Hey Potvin Financial Services
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, McCay Duff LLP!
Explore coordinated retirement and investment planning for McCay Duff LLP business…
Schedule a consultation
Scan your
personalized offer
potvinfinancial.com
Hey McCay Duff LLP,
Free portfolio review
Scan to book a conversation with the team.
McCay Duff LLP
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 McCay Duff LLP,
Discuss wealth management support for Patterson & Company clients approaching…
Scan your unique code
potvinfinancial.com
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey Patterson & Company Chartered Professional Accountants,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
potvinfinancial.com
Scan your unique offer
Stay connected
Want a full report on how this would look for Potvin Financial Services?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
McCay Duff LLP
SMB owner clients
Explore coordinated retirement and investment planning for McCay Duff LLP business owner clients.
Patterson & Company Chartered Professional Accountants
Local CPA firm
Discuss wealth management support for Patterson & Company clients approaching retirement.
Welch LLP
Owner-managed focus
Partner on estate and investment planning for Welch LLP entrepreneurial clients.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| McCay Duff LLP | SMB owner clients | Explore coordinated retirement and investment planning for McCay Duff LLP business owner clients. | 97% | |
| Patterson & Company Chartered Professional Accountants | Local CPA firm | Discuss wealth management support for Patterson & Company clients approaching retirement. | 95% | |
| Welch LLP | Owner-managed focus | Partner on estate and investment planning for Welch LLP entrepreneurial clients. | 93% | |
| GGFL Chartered Professional Accountants | High-net-worth clients | Enhance retirement and portfolio strategies for GGFL high-net-worth families. | 91% | |
| Craig & Gagnon Chartered Professional Accountants | Small business clients | Offer complementary investment and estate planning for Craig & Gagnon business owners. | 89% |
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 Potvin Financial Services.
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. Potvin Financial Services 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 Potvin Financial Services.
