Hey Holden + Taylor Advisory
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, CMC Engineering (Calgary) Ltd.!
Support CMC Engineering with integrated retirement and business succession planning.
Schedule a consultation
Scan your
personalized offer
holdentaylorfinancial.ca
Hey CMC Engineering (Calgary) Ltd.,
Free 15-minute consult
Scan to book a conversation with the team.
CMC Engineering (Calgary) Ltd.
Yotru finds firms worth a premium touch, mails a personal invite, and shows who engaged so follow-up feels earned.
Lists built around partners and contacts you want.
Named invitations with a unique QR per recipient.
Scan data becomes your short call list.
Use case 1
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey CMC Engineering (Calgary) Ltd.,
Help West Canadian optimize group benefits and financial wellness for employees.
Scan your unique code
holdentaylorfinancial.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey West Canadian Digital Imaging Inc.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
holdentaylorfinancial.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Holden + Taylor Advisory?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
CMC Engineering (Calgary) Ltd.
Owner succession planning
Support CMC Engineering with integrated retirement and business succession planning.
West Canadian Digital Imaging Inc.
Employee benefits review
Help West Canadian optimize group benefits and financial wellness for employees.
Action Electrical Ltd.
Business owner planning
Noticed Action Electrical Ltd. fits our ICP. Open to a short intro conversation
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| CMC Engineering (Calgary) Ltd. | Owner succession planning | Support CMC Engineering with integrated retirement and business succession planning. | 97% | |
| West Canadian Digital Imaging Inc. | Employee benefits review | Help West Canadian optimize group benefits and financial wellness for employees. | 95% | |
| Action Electrical Ltd. | Business owner planning | Noticed Action Electrical Ltd. fits our ICP. Open to a short intro conversation | 93% | |
| SANDSTONE Asset Management Inc. | Complementary planning firm | Explore partnering with SANDSTONE on comprehensive planning for high‑net‑worth clients. | 90% | |
| Calgary Minor Soccer Association | Group benefits and planning | Support CMSA staff with benefits, insurance and personal financial planning. | 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.
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
Full-service outbound mail. Everything you need, handled end to end.
Zaki Usman
Co-Founder
What happens next
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 Holden + Taylor Advisory.
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. Holden + Taylor Advisory 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 Holden + Taylor Advisory.
