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Finance & Insurance

Go-to-market for financial services: trust through referrals.

Accounting, wealth advice, insurance brokerage or fintech: planix determines which customer group you work for first, which trusted advisers refer you and which channels the advertising law in the UK allows.

Which customers first, who refers you, which channels are permitted.

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Included in Premium. Develop go-to-market comes with the subscription from per month. The strategy with lead list and messages costs £39 one-off, no subscription needed.

With money, what counts is who recommends you

Customers rarely trust their money to someone they know from an ad. They ask people they know, their lawyer, their bank. At the same time, cold outreach by phone and email is strictly regulated. planix plans via trusted advisers and triggers – and only with channels permitted for your customers in the UK.

Customers rarely trust their money to someone they know from an ad. They ask people they know, their lawyer, their bank.

Typical starting segments

Rules in detail
Start

Customers with a current trigger

Newly founded companies, inheritances, retirement: a compelling reason to buy and a moment you can find.

Next

Existing SMEs

Comes next: they only switch when dissatisfied or at contract end.

Not now

“Everyone who invests money”

Too broad and too sensitive: without a trigger and a referral, there is no trust.

Channels in this order

  1. 1
    Your own networkFirst clients and proof of your work.
  2. 2
    Trusted advisersLawyers, banks, startup centres – they refer you.
  3. 3
    Outreach with a triggerNew Companies House entries by letter – not cold email.

What you measure after four weeks

  • Initial meetings
  • Referrals
  • Clients won
  • Client value
  • Switching rate
  • Cost per customer

Where your customers are

  • Companies House: new companies and changes
  • Startup centres and incubators
  • Law firms and accountants
  • Trade and business associations

Market figures from: Office for National Statistics (ONS), Companies House, OpenStreetMap, OpenHolidays, Web research

Typical entry offer

Format of your choice

The industry rule sets no fixed format. A fixed-price initial analysis is common – you choose, planix sets price, duration, full price afterwards and exit rule.

The industry rule sets no fixed format.

Which package fits

Go-to-market strategy

The plan is included in Premium. The strategy for £39 delivers the lead list from new entries with links, a letter with a trigger instead of a cold email, and the call guide.

The plan is included in Premium. The strategy for £39 delivers the lead list from new entries with links, a letter with a trigger instead of a cold email, and the call guide.

See pricing
FAQ

Frequently asked questions from the industry

Limited companies, generally yes – with your identity and an easy opt-out in every message. Sole traders and partnerships count as individuals and must have consented. That’s why the legal form of every lead matters.

No. planix checks advertising law for phone, email and SMS. Licences and supervisory law for your business are not part of this module.

Backed by leading start-up experts and partners

NVIDIA Inception Program
REP27 – EU & UK GDPR Representative
collumino.com
STARTUPS

Your offer is ready.
Now win your first customers.

Develop go-to-market shows you who to start with – in Premium, in a few minutes.

Get started In Premium · from /month · Go-to-market strategy £39 one-off, no subscription needed
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