Client greeting programs for professional service firms

We design, print, hand-address, and mail premium greeting cards so your best relationships never feel like an afterthought. Pick a one-time campaign or let us run the whole program year-round.

Our Programs

Two ways to keep your firm top of mind — choose the scope that fits, and we handle everything from design to delivery.

Popular for client retention
Handwritten Client Care
Year-round retention, fully managed
✓Up to 4 scheduled mailings per year — advisor example: thank-you, check-in, milestone, holiday
✓Handwritten envelopes included on every touch
✓We handle design, printing, list management, addressing, stamping, and mailing
✓Built for your A-tier clients, top prospects, and key referral sources
✓Typical volume: 100–2,000+ recipients per mailing
✓Annual program with a planned calendar and quarterly list updates
Talk to Us About Client Care →
Done-For-You Holiday Campaign
The easiest way to start with us
✓One high-impact holiday mailing to your full client list
✓Handwritten envelopes included so every card looks personally sent
✓We handle design, printing, list prep, addressing, stamping, and mailing
✓Ideal for testing us before committing to a year-round program
✓Typical volume: 100–10,000+ recipients
✓One-time project — no long-term commitment required
Plan My Holiday Campaign →

Targeted Mailings

Same premium cards and handwritten addressing, scoped to a single purpose. We handle everything — just send us the list.

🎂 Client Birthday Cards

Send us your recipient list with birthdays. We mail a handwritten birthday card to each client on schedule throughout the year — you never think about it again.

Year-long fulfillment · Hands-off after setup
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🏆 Client Milestone Cards

Celebrate the dates that matter to your clients — work anniversaries, home purchase anniversaries, policy renewals. Same setup: send the list, we handle the rest.

Year-long fulfillment · Custom milestone dates
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✉️ Thank You / Gratitude Sprint

A handwritten thank-you note to every client on your list, mailed within a 30–45 day window. One batch, one message, maximum impact.

30–45 day turnaround · One-time mailing
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Want all of this in one program? Handwritten Client Care bundles birthday cards, milestone notes, thank-you touches, and holiday mailings into a single managed calendar — so every client gets the right card at the right time, all year.

Learn About Client Care →

At a Glance

Handwritten Client Care DFY Holiday Targeted Mailings
Touches per year Up to 4 scheduled mailings 1 holiday mailing 1 campaign (birthday/milestone runs year-long)
Best for Year-round retention from your A-tier list Annual holiday thank-you to your full list A specific occasion or touchpoint
Commitment Annual program, planned calendar One-time project One-time setup
Handwritten envelopes Included on all touches Included Included
List management Quarterly updates included One-time upload One-time upload
Typical volume 100–2,000+ 100–10,000+ 100–1,000+

How It Works — Every Campaign, Same Process

1

Share your list and goals

Upload your recipients, tell us the occasion, and pick your card style.

2

Approve designs and dates

We recommend designs for your industry and confirm the mailing schedule.

3

We print, hand-address, and mail

Cards go out on schedule. You get confirmation when they're in the mail.

Clear, All-In Pricing

✓Per-recipient pricing based on volume and services — no hidden add-ons
✓Full quote before we print anything — you know the total up front
✓Postage billed at cost (USPS First-Class rates, no markup)
✓Most firms find the per-client cost is trivial compared to a single retained engagement
Request a Campaign Quote →

Operating since 2006. 10,000+ business orders fulfilled. Trusted by financial advisors, CPAs, law firms, marketing agencies, and consulting firms nationwide.

Each year, we donate an amount equal to at least 10% of net proceeds from greeting card sales to vetted U.S. charities. Learn more →