Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Moodys Private Client
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Outbound that puts Moodys Private Client 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 Moodys Private Client?
Or book a strategy callExample target accounts for Moodys Private Client Accounting LLP
Sample accounts and messaging ideas, not a final list. Your campaign refines these for your business.
Coulson Wealth Management Inc.
HNWI advisory firm
Support Coulson Wealth Management clients with specialized cross-border tax and accounting.
Matco Financial Inc.
Investment manager
Enhance Matco clients' complex tax planning with private client accounting.
Cardinal Capital Management Inc.
HNWI portfolio manager
Offer Cardinal Capital clients integrated tax and estate accounting solutions.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Coulson Wealth Management Inc. | HNWI advisory firm | Support Coulson Wealth Management clients with specialized cross-border tax and accounting. | 97% | |
| Matco Financial Inc. | Investment manager | Enhance Matco clients' complex tax planning with private client accounting. | 95% | |
| Cardinal Capital Management Inc. | HNWI portfolio manager | Offer Cardinal Capital clients integrated tax and estate accounting solutions. | 93% | |
| Northland Wealth Management Inc. | Family office services | Partner with Northland to deliver sophisticated private client accounting for families. | 91% | |
| McLean & Partners Wealth Management Ltd. | Calgary wealth boutique | Help McLean & Partners clients manage multi-jurisdiction tax and accounting needs. | 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.
Moodys Private Client’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Moodys Private Client's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized cards, ready to edit
Questions?
Straight answers for Moodys Private Client
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. Moodys Private Client 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 Moodys Private Client.