Direct Mail Strategist for Accredited Investor Campaign – Copywriting, Tracking & Optimization
We are a U.S.-based real estate investment fund seeking an experienced Direct Mail Strategist to create and manage a high-converting direct mail campaign targeting accredited investors. The primary goal is to book meetings with qualified investors for potential capital participation.
We're looking for someone who understands performance-driven direct response marketing — not just layout and printing. The right candidate will have experience working with high-net-worth individuals, and should be skilled in copywriting, targeting strategy, tracking, and testing.
Scope of Work:
Strategy
+ Advise on overall direct mail campaign architecture
+ Identify best mail formats for our audience (letter vs. postcard vs. multi-touch)
+ Recommend print/mailing vendors (U.S.-based preferred)
Copywriting
+ Write persuasive 1-page investor letters and/or high-impact postcard copy
+ Develop CTA language that drives calendar bookings
+ Adjust tone and message to suit high-net-worth audience
Targeting & Segmentation
+ Provide input on sourcing or refining an accredited investor list
+ Help identify ways to segment or personalize outreach
Tracking & Optimization
+ Set up campaign tracking (QR codes, custom URLs, PURLs, phone extensions)
+ Recommend A/B test ideas (envelope, headline, CTA, sender, etc.)
+ Analyze early results and suggest optimizations
Ideal Candidate:
+ Proven success with direct response mail campaigns
+ Experience targeting investors, financial professionals, or high-income buyers
+ Strong copywriting skills (portfolio required)
+ Familiarity with mail tracking tools and platforms
+ Bonus: Experience with real estate syndications, funds, or financial services
⏱️ Project Type:
One-time project with option to expand into multi-drop campaigns
To Apply:
Please include:
+ Portfolio samples (especially investor, financial, or high-value campaigns)
+ Brief summary of your campaign strategy approach
+ Tools or platforms you typically use for tracking and analytics
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