See How The Handwritten Client Care System Keeps Your Best Clients From Quietly Leaving
Watch this 7‑minute walkthrough to see the 4‑touch handwritten cadence, real‑world examples, and pricing ranges for your firm or business based on how many key relationships you want to protect.
In this short walkthrough, you'll discover:
- Why "once‑a‑year" holiday cards are no longer enough to protect important client relationships
- How real‑pen handwritten cards get opened and remembered when inboxes and feeds are full
- The simple 4‑touch annual cadence firms and businesses use to increase retention and referrals
- Exactly how to hand off design, handwriting, and mailing so your team doesn't lift a finger
- How some teams use the same system for a short list of A‑tier prospects they want to stay in front of
Choose Your Handwritten Client Care Plan
All plans include four handwritten card touchpoints per contact, per year. We design, print, robot‑handwrite, address, stuff, and mail every card. You can enroll your best clients and top prospects in the same system. Postage is always billed at actual USPS First‑Class Letter rates with no markup.
Core 100
Up To 100 Contacts
- Four handwritten card touchpoints per contact, per year
- Done‑for‑you design, handwriting, addressing, and mailing
- Ideal for solo advisors, boutique firms, or owners starting with their top 50–100 clients and prospects
Example: at 100 contacts, that's about $15 per person for four handwritten touches over the year.
Growth 250
Up To 250 Contacts
- Four handwritten card touchpoints per contact, per year
- Priority onboarding and design support
- Ideal for growing practices, multi‑advisor teams, and high‑ticket businesses with a solid client base plus key prospects
Example: at 250 contacts, that's about $13 per person for four handwritten touches over the year.
Scale 500
Up To 500 Contacts
- Four handwritten card touchpoints per contact, per year
- Priority scheduling on our production calendar
- Ideal for established firms, dealerships, and consultancies with a large active book and prospect list
Example: at 500 contacts, that's about $11 per person for four handwritten touches over the year.
Have more than 1,000 key relationships you want to stay in front of? We build custom Handwritten Client Care plans for larger books. Click here to talk to us about a custom quote.
How The Handwritten Client Care System Works
Choose Your Plan
Pick the plan that matches how many key clients and prospects you want to include.
Send Us Your Export
Just export your contacts from your CRM or system of record and send us the file. Our team cleans it up, maps the fields, and gets everything ready for mailing.
We Run Your Year‑Round Client Care
Four times a year we print, handwrite, address, and mail your cards on schedule. You get a quick confirmation each time.
Trusted By Relationship-Driven Firms
Over 3,700 verified reviews with 2,700 ★★★★★ reviews, and thousands of orders from teams at firms like:
"Our clients started mentioning the handwritten cards in meetings. They actually keep them on their desks."
— Financial Advisor, Texas"We've gotten more referrals in the last 6 months than the entire year before. The cards make us memorable."
— CPA, Florida
FAQ
How much does this cost?
Pricing depends on how many key relationships you want to include. Most firms and businesses fit into one of our three standard plans (up to 100 / 250 / 500 contacts) and invest a few thousand dollars per year, plus postage billed at USPS cost. On this page you can see exact annual fees and even the approximate cost per contact.
Do you mark up postage?
No. Postage is always billed at actual USPS First‑Class Letter rates. Our fees cover the premium cards, handwriting, handling, and mailing so you know exactly what you're paying us for.
What do we have to do with our data?
Just export your contacts from your CRM or system of record and send us the file. You don't need to reformat everything into a special template. Our team cleans it up, maps the fields, and gets it ready for mailing. If you prefer to use a template, we have one, but it's optional.
Can we use this for prospects too, or only existing clients?
You can use it for both. Most partners enroll their best existing clients first, then add a short list of A‑tier prospects and centers of influence they want to stay in front of. Pricing is based on the total number of contacts you enroll, regardless of whether they're clients or prospects.
How hard is this to implement and how long does it take?
Most firms are live in under two weeks. After you choose a plan, you send us your export, we draft your card designs and messages, you approve them once, and we schedule your four mailings for the year. From there, it runs on autopilot and you just get a quick confirmation each time a touch goes out.
Who should own this internally?
Usually it's whoever is responsible for client experience, marketing, or practice management. Their job is simply to choose the plan, approve the initial messaging, and send us an updated export if your contact list changes.
Does this still include a charity donation like your regular cards?
Yes. Like all Cards for Causes programs, a portion of proceeds from your Handwritten Client Care plan is donated to the charity you choose during onboarding. You can also decide whether that appears as a line on your cards or stays behind the scenes.
Ready To Get Started?
Choose the Handwritten Client Care plan that fits your firm or business and lock in your spot on our production calendar for this year.
