COLD EMAIL MARKETING SERVICE AGREEMENT

1. CAMPAIGN OBJECTIVES & SUCCESS METRICS

Primary Goal

Acquire 5 premium construction industry clients per month paying £200-£500 monthly for comprehensive accounting services including CIS compliance, VAT returns, payroll, and access to our Business Growth Programme (BGP).

Target Client Profile

• Company Type: Limited companies or sole traders considering incorporation
• Primary Industries: Construction, restaurants/hospitality, creative agencies, e-commerce, healthcare practices, professional services
• Size: 1-20 employees and/or up to 200 subcontractors
• Status: VAT registered or approaching VAT threshold
• Location: London and surrounding areas (within 50 miles)
• Revenue: £100K-£5M annual turnover
• Growth Stage: Established enough to need professional accounting but agile enough to switch providers

Measurable Performance Targets

Metric	Target Range	Premium Target	Measurement Period
Email Deliverability	95-98%	98%+	Weekly
Open Rate	22-28%	30%+	Weekly
Click-Through Rate	3-5%	6%+	Weekly
Response Rate	2-4%	5%+	Monthly
Call Bookings	15-20 per month	25+ per month	Monthly
Client Acquisition	3-5 per month	5+ per month	Monthly

2. SCOPE OF SERVICES

Phase 1: Multi-Niche Testing & Strategic Development (Weeks 1-6)

• Lead Research & Segmentation: 10,000 targeted leads across 6 high-potential niches using Apollo.io with specific filters for each sector
• Niche-Specific Campaign Development: Dedicated email templates and sequences for each industry addressing sector-specific pain points
• A/B Testing Framework: Systematic testing of messaging, timing, and approach across different business sectors
• Campaign Infrastructure: Complete Mailshake setup with domain authentication, email warming protocols, and niche-specific tracking
• Compliance Setup: GDPR and PECR compliance systems ensuring adherence to 2025 UK regulations across all sectors

Phase 2: Performance Analysis & Strategy Refinement (Weeks 7-8)

• Niche Performance Evaluation: Comprehensive analysis of conversion rates, response quality, and client potential across all tested sectors
• Top Performer Identification: Select 2-3 highest-converting niches for focused scaling
• Message Optimization: Refine templates and sequences based on performance data from each sector
• Resource Allocation Strategy: Develop plan for optimal time/effort distribution across chosen niches

Phase 3: Focused Scaling & Execution (Weeks 9-12)

• Targeted Campaign Execution: 250 emails per day focusing on highest-converting niches and messaging
• Advanced Personalization: Industry-specific customization based on Phase 1 learnings
• Performance Optimization: Weekly adjustments based on real conversion data
• Lead Qualification: Enhanced qualification process based on niche-specific buying patterns

3. MULTI-NICHE TESTING STRATEGY

Phase 1 Niche Testing Schedule (Weeks 1-6)

Week	Industry Focus	Target Volume	Key Pain Points to Address
1-2	Construction & Building Services	2,500 emails	CIS compliance, subcontractor management, cash flow
3	E-commerce & Online Retail	1,250 emails	VAT complexity, multi-channel accounting, growth scaling
4	Restaurants & Hospitality	1,250 emails	Cash flow, VAT, staff turnover, seasonal challenges
5	Creative Agencies & Marketing	1,250 emails	Project-based accounting, freelancer payments, IR35
6	Healthcare & Professional Services	1,250 emails	Compliance requirements, steady growth, premium positioning

Success Metrics by Niche

Each niche will be evaluated on:

• Response Quality: Percentage of responses showing genuine interest vs. objections
• Conversion Potential: Leads meeting LOYALS' ideal client criteria
• Engagement Depth: Email open rates, click-through rates, and follow-up questions
• Sales Cycle Indicators: Speed from initial contact to booking consultation calls
• Value Alignment: Prospects' ability to afford £200-£500 monthly fee structure

Niche-Specific Value Propositions

• Construction: CIS expertise, subcontractor management, industry-specific cash flow solutions
• E-commerce: Multi-platform integration, VAT optimization, rapid scaling support
• Restaurants: Cash flow management, staff cost optimization, VAT compliance for mixed services
• Creative Agencies: Project profitability tracking, freelancer payment solutions, IR35 compliance
• Healthcare: Compliance expertise, practice growth planning, premium service positioning
• Professional Services: Business structure optimization, tax efficiency, growth scaling

4. TIMELINE & CAMPAIGN STRUCTURE

5. REPORTING & COMMUNICATION

Weekly Reporting Requirements

• Performance Metrics by Niche: Deliverability, open rates, click rates, response rates for each tested industry
• Comparative Analysis: Side-by-side comparison of niche performance with recommendations
• Response Categorization: Quality scoring of responses (A-leads, B-leads, objections, out-of-office)
• Lead Quality Assessment: Evaluation of prospect fit against LOYALS' ideal client criteria by sector
• Optimization Recommendations: Specific tactical adjustments for following week based on data
• Niche Insights: Industry-specific patterns, timing preferences, and messaging effectiveness
• Compliance Status: Confirmation of GDPR/PECR adherence across all tested sectors

Phase Transition Reports

• Week 6: Comprehensive niche performance analysis with strategic recommendations for Weeks 7-12
• Week 8: Refined strategy implementation report with projected scaling approach
• Week 12: Final campaign analysis with long-term strategic recommendations

Shared Cloud Folder Structure

A shared folder named "Cold Email Campaign" will contain:

• Weekly niche performance reports and comparative analytics
• Industry-specific email templates and copywriting variations
• Segmented lead lists by niche and performance tier
• Response tracking with niche-specific categorization
• A/B testing results and winning template documentation
• Strategic recommendations for niche focus and resource allocation
• Compliance documentation and records for each industry
• Meeting notes and optimization strategies by sector

6. PAYMENT TERMS & STRUCTURE

Service Provider Fees

• Monthly Service Fee: £250 per month for campaign management and optimization
• Payment Schedule: Monthly payments due at month-end (first payment due July 30, 2025)
• Payment Method: PayPal transfer to Service Provider's account
• Late Payment: 5% penalty applies to payments more than 7 days overdue

Tool & Platform Costs (Client Responsibility)

• Mailshake Subscription: $49/month (~£39/month)
• Apollo.io Lead Scraping: $59 one-time fee for 10,000 leads (~£47)
• Additional Tools: Any supplementary tools required for optimization

7. CLIENT RESPONSIBILITIES

• Tool Access: Provide active Mailshake and Apollo.io subscriptions
• Content Approval: Review and approve templates within 48 hours
• Lead Follow-up: Respond to qualified leads within 4 hours during business hours
• Compliance Oversight: Ensure all campaigns align with LOYALS brand standards
• Performance Review: Weekly 30-minute review meetings to discuss progress
• Feedback Provision: Share conversion outcomes to optimize targeting

8. SERVICE PROVIDER RESPONSIBILITIES

• Campaign Execution: Daily management of 250 emails with construction industry focus
• Compliance Maintenance: Ensure all activities comply with UK GDPR and PECR regulations
• Performance Optimization: Weekly analysis and improvement recommendations
• Response Management: Monitor and categorize all email responses
• Reporting Delivery: Comprehensive weekly reports by Friday 5 PM
• Industry Expertise: Maintain understanding of construction industry challenges and LOYALS' solutions

9. COMPLIANCE & LEGAL REQUIREMENTS

Data Protection Responsibilities

• Service Provider: Maintain secure data handling and processing procedures
• LOYALS: Ensure legitimate business interest justification for processing
• Joint Responsibility: Maintain suppression lists and handle data subject requests

10. INTEGRATION WITH COLD CALLING STRATEGY

Multi-Channel Coordination

Email campaigns will be designed to support LOYALS' planned cold calling initiatives by:

• Warm Lead Generation: Email respondents become priority targets for cold calling
• Brand Recognition: Email touches create familiarity before phone contact
• Reference Points: Cold callers can reference previous email communications
• Follow-up Sequences: Post-call email sequences continue engagement

Recommended Cold Calling Integration

• Target email responders within 24-48 hours of positive engagement
• Reference specific email content during cold calls for continuity
• Use email-generated insights to personalize phone conversations
• Coordinate timing to avoid overwhelming prospects with simultaneous outreach

11. PERFORMANCE REVIEW & OPTIMIZATION

Monthly Performance Reviews

• Conversion Analysis: Review lead-to-client conversion rates
• ROI Calculation: Measure campaign cost against client lifetime value
• Message Optimization: Refine templates based on response patterns
• Targeting Refinement: Adjust prospect criteria based on conversion data

Success Milestones

• Month 1: Complete multi-niche testing, establish performance baselines across 6 sectors, identify early winners
• Month 2: Focus on top-performing niches, first client acquisitions, refined messaging optimization
• Month 3: Consistent lead flow from proven niches, minimum 3 client acquisitions monthly, strategic roadmap for continued growth

12. TERMINATION CONDITIONS

Performance-Based Termination

Either party may terminate with 30 days notice if:

• Monthly lead generation falls below 50% of target for two consecutive months
• Compliance violations occur resulting in regulatory penalties
• Service Provider fails to deliver weekly reports more than twice
• Client fails to pay invoices within 14 days more than twice

Data Handling Upon Termination

• All prospect data and communications become property of LOYALS
• Service Provider must delete all copies within 7 days of termination
• Ongoing campaigns must be transferred to LOYALS or new provider

13. INTELLECTUAL PROPERTY & CONFIDENTIALITY

• Email Templates: All created templates become property of LOYALS
• Lead Lists: Compiled prospect data belongs to LOYALS
• Business Information: Service Provider maintains strict confidentiality regarding LOYALS' business practices, client information, and strategic plans
• Non-Compete: Service Provider agrees not to provide similar services to direct LOYALS competitors during contract period

Service Provider

Name: Santonoo Swargiary

Digital Signature:

Date:

Contact Email:

Client

Company: LOYALS Accountants Ltd

Representative: Kris Nick

Digital Signature:

Date:

Title: Director

SUBMIT SIGNED AGREEMENT