Research assessment and consultation invitation hierarchy
Front: evocative archive imagery, assessment offer, contact. Back: three specialty lines ("Revolutionary War pensions, Ellis Island arrivals, Southern courthouse fires") and typical project range stated honestly.
Assessment invitation hierarchy
- Headline: brick-wall language - specific era or record type hint.
- Offer: free 15-minute assessment, not open-ended free research.
- Credentials: APG, BCG, or ICAPGen line if current.
- Project range: "Most projects $800–$3,500" filters tire-kickers early.
Society members cite mail at lectures - generic "trace your roots" spam gets ignored at genealogy club meetings.
Compact red velvet for society and library stacks
Libraries limit display space - 3×4 velvet stands upright in acrylic holders.
- 3×4: fits newsletter insert envelopes.
- 38pt Trifecta red velvet: keepsake feel appropriate for heritage work.
- 5000 express qty: multi-chapter society mailings.
Historical society newsletter insert campaigns
Partner societies insert velvet mini in quarterly mail - co-brand footer. Track SOCIETY-REF on signed research agreements.
Negotiate insert placement in society newsletter mailing - members who already pay dues trust society-endorsed professionals over Facebook ads. Co-brand footer with society logo only when partnership agreement permits.
Measure paid research contracts per society chapter, not assessment calls from members seeking unlimited free lookup. Reorder when specialty rotation converts - military records one quarter, immigration the next.
Family reunion organizer outreach
Mail reunion committees six months before event - "Compile shared ancestor book for [Surname] reunion 2027." Project-based hook beats hourly rate on first touch.
Reunion organizers budget months ahead for commemorative materials. Offer fixed-price ancestor book package with page count and delivery timeline - families compare vendors on tangible deliverable, not hourly research rate on cold outreach.
Include reunion date deadline on front - "Book by March 1 for July reunion delivery." Track REUNION-REF at signed project agreements.
Library genealogy program co-host invites
Co-host workshop - postcard is public invite with library logo. Drives both attendance and post-workshop client pipeline.
Library genealogy programs attract serious researchers who already use interlibrary loan and microfilm - higher conversion than cold EDDM. Postcard doubles as public event flyer on library display rack and take-home reminder with your booking line.
Confirm workshop date with library partner before print - wrong date on heritage mail destroys credibility with reference librarians who trusted you with their patron list.
More campaign planning tips (1)
Track signed research contracts per mail batch
Assessment booking source on contracts. Measure paid research agreements - not free assessment calls seeking you to do unlimited lookup for free.
Log SOCIETY-REF, REUNION-REF, and LIBRARY-REF codes at contract signing. Compare revenue per mail batch quarterly - scale society inserts that produce signed agreements above your hourly billing threshold.










