Top 5 Reasons To Put Us On Your Team

  1. You are running a business. The client greeting card should be as efficient as the rest of your business. You need consistent processes for each facet, and everything needs to run seamlessly without your involvement. But the client greeting card has typically been the last business activity to have a reliable, repeatable process in place. Until now. Your Personal Note Coach will stay in touch with you and your team, year after year, to make sure your client greeting card strategy is established and maintained over time.
  2. You understand the power of personal notes. We believe we are the only greeting card service company on the planet that helps professionals use the powerful personal note with their entire client base. A personal note has always been the best indicator to a client of their value to the business person. Since commerce began, business people have expressed their gratitude in a series of escalating efforts – the Thank You, the Smile, the Handshake, and best of all, the Personal Note. We help professionals like you use the personal note as a tool to build the personal connection with each and every client. Clients are very sensitive to the quality of their relationship with you. We can help you keep them feeling connected to you through our personalized greeting card service.
  3. You love having a Personal Note Coach. Not all professionals write well. Fortunately, we do, and we can help you write great personal notes while maintaining your unique voice in the content of your personalized client greeting card. Your Personal Note Coach will also help you and your team choose great photographs, spot mailing list errors, and make sure your cards are perfect in all respects.
  4. Your clients expect something better. To date, it’s been difficult to produce client greeting cards that contain more than a stale platitude and one or more signatures. Better to send nothing than the dreaded ‘signature-only’ card! Those kinds of low-effort cards make the client feel they are nothing more than a name on a list. But, by adding a personal note and personalizing every client greeting card for each client, by name, you’re taking the greeting card to the next level of client relationship appreciation. Your clients will notice the effort, enjoy the note, love the art and, most importantly, they will know you care about them.
  5. You have great taste in art. Shelf life is the only way to know if your cards are effective. We have a world class gallery of fine art photography for you to choose from, unmatched in quality and variety by any other greeting card company. Shelf life means your card will stay on your clients’ desk or refrigerator for a long time. Why? Because these photos have been curated for their timelessness and beauty. They’re more likely to be framed than thrown away.

The writing assistance provided to me by my Personal Note Coach has been fantastic. You people are true wordsmiths – and you understand the advisor-client relationship. Your focus from the start has always been on making my client notes word perfect.

D. A. S, CFP, New York

Just a quick note to let you know that we are very excited and pleased with your service. It was most beneficial to us, and we have enjoyed much positive feedback.

Advisor’s Assistant, Ontario