Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Up Financial Inc.
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Outbound that puts Up Financial Inc. 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 Up Financial Inc.?
Or book a strategy callExample target accounts for Up Financial Inc.
Sample accounts and messaging ideas, not a final list. Your campaign 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
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.
Up Financial Inc.
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.
Up Financial Inc.’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Up Financial Inc.'s first wave
- A shortlist of accounts or segments worth reaching
- Your personalized cards, ready to edit
Questions?
Straight answers for Up Financial Inc.
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. 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. A first wave of a few hundred is a sensible start for Up Financial Inc..