Industry Mailing Descriptions

Realtors

Mailings: March & September

March and September align with seasonal real estate trends—summer and holiday moves. Use these strategic touchpoints to reconnect with past clients and referral partners, keeping you top of mind when deals start moving.

 

Home Services

Mailings: March & September

Trust is built long after the job is done. That's why we mail in March and September—two key times when homeowners are already thinking about projects: spring cleaning and outdoor upgrades, or fall fix-ups before winter. These touchpoints keep your name top of mind when they're planning what's next. All the impact, no extra effort from you.

 

Medical

Mailings: January & September

January and September are natural re-focus points for wellness. These mailings help you connect with patients and partners as they prioritize their health.

 

Wellness

Mailings: January & September

From New Year goals to pre-holiday glow up, January and September are great for staying in front of wellness-minded clients and referral partners.


Coaching & Consulting

Mailings: January & July

Timing is everything when helping others reach their potential. January is when people are setting goals and actively looking for support, and July is a natural checkpoint to reassess and reset. These touchpoints position you as the guide they need—just when they're most open to reconnecting or referring others.

 

Legal, Financial & Bookkeeping

Mailings: May & October

Post-tax season thank-you's and end of the year decisions and deductions, are perfect for appreciation and reengagement. These months help you reinforce your value and prompt forward planning.

 

Title, Insurance & Mortgage

Mailings: February & August

Timing is everything in the real estate cycle, and your relationships are at the center of it all. Our February mailing helps you kick off the year by staying top of mind with realtors & lenders, before the busy spring season hits and checking in with past clients for updates to their policy or if moving is in their plans. The August mailing is perfectly timed for a mid-year check-in—just before fall closings ramp up and year-end planning begins.

Show up with a thoughtful, relationship-focused gift that reminds everyone you're the trusted partner who gets things done right.

 

Tech & Web

Mailings: February & August

Most businesses spend January setting goals—February is when they actually start checking things off the list. This makes it the perfect time to remind your clients you're here to help with website updates, SEO, systems, and tech support. Our strategic February and August mailings keep your services top of mind when clients are ready to take action, whether it's prepping for Q2 growth or getting systems tightened up before the busy fall season.

 

Non-Profits

Mailings: September & January

Your donors want to feel connected to the impact they're making. That's why we've chosen September and January for your gifting.  September is a smart time to re-engage supporters before year-end giving rushes in—helping with cash flow and planning for key holiday initiative. January is perfect for follow-up gratitude and keeping donors inspired as they plan their giving for the year.

These thoughtfully timed touchpoints show appreciation, build trust, and support stronger donor retention—without adding extra work to your plate.

 

Corporate / HR / Staffing

Mailings: April & November

April supports Q2 hiring and morale efforts, while November is the ideal time to say thank you and reengage decision-makers for the new year.

 

Not sure what works best for you? 

Let's chat! We'll map out a simple gifting plan that fits your goals, industry, and relationships.