 15-min walkthrough

It only takes a few steps to activate and go live. Should you need any help, our team is happy to walk you through — just book a quick call.

5. Customise the App for you

We’ll make the App look and feel like an extension of your brand — personalised with your logo, colours, and preferences.

6. Go live

Begin guiding real families through their journeys — onboard their cases and manage every detail with care.

Simple, predictable pricing

Start with a pilot, grow with your caseload. Cancel anytime..

Starter

$99/mo

  • 1–50 cases / year

  • Email support

Growth

$199/mo

  • 51–200 cases / year

  • Everything in starter

  • Priority support

Pro

$399/mo

  • Over 200 cases / year

  • Everything in growth

  • Premium onboarding and full customisation

Testimonials

Trusted by 200+ Customers

“NextSteps Companion has transformed how our team coordinates each funeral. Tasks that used to take hours now happen seamlessly — everyone stays updated in real time, from the first call to the final tribute. Families notice the difference.”

Mark Thompson, Funeral Director

“After my father passed, I had no idea where to begin. The funeral home invited me to NextSteps Companion, and suddenly everything — decisions, payments, updates — was in one place. It brought order to a time that felt overwhelming.”

Sarah Mwangi, Family Representative

“As a florist, I used to juggle calls, messages, and last-minute changes. With NextSteps Companion, I receive updates instantly and know exactly what’s needed. It’s professional, respectful, and saves everyone time.”

Sophie Williams, Floral Design Partner

FAQs

Frequently Asked Questions

For Funeral Homes

How long does it take to set up NextSteps Companion?

Most teams can be up and running within minutes. Simply download the app, load a demo case, and invite your colleagues. Our team can also guide you through a quick onboarding call if needed.

Can the app be customised to match our funeral home’s brand?

Yes. We’ll customise your version with your logo, colours, and contact details so it feels like part of your business.

Is NextSteps Companion secure and private?

Absolutely. All data is encrypted, and access is limited to authorised team members and invited family contacts. We comply with UK data protection and GDPR standards.

What happens after the 14-day free trial?

You’ll have the option to continue with a paid plan. There’s no automatic charge and no credit card is required during the trial.

What’s your cancellation policy?

We ask for 24-hour notice for any cancellation. Missed or late-cancelled sessions may be charged depending on your plan.

For Families

How does NextSteps Companion help families during planning?

It brings everyone together in one shared space — helping you track tasks, contributions, and updates so nothing is missed during an emotional time.

Do I have to download the app to participate?

Not necessarily. You can join through a simple invitation link sent by the funeral home or family member and access the case from your phone or desktop.

Can multiple family members access the same case?

Yes. The funeral home or family member can invite as many family and friends as needed to view progress, share information, or approve details.

For Vendors and Partners

How do vendors like florists or caterers use the app?

Vendors receive invitations to specific cases, where they can view service details, delivery times, and upload confirmations — reducing back-and-forth calls and errors.

Is there an extra cost for vendors?

No. Vendors participate at no additional cost — they simply receive secure access through the invitation link provided by the funeral home.

Can multiple vendors access the same case?

Yes. The funeral home or family member can invite as many vendors as needed to view progress, share information, or approve details.

General Questions

Can I use NextSteps Companion outside the UK or the US?

While originally developed for funeral homes and families in the UK and US, NextSteps Companion is designed for global use and can be accessed from any country in the world.

What kind of support do you offer?

We provide onboarding assistance, training videos, and optional live walkthroughs. Our support team is always ready to help you go live confidently.

Let’s bring comfort through better coordination.

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