Handwritten Client Care Program

Keep Your Best Clients With 4 Handwritten Touches a Year

Four cards a year to your best clients, designed, printed, addressed with a real pen, and mailed for you.

Every HCC plan is built around four high-impact touchpoints. Here's a sample year for a financial advisory firm.

ALL
YEAR

Client's birthday or anniversary

Birthday card

Premium printed greeting card

A beautiful card sent during the week of each client's birthday - automatically, year-round. Pure goodwill, no ask. Just a personal touch that shows you remembered.

Q2

30-60 days before review window

Annual review reminder

Handwritten note on branded stationery

A handwritten note on your firm's branded note card, written with a real pen. Light, helpful tone prompting clients to schedule their annual review.

Q3

Handwritten relationship and referral note

~90 days after review window

Relationship & soft referral

Handwritten note on branded stationery

Another handwritten note reinforcing the relationship and opening the door for referrals. Gratitude-forward, no pressure. The kind of touch that makes clients say your name when someone asks for a recommendation.

Q4

Late November - Early December

Holiday card

Premium printed greeting card with logo

Your branded holiday card - your message, your logo, your signature. The anchor touch your clients look forward to every year. Sent in a real-pen envelope that gets opened.

Choose the right level for your A‑list clients.

All plans include four handwritten card touchpoints per contact, per year. Pricing is based on your A‑list contact count in 25‑contact increments. Postage is included at actual USPS First‑Class Letter rates with no markup.

A‑List 100

Covers 100-249 contacts

Four handwritten card touchpoints per contact, per year
Done‑for‑you design, handwriting, addressing, and mailing
Ideal for solo advisors and boutique firms starting with their top 100-200 relationships

From $1,812 / year

$1,812 covers 100 contacts. Pricing adjusts based on your exact contact count within this band.

A‑List 250

Covers 250-499 contacts

Four handwritten card touchpoints per contact, per year
Priority onboarding and campaign design support
Ideal for most multi‑advisor teams mailing 250-400 A‑list clients and top prospects

From $4,030 / year

$4,030 covers 250 contacts. Pricing adjusts based on your exact contact count within this band.

A‑List 500

Covers 500-999 contacts

Four handwritten card touchpoints per contact, per year
Priority scheduling on our production calendar
Ideal for larger advisory, CPA, and law firms mailing most or all of their A‑list firm‑wide

From $7,060 / year

$7,060 covers 500 contacts. Pricing adjusts based on your exact contact count within this band.

Enterprise 1,000+

1,000+ A‑list contacts

Four handwritten card touchpoints per contact, per year
Dedicated account management and custom scheduling
Built for multi‑location and enterprise firms with 1,000+ key relationships

Custom pricing

We'll confirm your exact contact count and build a quote around your book and mailing calendar.

Every card arrives in a real-pen envelope.

Not printed. Not a font. A real pen, writing your client's name - so it gets opened, not tossed.

Handwritten envelope addressed in blue ink with stamp

Real pen, real ink

Every envelope is addressed with a real ballpoint pen in blue ink. Our handwriting system uses a pen robot that mimics natural human variation - pressure changes, slightly imperfect spacing, each letter a little different. It reads as personal mail, and personal mail gets opened.

Natural variation

Each letter varies in size, tilt, and spacing, the way handwriting does. No two envelopes look the same.

It gets opened

A handwritten envelope stands out in a mailbox full of printed labels and junk mail. Your card doesn't end up in the recycling bin - it ends up on their desk.