ClientGen Reach
ChatGPT pluginAdvisor postcards & notes
ClientGen Reach helps financial advisors create real outreach inside your ChatGPT. Prepare branded postcard and handwritten-note drafts, connect postcards to matching landing pages with QR codes, and review the responses people submit.
Start with a client conversation, an event or a reason to say thank you. Describe what you have in mind, and Reach guides you through the details. Use your firm's approved brand and designs, see real proofs and ask for changes in the same conversation.
Start with something you need to get done:
- Invite clients to an event with a postcard and matching RSVP page.
- Follow up on a retirement-planning conversation with a postcard and reply page.
- Make a thank-you personal with a handwritten-note draft.
Review the postcard's front and back, your message, the matching page and the quoted price before taking the next step. When a page is published, review submitted replies, RSVPs and booking requests, with recipient attribution where available. See what people actually submit so you can plan your follow-up.
Built to work with your firm's review process. Route drafts to your firm's compliance reviewer and retrieve review records. Automated content checks help flag issues; they do not replace firm approval or guarantee compliance.
Start with one draft. Reach guides you through any missing brand or sender details, one step at a time. A ClientGen Reach account and your firm's permission to connect are required. Available actions depend on your account and firm permissions.
Nothing is charged, mailed or published from chat. Each order is confirmed by the advisor on an emailed confirmation page, after any firm review. Printing and mailing are switched on for each firm once its account and sender details are set up. Reach supports marketing preparation, not investment advice.
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Movement
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Rank by placement
Rank in Business & operations
7 listing changes logged · latest Oct 30: Description, Version. See what changed
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Business & operations1,131st of 2,019 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1129 | #6054 | 1places up | |
| 1130 | #6059 | 91places down | |
| 1131 | #6060 | 3places up | |
| 1132 | #6067 | 31places down | |
| 1133 | #6069 | 21places down |
Also on other marketplaces
Example prompts
- “Draft a postcard inviting my clients to our December appreciation event, with an RSVP page.”
- “Follow up on a retirement-planning meeting with a postcard and a page where they can book a call.”
- “Write a handwritten thank-you note to a client who just referred a friend.”
Skills
admin-desk
Point the advisor, firm admin or reviewer to the right ClientGen Reach web page and say what it proves. Use for "where can I see this", "prove this to an examiner", "compliance package", "show me the timeline", "where do I sign in on the web", "who approved this", "raise my budget cap", "change our settings". Read only. Also /admin-desk.
brand-kit
Build and explain the firm's brand in ClientGen Reach: the brand brief (voice, message, look, contacts, disclosure) and the brand kit (logo and colors that print). Use for "make my brand brief", "draft my brand brief", "brand kit", "use our website for our brand", "add our logo", "set our colors", "why does my mail look generic", "we don't have a website yet", "update our disclosure", "what's our brand on file", "use ClientGen Reach". Reads the website when there is one, keeps a sourced research record, treats an omission as an omission rather than a conflict, and never invents a fact or a disclosure. Also /brand-kit.
campaign-week
The advisor's marketing week at a glance, Phase 1 only. Triggers on "/campaign-week", "what marketing is scheduled", "what went out", "what is due this week", "marketing status", "show my campaigns". Pulls the calendar, recent orders, the compliance queue, and open drafts, and turns them into a short to-do list with the next action on each item.
handwritten-note
Send a real handwritten note (pen on paper) through ClientGen Reach to one client or a few. Use for "write a note to", "handwritten note", "thank-you card", "birthday card for a client", "anniversary note", "congratulate a client on retiring", "a note for a client who lost a spouse", "sympathy card", "condolence note", "welcome card for a new client", "thank my CPA for the referral", "thank a client for an introduction", "check in with a few clients about the market". Picks the card built for the occasion, handles life events with care (no selling, no ask), writes one specific personal line, shows the proof and price, and on the advisor's own yes stages the note for the one-click confirmation emailed to them. Also /handwritten-note.
marketing-compliance
Pre-check advisor marketing copy against the SEC Marketing Rule, Section 206 and FINRA 2210 before it is sent through ClientGen Reach. Use for "is this ok to send", "check this before I mail it", "can I say this", "compliance check", "is this a testimonial", "can I give my CPA a gift card" (the check only; ClientGen does not offer gift cards or charitable donations), and automatically before any postcard, note or page is drafted. Checks guarantees, performance, testimonials, superlatives, unsourced claims, outcome promises, pressure timing, calls to action the piece cannot deliver, and referral compensation. A pre-check for the CCO, never an approval. Also /marketing-compliance.
page-design
Build or restyle a hosted ClientGen Reach page (book a call, RSVP, reply) that the postcard's QR code or a shared link points to. Use for "make a booking page", "RSVP page for my event", "a page for this campaign", "welcome page for new clients", "partner page", "the page looks generic", "make it look better", "add my photo", "match our website", "change the colors on this page". Writes the page to match the piece that points to it, asks for a photo, never changes the firm brand by accident, and ends in a hosted preview, the advisor's own yes, and the emailed confirmation that publishes it. Also /page-design.
postcard
Send printed postcards from ClientGen Reach to clients, prospects, seminar guests or a purchased list, each carrying the recipient's own QR code and link to the advisor's page. Use for "send a card to my clients", "mail my clients", "postcard to my prospects", "thank my seminar guests", "invite clients to our dinner", "remind people about the event", "year-end reminder", "tax forms reminder", "market check-in card", "holiday card", "introduce my new practice", "follow up by mail", "use ClientGen to mail". Plans the audience, offer, timing and ask, proposes a short sequence, picks the design by purpose, writes the personal message, shows the real proof and exact price, pre-checks compliance, and on the advisor's own yes stages the order for the final confirmation emailed to them. Also /postcard.
seminar-follow-up
Fill and follow up a seminar, workshop or webinar with ClientGen Reach: invitation, reminder, RSVP page, then a thank-you card the day after, notes to the best conversations a week later, a card to no-shows, and one last touch. Use for "thank my seminar guests", "follow up on the workshop", "webinar follow up", "invite people to my seminar", "remind people about the event", "fill my seminar", "people who didn't show". Also /seminar-follow-up.
setup
Guide a financial advisor through ClientGen Reach setup, brand review, sender details and a first draft, one simple step at a time. Use for first-time setup, getting started, reviewing saved setup or returning from a sender/brand web handoff. Also /setup.
- Categories
- Made by
- ClientGen LLC · Website
- Sign-in
- On Install
- Capabilities
- Create branded postcard and handwritten-note drafts with real proofs, Connect postcards to booking, RSVP or reply pages with QR codes, Revise designs and copy in the conversation, Review submitted page responses with recipient attribution where available, Route drafts for firm review and retrieve review records
- Availability
- Available
- Version
- 0.3.14
- Keywords
- financial advisors, client outreach, postcards, handwritten notes, landing pages, QR codes, event invitations, seminar follow-up, marketing, compliance review
- Created
- October 1, 2026
- More info
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