Hey Tanner Smith
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Buchanan Wealth Management Inc.!
Explore collaborative planning options between Buchanan Wealth Management and Scotia…
Schedule a consultationScan your
personalized offer
tannersmith.ca
Hey Buchanan Wealth Management Inc.,
Free 15-minute strategy call
Scan to book a conversation with the team.
Buchanan Wealth Management Inc.
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 Buchanan Wealth Management Inc.,
Discuss complementary advisory services for Cardinal Capital Management clients.
Scan your unique code
tannersmith.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey Cardinal Capital Management Inc.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
tannersmith.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Tanner Smith?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Buchanan Wealth Management Inc.
Calgary wealth firm
Explore collaborative planning options between Buchanan Wealth Management and Scotia Wealth.
Cardinal Capital Management Inc.
Investment management
Discuss complementary advisory services for Cardinal Capital Management clients.
Calgary Portfolio Management Corp.
Local portfolio firm
Share Scotia Wealth planning solutions for Calgary Portfolio Management clientele.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Buchanan Wealth Management Inc. | Calgary wealth firm | Explore collaborative planning options between Buchanan Wealth Management and Scotia Wealth. | 97% | |
| Cardinal Capital Management Inc. | Investment management | Discuss complementary advisory services for Cardinal Capital Management clients. | 95% | |
| Calgary Portfolio Management Corp. | Local portfolio firm | Share Scotia Wealth planning solutions for Calgary Portfolio Management clientele. | 93% | |
| Frontwater Capital Inc. | Boutique advisory | Introduce specialized wealth strategies to complement Frontwater Capital services. | 91% | |
| McLean & Partners Wealth Management Ltd. | High-net-worth focus | Highlight collaborative opportunities with Scotia Wealth for McLean & Partners clients. | 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 Tanner Smith.
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. Tanner Smith 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 Tanner Smith.
