The process

Six steps between you
and a grateful client.

We’ve stripped the process down to its essentials. You focus on the message. We handle literally everything else.

How it works

From your CRM to their
mailbox in 5 business days.

01

Pick your stationery

Choose from our curated collection of premium card stock and envelopes — or upload your own branded materials. Select a handwriting style, or send us a sample of yours.

02

Write your message

Use one of our compliance-approved templates or write something from scratch. Personalize with merge fields — first name, account anniversary, portfolio milestone — whatever matters.

03

Upload your list

Drop in a CSV, connect your CRM, or use our API. We support Salesforce, Wealthbox, Redtail, and more. Set it up once and new clients get letters automatically.

04

Robots pick up real pens

Our fleet of precision writing robots grip actual ballpoint pens and write each letter on real card stock. Every stroke has natural pressure variation. No two letters are identical.

05

We mail everything

Hand-stuffed envelopes, real stamps (not metered), handwritten addresses. We handle USPS logistics so your letter arrives looking like it came straight from your desk.

06

Track the impact

See delivery confirmations, campaign analytics, and response tracking. Know exactly which letters landed and measure the ROI on your client relationships.

Your next client is waiting
to hear from you.

No contracts. No minimums. No setup fees. Just real letters that make real impressions.