Zee SoloMarketing plan
Marketing plan · draft for discussion

Zee Solo: the first six months

How we market Zee Solo to UK subcontractors from the October launch to the end of March, what it costs at three budget levels, and what we measure at each step.

Prepared by Greg Dickson Updated 28 September 2026 For Sam, Lena, Khristina, Viktor and Luke Confidential, under NDA
Start here ↓
00Where do I start?

Read it in this order

Thirteen short sections, about twenty minutes. Five deep-dives cover the detail for whoever runs each part. The decisions we need from you are in section 12.

The short version
  • Zee Solo launches in October. There are about 880,000 registered CIS subcontractors. Ads sell a free install; people decide to pay later, in the app.
  • We test five messages on paid channels. Meta takes most of the budget. No message promises a tax outcome.
  • Contractors are the second route. Each one who joins brings about ten solos.
  • The first 48 hours after install decide most of the result, so we plan the app's first run and the follow-up emails as closely as the ads.
  • Budget: £10k, £15k or £20k a month. Less in December, more from January to March.
  • Month one gives us our own costs. January gives the first real cost per paying user.
  • Two things block launch spend: the launch date, and the measurement code in the launch build.
Step 1 · about 20 minutes

Read the plan

Sections 01 to 13, in order: what we sell, to whom, what we say, where, what happens after the download, when, what it costs, and how we measure it.

Start at 01 →
Step 2 · your part

Read the deep-dive for your work

Five deep-dives. Read the ones for the work you run or sign off.

See the deep-dives ↓
Step 3 · what unblocks us

Decide and sign off

Section 12: eight decisions and six product asks. Section 14: approve, or send changes.

Go to the decisions →

The five deep-dives

Each one is long. Read the first section now and the rest when that work starts. Each ends with a link to the next.

01Where does this start?

What we're working with

Zee Solo launches in October on iOS and Android. Subbies use it to invoice contractors with the CIS deduction shown before sending, track deductions, log expenses and prepare quarterly reports. The brand is Zee: Zee Solo for subbies, Zee Hub for contractors.

The offer

One-month trial, then Free, no card needed. Standard £25 a month, Plus £45, both +VAT. Ads sell the free install. Upgrades happen in the app.

Two ways in

Subbies invited by a contractor have a reason to finish sign-up. Subbies from an ad don't. We buy the second group with ads and reach the first through their contractors (section 05). We report the two groups separately.

The market

About 880,000 registered CIS subcontractors. About five live UK ads mention CIS subcontractors. About 220 mention Making Tax Digital.

Assumed until you confirm

The launch date. Targets for installs, sign-ups and paying users. That the budget is media only. We haven't seen the Claims Register, so every message here is a test candidate, not approved copy.

02Who are we talking to?

Five groups

Built from your brief and 150 public posts by subbies, their partners and accountants. Use their words: "payslip", not "deduction statement"; tax gets "stopped"; the April money 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

True of all five

03What do we say to them?

Five messages to test first

Each has evidence behind it. Each goes through the Claims Register before we make it. None promises a tax outcome, a refund or HMRC approval.

MessageWhyWho it's for
See what you'll be paid before you send itIt's what the product does. No live UK ad says it. "CIS invoice" returns nothing in the ad library.Invoicing subbie
Every payslip in one placeStatements go missing, arrive as texts or never come. HMRC doesn't show subbies their own record easily.Weekly payslip subbie
Free. No card.Free tools have set the price at zero in this category.Everyone
Built for subbies, not office workersFrom their reviews of other apps. Competitors say "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 won't use

Refund or rebate amounts. "HMRC-approved" or "HMRC-recognised". Filing or paying tax on someone's behalf. Employment status guarantees. Anything implying Zee Solo holds money. Competitor names. Prices without "+VAT". Competitors use some of these. We won't.

Go deeper on this section

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

04Where do we show up?

Eight channels

ChannelJobWhat we know
Meta (Facebook, Instagram)Most of the installsThe audience is here, and no one is talking to them about CIS
TikTokCheap reach with site humour and trade voicesUK rules restrict accounting and tax ads. We check before we make TikTok creative
Apple Ads (App Store search)People searching the store for CIS helpApps with fewer than ten ratings hold the results for "cis tax"
Google SearchSmall, cheap, high-intent demandAbout 4,200 searches a month we can answer, at 30p to £1.85 a click
CreatorsTrust from people subbies already followMost apps in this category buy installs this way. On the Tools and the shortlist are the starting point
App store listingTurns visits into installsFree to improve. Lifts every other channel
Outreach (email, text, calls, post)Trade businesses and bookkeepers, by nameRules differ for limited companies and sole traders. Valla's solicitor confirms them before any send
Contractors (hubs)One contractor brings about ten solosSection 05
Go deeper on this section

The website: site structure, glossary, and how Google and AI answers find us.
Video and social: the bodge-and-voiceover format, the series, account rules and cost.
PR and amplification: stories, trade press, creators, events and calendar.
Outreach: email, text, calls and post, by group.

What we're leaving out

Making Tax Digital at launch. About 220 live UK ads already cover it, from Xero, Sage, Tide and others. We start in January, when the deadline is close and the Claims Register has cleared our lines.

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 ready to finish sign-up. That makes hubs our cheapest route to solos. Paid ads stay the base because they work without any contractor. Hubs add to them.

About ten solos each

HMRC: about 880,000 registered subcontractors, 143,400 active contractor schemes. Subbies work for more than one contractor a year, so a small contractor pays 6 to 15. We use 10. Your client book would give the real number.

Free for the contractor

The contractor account is free. Every invoice a solo sends invites the contractor to open one. We make sure they do.

A list to start from

1,070 active construction companies whose Companies House accounts mention CIS. Already built. Behind them: 203,947 active trade limited companies.

Five routes to a contractor

RouteHowWho it reaches
The invoice emailTag the links in the email each solo's invoice sends. If a contractor opens it and doesn't join, send a short follow-up with a call booking linkWhoever pays the subbies, often the bookkeeper, not the director
LinkedInSam, Luke and Lena post as themselves and message directors and commercial managers at the 1,070 firms, a few a dayDirectors and commercial managers
Email and calls to limited companiesThe outreach pipeline, aimed at contractors. Valla's solicitor confirms the rules firstLimited-company contractors
Bookkeepers and accountantsOne bookkeeper runs CIS for several contractors. 164 on file, with a partner offer to testSeveral contractors at once
Solos ask their contractorAfter a solo's first invoice: "Ask your contractor to join, free", with a message ready to forwardThe contractor, via someone they already pay
The limit is people

In July we estimated one caller signs three or four small contractors a month. The first six months measure solos per contractor and how many invited solos finish sign-up. At month 3 you decide whether to hire against those numbers. Until then, the founders' LinkedIn, the invoice email and the bookkeepers carry this route.

Go deeper on this section

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

06What happens after the install?

The app and the follow-up decide who pays

Ads buy installs. The app's first run and the messages after it turn installs into paying users. The product team owns half of this.

StageWhat we doWhat we measure
First 48 hours
get to the first invoice
In the app: ask for UTR and National Insurance number when needed, not on screen two. Show what's missing before the first send. Messages: 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 reports its first results from the first two days, so this window also drives ad optimisation
First month
regular use
After the first invoice: "Nice one" and the referral ask. Days 7 and 14: every statement in one place. Around the 19th each month, when statements are due: a text, if they opted in. Notifications when an invoice is due or paidActive in week 2 and week 4
Free to paidTell them what changes before the trial ends. Rewrite the upgrade screen in subbie words. Test the upgrade moment with the product team in month 5Trial to paid, invited and advertised separately
ReferralSolo-to-solo link after the first invoice, plus the contractor invite (section 05). You pick the reward. We suggest testing a free month for bothInvites per active user, and installs from them
RetargetingThree groups: installed, no sign-up; signed up, no invoice; visited the site, no install. Paid from existing channel budgetsCost to win one back vs cost of a new one
Ratings and store listingAsk for a rating after the first invoice is sent, not on first open. Screenshots show an invoice with the CIS line worked outRating count and store conversion
Help and repliesAdd a help route in the app (none yet). Answer ad comments within a working day, without tax advice. Send repeat questions to the product teamReply time; top five questions each month
Win-backAfter 30 quiet days: one message tied to a real date: statements, 31 January, or Making Tax Digital from April 2027Returning users
The app needs these first

A phone number and marketing opt-out at sign-up, or we can't send texts. In-app events sent to the measurement tools, or we can't trigger any message. Email and text run on Loops (about £37 a month) or Customer.io (about £75, adds texts and notifications).

Go deeper on this section

Lifecycle email and text: the full sequence and draft messages.

07What happens each month?

Build, launch broad, then narrow

Six months plus the weeks before launch. December is quiet. January to March is tax season for subbies.

MonthWhat we doWhat we have at the end
Month 0
before launch
Ad accounts, tracking, landing page, creative bank, creator deals, store listings. Welcome emails built, sending domains warmed, contractor list enrichedReady to spend on day one. Tracking tested with a small live spend
Month 1
October
Four or five messages across Meta, TikTok, Apple Ads and Search. Contractor route opens: founders on LinkedIn, invoice links taggedCost per install by channel. First read on which messages get people through sign-up
Month 2
November
Split winners by segment. Add Google app campaigns. Test the landing page against sending people straight to the storeCost per onboarded user by channel and message. Where people drop out of onboarding. First read on solos per contractor
Month 3
December
Light spend. Build January's creative. Improve store listings and contentFirst read on free-to-paid, from the October users
Month 4
January
Peak. Self Assessment is due on the 31st, and Making Tax Digital searches peakHighest volume. First real cost per paying user
Month 5
February
Scale what pays. Push referrals and reviews. Work on the upgrade moment with the product teamKnown cost per paying user by channel
Month 6
March
Prepare for April, the end of the tax year. Write the next six months from our own dataA plan for April onwards, based on our numbers
Review at month 3

By the end of December the October users are through their trial. We rewrite months 4 to 6 on real results.

08What does it cost, and what comes back?

Three budget levels

Media only. The monthly average holds, but December is lower and January to March higher.

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

Month 1 by channel

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 campaignsfrom month 2£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 app campaigns need a minimum daily spend to learn. At the small level they start in month 2.

What month 1 buys

Published figures for similar apps put an install at £3 to £10. Nobody publishes figures for a UK CIS app, so month 1 gives us our own. On those figures:

LevelInstalls in month 1What we learn
Small1,000 – 3,300Cost per install and sign-up rate by channel
Medium1,500 – 5,000Plus enough volume for the platforms to optimise
Large2,000 – 6,700Plus a faster read on segments and creative
Cost per paying customer

About 2 in 100 people who download a free app like this pay within the first month or so. At £6 an install, each paying customer costs about £300 in ads, roughly a year of Standard. So we judge months 1 to 3 on installs, sign-ups and first invoices sent. The biggest gains are in the app: getting cold users through sign-up, and the upgrade prompt.

Costs outside the media budget

ItemCostDetail
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; depends on who does the voice
Measurement (Singular, Firebase, PostHog)free at launch volumesSection 09
The contractor routepeople's timeSection 05

If the £10k, £15k or £20k is media only, add these on top.

If the funding lands

If the round closes in month 2 or 3, we scale only the channels and messages with a cost per onboarded user we're happy with. Then we add slower-payback work: content, store visibility and more creators. We reset the numbers at the month-3 review.

09How will we know it's working?

Six numbers

NumberMeaningFirst reliable read
Cost per installWhat we pay per download, by channelWeek 1
Sign-up rateInstalls that create an accountWeek 2
Cost per onboarded userSigned up and set up, ready to use itWeeks 2–3
ActivationFirst invoice sent within 14 days of installWeeks 3–4
Cost per paying userCost to win a Standard or Plus subscriberWeeks 6–9
Solos per contractorSubbies each new contractor brings inMonth 2

We count invited and advertised subbies separately. Invited users finish sign-up more often. Mixed together, they make the ads look better than they are.

What the build needs

Reporting: a short written summary each week (spend, results, changes, next steps) and a monthly numbers review with Lena.

10What are we testing?

One question a month

MonthQuestionHow we decide
1Which channel and message bring subbies who finish setup?After two weeks and £1,000 on a channel, anything costing over twice the best drops to minimum spend
2Do segment-specific ads beat broad ones?Segment ads against the broad winner, on cost per onboarded user
3Does a landing page beat going straight to the store?Split traffic. The deduction calculator page is the test page
4How far can the winner scale?Raise budgets in steps; watch cost per onboarded user
5What turns a free user into a paying one?Test the upgrade moment and messages to free users, with the product team
6What goes in the next six months?Rebuild the plan on our own numbers

Each test has a written question, a deciding number, a budget and an end date.

11What could go wrong?

Four risks

RiskWhat we do
Measurement code misses the launch buildPick the tool this week so the developers can add it. If it slips, spend only where we can measure and hold the rest
TikTok restricts UK tax and accounting adsCheck as soon as the account exists, before making TikTok creative. If blocked, move that budget to Meta and creators
Cold users quit at the UTR and National Insurance screenWe'll see the drop-off by week 2 and give the product team the numbers. The fix is in the app: show value before asking for tax details
Cheaper, better-known softwareLead with free. Sell Standard on the contractor link, which only Zee Solo has. Decide together what Standard gives a subbie whose contractor isn't on Zee Hub
12What do we need from you?

Eight decisions and six product asks

Decisions

  1. Launch date, and expected store approval
  2. Budget level: small, medium or large
  3. Whether the budget is media only
  4. Monthly targets: installs, sign-ups, paying users
  5. Who signs off creative against the Claims Register, and how fast
  6. Who owns design, content and social posting
  7. Who works the contractor route: LinkedIn, calls, bookkeepers
  8. The referral reward

From the product team

  1. Measurement code in the launch build
  2. Contractor invites that survive the install, so we can tell invited users from advertised ones
  3. Can a subbie hold a payslip from a contractor who isn't on Zee Hub? If not, we can't market to weekly-paid subbies
  4. A shorter first run for cold users, or value shown before asking for tax details
  5. Tagged links in the invoice email to the contractor
  6. Phone number and marketing opt-out at sign-up

Two more asks

Ten phone calls. Fifteen minutes each with ten of your own subbies. Ask: do they invoice or get a payslip, what do they pay for help now, and who does their books.

Your wrong-invoice research. Real wrong invoices, and why they were wrong, make the best ad material we've found.

13How was this checked?

Measured vs assumed

Measured, with sources

UK search demand and seasonality (Ahrefs, 15 September). Competitor pricing, store listings and live UK ads on Meta, Google and TikTok (15 September). 150 public quotes from subbies, partners and accountants, each checked against its source. Platform ad policies, from the platforms' own pages.

Assumed

Every cost and conversion figure. No one publishes data for a UK CIS app, so the ranges come from finance and business apps, mostly reported by tool vendors. Month 1 replaces them.

Not yet seen

The Claims Register, the pricing document and Khristina's audience work. We've seen the app through a recorded walkthrough, not our own login.

14Sign-off & feedback

Happy with this plan?

Approve it and we start building. Want changes? List them below. We keep every sign-off and change request on record.

Goes straight to Greg. No email app needed.