Client Milestone System

One high‑impact milestone mailing to your full client list, fully designed, printed, hand‑addressed, and mailed for you.

Send a premium, on‑brand greeting card to your recipient list without touching an envelope.
Our team handles design, printing, handwriting, addressing, and mailing on your schedule.
Make your business stand out with a campaign you don’t have to manage.

$538.37

Shipping calculated at checkout.

Includes USPS First-Class postage at cost - no markup.

On-time mailing and quality guarantee. If we miss it or misprint, we reprint at our cost.

Questions before you order? Contact us →

What's Included

Design & Planning

Simple onboarding to choose your messaging and recipient list.

Custom card designs with your logo, brand colors, and messaging, created for professional service firms.

Message ideas tailored to advisors, CPAs, law firms, and other professional services, so you're never staring at a blank page.

Printing & Materials

Premium card stocks and finishes that feel appropriate for high‑value clients and professional relationships.

Foil‑lined envelopes available at no extra cost on business orders.

Digital proofs for your approval before anything goes to print.

Handwriting, Addressing & Mailing

Real‑pen handwritten envelopes on every touch in your campaign, not a printed script font.

List formatting and address validation to reduce returns and bad addresses.

Stuffing, stamping, and USPS drop‑off handled for you on our agreed mailing date.

Support & Reporting

We'll tweak your design until you are completely satisfied.

Basic reporting on your campaign and any issues we see with your list, so you can keep your data clean over time.

How It Works

You share your client list and goals

Tell us who you want to reach - A‑tier clients, full list, or key relationships.

We design, print, and address with a real pen

You approve clear proofs. We handle the rest: cards, envelopes, handwriting, list formatting, and production.

We mail on schedule; you get the credit

Your clients receive a touch from you in their mailbox, on time. You stay top of mind without your team lifting a finger.

Is This Program a Fit for You?

Perfect if you...

Run a professional service firm with a defined group of A‑tier clients or key relationships.

Want consistent, high‑quality client touchpoints without managing another fulfillment project.

Plan to send 100–1,000+ cards and care more about retention and brand association than the cheapest option.

Not ideal if you...

Need fewer than 100 cards or only personal, one-off stationery.

Prefer to manage design, printing, and mailing entirely in-house.

Are shopping primarily for the cheapest possible greeting cards.

Pricing

Most firms invest around $2.50 – $4 per client when their tier is used fully. You will see clear per‑piece and postage pricing before we print anything, with no surprise fees.

Postage is billed at actual USPS First‑Class Letter rates with no markup, so you pay what we pay.

Our Guarantees

On-Time Mailing Guarantee

We commit to hand your campaign off to USPS by the mail date we agree to. If we miss that date due to our error, we’ll upgrade postage or cover rush shipping at our cost to get your cards moving as quickly as possible.

Quality & Misprint Policy

If we misprint your cards — wrong name, wrong logo, wrong message — we reprint and re‑mail at no charge. You approve proofs before anything ships.

Operating since 2006. 20,000+ business orders fulfilled for financial advisors, CPAs, law firms, marketing agencies, and consulting firms nationwide.

""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

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

What's the timeline from signup to mailing?

Most campaigns are mailing within 2–3 weeks of signing up. We'll work with you to set a realistic schedule based on your list readiness and any upcoming dates you want to hit.

What format do you need for my client list?

A simple spreadsheet works - Excel, Google Sheets, or CSV. We'll format and validate addresses on our end. If you export from a CRM, that's usually perfect as-is.

Is there a minimum order?

Our Client Care programs and one-time campaigns start at 100 recipients. For one-time campaigns, we recommend at least 250 cards to make the per-piece economics work well.

Can I make changes after I've approved a proof?

Yes, as long as we haven't started printing. Once cards are in production, changes require a reprint. That's why we send proofs - take your time reviewing them.

How is postage handled?

Postage is billed at actual USPS First-Class Letter rates with no markup. You'll see the exact postage cost in your quote before we print.

Is this a business expense / tax deductible?

Client retention mailings are typically a deductible business expense, but we're not accountants - check with yours to confirm for your situation.

Client Milestone System