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866.430.2789

 

 

   

 

 

 

REPORTS/SCHEDULES

Reporting

We have a custom software program which we enter your client information into.  We import your list directly into our system.  Once we have your client list ready, we print a report that lists the client's name and address and what mailing program(s) they are assigned to.  We will send this report to you for approval before we begin printing.  Then, before each subsequent mailing, we will send the same report of any new clients you have added since your last mailing.

 

Any client information you send to us is strictly confidential and will not be shared or sold to anyone.  We would be happy to sign a confidentiality agreement if you need us to.

 

Also, for customers on our mailing programs, our custom software program creates a report listing each client that received a card, what program they were on, and the estimated date of the mailing.  We will send this report to you along with your invoice or statement.

 

 

 

 

The mailing schedule is as follows:

We will contact you between the 1-10 day of the month to obtain new client information and/or send you the mailing information for approval, when appropriate. 

   Follow-Up Program cards...the first card will be mailed within 3 business days of receiving the order, the remaining cards will be mailed between the 11-15 day of the appropriate month

    Sphere Program cards...mailed between the 16-20 day of the month

    Birthday Program cards...mailed 5-9 days before the client birthday

    One-Time cards...mailed within 3 business days of receiving the order or 7 days before the occasion

    Invoices/Statements...processed and mailed between the 21-25 day of the month

 

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