How On-Boarding Works

November 1, 2021

Now that you’re ready to sign up to have us handle a portion of your auto-flow, you might be curious how our on-boarding process works. Here it is:

  1. Sign up via our website
  2. Receive an email with a link to our on-boarding form
  3. Fill out the form with your contact information, headshot, logos, database, and more
  4. Receive your template for approval (give us 3 to 5 business days)
  5. Approve or request changes to your template
  6. We’ll confirm with you the size of your database and recurring charge for printing and postage
  7. Sit back and relax as we handle two postcards per month

It’s as easy as that!

Now what happens each month? That part is even easier.

Each month we send an email newsletter containing the content that will be produced the following month. By the last week of the month, you’ll receive your personalized PDF for the postcards being sent the following month. There is nothing for you to approve; we’ll automatically send those out unless you request a hold.

What if you want to make changes to your database? Not a problem! Just fill out the form at before the 15th of the month for those changes to be effective for the following month.

Experience the joy of having this crucial component to your marketing handled for you, automatically.


Wanna Chat?
Reach Out
To Our Team.