Hey Up Financial Inc.
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Westleaf Cannabis Inc.!
Up Financial can structure wealth and tax planning for Westleaf Cannabis leadership.
Schedule a consultationScan your
personalized offer
upfinancial.ca
Hey Westleaf Cannabis Inc.,
Free portfolio stress test
Scan to book a conversation with the team.
Westleaf Cannabis 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 Westleaf Cannabis Inc.,
Up Financial helps Benevity executives with comprehensive planning and investment…
Scan your unique code
upfinancial.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey Benevity Inc.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
upfinancial.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Up Financial Inc.?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Westleaf Cannabis Inc.
Founder liquidity planning
Up Financial can structure wealth and tax planning for Westleaf Cannabis leadership.
Benevity Inc.
Tech executives wealth
Up Financial helps Benevity executives with comprehensive planning and investment management.
Symend Inc.
Growth-stage founders
Up Financial supports Symend founders with corporate and personal financial strategies.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Westleaf Cannabis Inc. | Founder liquidity planning | Up Financial can structure wealth and tax planning for Westleaf Cannabis leadership. | 97% | |
| Benevity Inc. | Tech executives wealth | Up Financial helps Benevity executives with comprehensive planning and investment management. | 95% | |
| Symend Inc. | Growth-stage founders | Up Financial supports Symend founders with corporate and personal financial strategies. | 93% | |
| DIRTT Environmental Solutions Ltd. | Public company executives | Up Financial advises DIRTT leaders on executive compensation, risk and estate planning. | 91% | |
| Blackline Safety Corp. | Equity-heavy compensation | Up Financial can optimize Blackline executives' investment, tax and retirement planning. | 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 Up Financial Inc..
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. Up Financial Inc. 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 Up Financial Inc..
