Write to the folio, not to a mailing list.

1. A client list cleaned and consented

   Addresses verified, duplicates removed and consent recorded per person, with spouses and adult children added where the investor has agreed to it.

   Result: You know who you may write to and why.

2. A review reminder tied to the calendar

   Mail going out ahead of each investor's review date, carrying what the meeting will cover and two times to choose between.

   Result: Reviews get booked instead of drifting.

3. A covering note for statement season

   A plain explanation of what the annual statement shows and what to check on it, sent when the statements land rather than weeks afterwards.

   Result: An unread statement turns into a conversation.

4. A falling-week mail already approved

   Written, reviewed and held ready with the disclaimer in place, so it can go out on the morning of a sharp fall.

   Result: You reach everybody before they reach for the app.

5. Service and promotional mail kept apart

   A written rule on what belongs in each and which list each may use, settled with your compliance adviser rather than decided send by send.

   Result: Your service mail keeps arriving.

6. A monthly count of reviews booked from mail

   How many meetings and calls came from each send, and how many addresses bounced or opted out, against the figures from the first week.

   Result: You can see which mails deserve the time.

1. 01 · Day 1

   Free audit call

   45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

2. 02 · Within a few working days

   Written, scored report

   Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.

3. 03 · Before work starts

   Baseline recorded

   Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

4. 04 · Month 1

   The first fix goes live

   Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

5. 05 · Every month

   Report against the baseline

   What moved, what did not, and what changes next, in plain words.

6. 06 · Month 3 to 6

   Renew on the numbers

   The term ends and you decide whether to continue from the results. No twelve-month lock.

• Marketing and sales, as one job

  Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

• The person on the first call does the work

  No account managers in between. You are never handed to someone you have not met.

• A baseline before anything starts

  Your numbers are written down on day one, so every monthly report compares against something honest.

• The fee in writing, split three ways

  Our time, your media spend and production on separate lines. You always see what goes to us.

• No lock-in, no guarantees we cannot keep

  Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.

• One office, and we say so

  Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.