Our Process
The List
First, we define your target prospect by utilizing our proprietary method of filtering data to ensure quality.
The Design
We create a tailored invite that reaches your target demographic, whether you like direct office appointments, Dinner seminars, or educational workshops. Each invite is customized to your firm.
The Mail
Once the design is complete and approved, we will print it and send it to the defined list of prospects we've created for you.
Social Media
While the direct mail is on its way, we are advertising this event to ONLY the people from your mailing list. These advertisements will be seen on the prospect's Google, Facebook, Instagram, and YouTube. Etc.
Re-Targeting
Direct Mail and Social Media advertising drive the prospect to your personal landing page and or Website. From there, the interested prospects are identified and then Re- targeted and further advertised for the duration of your campaign.
Re-Mailing
Once Prospects are further identified and or have registered for your event, they are automatically sent more mail to really drive your message home.
The Portal
All of this, from start to finish, will be located on your client portal, so you can monitor what is driving your message the best, whether it's the mail, social media, re-targeting, or re-mailing. You will know where your money is working the best for you.