The powerful, proven, & personal way to attract and retain clients.

Corporate Client Greeting Card Fulfillment Services

We take all of the work off your marketing department’s desk and put it on ours!

Most companies do a very poor job with the customer greeting card. Here are a few mistakes made in the client card process that make the cards into a waste of money:

• The cards are often signed by people the customer doesn’t know
• The cards tend not to be personalized to the client by name
• The note content area usually contains just a meaningless platitude
• The art used is highly forgettable stock art with no hope of shelf life.
• The corporate logo is over-emphasized, reducing the personal impact.
• Mailing labels are often used, further reducing the ‘personal touch’.

From the client’s point of view, the signature-only card has at best a negative impact.

It’s frankly better to not send anything than to send something that broadcasts that the customer is just a name on a list. It also makes no sense to send a card to a customer from anyone but the person the customer deals directly with at the company.

We help companies turn the corporate greeting card into an excellent investment by improving the art and the personal note content quality. We enable each relationship manager in the company to easily produce cards fully personalized to each customer.

Recent advances in print-on-demand technology, combined with our highly specialized focus on personalization for the corporate card sender, have made it possible to improve the greeting card process immeasurably. Here is a short list of our services and features:

• We manage multiple mailing lists for each company, enabling each relationship manager to produce a set of fully personalized cards for his or her client list
• Each company works with a dedicated Personal Note Coach, who has responsibility for coordinating the card printing for each relationship manager.
• The note content can be standardized or changed for each relationship manager.
• Digital signatures are an easy option for us to apply to the cards if the list is large.
• We can mail the cards for you, or ship them to you to personally sign and mail.
• We also apply real stamps! No postal meter markings are a best practice.
• We laser address the envelopes. No mailing labels are also a best practice.
• You have access a finely curated catalog of world class photography.
• We help companies easily deploy an effective employee recognition program.

Corporate Pricing

All greeting card orders include personalized cards and addressed envelopes. Prices are based on volume, so the greater quantities have the best prices. We are happy to give you a quotation once we have the number of cards required. Most large corporate greeting card orders are priced under US $2.00 each, before postage. We specialize in handling deep personalization per account manager, so if you have 20 different relationship managers with 20 different client lists, we can handle it!

For more information contact Sales

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

You guys are good! Your virtual assistance is making my life easy. You’ve earned a place on my team – even though it’s just for one or two hours a year. Thanks again.

Mike Miller, Financial Advisor, Minneapolis MN