Automated Greeting Card Mailing Service

for Financial Professionals

October 1, 2020

When it comes to marketing strategies, many companies tend to place the majority of their focus on publicizing their products and services to as wide an audience as possible. What they fail to realize is that outreach marketing can be a much more effective way of advertising to both old and new customers.

To define outreach marketing, it is all about prioritizing human interaction in your sales efforts versus mass communication with the hopes of generating interaction. An outreach campaign should focus on treating customers and individuals in a personal way. With data collection becoming easier through new technology, it’s become more and more possible to create marketing campaigns that appeal to the customers individually. Without further ado, let’s discuss some tips on how you can use outreach marketing principles to maintain a sense of personal connection with your customers.

Winning With Outreach Marketing The Easy Way

Create a loyalty program

One of the most popular outreach marketing ideas is to create a customer loyalty program. Reach out to your recurring customers and invite them to join a program that gives them discounts and rewards with each purchase they generate. It’s a win-win for both of you!

Celebrate special days with your customers

One of the best ways to show your customers that you value them as individuals is to reach out on special occasions. This can include national holidays as well as personal occasions, like birthdays or purchase anniversaries

Sending a gift, discount, or message on their special days, you create a deeper connection with your clients which can in turn lead to a stronger sense of loyalty between customer and company. People respond better when you show them you care.

Always follow up with existing customers

The art of the follow-up email or letter is hard to master, but it can be very beneficial in deepening the connection between you and your clients. It is widely known that repeat customers are way more profitable than new ones. A follow-up message takes extra time and thought, so it will immediately show your clients that you have time for them as individuals.

In follow-ups, be careful to remind the customer what your business can do for them, without sounding too pushy. You can also just check in to thank them for trusting you with their business. In some cases, follow-ups that don’t suggest an immediate second sale can be even more effective.

Personalize your outreach

In this day and age, making use of customer data is a must. This doesn’t mean stalking your customers and finding out about where they live or what they do for a living — it simply means keeping track of their interactions with your business. Use data about the frequency of their purchases, the frequency of their visits to your website, and so on, to create highly personalized marketing outreach campaigns targeted to suit their needs and tastes.

man and woman near table

Use a wide variety of outreach methods

Remember, there are plenty of outreach methods to choose from. Social media can be a wonderful way to reach customers based on their interests, while email can be an excellent way to get in touch with returning customers quickly

However, in some cases, reaching out via phone call or handwritten note can be even more personal. This type of personalized message can actually increase responses by between 30 and 50%. The Birthday Company provides an amazingly pain-free customer engagement experience we provide a deeper connection with the technological advantage of a hands-free approach. Choose your outreach method carefully depending on the circumstance and desired outcome!

Craft the perfect outreach strategy

In order to get the best results out of your various methods of outreach, make sure you craft the perfect message. Each outreach strategy should have a few key aspects.

Firstly, it should always grab the reader’s attention. These days, most of us are bombarded with plenty of marketing emails, DMs on a daily basis. In order to make sure your message is actually read, make sure it grabs the customer’s attention from the first sentence. Use clean, colorful graphics to further entice the reader.

Next, the body of the message should show the value of what you’re marketing. Explain in clear terms what the customer can get out of your services.

Finally, sign off with a great CTA, or call to action. Use strong, clear language to tell the customer what they should do next.


Whatever your business may be, it’s crucial that you prioritize your relationships with customers. Taking the time to find personal, customizable gifts and cards can make a huge difference and generate that repeat business we are all looking for.

If you are looking for a unique way to reach out to your customers and maintain your personal relationship with each one of them, The Birthday Company can help!

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