Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey MNP,
KPMG Canada families often need wealth transition guidance
Scan your unique code
alexanderpwm.ca
Hey David Alexander & Associates
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, MNP!
MNP clients value coordinated wealth and tax planning
Schedule a consultation
Scan your
personalized offer
alexanderpwm.ca
Hey MNP,
Free 15-minute portfolio conversation
Scan to book a conversation with the team.
STAMP
MNP
Free 15-minute portfolio conversation
Outbound that puts David Alexander & Associates in high-trust conversations.
Yotru finds firms worth a premium touch, mails a personal invite, and shows who engaged so follow-up feels earned.
Find the right firms
Lists built around partners and contacts you want.
Stand out in the mail
Named invitations with a unique QR per recipient.
Meet who showed interest
Scan data becomes your short call list.
Ways you could use postcards
Use case 2
Referral Partners
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey KPMG Canada,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
alexanderpwm.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for David Alexander & Associates?
Or book a strategy callExample target accounts for David Alexander & Associates Private Wealth Management
Sample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
MNP
Tax Planning
MNP clients value coordinated wealth and tax planning
KPMG Canada
Succession Planning
KPMG Canada families often need wealth transition guidance
BDO Canada
Investment Support
BDO Canada clients may need integrated investment advice
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| MNP | Tax Planning | MNP clients value coordinated wealth and tax planning | 97% | |
| KPMG Canada | Succession Planning | KPMG Canada families often need wealth transition guidance | 95% | |
| BDO Canada | Investment Support | BDO Canada clients may need integrated investment advice | 93% | |
| Crowe MacKay | Owner Wealth | Crowe MacKay business owners may need private wealth support | 91% | |
| Deloitte Canada | Executive Wealth | Deloitte Canada leaders may benefit from tailored wealth management | 88% |
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 consultations.
When the right firms get a personal postcard and your partners follow up on scans, discovery calls and new clients grow without more cold outreach.
Overview
Consultations this month
12
Aug 7Aug 14Aug 21Aug 28Today
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
Credibility in the mail.
David Alexander & Associates’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for David Alexander & Associates's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized campaign plan
Questions?
Straight answers for David Alexander & Associates
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 David Alexander & Associates.
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. David Alexander & Associates 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 David Alexander & Associates.