What is the Magnetic Client Metrics rapid refinement plan?

A concise plan to launch direct mail with CRM and mail vendor integrations so teams can send postcards, track replies, and measure conversion without extra staff.

How do I connect my CRM to a mail vendor quickly?

Use connectors like Make or Zapier for no code links, webhooks to call the mail vendor API, or a small Python script run on AWS Lambda for deeper control. Google Sheets can act as a staging table if direct connectors are not available.

Which key metrics should I track for a postcard campaign?

Track response rate, qualified leads, conversion, and cost per lead. Keep the set small and review weekly to judge payback within two months.

What are the steps for a simple A/B test postcard campaign?

Pick one list, create two postcard versions A and B, send 200 of each, log each postcard order id in the CRM, wait two to four weeks, then compare responses and cost per lead.

How do I capture and store postcard tracking ids in my CRM?

Have the mail vendor return an order or tracking id on each API call and write that id back to the contact record via your CRM API or via a Zapier/Make flow so each postcard links to a lead.

How can I avoid duplicate mailings and missing tracking?

De duplicate exports before sending, verify the mail vendor returns an order id for every API call, and build checks that write tracking ids to CRM only once.

How do I scale campaigns without hiring more people?

Automate connectors, capture tracking ids to link postcards to leads, and use dashboards to monitor weekly metrics so teams can increase campaign volume without proportional staffing.

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