Sensible Financial Planning Ltd.
97%
Local advisory peer
Show how Financial Planning, Insurance & Investment Services complements Sensible Financial Planning client offerings.
Hey Financial Planning,!
You just proved postcards work.
You scanned a QR on a postcard. No ad, no cold email. Now picture Financial Planning, running the same play for prospects and referral partners in Calgary.
Hey, Financial Planning,!
Imagine This At Scale
Build your pipeline with personalized postcards.
See More Examples
See personalized analysis
(587) 718-8001
Turn Prospects Into Conversations
Built for teams that want to stand out from crowded inboxes. Yotru AI finds your ideal prospects, creates personalized postcards, then prints, mails, and tracks every campaign.
— Team Yotru
STAMP
Scan to see example campaigns
Emails? Buried and ignored
Bots love LinkedIn. Buyers? Not so much.
Cold calls? Nobody's picking up
Partner-ready prospects, mailed on autopilot
Set your ICP once. We find the accounts, mail personalized postcards, and show Financial Planning, who engaged.
Example target accounts for Financial Planning, Insurance & Investment Services
Unbiased Financial Services Inc.
95%
Wealth planning firm
Explore partnering with Financial Planning, Insurance & Investment Services for insurance and tax guidance.
Rockmoor Wealth Management
93%
Investment advisory
Discuss integrating Financial Planning, Insurance & Investment Services solutions for Rockmoor Wealth clients.
Prosperity Financial Solutions
91%
Calgary financial firm
Consider collaborating with Financial Planning, Insurance & Investment Services on insurance planning services.
PR Wealth Management Inc.
89%
Wealth management firm
Partner with Financial Planning, Insurance & Investment Services to enhance retirement and tax planning.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Sensible Financial Planning Ltd. | Local advisory peer | Owner / Principal Advisor | Show how Financial Planning, Insurance & Investment Services complements Sensible Financial Planning client offerings. | 97% |
| Unbiased Financial Services Inc. | Wealth planning firm | Financial Planner | Explore partnering with Financial Planning, Insurance & Investment Services for insurance and tax guidance. | 95% |
| Rockmoor Wealth Management | Investment advisory | Portfolio Manager | Discuss integrating Financial Planning, Insurance & Investment Services solutions for Rockmoor Wealth clients. | 93% |
| Prosperity Financial Solutions | Calgary financial firm | Managing Partner | Consider collaborating with Financial Planning, Insurance & Investment Services on insurance planning services. | 91% |
| PR Wealth Management Inc. | Wealth management firm | Financial Advisor | Partner with Financial Planning, Insurance & Investment Services to enhance retirement and tax planning. | 89% |
Every recipient gets their own postcard
Each prospect in your list receives a one-of-one mail piece, not a batch with swapped names.
Personalized with Financial Planning,
Your logo, colors, and messaging on every card you send.
A/B testing
Try different layouts and offers, then scale what gets scanned.
Unique QR codes
One code per recipient so you know exactly who engaged.
Hey, Sensible Financial Planning Ltd.!
Sharper strategies for private wealth and succession
Free 15-minute planning consultSee personalized analysis
(587) 718-8001
Hey, Unbiased Financial Services Inc.!
Sharper strategies for private wealth and succession
Free 15-minute planning consultSee personalized analysis
(587) 718-8001
Hey, Rockmoor Wealth Management!
Sharper strategies for private wealth and succession
Free 15-minute planning consultSee personalized analysis
(587) 718-8001
See who's interested before you call.
Scans turn into meetings.
When the right accounts get a personal postcard and your team follows up on scans, pipeline grows without more inbox spam.
Overview
Pipeline this month
$15,029
Jun 23Jun 30Jul 7Jul 14Today
Personalized postcards
Full-service outbound mail. Everything you need, handled end to end.
- Prospect research
- Upload your creative
- Variable printing
- Canada Post mailing
- QR tracking
Real campaigns, real scans
Dishcus and Maperr broke through crowded inboxes with personalized postcards and unique QR codes per account. Real campaigns, real pipeline.
Personalized 6″ × 9″ postcards
How Dishcus booked demos with multi-location restaurant groups
- 23
- Qualified demos booked
- 26%
- Unique QR scan rate
- 500
- Postcards mailed
6″ × 11″ personalized postcards
How Maperr reached local businesses with review-driven websites in the mail
- 800
- Local businesses mailed
- 27%
- Unique QR scan rate
- 96
- Free site signups
“Our prospects were ignoring the same LinkedIn sequence as everyone else. A personalized card with their firm name on it got three meetings booked in the first month.”
Mitchel O'Brien
Managing partner
Credibility in the mail.
Financial Planning,’s meetings on the calendar.
Zaki Usman
Co-Founder
On the 30-minute call
- Map the accounts or segments Financial Planning, should reach
- Sketch your first ABM postcard and landing page
- Walk away with ballpark pricing. No deck, no obligation.
Questions?
Straight answers for Financial Planning,
Standard campaigns start around $0.94 per postcard, including print and postage. Exact pricing depends on list size, format, and personalization. On the strategy call we will shape a first wave and send a custom quote with no obligation.
Most campaigns go from kickoff call 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. We align on targeting, segments, and messaging on the strategy call.
Yes. Financial Planning, signs off on copy, design, and the offer before we print. The mockup on this page is a first concept. We refine it together on the strategy call.
Most first waves start at a few hundred postcards, enough to test an account segment with real scan data. We will recommend a sensible starting size for Financial Planning, on the call.