Yotru

Reach more Bay of Quinte business owners.

You just proved postcards work!

We identified business owners who may need help coordinating personal wealth, business finances, tax and long-term planning.

Active WealthManagementHey K. Knudsen Construction,Before nextquarter's planlocks in.A note for finance leaders evaluating their nextmove.Scan for a tailored overviewbuilt for your team.awmi.ca
Hi K. Knudsen Construction,A note for finance leaders evaluating their nextmove. Scan for a tailored overview built for yourteam.Active Wealth ManagementRequest areviewawmi.caawmi.ca

Outbound that puts Active Wealth Management in front of finance leaders.

Yotru targets CFOs and controllers, mails a credible offer, and shows who engaged while the card is still on the desk.

  • Find finance leaders

    Role and account filters around who you close.

  • Send a credible offer

    Company-named cards that feel intentional.

  • Follow up fresh

    Call while interest is still live.

Ways you could use postcards

Use case 1

Client Re-engagement

Reconnect dormant prospects with personalized outreach that brings qualified opportunities back into your sales pipeline.

Active WealthManagementHey K. Knudsen Construction,A quick note for yourfinance team.We left the conversation open. This is a simple wayback in.Scan to reopen the thread.awmi.ca

Use case 2

Planning Season

Launch timely campaigns around tax, investment, and budgeting periods when buyers are actively evaluating solutions.

Book a planning callActive WealthManagementHey Quinte Mat Rentals,Planning season ishere. Are yournumbers ready?Show up when budgets and priorities are already onthe table.Scan to schedule a shortplanning conversation.awmi.ca

Want to see how this would look for Active Wealth Management?

Or book a strategy call

Example Bay of Quinte business-owner opportunities

Sample accounts and messaging ideas, not a final list. Your campaign refines these for your business.

K. Knudsen Construction

Peter Knudsen, Owner

Quinte Mat Rentals

Brian Holgate, Owner

JcoM Communications

Michael James, Founder & Owner

Or mail a list you already have

  • CSV integration for Yotru direct mail campaigns
  • Salesforce integration for Yotru direct mail campaigns
  • HubSpot integration for Yotru direct mail campaigns
  • Microsoft Dynamics 365 integration for Yotru direct mail campaigns
  • Wealthbox integration for Yotru direct mail campaigns

Recent campaign

27%

Unique QR scan rate: prospects who actually opened the mail and followed through.

Daniel Gagnon

Founder, Maperr

Read the Maperr story

Kayla Morgan

Marketing Operations, Dishcus

Read the Dishcus story

Fully managed

Creative, print, postage, and QR tracking. One campaign, handled end to end.

Canada Post, postal network delivering Yotru postcard campaigns
United States Postal Service, postal network delivering Yotru postcard campaigns

Delivered through trusted postal networks in the US and Canada.

About

36×

more responses than email on personalized postcard campaigns.

Physical mail cuts through inbox noise, and every card carries a unique QR.

See who's interested before you call.

Scans turn into meetings.

When finance leaders get a personal postcard and your team follows up on scans, reviews and deal conversations move without more cold email.

Active Wealth Management

Overview

Pipeline this month

$23,870

Aug 17Aug 24Aug 31Sep 7Today

Personalized postcards

Full-service outbound mail. Everything you need, handled end to end.

  • Target research
  • Upload your creative
  • Variable printing
  • Canada Post mailing
  • QR tracking

Pipeline on the desk.
Active Wealth Management’s meetings on the calendar.

Book strategy call

Zaki Usman

Co-Founder

Zaki Usman, Co-Founder at Yotru

What happens next

  • Ballpark pricing for Active Wealth Management's first wave
  • A shortlist of accounts or segments worth reaching
  • Your personalized cards, ready to edit

Questions?
Straight answers for Active Wealth Management

Standard is $1.60 per postcard at 2,500 cards, the campaign size we recommend. Minimum order is 100 postcards. Print and postage included. See the pricing page for other volumes.

Most campaigns go from kickoff to mail in 2-3 weeks. Rush production is available for larger programs.

No. Upload a CRM export or we can help build a qualified account list from your ICP. The examples on this page show accounts we'd start with.

Yes. Active Wealth Management signs off on copy, design, and the offer before we print. The mockup on this page is a first concept; we refine it together before production.

Most first waves start at a few hundred postcards, enough to test an account segment with real scan data. A first wave of a few hundred is a sensible start for Active Wealth Management.