Our Note Coaches will help you choose from dozens of quotations and also from our gallery of fine art photographs.
Typically we’ll print a year’s worth of cards and envelopes for you, personalized to each client.
For couples, treat each person individually. We can help you send a different birthday card and note to the men than what you send to the women!
As well corporate partners can be sent different account anniversary cards and notes.
Deliver a unique card to each spouse or each corporate partner.
Use our system to the fullest. If you upload your client’s first names and their birthdates (or account opening dates), we can fully personalize each client’s cards with their first name and birthday printed inside each card.
For example: “Happy June 2nd” for a birthday card, or for an account anniversary card: “We’ve been working together since 1999!”
The envelope should also be specially addressed and personalized. For example: “Open June 2nd”. Once the cards are signed and the envelopes are sealed, you won’t lose track of when to put them in the mail!
The Personal Note System is a powerful client retention tool that will help you bond more deeply with all of your long term clients, be they individuals, couples, or corporate clients.
“Growing old is mandatory; growing up is optional.”
– Chili Davis
“May you live all the days of your life.”
– Jonathan Swift
Time flies like the wind. Fruit flies like bananas.
-Groucho Marx (1890–1977)
“With mirth and laughter let old wrinkles come.”
– William Shakespeare
“Life loves to be taken by the lapel and told, ‘I am with you kid. Let’s go!’
– Maya Angelou
“You only live once, but if you work it right, once is enough.”
– Joe Lewis
