Find & Keep Customers
Increase Your Client Lifetime Value & Decrease Your Client Acquisition Costs
Why & How
Anyone too busy to say thank you will get fewer and fewer chances to say it.
Harvey Mackay
Success Stories
The automated print & mail system has allowed a repeat referral focus over chasing all new customers; the ability to automate has been transformational for our business. We are small but this allows us to compete like a large company. We also use the integrations feature to link to Salesforce, which has automated a repeatable process from what had been very manual. Don't get overwhelmed. Once you get going the system is very intuitive. Start small if you need to but get started!
I specialize in Medicare supplement plans. I use the list builder to identify those turning 65 in my area then put them on a 3 card - big post card - drip starting at 7 months prior to birthday which is earlier than my competitors. I also use greeting cards and other postcard sizes for different purposes such as onboarding and soliciting referrals.
This is the best way I know to stay visible to my customers. I use the National Day Calendar for a lot of ideas and unique reasons to send a card. And I lean heavily on birthday cards. As a travel agent, the luggage tags are a gift that is a natural fit. I can customize the tags for specific trips, geographical locations, or individual people. So unique.
My industry teaches texting and emails. I do that. But I stand out by following up with cards for different reasons: Test drive. After Sale. The lease is coming to an end. Maintaining communication is crucial. Everyone who takes a test drive gets a birthday card, which is easy since the date of birth is on the driver's license. I use the 8 1/2 x 11 greeting card with my customer's picture on it to say thanks after a sale. A large card makes a big impression.
I use the software in several ways but started by using picture mail merge on FSBO postcards. It works so well because I can send to multiple people at one time and each card has the homeowner's picture on it. People notice. I get listings. It takes some setup but once done, it's easy. It has made a huge difference in our business.
The automated print & mail system has allowed a repeat referral focus over chasing all new customers; the ability to automate has been transformational for our business. We are small but this allows us to compete like a large company. We also use the integrations feature to link to Salesforce, which has automated a repeatable process from what had been very manual. Don't get overwhelmed. Once you get going the system is very intuitive. Start small if you need to but get started!
I specialize in Medicare supplement plans. I use the list builder to identify those turning 65 in my area then put them on a 3 card - big post card - drip starting at 7 months prior to birthday which is earlier than my competitors. I also use greeting cards and other postcard sizes for different purposes such as onboarding and soliciting referrals.
This is the best way I know to stay visible to my customers. I use the National Day Calendar for a lot of ideas and unique reasons to send a card. And I lean heavily on birthday cards. As a travel agent, the luggage tags are a gift that is a natural fit. I can customize the tags for specific trips, geographical locations, or individual people. So unique.
My industry teaches texting and emails. I do that. But I stand out by following up with cards for different reasons: Test drive. After Sale. The lease is coming to an end. Maintaining communication is crucial. Everyone who takes a test drive gets a birthday card, which is easy since the date of birth is on the driver's license. I use the 8 1/2 x 11 greeting card with my customer's picture on it to say thanks after a sale. A large card makes a big impression.
I use the software in several ways but started by using picture mail merge on FSBO postcards. It works so well because I can send to multiple people at one time and each card has the homeowner's picture on it. People notice. I get listings. It takes some setup but once done, it's easy. It has made a huge difference in our business.
The automated print & mail system has allowed a repeat referral focus over chasing all new customers; the ability to automate has been transformational for our business. We are small but this allows us to compete like a large company. We also use the integrations feature to link to Salesforce, which has automated a repeatable process from what had been very manual. Don't get overwhelmed. Once you get going the system is very intuitive. Start small if you need to but get started!
I specialize in Medicare supplement plans. I use the list builder to identify those turning 65 in my area then put them on a 3 card - big post card - drip starting at 7 months prior to birthday which is earlier than my competitors. I also use greeting cards and other postcard sizes for different purposes such as onboarding and soliciting referrals.
This is the best way I know to stay visible to my customers. I use the National Day Calendar for a lot of ideas and unique reasons to send a card. And I lean heavily on birthday cards. As a travel agent, the luggage tags are a gift that is a natural fit. I can customize the tags for specific trips, geographical locations, or individual people. So unique.
My industry teaches texting and emails. I do that. But I stand out by following up with cards for different reasons: Test drive. After Sale. The lease is coming to an end. Maintaining communication is crucial. Everyone who takes a test drive gets a birthday card, which is easy since the date of birth is on the driver's license. I use the 8 1/2 x 11 greeting card with my customer's picture on it to say thanks after a sale. A large card makes a big impression.
I use the software in several ways but started by using picture mail merge on FSBO postcards. It works so well because I can send to multiple people at one time and each card has the homeowner's picture on it. People notice. I get listings. It takes some setup but once done, it's easy. It has made a huge difference in our business.
Get Started
- Define Client Touchpoints
Segment Your Client Database (or let us help you ID Prospects). Decide on Touches for each group (include all media). Do It Yourself or let us help you with a Relationship Marketing Strategy. - Match Your Needs to Technology
ExpressIt Messaging can scale your Direct Mail offering to your situation, large or small. - Implement & Grow
Once defined, let the automation work on the schedule you defined. Nurture relationships to experience better retention, more referrals - Growth! The importance to you is Increased Client Lifetime Value and Reduced Client Acquisition Costs.