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Track revenue, expenses & growth
| Date | Description | Category | Amount | Balance | Notes | Actions |
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Performance metrics and trends
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Find local businesses by ZIP code
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🔍 Search results will appear in the Businesses tab
Design & track your postcards
of $9,000 goal
Click to set ad rates
Select a postcard
Click to manage expenses
Start or copy a campaign
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All prospects and clients in one place
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| Business ▲ | Email Label ↕ | 📞↕ | 📧↕ | FB↕ | IG↕ |
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Notes
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Message Templates
Copy message first, then paste into Google Voice
Move to Stage
Select a client to auto-fill business name below
Price for this specific ad spot
Upload your Canva design (PNG, JPG - max 5MB)
📍 Market Info
Number of homes this postcard reaches (shown on 10kpostcards.com)
Set the price you charge clients for each ad type. This will auto-calculate revenue in your profit/loss card.
Set your revenue goal based on how many of each ad size you plan to sell:
Date when the postcard is expected to arrive in mailboxes
Number of homes this postcard reaches (used in outreach templates)
Primary ZIP code for this campaign (used in outreach templates as [ZIP])
# of addresses mailed
$0.247 × address count
Use this guide to identify the best prospects for your postcard advertising. Categories are ranked by how likely they are to see positive ROI from a $200-600/month ad investment.
One job = 3-12+ months of ad cost. These businesses can afford the ad from a single new customer.
Repeat customers build recurring revenue. Lifetime customer value easily covers ad cost.
Good ROI with the right customer. May need multiple new customers to justify ad spend.
💡 Tip: Focus on Tier 1 & 2 categories for highest close rates
Set how many prospects you want to contact each day.
Reset today's outreach count back to zero.
Select which months this client wants to advertise (e.g., landscapers skip winter):
💡 Best Practice for SaaS Model:
Click "Sync Prospects to Cloud" first to ensure all your prospects are available in the Email Report.
Set a reminder to contact this prospect later
Set a follow-up date and move this prospect to your pool.
Auto-fill business details with one click - completely free!
Or enter business details manually below.
A clear description helps your accountant categorize expenses
Enter positive amount (we'll auto-adjust for expenses)
💡 Tip: Add detailed descriptions to make tax preparation easier. Your accountant will thank you!
Professional financial report for your accountant
✅ ProspectRadar™ - Unlimited Searches!
Find local businesses automatically with contact info, ratings, and reviews - all at no extra cost!
Includes: Phone numbers, addresses, ratings, reviews, and auto-enriched emails & social media.
5-digit US zip code
⚡ Note: Results are cached for 30 days to minimize API costs. Re-running the same search is free!
Select businesses to add to Close Deals
Set address count later in Campaign Manager → Set Ad Price
Select advertisers to carry forward:
💡 Selected advertisers will have their spots auto-reserved in the new postcard with "Reserved" status.
No activity yet
Click "+ Add Activity" to log your first interaction
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9x12 Pro helps you find prospects, manage your pipeline, and close more deals.
Follow these steps to land your first client:
Get the most out of 9x12 Pro:
Generate personalized pitch emails tailored to each prospect's business
Set a daily outreach goal in Pipeline to stay consistent
Create USPS-ready facing slips for your mailings with one click
Select a template to send to 0 contacts
Personalize the email with your details
How do you want to send?
Customize the email content. Changes are saved automatically.
Click a variable to insert it:
View and manage your Resend email audiences
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