Use case 1
Client Re-engagement
Reconnect dormant prospects with personalized outreach that brings qualified opportunities back into your sales pipeline.
Hey K. Knudsen Construction,
A quick note for your finance team.
Scan your unique code
awmi.ca
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.
Hey, K. Knudsen Construction!
Before next quarter's plan locks in.
Request a reviewActive Wealth Management
Scan your
personalized offer
awmi.ca
Active Wealth Management
Hey K. Knudsen Construction,
Business Wealth Review
Scan for a personalized overview built for your company.
STAMP
K. Knudsen Construction
Business Wealth Review
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 2
Planning Season
Launch timely campaigns around tax, investment, and budgeting periods when buyers are actively evaluating solutions.
Hey Quinte Mat Rentals,
Show up when budgets and priorities are already on the table.
Scan to schedule a short planning conversation.
Active Wealth Management
awmi.ca
Scan your unique offer
Book a planning call
Want a full report on how this would look for Active Wealth Management?
Or book a strategy callExample Bay of Quinte business-owner opportunities
Sample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
K. Knudsen Construction
Peter Knudsen, Owner
Quinte Mat Rentals
Brian Holgate, Owner
JcoM Communications
Michael James, Founder & Owner
Company | Contact | Business signal | Why it fits |
|---|---|---|---|
| K. Knudsen Construction | Peter Knudsen, Owner | Long-established family-owned commercial contractor | Mature family enterprise with succession and wealth-planning relevance |
| Quinte Mat Rentals | Brian Holgate, Owner | Family-owned Belleville business founded in 1996 | Long-running owner-operated company |
| JcoM Communications | Michael James, Founder & Owner | Quinte company founded in 2003 with family leadership | Founder-led company now involving another generation |
| Quinte Boatdocks | Shawn Jansen, Owner | Family company operating since 1992 | Established owner-operated business with accumulated enterprise value |
| Rushnell Family Services | Craig Rushnell, President & Owner | Multi-generation family business | Clear family ownership and long-term succession considerations |
Or mail a list you already have
Recent campaign
27%
Unique QR scan rate: prospects who actually opened the mail and followed through.
Fully managed
Creative, print, postage, and QR tracking. One campaign, handled end to end.
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 4Aug 11Aug 18Aug 25Today
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.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Active Wealth Management's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized campaign plan
Questions?
Straight answers for Active Wealth Management
Standard campaigns start around $0.94 per postcard, including print and postage. Exact pricing depends on list size, format, and personalization. Your free Campaign Plan outlines a sensible first wave for Active Wealth Management.
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. Your Campaign Plan shows example 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. Your Campaign Plan recommends a sensible starting size for Active Wealth Management.