SERVICES – Cards-In-Touch Program

How often do you stay in touch with current or prospective clients?

According to various studies, unless you keep in close contact, you risk losing 65% of your hard-earned clientele within one year. What better time to begin making a lasting impression than to send a birthday, anniversary or holiday card to your clients?

With that in mind, Total Office is pleased to tell you about our Card-Sending program. We will do everything from manage your database, to addressing and mailing your cards on a regular basis. By doing so, we think you’ll find it an effective way to not only keep your clients, but perhaps gain some new ones.

How it works:

1. Simply provide us with your database, if we don't already have it, or let us create one for you by sending your contacts information either by fax, e-mail, or even that shoebox of information!

2. Purchase your greeting cards and calendars from a wide array of greeting card companies (click here for a sample) or use your own.

We also have high quality "In house" birthday cards and all occasion cards for the un-expected card you need to send.

3. Once we receive your cards, just tell us when you want your cards sent out and we will do the rest! From printing & affixing address labels, stuffing, apply postage and mailing your cards!

Once we have your database set up, there’s no limit as to what we can do for you! Send a monthly newsletter, mail out special promotions, and much more!

Our Cards-N-Touch Program is just another way we can help Financial Advisors do the things they don’t want to do, have time to do, or know how to do without the added cost of hiring, training and maintaining an employee!