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Use case

Move stalled pipeline with direct mail

Give open opportunities a reason to reply before quarter end with a letter to every stakeholder on the deal.

Join private beta →All plays
List Open deals and their stakeholdersLetter Classic, signed by the deal ownerFollow-up The deal owner
open-deals-no-reply-30-days.csv
23 open deals · 71 stakeholders · deal owner columns
Marcus Bell
CFO · Granite Ridge Credit Union
USPS verified
Joy Mensah
Director of IT · Granite Ridge Credit Union
USPS verified
Paul Andersen
VP Risk · Lakeshore Mutual
Needs suite
Keiko Tan
COO · Lakeshore Mutual
Researching

Every stakeholder on the deal · each letter signed by the deal owner

When to run it

The deal went quiet. The buying committee didn't.

Deals often stall with one contact who stopped replying while the rest of the committee never heard from you. A letter to each stakeholder, signed by the deal owner, puts the decision in front of the people who make it.

Run it when

  • A deal has had no reply for weeks after a proposal or demo
  • The committee is bigger than your email thread
  • There's still time for a decision this quarter

Skip it if

  • The deal is already lost (run the closed-lost play)
  • You haven't mapped the buying committee
  • The deal owner hasn't agreed to the letter

The list you need

Open deals, their stakeholders, and who owns each one.

Export contacts on open deals with no recent activity, add the people the CRM is missing, and add the owner's name and phone.

Columns

  • Work email or LinkedIn URLRequired

    One per stakeholder. A name with the company works too.

  • TitleHelps

    Merged in so each reader sees their own role.

  • Record IDHelps

    Kept as the Contact ID, so scans line up with the opportunity.

  • OwnerName, OwnerPhoneOptional

    The deal owner's name and direct line, in the signature.

What the upload looks like.csv
emailfirst_nametitlecompanyrecord_idowner_nameowner_phone
marcus@graniteridge.exampleMarcusCFOGranite Ridge Credit Union70112Elena Vasquez(555) 014-7781
joy@graniteridge.exampleJoyDirector of ITGranite Ridge Credit Union70113Elena Vasquez(555) 014-7781
paul@lakeshore.examplePaulVP RiskLakeshore Mutual70250Dev Kapoor(555) 014-3302

Fictional rows. A record ID column becomes the Contact ID.

Export it from

Salesforce

An Opportunities with Contact Roles report on open stages, filtered by last activity.

HubSpot

Open deals with associated contacts, filtered by last activity, with the Record ID.

Tip. Walk the list with each deal owner before you upload. They agree who gets a letter, and they make the call.

The letter

Write to the whole committee.

One letter, with each reader's role merged in, to everyone on the deal. Give each person the one page they'd want.

  1. 01
    Name the decision

    Say it needs more than one person's yes.

  2. 02
    One page behind the code

    Cost, what it replaces and the first 60 days.

  3. 03
    Signed by the owner

    From the OwnerName and OwnerPhone columns.

Starting design: Classic · Merge fields:{{FirstName}} {{Company}} {{Title}} {{OwnerName}} {{OwnerPhone}}

Sample letter · fictional
CobaltlineOctober 26, 2026
Address window · USPS-verifiedMarcus BellGranite Ridge Credit Union900 N Tryon St, Ste 1500Charlotte NC 28202-2105

Dear Marcus,

Your team at Granite Ridge Credit Union has been weighing Cobaltline since the summer, and a decision like this needs more than one yes.

So I'm sending each of you the page we'd want a CFO to see: cost, what it replaces and the first 60 days. It's behind the code.

If a question is holding things up, call me at (555) 014-7781.

Thank you,

Elena Vasquez

Account Executive, Cobaltline

P.S. The one-page summary is right here →

The follow-up

The deal owner calls on a scan.

The letter reaches people the owner has never spoken to, so make sure the owner knows who got one.

What to measure

Count deals that moved.

Scans show which stakeholders paid attention. Stage changes in your CRM show whether the deal moved.

Mail Analytics

Who scanned

Link scanners and proof scans are filtered out.

Scans CSV

Deals with a scan

Group scans by company to see which deals woke up.

Your CRM

Stage movement

Deals that moved forward or closed after the drop.

We don't publish benchmark response rates. Your first drop is your baseline.

Run it in Mailyard

The play, step by step.

  1. 1Scout

    Upload and find offices

    Scout finds where each company publicly says it is.

  2. 2Proof

    Verify with USPS

    Proof checks each address with CASS and holds what won't deliver.

  3. 3Quill

    Write the committee letter

    Write it on the canvas or apply a Quill draft, then place Title and the owner fields.

  4. 4Gate

    Approve and schedule

    Approve 3 to 5 print proofs, pay the quote and pick a date at least 24 hours out.

  5. 5Echo

    Hand scans to the owners

    Share a view-only link, or send scan.recorded webhooks to Zapier or n8n.

Questions

More in the full FAQ →

How do you revive a stalled B2B deal?

Widen the conversation. Send each stakeholder a short letter signed by the deal owner, with one useful page behind a QR code, and have the owner call whoever scans.

Can each letter be signed by the rep who owns the deal?

Yes. Any column in your upload can be a merge field, so OwnerName and OwnerPhone change from letter to letter, and Preview with contacts checks each version fits.

How late in the quarter can I send a letter to stalled deals?

Drops are scheduled at least 24 hours ahead, reviewed by Mailyard's team during the beta, then travel through USPS. Leave the owner time to follow up and the buyer time to decide.

Give your open deals a reason to reply.

Upload the stakeholders on your quiet deals and see how many offices we can find and verify before you pay for postage.

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Let's see if Mailyard fits.

Three quick questions, then pick a time for a 30-minute demo.

How many people do you want to reach each month?
Do you already have a lead list?