Marketing plan · draft for discussion

Solo — the first six months

How we take Solo to UK construction subcontractors from launch through to the end of March, what it costs at three budget levels, and what we will know at each step.

Prepared by Greg Dickson 17 September 2026 For Sam, Lena, Khristina, Viktor and Luke Confidential — under NDA
Start here ↓
00Where do I start?

Read it in this order

The plan is the spine: thirteen questions, each answered in a page or less, about twenty minutes end to end. Five deep-dives sit behind it for whoever will run that part. Everything ends in the same place: the decisions we need from you.

The short version
  • Solo launches in October to about 880,000 registered CIS subcontractors. The advert sells a free install; the decision to pay happens later, inside the app.
  • We test five messages across the paid channels, with Meta as the engine. None of them promises a tax outcome.
  • Contractors are the second route: each one who joins brings about ten solos with them.
  • Most of the result is decided after the download, in the first 48 hours and the first invoice, so the app and the follow-up messages are planned as carefully as the adverts.
  • £10k, £15k or £20k a month, lighter in December and heavier from January to March, when tax is on their minds.
  • Month one replaces every borrowed benchmark with our own numbers. January gives the first honest cost per paying user.
  • Three things hold everything else up: the launch date, the name, and the measurement code being in the launch build.
Step 1 · about 20 minutes

Read the plan

Sections 01 to 13, in order. Each one answers a single question and hands you to the next: what we're selling, to whom, with what message, where, what happens after the download, when, for how much, and how we'll know.

Start at 01 →
Step 2 · pick your part

Go deeper where it's yours

Five deep-dives, one for each piece of work behind the plan. You don't need all five: read the ones for the work you'll run or sign off.

See the deep-dives ↓
Step 3 · the part that unblocks us

Decide and sign off

Section 12 lists nine decisions and six product asks. Section 14 records your answer, whether that's a tick or a list of changes.

Go to the decisions →

The five deep-dives

Each is long and built as a reference. Read its opening section, then come back to the rest when that work starts. They run in the same order as the plan, and each one points you to the next.

01Where does this start?

What we are working with

Solo launches in October on iOS and Android. It handles the money side of a subbie's trade: invoicing contractors with the CIS deduction shown before sending, tracking what's been taken, logging expenses, and preparing quarterly reports.

The offer

A one-month trial on every account, then it falls back to Free with no card. Standard is £25 a month and Plus £45, both plus VAT. So the advert sells a free install, and the decision to pay happens later, inside the app.

Two ways in

A subbie invited by a contractor already has a reason to finish a long sign-up. A subbie who arrives cold from an advert does not. This plan buys the second group with advertising, reaches the first through their contractors (section 05), and never measures the two as one.

The market

About 880,000 registered CIS subcontractors. Nobody is speaking to them in paid social about CIS: roughly five live UK adverts mention CIS subcontractors, against about 220 on Making Tax Digital.

What this plan assumes, and needs confirming

The launch date within October. The brand name for ad accounts, handles and store listings. The targets for installs, sign-ups and paying users. That the budget is media only. And a read of the Claims Register, which we have not seen yet — every message here is a candidate for testing, not approved copy.

02Who are we talking to?

Five people, not one audience

Drawn from 150 things real subbies, their partners and their accountants have written in public, alongside your brief. Their words matter: they say a payslip, not a deduction statement; tax gets stopped; the money back in April is a rebate.

WhoHow they get paidWhat they sayWhat we lead with
The invoicing subbieSends invoices, labour and materials"Can't put a minus figure in the invoice for cis." Wants to invoice before leaving site.See what you'll be paid before you send it
The weekly payslip subbieHands in hours, paid weekly with a contractor's payslip, sometimes a text"didn't have all payslips so had to give just gross total"Every payslip in one place
Stuck on 30%New starters waiting on a UTR, recent arrivals, records that don't match"Just invoice and take the 30 percent hit"Know your rate: 20%, 30% or gross
Whoever does the booksUsually the partner, at the kitchen table"googling for about three days solid and I am still clueless"Set it up once, in ten minutes
Gross statusNo deductions, sets tax asideRaids the tax pot when work is quietNot a launch segment

Three things that cut across all of them

03What do we say to them?

Five things to test first

Each of these is a hypothesis with evidence behind it. Each goes through the Claims Register before it is made. None of them promises a tax outcome, a refund, or anything HMRC has approved.

The angleWhy we think it worksWho it's for
See what you'll be paid before you send itIt is what the product does, and no live UK advert says it. A search for "CIS invoice" in the ad library returns nothing at all.Invoicing subbie
Every payslip in one placeStatements go missing, arrive as texts, or never come. HMRC won't readily show a subbie their own record.Weekly payslip subbie
Free. No card.Free tools already set the price expectation at zero in this category. The free tier is the honest way in.Everyone
Built for subbies, not office workersStraight from their reviews of other apps. Competitors talk to "freelancers" and "sole traders".Invoicing and payslip subbies
Whoever does the books can set it upPartners do the setup and ask the questions.Whoever does the books
Lines we will not use

Refund or rebate amounts. "HMRC-approved" or "HMRC-recognised". Anything about filing or paying tax on someone's behalf. Employment status guarantees. Anything implying Solo holds money. Competitors by name. Prices without "+VAT". Several competitors use these lines freely; we are not going to match them.

Go deeper on this section

Voice and messaging: how Solo sounds, the words subbies use, and every candidate line with its Claims Register status.

04Where do we show up?

Eight places, each with one job

ChannelIts jobWhat we know
Meta (Facebook, Instagram)The engine. Reach and installs at volume, then better users as it learnsWhere this audience is, and where the CIS conversation isn't happening
TikTokSite humour and trade voices; cheap reachUK rules put accounting and tax ads under restrictions. We clear that before we build for it
Apple Ads (App Store search)Catch people searching the store for CIS helpStore results for "cis tax" are held by apps with fewer than ten ratings
Google SearchCatch the small, cheap, high-intent demandAbout 4,200 searches a month we can honestly answer, at 30p to £1.85 a click
CreatorsProof from people they already trustIt is how this category buys installs. On the Tools and the shortlist give us a running start
The app store listingTurns every visit into an installFree to improve, and it lifts every other channel
Outreach (email, text, calls, post)Reach trade businesses and bookkeepers by nameThe rules differ for limited companies and sole traders. Valla's solicitor reads them before any send
Contractors (hubs)One yes brings about ten solosSection 05
Go deeper on this section

The website: our home base, the topical map, the glossary, and how Google and AI answers find us.
Video and social: the bodge-and-voiceover format, the series, the account rules and the cost.
PR and amplification: the stories, trade press, creators, events and calendar.
Outreach: email, SMS, calls and post, segment by segment.

What we are deliberately not doing

We are not joining the Making Tax Digital fight at launch. About 220 live UK adverts already shout about it, from Xero, Sage, Tide and everyone else. We can enter that conversation in January, when the deadline pressure is real and our claims are settled — and even then, in their language rather than the industry's.

05How do we reach solos through their contractors?

One contractor, about ten solos

A hub is a contractor who pays several subbies. When a hub joins, it invites its subbies, and they arrive with a reason to finish setting up. So hubs are not a second market. They are the cheapest route to solos we have. The paid plan stays the base, because it works without any contractor saying yes; this route sits on top of it.

About ten solos each

HMRC counts about 880,000 registered subcontractors and 143,400 active contractor schemes, and a subbie works for more than one contractor in a year. That puts a typical small contractor at 6 to 15 subbies; about 10 is our working figure. Your own client book would give the real number.

Free for the contractor

The contractor account costs nothing, and every invoice a solo sends already carries an invitation to open one. The product does half the selling. The job here is to make sure the other half happens.

A list to start from

1,070 active construction companies whose filed accounts mention CIS, drawn from Companies House and already built. Behind them sit 203,947 active trade limited companies.

Five routes to a contractor

RouteHow it worksWho it reaches
The invoice itselfEvery invoice a solo sends lands with a contractor. Tag the links in that email. If someone opens it and doesn't join, follow up with a short sequence and a link to book a callWhoever pays the subbies, often the person doing the books rather than the director
LinkedInSam, Luke and Lena post as themselves, and message directors and commercial managers at the 1,070 firms by name, a few each dayDirectors and commercial managers
Email and calls to limited companiesThe outreach pipeline, pointed at contractors. Valla's solicitor confirms the rules before any sendLimited-company contractors
Bookkeepers and accountantsOne bookkeeper can run CIS for many contractors. 164 CIS bookkeepers and accountants are on file, with a partner offer to testSeveral contractors at once
Solos asking their contractorAfter a solo's first invoice: "ask your contractor to join, free", with a message ready to forwardThe contractor, from someone they already pay
What paces this route

People, not budget. Our July working put one caller at about three or four small contractors a month. So the first six months prove two numbers, solos per contractor and how many invited solos finish setting up, and the month-3 review decides whether to hire against them. Until then the founders' LinkedIn, the invoice email and the bookkeepers carry it.

Go deeper on this section

Outreach: the Companies House list, the bookkeeper offer, and the route for each group.

06What happens after the install?

Most of the result is decided after the download

Advertising buys the install. Whether that turns into a paying user is decided inside the app and in the messages that follow it. This is the plan for that part, and it needs the product team as much as it needs us.

StageWhat we doHow we'll know
First 48 hours
get to the first invoice
In the app: ask for the UTR and National Insurance number when they're needed, not on the second screen, and show what's missing before the first send. Messages: a welcome on day 0; "why we ask for your UTR, and where to find it" on day 1, by text on day 2; a "spot the mistake" invoice on day 3First invoice sent within 48 hours. Apple's measurement reports its first results from the first two days, so this window matters twice
First month
make it a habit
First invoice sent: "Nice one", plus the referral ask. Days 7 and 14: every statement in one place. Each month around the 19th, when statements should be in: a text, for those who opted in. Notifications when an invoice is due or paidActive in week 2 and week 4
Free to paidBefore the trial ends, say plainly what changes. Make the upgrade screen say what you get in subbie words. Test the upgrade moment with the product team in month 5Trial to paid, split by invited and advertised
ReferralA solo-to-solo link after the first invoice, and the contractor invite from section 05. The reward is your call; ours to test is a free month for bothInvites sent per active user, and installs from them
RetargetingThree groups: installed but didn't sign up; signed up but no invoice; visited the website but didn't install. Paid from the existing channel lines, not new moneyCost to win one back, against the cost of a new one
Ratings and the store listingAsk for a rating after a success, such as the first invoice sent, never on first open. Screenshots that show an invoice with the CIS line already worked outNumber of ratings and store conversion
Help and repliesA way to get help inside the app (there isn't one yet). Advert comments answered within a working day, without giving tax advice. Questions that keep coming back go to the product teamReply time, and the top five questions each month
Win-backQuiet for 30 days: one message tied to a real date, such as statements, 31 January or Making Tax Digital from April 2027Users who come back
Two things the app has to do first

Collect a phone number and a marketing opt-out at sign-up, or no text message can be sent. And pass the in-app events to the measurement tools, or none of these messages can be triggered. Email and text run on Loops (about £37 a month) or Customer.io (about £75, which adds texts and notifications).

Go deeper on this section

Lifecycle email and text: the full sequence, and draft messages in the voice guide's words.

07What happens each month?

Build, launch broad, then narrow

Six months from launch, plus the weeks before it. The shape follows how this market behaves: December goes quiet, and January to March is when tax lands in everyone's mind.

MonthWhat it's forWhat we'll have at the end of it
Month 0
before launch
Accounts, tracking, the landing page, the creative bank, creator deals, store listings. Welcome emails built, sending domains warmed, the contractor list enrichedEverything in place to spend on day one, and tracking proven with a small live test
Month 1
October
Go broad. Four or five angles across Meta, TikTok, Apple Ads and Search, so the platforms and we learn fast. The contractor route opens: founders on LinkedIn, invoice links taggedReal cost per install by channel, and the first read on which messages get people through sign-up
Month 2
November
Narrow. Split the winners by segment, add Google app campaigns, test the landing page against sending people straight to the storeCost per onboarded user by channel and by angle. Where people fall out of onboarding. The first read on solos per contractor
Month 3
December
The quiet month. Spend light, build January's creative, improve the store listings and the contentThe first read on how many free users start paying, from the October cohort
Month 4
January
The surge. Tax is on every subbie's mind before the 31st, and Making Tax Digital searches peakOur best month for volume, and the first honest cost per paying user
Month 5
February
Scale what pays. Push referrals and reviews. Work with the product team on the moment people decide to payA repeatable acquisition engine with known numbers
Month 6
March
Set up April: the end of the tax year is when this audience pays attention. Write the next six months on real dataA plan for April onwards built on evidence, not benchmarks
Why we review at month 3

By the end of December we will have a full cohort through the trial, so the second half of this plan can be rewritten on what actually happened rather than what we assumed in September.

08What does it cost, and what comes back?

Three levels, same shape

Media only. The monthly average holds at the level you choose, but the months are not equal: December is quiet and January to March is when this audience is paying attention.

LevelOctNovDecJanFebMarSix months
Small£10k£10k£6k£12k£12k£10k£60k
Medium£15k£15k£9k£18k£18k£15k£90k
Large£20k£20k£12k£24k£24k£20k£120k

Where the first month goes

ChannelSmallMediumLarge
Meta£4,000£5,500£7,000
TikTok£1,500£2,000£3,000
Apple Ads£1,000£1,500£2,000
Google Search£700£1,000£1,000
Google app campaigns—£2,500£4,000
Creators£1,800£2,000£2,500
Held back for the winner£1,000£500£500
Total£10,000£15,000£20,000

Google's app campaigns need a certain daily size before they can learn. At the small level that money works harder elsewhere in month one, so they start in month two.

What the money buys

Published figures for this kind of app put an install somewhere between £3 and £10. That is a wide range because no one publishes numbers for a UK CIS app, so month one exists to replace it with ours. On those figures the first month buys roughly:

LevelInstalls in month 1What we learn
Small1,000 – 3,300Enough to read cost per install and sign-up rate by channel
Medium1,500 – 5,000The above, plus enough volume for the platforms to optimise properly
Large2,000 – 6,700The above, plus a faster read on segments and creative
The honest bit

Across free apps of this kind, about two in a hundred people who download go on to pay within the first month or so. If that holds here, and an install costs £6, then each paying customer costs around £300 in advertising — a year of Standard before it washes its face. That is not a reason to spend less. It is the reason months one to three are judged on installs, sign-ups and first invoices sent, and why the biggest wins available to us are inside the app: getting cold users through sign-up, and the moment the free tier asks them to upgrade. We would rather say this in September than explain it in December.

What sits outside the media budget

ItemCostWhere it's worked out
Outreach: letters, email, callsabout £2,000 in month 1Outreach deep-dive
Email and text after sign-up£37–£75 a monthSection 06
Video production£280–£2,600 a monthVideo deep-dive; the voice decides where in the range
Measurement (Singular, Firebase, PostHog)free at launch volumesSection 09
The contractor routepeople's timeSection 05

If the £10k, £15k or £20k a month is for media only, these sit on top of it.

If the funding lands

If the round closes in month two or three, we do not simply spend more. We scale only the channels and messages that have already proved a cost per onboarded user we are happy with, and we add the things that take longer to pay back: content, store visibility and a wider creator programme. The month-three review is the natural moment to reset the numbers.

09How will we know it's working?

Six numbers, and when each becomes real

NumberWhat it meansFirst honest read
Cost per installWhat we pay for a download, by channelWeek 1
Sign-up rateHow many opened it and made an accountWeek 2
Cost per onboarded userThrough sign-up and set up, ready to use itWeeks 2–3
ActivationFirst invoice sent within a fortnight of installingWeeks 3–4
Cost per paying userWhat it costs to win a Standard or Plus subscriberWeeks 6–9
Solos per contractorHow many subbies each contractor who joins brings inMonth 2

Invited subbies and advert-driven subbies are counted separately throughout. If they are blended, the invited users' higher completion will make the advertising look better than it is, and we will scale the wrong thing.

What this needs from the build

Reporting is a short written summary each week — what we spent, what it bought, what we changed, what we are doing next — plus a monthly review of the numbers with Lena.

10What are we testing?

One question a month, answered with money

MonthThe questionHow we decide
1Which channel and which angle brings subbies who finish setting up?After a fortnight and £1,000 on a channel, anything costing more than twice the best one drops to a minimum
2Does speaking to one segment beat speaking to all of them?Segment-specific adverts against the broad winner, judged on cost per onboarded user
3Does a landing page beat sending people straight to the store?Split the traffic; the deduction calculator page is the test's centrepiece
4How far can the winning combination scale before it gets expensive?Raise budgets in steps while watching cost per onboarded user, not daily noise
5What turns a free user into a paying one?Work with the product team on the upgrade moment; test messages to free users
6What should the next six months look like?Rebuild the plan on our own numbers rather than published benchmarks

Every test gets a written question, a number that decides it, a budget and a date. Nothing runs on because it feels promising.

11What could go wrong?

The five worth naming now

RiskWhat we do about it
The measurement code misses the launch buildDecide the tool this week so the developers can include it. If it slips, we spend only where we can still measure, and hold the rest back
TikTok's UK rules restrict tax and accounting advertsClear it as soon as the account exists, before any TikTok-specific creative is made. If it doesn't clear, that budget goes to Meta and creators
Cold users stop at the tax number and UTR screensWe will see exactly where they stop in week two and hand the product team the numbers. Showing value before asking for data is the fix, and it sits in the app, not in the advert
Price against cheaper, better-known softwareLead with free, and make Standard's case on what only Solo has: the contractor at the other end. Worth deciding together what Standard offers a subbie whose contractor isn't on Hub
The name is still openAccounts, handles, store listings and the landing page all wait on it. Every week it stays open takes a week off the pre-launch runway
12What do we need from you?

Nine decisions and six product asks

Decisions

  1. The launch date, and when the stores expect to approve
  2. The name for accounts, handles and store listings
  3. Which budget level: small, medium or large
  4. Whether that budget is media only
  5. Targets by month: installs, sign-ups, paying users
  6. Who signs creative off against the Claims Register, and how quickly
  7. Who owns design, content and social posting day to day
  8. Who works the contractor route: LinkedIn, calls and the bookkeepers
  9. The referral reward

From the product team

  1. The measurement code in the launch build
  2. Contractor invites that survive the install, so invited and advertised users are never confused
  3. Can a subbie hold a payslip from a contractor who isn't on Hub? It decides whether we can speak to weekly-paid subbies at all
  4. A shorter first run for cold users — or a way to show them value before asking for tax details
  5. Tagged links in the invoice email that goes to the contractor
  6. A phone number and marketing opt-out at sign-up

Two small things that would help a lot

Ten phone calls. You have subbies of your own. Fifteen minutes each with ten of them answers what no research can: do they invoice or get a payslip, what do they pay for help now, and who does their books.

Your wrong-invoice research. Real examples of invoices that were wrong, and why, is the best raw material for adverts that we have seen anywhere.

13How was this checked?

What is measured, and what is assumed

Measured, with sources

UK search demand and seasonality (Ahrefs, pulled 15 September). Competitor pricing, store listings and every live UK advert we could find across Meta, Google and TikTok (15 September). 150 public quotes from subbies, partners and accountants, each checked word for word against its source. Platform rules and ad policies, read on the platforms' own pages.

Assumed, and to be replaced

Every cost and conversion figure. There is no published data for a UK CIS app, so the ranges here come from published figures for finance and business apps, most of it reported by the companies selling the tools. Month one replaces all of it with our own numbers.

Not yet seen

The Claims Register, the pricing document, Khristina's audience work, and the app itself — the test build has not let us in. Each of those could change details here, though not the shape.

14Sign-off & feedback

Happy with this plan?

Give it the tick and we'll start building to it. Want changes first? Note them below — every sign-off and change request is kept on record.

Sent straight to Greg — one click, no email app needed.