Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Forest Financial Planning
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Outbound that puts Forest Financial Planning 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.
Want to see how this would look for Forest Financial Planning?
Or book a strategy callExample target accounts for Forest Financial Planning Inc.
Sample accounts and messaging ideas, not a final list. Your campaign refines these for your business.
Crestway Financial
Independent advisory partner
Forest Financial Planning supports Crestway Financial clients needing fee-only planning expertise.
Welch LLP Chartered Professional Accountants
Tax and planning synergy
Forest Financial Planning enhances Welch LLP tax work with holistic financial plans for clients.
Logan Katz LLP Chartered Professional Accountants
SMB and family clients
Forest Financial Planning offers detailed planning for Logan Katz LLP entrepreneurial and family clients.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Crestway Financial | Independent advisory partner | Forest Financial Planning supports Crestway Financial clients needing fee-only planning expertise. | 97% | |
| Welch LLP Chartered Professional Accountants | Tax and planning synergy | Forest Financial Planning enhances Welch LLP tax work with holistic financial plans for clients. | 95% | |
| Logan Katz LLP Chartered Professional Accountants | SMB and family clients | Forest Financial Planning offers detailed planning for Logan Katz LLP entrepreneurial and family clients. | 93% | |
| O'Farrell Financial Services Inc. | Regional financial services | Forest Financial Planning provides fee-only planning support for O'Farrell Financial Services Ottawa clients. | 91% | |
| Caldwell Family Wealth Management Inc. | Family wealth focus | Forest Financial Planning deepens Caldwell Family Wealth Management planning for multi-generational Ottawa families. | 89% |
Or mail a list you already have
Recent campaign
12%
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, Canada, and the Netherlands.
36×
more responses than email on average, across personalized 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
Sep 21Sep 28Oct 5Oct 12Today
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.
Forest Financial Planning’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Forest Financial Planning's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized cards, ready to edit
Questions?
Straight answers for Forest Financial Planning
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.
Within 2-3 days of your order, your cards are printed and in the post. Delivery after that follows the postal service's own timing.
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. Forest 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 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 Forest Financial Planning.