J3Tech, JCG’s sister company, is redefining how the profession communicates with the families they serve through better technology. J3Tech offers scalable, flexible service technology solutions for funeral and cemetery businesses that connect families and funeral staff through the power of applications and data, creating the ultimate user experience.
Performance Tracker is the complete customer experience management tool that evaluates staff and financial performance, streamlines success plans, improves your bottom line, and allows you to stay connected to the families you serve. Its comprehensive reporting features are populated by surveys and sales data that are sent out directly via text, email, and paper to your families. Fifteen-percent of Performance Tracker surveys generate future lead opportunities by helping you remain top-of-mind.
Meet our J3Tech team
Jr. Data Analyst
Lee Ann Chesney
Survey Administrative Support
Survey Administrative Support
Let’s start the conversation
With a clear understanding of where the profession has been, and a compelling vision of where it’s going, we help our clients reach new levels of success. Let’s talk about how we can do the same for you.
Director of Tech Solutions
Lori joined Johnson Consulting Group in 2017, bringing experience in cemetery, funeral home, and pre-need sales management. Along with sales and operations management, Lori directed the development of two propriety cemetery and funeral home enterprise software systems. Lori began her career in 2001 as a Family Service Counselor for the Catholic Cemeteries in San Jose. She quickly moved into management and rose to Associate Director of three cemetery locations. In 2010, Lori furthered her career as General Manager of Holy Sepulchre Cemetery and Holy Angels Funeral and Cremation Center in Hayward, CA, where she also joined the Catholic Management Services leadership team. As Director of Administration and IT, Lori brought management expertise and software solutions to cemetery and funeral home clients. In 2015, Lori joined PlotBox as VP of Sales. Lori contributed to the development of a SaaS cemetery software program, and was principally responsible for introducing it to the US market. She is a frequent speaker at many state and regional industry events and an article contributor to many industry magazines. She is also a member of the ICCFA Sales and Marketing Committee, which plans and oversees the Annual World Wide Sales Conference each January. Lori balances her passion for helping clients prepare for the future with raising her three children, Catalina, JJ, and Lyla. She spends a lot of weekends at dance competitions and little league baseball tournaments.
Performance Tracker Administrator
After Chad graduated from Arizona State University in 2006 with a Bachelor of Science Degree, he went on to earn his Master’s degree in Business Administration in 2009. He joins the Johnson Consulting Group team with an extensive and diverse background in client service development and management of procedural operations in the education industry. He has spent time in both the business of golf and the healthcare field, completing comprehensive financial analysis with an emphasis on cost saving initiatives while helping to achieve maximum efficiency and departmental productivity. As the Performance Tracker Administrator with Johnson Consulting Group, Chad is responsible for the maintenance of our survey program and the client relationships for our Performance Tracker clientele. When Chad is not working, he enjoys playing golf, going to the gym, in addition to barbecuing with friends and family.
Business Operations Specialist – Technology
Annette comes to Johnson Consulting Group with over 10 years of experience as an Administrative Assistant with other firms including a law firm in New Mexico, property management companies and at Univision. She has experience in Accounts Receivable and Payable and Customer Support. Her role at Johnson Consulting Group as a bi-lingual Administrative Assistant is invaluable to her co-workers and management on many projects. Annette is currently furthering her education at San Juan Community College.
Business Development Consultant – Email
Tim has been serving families in the Cemetery, Funeral and Final Expense industry since 2007. He has met with over 1000 families during the tragic time of a loved ones passing, and understands how to present educational content about the funeral and cemetery process that will guide them to making a decision that is right for them. Tim is delighted to take his knowledge to the JCG clients and be a part of the Johnson Consulting Group Team!