Keep Your Best Clients With 4 Handwritten Touches a Year

Watch a 6‑minute walk‑through of the Handwritten Client Care system: the 4‑touch cadence, real campaign examples, and typical pricing for mailing 100, 250, or 500+ A‑list clients. When you’re ready, book a 15‑minute planning call to map it to your book, all done‑for‑you.

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Plan Your Handwritten Client Care Call

In 15 minutes, we'll map a simple, done‑for‑you plan to keep your best clients warm all year.

If you're like most firms…

Your A‑clients only hear from you in the mailbox once a year at Christmas.
Competitors are quietly staying top‑of‑mind with more frequent touches.
No one on your team has time to manage handwritten cards at scale.

On this call, we'll help you:

Identify your A‑tier list (usually 100–500 key relationships).
Design a 4‑touch handwritten plan that fits your calendar and compliance.
See exactly what we can take off your plate (design, printing, handwriting, mailing).

By the end, you'll know whether a year‑round handwritten program makes sense for your firm. No pressure, no commitment on the call.

Cards for Causes has helped firms like yours mail millions of premium cards since 2006, with thousands of five‑star reviews behind them.

Exactly what goes out to your clients over 12 months.

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.

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. Your clients will think you wrote it yourself.

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.

Late November – Early December

Holiday card

Premium printed greeting card with logo

Your branded holiday card — your logo, your message, your signature. The anchor touch your clients look forward to every year. Sent in a handwritten envelope that ensures it gets opened.

Every card arrives in a handwritten 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. Your clients won't be able to tell the difference.

Your clients won't know the difference

Each letter varies in size, tilt, and spacing — just like real handwriting. Recipients assume you or your team wrote every envelope personally.

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.

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.

Example: 100 contacts ≈ $18.12 per person ($15.00 program + $3.12 postage at cost) for four handwritten touches this year.

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.

Example: 250 contacts ≈ $16.12 per person ($13.00 program + $3.12 postage at cost) for four handwritten touches this year.

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.

Example: 500 contacts ≈ $14.12 per person ($11.00 program + $3.12 postage at cost) for four handwritten touches this year.

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.

Already spoke with us or know exactly what you need?

Handwritten Client Care Program

Up to four scheduled mailings a year so your best clients never feel like an afterthought at your firm.

Stay top-of-mind with your best clients through up to four planned mailings a year.
Keep your team out of the weeds while we handle design, printing, handwriting, addressing, and mailing.
Know your client care is handled with a clear annual plan and straightforward per-client pricing.

$1,812.00

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

What's Included

Design & Planning

Simple planning call to choose your touches (thank-you, check-in, milestone, holiday).

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 program, 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 each scheduled mailing.

Support & Reporting

A clear calendar of planned send dates so your team always knows what’s going out and when.

Basic reporting on quantities mailed per touch 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) and which touches matter most to your firm.

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 personal, on‑time touch. 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 a fulfillment project every time.

Plan to send 250–2,000+ cards per year and care more about retention and referrals 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 $14–$18 per client per year when their tier is used fully, depending on volume and number of touches. 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.

What's the timeline from signup to first mailing?

Most firms 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.