Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey RT Mosaic Wealth Management,
Complement T.E.
Scan your unique code
advisor.sunlife.ca
Hey Ian McCulloch CFP
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, RT Mosaic Wealth Management!
Explore coordinated insurance solutions for RT Mosaic Wealth Management clients.
Schedule a consultation
Scan your
personalized offer
advisor.sunlife.ca
Hey RT Mosaic Wealth Management,
Free 15-minute capability review
Scan to book a conversation with the team.
STAMP
RT Mosaic Wealth Management
Free 15-minute capability review
Outbound that puts Ian McCulloch CFP 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 T.E. Financial Consultants Ltd.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
advisor.sunlife.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Ian McCulloch CFP?
Or book a strategy callExample target accounts for Ian McCulloch CFP, CHS Sun Life Certified Financial Planner
Sample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
RT Mosaic Wealth Management
Wealth planning partner
Explore coordinated insurance solutions for RT Mosaic Wealth Management clients.
T.E. Financial Consultants Ltd.
Corporate planning ally
Complement T.E. Financial Consultants Ltd. with Sun Life risk management strategies.
Todd & Associates
Estate planning collaborator
Offer insurance-backed estate solutions for Todd & Associates' high-net-worth clients.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| RT Mosaic Wealth Management | Wealth planning partner | Explore coordinated insurance solutions for RT Mosaic Wealth Management clients. | 97% | |
| T.E. Financial Consultants Ltd. | Corporate planning ally | Complement T.E. Financial Consultants Ltd. with Sun Life risk management strategies. | 95% | |
| Todd & Associates | Estate planning collaborator | Offer insurance-backed estate solutions for Todd & Associates' high-net-worth clients. | 93% | |
| McCulloch Financial Solutions Inc. | Existing advisory brand | Strengthen McCulloch Financial Solutions Inc. offerings with tailored Sun Life products. | 91% | |
| Diane Dekanic Financial Planning | Retirement planning partner | Coordinate retirement income and insurance strategies with Sun Life for your clients. | 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 10Aug 17Aug 24Aug 31Today
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.
Ian McCulloch CFP’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Ian McCulloch CFP's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized campaign plan
Questions?
Straight answers for Ian McCulloch CFP
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 Ian McCulloch CFP.
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. Ian McCulloch CFP 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 Ian McCulloch CFP.