A predictable flow
of new IFA firm and network clients.
This document lays out an operational plan to install EDWiN inside UK independent financial advice firms and adviser networks through cold email outreach — reading time ~ 6 minutes.
Read first
What you are about to read is a first take, drafted ahead of our conversation to give you a concrete preview of how we work.
The prospects, signals and projections presented here are working hypotheses — we will refine them together during the engagement.
The aim of this document is to let you picture concretely what a campaign could produce.
Scroll
01 / YOUR BUSINESS01 — 08
We understand your DNA.
Eduvate Limited is a UK education-technology company founded in 2019 by Dr. Shazia Hussain (EdD Brunel University London), headquartered in Cawston, Norwich. Eduvate’s flagship product is EDWiN, an AI-driven micro-learning and CPD platform that gives Independent Financial Advisers fresh, FCA-aligned five-minute quizzes across pensions, investments, tax, protection and mortgages, with automatic CPD logging and audit-trail evidence built for FCA supervision and Consumer Duty reviews. The proposition is “Your Compliance Officer. Your Personal Trainer. One Platform.” — collapsing the 35-hour annual CPD obligation, regulatory currency and PI-insurer evidence into a daily five-minute habit that already serves hundreds of UK IFAs.
2019
Eduvate Limited incorporated
UK edtech founded by Dr. Shazia Hussain, Norwich-headquartered, scaling EDWiN into the UK adviser market
100%
FCA-aligned content
refreshed as FCA rules and Consumer Duty guidance move, automatic CPD log per RI
35h
CPD per adviser per year
FCA mandate every UK regulated adviser must meet and evidence, plus the 15h protection sub-quota
5-7x
cheaper than legacy CPD stack
£19.99/seat/month against £700–1,500 a year on CII membership, classroom days and seminars
What sets you apart
EDWiN is not a static question bank. AI generates fresh quizzes on demand across the five regulated retail-investment domains, with topics that refresh as FCA rules and market data move. Every quiz produces an automatic CPD log entry per RI, exportable in the format supervision teams and PI insurers actually want, and integrates with Moodle, Canvas, Blackboard and SSO. The pricing wedge is decisive: £19.99 per seat per month against £300+ for CII membership, £500+ for one-day courses and £200+ per seminar — roughly five to seven times cheaper than the legacy CPD stack a Compliance Director already pays for.
What we will push on your behalf
EDWiN for IFAs, sold at the firm or network level rather than seat-by-seat. The cold email pitch unlocks a single decision-maker conversation that puts 10 to 1,000 advisers on the same CPD audit trail in week one, removes the spreadsheet-based logging liability, and replaces the patchwork of CII subscriptions, classroom days and seminars with one defensible Consumer Duty evidence rail. The wedge lands on a pain every UK adviser firm shares in 2026: “our advisers are doing the CPD, we just cannot prove it cleanly when the FCA asks”.
02 / YOUR MARKET02 — 08
A market identified and qualified.
We start from the UK retail-investment-advice universe: ~5,500 FCA-authorised firms (Personal Investment Firms plus the broader wealth-advice population), then layer in the top ~40 UK IFA networks and adviser groups where one decision rolls out across hundreds or thousands of advisers. Networks are sized people, not institutions — each principal firm carries four to five addressable buyers (Compliance Director, Head of L&D, Head of Adviser Development, Network Principal, Director of T&C). Sole-RI firms stay in scope: the 35-hour FCA CPD obligation is identical whether you advise solo or in a thirty-adviser practice. St James’s Place is excluded as restricted with an internal academy. The combined working universe is around 5,700 named decision-makers across the dual ICP (firms + networks).
~5,700
decision-makers identified
~5,500 UK FCA-authorised retail-investment advice firms + ~160 incremental network DMs across the top ~40 IFA principal firms
~2,850
contactable prospects
after applying the 50% ratio (named decision-maker + business email findable and verified)
~47
commercial opportunities
over 12 months (weighted mean of the 4 scenarios, 4 emails per prospect)
~9
potential new clients
over 12 months (UK B2B average closing rate: 20%) — mix of ~7-8 firm rollouts at £1.2k-3.6k ARR each plus ~1-2 network rollouts at £24k-240k ARR each, total £35k-225k of new ARR in year one
How we build this database
We cross-reference the FCA Financial Services Register (Personal Investment Firms, principal firms with ARs, network membership), Companies House officer filings, LinkedIn Sales Navigator, IFA-sector press (Money Marketing, Citywire NMA, IFA Magazine, Professional Adviser, Financial Planning Today) and event speaker lists to identify decision-makers that match your criteria. Every contact is then verified and enriched by AI: persona role check, business email validation, last-12-month news scrape per firm. Impossible to do manually on a few thousand IFA buyers — this is what makes qualification possible at scale.
Why 50% are contactable
Senior IFA decision-makers (Managing Directors, Compliance Directors, Heads of L&D, Network Principals) are rarely listed in public databases with their direct business email. This 50% ratio is deliberately conservative for the segment — UK adviser seniority levels typically yield 40% to 60% verified emails through Sales Nav, Apollo, Hunter and our enrichment stack — to give you realistic projections rather than optimistic ones.
This sizing is the maximised, defensible version of the addressable UK base. We can tighten it (networks only, firms 5+ advisers only, North-of-England only) or push the geography wider (UK + Ireland) once Phase 1 of the campaign has run. The asymmetry to remember: a single network rollout can equal the ARR of ten firm rollouts, so the closings count in the funnel is not the only signal that matters.
03 / PROSPECT SAMPLE03 — 08
10 companies identified by our AI.
Before launching at full scale, we always start with a sample of 10 real UK adviser-firm prospects, picked across the dual ICP (firms + networks) to demonstrate that the approach works for both. For each one we identify a named decision-maker, surface a recent verifiable signal, and explain why the prospect fits EDWiN’s CPD-as-platform offer. The same method will then be applied to your full database of ~2,850 contactable decision-makers.
For each prospect, our AI identifies a concrete signal: a recent piece of news, an acquisition, a senior hire, a strategic role change, a published statement. That signal justifies why to reach out now and provides the foundation for personalising the email.
This sample mixes four IFA networks and principal firms (Quilter, Sesame Bankhall, ValidPath, Foster Denovo) with six aggregators and boutique firms (Shackleton, Clifton Wealth, Hoxton Wealth, Cheetham Jackson, Murphy Wealth, Blakes) — a preview of what your full UK database will look like. You will have the opportunity to validate it and steer us before the campaign goes live.
01
Quilter Financial Planning
Amanda Cassidy·MD, Quilter Academy & Adviser Development
UK’s largest IFA distribution network. ~3,300 advisers and 1,300+ firms across QFP, the Academy and the national advice business.
SIGNAL DETECTED
April 2026: Cassidy moved from MD of Quilter Financial Advisers (the national advice business she built) into the new combined seat MD of Quilter Academy and adviser development, with explicit remit to ensure new entrants are set up for success across the QFP adviser footprint. Background: ex-Intrinsic Training & Development Director, so adviser learning is her native discipline.
WHY THIS PROSPECT FOR EDUVATE
A brand-new mandate to scale adviser development across thousands of RIs, owned by someone who built her career on training rather than on advice. The pitch is not “buy us”, it is “EDWiN can be one of the daily delivery rails for the academy you are now scaling, with automatic CPD evidence per RI rolled in”. Quilter is the single biggest network rollout opportunity in the UK adviser market.
02
Sesame Bankhall Group
Richard Harrison·Chief Executive Officer
UK’s largest mortgage and protection adviser network (Sesame + Bankhall + PMS). Adviser support across DA + AR.
SIGNAL DETECTED
Joined SBG as CEO 2 January 2024 from Wesleyan Assurance Society (Chief Distribution Officer); previously Head of Network and Premier at HSBC UK responsible for 7,000+ people and 520 branches. April 2025: SBG outlined a “partner for life” growth strategy positioning advice firms as long-term clients of SBG’s compliance and tech infrastructure.
WHY THIS PROSPECT FOR EDUVATE
A CEO 18 months into the seat with explicit mandate to position SBG’s compliance + adviser-support stack as the “partner for life” of UK firms, with a track record of running massive distribution P&Ls. Bankhall is explicitly the compliance-support arm; CPD-as-a-platform, white-labellable into the SBG proposition, fits cleanly into a partner-for-life stack. One of the highest-leverage rollout opportunities in the UK network landscape.
03
ValidPath
Michael Walker APFS·Regulatory Compliance Officer
Award-winning independent UK IFA network operating since 2002. No-target model where members keep 100% of commission.
SIGNAL DETECTED
Walker is one of three strategic compliance hires (alongside Paul Thompson and Lezanne O’Donoghue) brought in to evolve and enhance ValidPath’s compliance framework. He joined from Tenet, where he led a technical support team, in the wake of TenetConnect entering administration. 25+ years in UK financial services; CII Advanced Diploma in Financial Planning.
WHY THIS PROSPECT FOR EDUVATE
Walker was hired specifically to provide thought leadership inside the compliance function. A person actively rebuilding a compliance framework is the highest-receptivity buyer for a CPD-as-evidence platform. The Tenet-collapse context means he has lived the consequences of weak central support; he is exactly the audience for “an automatic CPD audit trail your members get for £19.99”.
04
Foster Denovo
Roger Brosch·Founder & Chief Executive Officer
National UK IFA group, ~£3bn AUA, 14 offices across England, Wales and Scotland. Self-employed adviser model.
SIGNAL DETECTED
7 acquisitions in the past 12-14 months, including Brian Mole IFA (Burton-upon-Trent, 7 advisers + 9 staff, 1,300 clients, £300m AUA), 80Twenty (Leicestershire), Wade Financial (North East), Creative Financial Solutions (Hampshire) and Rosemount Asset Management (Scotland, the firm’s first Scotland office). Brosch publicly emphasises “people-first” integration over financial engineering.
WHY THIS PROSPECT FOR EDUVATE
Every acquisition imports a different T&C scheme, a different CPD logging habit, a different audit-trail format. A single platform that puts every newly-acquired adviser on the same FCA-aligned CPD rail in week one removes the messiest part of integration. The “people-first” framing Brosch publicly champions maps directly onto “every adviser learns the same way”, which is EDWiN’s natural language.
05
Shackleton
Paul Feeney·Chief Executive Officer
UK national financial planning firm. Soon-to-be £17.5bn AUM and 38 offices after the Hurst Point completion.
SIGNAL DETECTED
April 2026: Shackleton announced the acquisition of Hurst Point Group (parent of Hawksmoor) in its largest deal to date, creating one of the UK’s largest independent financial planning firms with £17.5bn combined AUM, 44,000 clients, 233 FCA-authorised advisers and investment managers, and 850+ employees across 38 offices. Feeney (ex-Quilter CEO 10 years; ex-FCA Practitioners Panel Chair 2021-22) named CEO of the combined business.
WHY THIS PROSPECT FOR EDUVATE
The integration of Shackleton’s existing 19-office footprint with Hurst Point’s national network is one of the biggest CPD and T&C harmonisation challenges in UK advice in 2026. Feeney chaired the FCA Practitioners Panel; he understands what supervision looks like from the regulator’s side. A platform that puts every adviser in the combined entity onto the same CPD evidence rail in week one is a procurement decision he is already framing.
06
Clifton Wealth Partnership
Anthony Carty·Managing Director
UK national IFA aggregator (part of Clifton Asset Management). Bristol HQ, £3.7bn group AUM, 15,000+ clients, 180 staff.
SIGNAL DETECTED
1 May 2026: completed the acquisition of Dukes IFA (Bushey, Hertfordshire), adding 170 client households and £43m AUM to the Bristol-headquartered group. The Dukes deal is the 13th Clifton acquisition since 2019 (11 of those since July 2022). Carty is a regular industry-conference speaker on UK adviser-firm roll-up strategy.
WHY THIS PROSPECT FOR EDUVATE
A roll-up MD personally accountable for integrating 13 different firms’ compliance habits is the natural buyer for a single firm-wide CPD platform. The acquisition cadence (one every ~5 months) means the integration playbook is the operational asset of the firm. CPD harmonisation is the boring, expensive part of every single deal Carty closes; EDWiN turns it into a switch-on rather than a project.
07
Hoxton Wealth
Chris Ball·CEO & Co-founder
Global IFA / wealth management group with growing UK footprint. $3bn AUM, 250 employees, founded 2018.
SIGNAL DETECTED
Late 2025: Hoxton acquired Haven IFA (Manchester, pensions and investments specialist), the latest in a series of deals taking AUM beyond $3bn. Public ambition: continued global roll-up with the UK as the strategic anchor for international clients. Ball is publicly active on LinkedIn, recently published a kitchen-table-to-$2bn reflection piece on the company’s scaling journey.
WHY THIS PROSPECT FOR EDUVATE
A UK-anchored international aggregator is dealing with two CPD regimes simultaneously (FCA + various offshore regulators). The pitch can be sharper than for purely-UK aggregators: every UK adviser needs 35 hours/year of FCA-aligned content, automatically logged, exportable to a regulator in any jurisdiction. Ball is a founder-CEO publishing on his own scaling story; receptive to operator-friendly tooling that compresses central function build-out.
08
Cheetham Jackson
Stuart Jackson·Founder & CEO
Independent UK financial planning firm, employee-owned trust. Chorley HQ, 8 offices across the North of England, £775m client assets, 70+ employee owners.
SIGNAL DETECTED
April 2025: Söderberg & Partners (Swedish wealth manager, PE-backed) announced a strategic minority investment in Cheetham Jackson alongside Blakes, Active Financial Planners and Murphy Wealth as part of its UK roll-up strategy. Cheetham Jackson is explicitly positioned by Söderberg as one of the “fast-growing” firms in its UK platform.
WHY THIS PROSPECT FOR EDUVATE
PE backing brings new growth targets, headcount expansion and pressure to professionalise central functions including L&D. An employee-owned model means every adviser is a shareholder, so investing in their development is investing in the EOT itself. EDWiN at £19.99 a seat fits a North-West boutique cost discipline that would not tolerate a £500-a-year-per-adviser CPD spend.
09
Murphy Wealth
Adrian Murphy·Chief Executive Officer
Independent UK financial planning firm with ‘Human First™’ positioning. Glasgow HQ; 46+ years operating; £250m AUM.
SIGNAL DETECTED
April 2025: Söderberg & Partners minority investment alongside three other UK boutiques. Adrian Murphy took over CEO from his father Brian, relocated the firm Ayrshire to Glasgow, and rebuilt it around evidence-based planning plus the Human First™ trademark. Also Chair of MND Scotland.
WHY THIS PROSPECT FOR EDUVATE
A second-generation CEO building a values-led brand needs every adviser on the team to embody those values consistently, which means consistent training. The Human First™ trademark is itself a brand promise that requires evidence (CPD records, T&C scheme effectiveness) to defend if challenged. Söderberg backing brings new accountability to operations and a forcing function on professionalising central L&D.
April 2025: Söderberg & Partners strategic minority investment in Blakes alongside three other UK boutiques. Butler publicly stated the firm had been “approached by an average of two consolidators per month” over the previous decade, but discussions with Söderberg were different because they were “totally focused on putting clients first and foremost”. 30+ years personally giving financial advice; 23 years FCA-regulated.
WHY THIS PROSPECT FOR EDUVATE
A 6-adviser boutique with a hands-on founder-MD has zero internal L&D function and a real audit-trail headache when supervision visits. £125m AUM means the practice can afford a structured CPD platform, but small enough that a £19.99-a-seat decision is a single conversation with Butler. PE backing gives him a forcing function to professionalise the back office without losing the personal-advice DNA Söderberg invested in.
04 / AI PERSONALISATION04 — 08
Emails that look written by hand.
The difference between an email that gets ignored and an email that gets a reply is rarely the offer itself, it is the first sentence. When a Compliance Director, Head of L&D or owner-MD of an IFA firm opens an email and reads a sentence that names a specific deal they just closed, a senior hire they just made, or something they themselves wrote publicly, the email earns the right to keep going. Cold is Gold’s AI workflow extracts those facts at scale across thousands of UK adviser-firm prospects, then weaves them into the opening line of each email so every message reads as if a human spent two minutes researching the recipient. No flattery, no horoscope copy, no “I came across your website” generic openings, just a precise, verifiable fact in the prospect’s own vocabulary, tied directly to the EDWiN pitch.
The principle: when a Compliance Director or Network Principal reads the email, they should think “this person looked into me”, not “this is a bot”. Every opening sentence cites a precise, verifiable fact in UK adviser vocabulary — T&C scheme, CPD audit trail, RI, AR, supervision, Consumer Duty.
Here are the 3 types of signals we would use to personalise every email sent on your behalf, stacked from most-findable to most-personal so the AI pipeline always has a clean fallback.
What we look forThe most recent material corporate event in the last 6 to 18 months: acquisition of another adviser firm, PE or minority investment, network change (joining or leaving an AR network, becoming directly authorised), office opening, leadership-team build-out.
Where we find itMoney Marketing · Citywire NMA · IFA Magazine · Professional Adviser · Financial Planning Today · Companies House · firm news pages · Gunner & Co / Chapters Capital deal logs
Findable on85% of prospects
Raw data
Clifton Wealth Partnership announced the acquisition of Dukes IFA on 1 May 2026, adding 170 client households and £43m AUM to its Bristol-headquartered group. The Dukes deal is the 13th Clifton acquisition since 2019.
AI personalisation →
“Saw the Dukes IFA close on 1 May, that’s the thirteenth firm Clifton has folded in since 2019, the part I imagine never gets easier is harmonising the CPD logs and T&C scheme each acquired adviser walks in with.”
02
Senior hire or role change in compliance, T&C, L&D or adviser development
What we look forA named appointment in the last 12 months in any of: Compliance Director, Head of Compliance, Risk Director, Head of L&D, Head of Adviser Development, Director of Training & Competence, Academy Director, MD with a learning or advice mandate.
Where we find itPersonal LinkedIn · people-moves columns in Money Marketing, Citywire NMA, International Adviser, Wealth Briefing · firm announcement pages · Companies House officer appointments
Findable on75% of prospects
Raw data
From April 2026 Amanda Cassidy moved from MD of Quilter Financial Advisers (the national advice business she built) into the new combined role MD Quilter Academy and adviser development, with explicit remit to ensure new entrants are set up for success across the QFP adviser footprint.
AI personalisation →
“Noticed your move into the Academy and adviser development MD seat in April, owning the new-entrant pipeline and the existing CPD rail for QFP advisers in one role is a meaningful scope expansion.”
03
Public statement by the named decision-maker
What we look forSomething the named decision-maker personally said in the last 12 months: a LinkedIn pulse article, a comment in a Money Marketing or Citywire interview, a panel quote at a PFS or PIMFA event, a podcast appearance (NextWealth Adviser, Money Marketing Podcast), or a CEO commentary inside their firm’s results.
Where we find itPersonal LinkedIn · NextWealth Adviser podcast · Money Marketing Podcast · PFS Festival of Financial Planning · PIMFA panels · trade-press interviews · firm thought-leadership pages
Findable on65% of prospects
Raw data
In a recent Foster Denovo piece titled “Roger Brosch discusses facilitating acquisition deals for lasting success”, Brosch publicly emphasised that successful integration is “not just about acquisitions but about people, culture, and doing things the right way”.
AI personalisation →
“Read your piece on facilitating acquisitions for lasting success, the line about people and culture rather than financial engineering is exactly the framing my question runs into, when each acquired firm walks in with its own CPD habits, who actually does the harmonising in week one.”
A full sample of the email sent.
The personalised sentences above slot into a short, natural-sounding sequence. Here is what the opening email could look like, sent to Roger Brosch, Founder & CEO of Foster Denovo, signed by Eduvate’s founder Dr. Shazia Hussain.
FromDr. Shazia Hussain · EduvateToroger.brosch@fosterdenovo.comSubjectBrian Mole + six others, the CPD piece
Hi Roger,
Saw the Brian Mole IFA close earlier this year took your run to seven acquisitions in twelve months and brought the Rosemount Scotland office live. Read your “people-first” piece on facilitating acquisitions for lasting success, the line about culture rather than financial engineering is the question I wanted to put to you.
We run EDWiN, an FCA-aligned micro-learning and CPD platform built for UK IFA firms. AI-generated five-minute quizzes across pensions, investments, tax, protection and mortgages. Automatic CPD log per RI, exportable in the format your supervision team and PI insurers ask for, refreshed as FCA and Consumer Duty guidance move.
The wedge for a group like Foster Denovo is not the £19.99 seat economics, it is presenting every newly-acquired adviser on the same CPD audit trail by week one of integration, rather than spending the first quarter reconciling spreadsheets across the legacy schemes.
Worth a fifteen-minute call to see if it would compress that part of the integration headache?
The sentence highlighted in terracotta is the line generated specifically for this prospect by our AI. The rest of the email is the same for everyone — written upfront with you.
05 / CAMPAIGN EXAMPLES05 — 08
Real campaigns we have run.
These 13 examples are intentionally varied — both in sector (construction, hospitality, luxury, SaaS, influencer marketing, editorial, EMS, factoring…) and in outcomes. You will find campaigns matching each of our 4 projection scenarios — from the minimum guarantee to exceptional cases. The goal is not to show a curated best-of, but the genuine diversity of what we produce. The campaign cards below are kept in their original French to remain faithful to the real artefacts we delivered. The AI-personalised sentences are highlighted in terracotta.
Campagne 01 / 13
Matériel EMS × coachs & studios sportifs
Prospection auprès de tous indépendants et centres de soins intéressés par l'EMS : coachs sportifs, studios, kinés, centres d'esthétique.
14 500
prospects contactés
413
opportunités générées
6
mois de campagne
Source IABio Instagram du coach + persona client qu'il cible (femmes 45+, remise en forme, rééducation...) + promesse principale qu'il met en avant dans sa communication.
J'ai vu sur Instagram que vous êtes coach sportive à Lyon et que vous accompagnez surtout des femmes de plus de 45 ans qui veulent se remettre en forme en douceur et ne plus avoir mal au dos.
Je vous contacte pour vous proposer d'essayer notre machine d'électrostimulation, qui offre à vos clients l'équivalent de plusieurs heures de travail musculaire en seulement 20 minutes.
La technologie existe depuis 2007 et plusieurs études ont montré des effets significatifs sur le renforcement musculaire et les douleurs dorsales, notamment chez les personnes qui ont du mal avec les entraînements classiques.
Que diriez-vous d'une séance découverte offerte, pour tester les sensations et l'efficacité ?
Émilie
Campagne 02 / 13
Agence OVB × prospection Instagram automatisée
Notre propre agence. 100% de notre acquisition provient du cold email — 100 à 200 clients signés par mois. Ciblage très large : toutes entreprises avec un compte Instagram et des besoins de prospection.
800 000
prospects contactés / an
10 500+
opportunités générées / an
12
mois de campagne
Source IAUn post Instagram récent du prospect (thématique, création, actualité) + métier précis + localité, pour rendre la proposition immédiatement crédible.
Je suis tombé sur votre post Instagram où vous parlez de vos compositions florales pour la Saint-Valentin.
Je me permets de vous envoyer ce message car je trouve dommage que votre contenu ne soit pas vu par davantage de passionnés de fleurs à Lyon.
Nous avons mis au point une méthode qui permettrait d'attirer 6 000 amateurs de créations florales par mois sur votre profil. Cela permet aux artistes floraux que nous accompagnons de gagner en moyenne 500 abonnés par mois, et de générer de nouveaux clients.
C'est quelque chose qui peut vous intéresser ?
PS : je précise que cette méthode est 100% automatisée et ne vous prendra pas une seule seconde de votre temps.
Thibault · Co-Founder @Agence OVB
Campagne 03 / 13 · EN
Hardware décoratif haut de gamme × architectes d'intérieur
Prospection en anglais auprès d'architectes d'intérieur UK et US.
11 500
prospects contactés
82
opportunités générées
3
mois de campagne
Source IAUn projet récent du prospect (nom du projet) + détails design identifiés dans le travail du cabinet (tonalités, textures, matériaux, ambiance).
FromHugo Clark · [hardware brand anonymized]To[prospect]Subjectquestion parkstone primary retreatCas favorable
Dear Jill, I hope you are well?
Please forgive the direct nature of my email but I was looking at your Parkstone Primary Retreat project, and I thought how you paired muted tones with natural textures looked incredibly smart.
I wanted to get in touch because your approach seems particularly aligned with our unique and refined decorative hardware — handmade in the UK from natural materials such as horn and leather. Every piece is genuinely special due to the organic nature of the material we use.
Not sure if you're sourcing hardware but we would love to help if we can.
Do get in touch if samples are of interest.
Hugo
Campagne 04 / 13
Caviste × restaurants & hôtels
Prospection auprès de tous secteurs de la restauration susceptibles de vendre du vin : restaurants, bistrots, bars à vin, hôtels (hors fast-food).
20 000
prospects contactés
458
opportunités générées
12
mois de campagne
Source IAType et style d'établissement du prospect (bistrot, restaurant gastronomique, hôtel...), cuisine ou positionnement (bistronomique, italien, traditionnel...) et localité précise.
DePaul Durand · [marque anonymisée]À[prospect]ObjetLa Dolce Vita : vos vinsCas favorable
Bonjour Julien,
J'ai vu que vous avez un bistrot dans le Marais à Paris, avec une cuisine française bistronomique.
Vous commandez uniquement ce dont vous avez besoin parmi nos 500 références de vignerons réputés et de domaines sous allocation, vous pouvez panacher vos références, et êtes livré en seulement 24h par nos équipes.
Cela vous permet de ne pas stocker du vin inutilement, tout en conservant une carte variée et de qualité.
Je voulais vous proposer de passer directement chez vous, pour vous faire goûter quelques références et faire connaissance.
Est-ce que ça peut vous intéresser ?
Paul
Campagne 05 / 13
Stands éco-conçus × salons professionnels
Prospection auprès de toute entreprise ayant exposé sur un salon professionnel (tous secteurs, toutes fonctions décisionnaires).
8 030
prospects contactés
29
opportunités générées
3
mois de campagne
Source IAUn salon récent auquel le prospect a exposé (nom du salon + lieu) + les produits phares mis en avant par l'entreprise.
DeThomas Bernard · [marque anonymisée]À[prospect]Objetquestion taste in parisCas courant
Bonjour Claire,
J'ai vu que vous avez exposé à Taste in Paris au Grand Palais pour mettre en avant vos collections de chocolats et de confiseries haut de gamme.
Je vous contacte car nous concevons des stands en bois éco-conçus, modulables et réutilisables, pensés pour attirer plus de visiteurs qualifiés, renforcer une image éco-responsable crédible et garder un rendu très premium — sans coûter plus cher qu'un stand sur mesure classique.
J'aimerais vous proposer une modélisation 3D gratuite de votre prochain stand, imaginée spécifiquement pour valoriser vos coffrets et vos nouveautés.
Est-ce quelque chose qui peut vous intéresser ?
Thomas
Campagne 06 / 13
Pizzas sous-vide × bars à vin et snacking
Prospection auprès de tous restaurants et commerces susceptibles de vendre des pizzas (hors fast-food) : bistrots, bars à vin, épiceries fines, snacks, commerces de proximité.
19 500
prospects contactés
1 308
opportunités générées
6
mois de campagne
Source IAType d'établissement du prospect (bar à vin, bistrot, épicerie fine...) + positionnement (produits proposés, ambiance, cible) + localité précise.
DeMarina Leblanc · [marque anonymisée]À[prospect]Objetquestion bar à vin villefrancheCas exceptionnel
Bonjour Martin,
J'ai vu que vous proposez une sélection de vins et des petits plats gourmands dans un cadre convivial à Villefranche-sur-Saône.
Je me permets de vous écrire car nous proposons des pizzas fraîches sous-vide — vous n'avez qu'à les cuire en quelques minutes et les servir, c'est tout. Pas besoin de cuisine, de personnel ni de préparation.
Elles sont fabriquées en Provence dans nos ateliers avec des recettes élaborées par un champion de la pizza. Pâte reposée 48h, sauce tomate maison, ingrédients 100% naturels : la qualité d'un vrai pizzaiolo, sans les contraintes.
Parfaites pour les planches apéro, la vente à emporter ou le service rapide.
Nous proposons un pack découverte gratuit de 5 pizzas, je peux vous en envoyer un ?
Marina
Campagne 07 / 13
Affacturage × TPE/PME du BTP
Prospection auprès de dirigeants de TPE/PME du BTP (VRD, génie civil, gros œuvre, maçonnerie, charpente).
11 500
prospects contactés
31
opportunités générées
6
mois de campagne
Source IAUn marché public ou chantier récemment remporté par le prospect (nom, localisation) + spécialité technique principale de l'entreprise (VRD, charpente, maçonnerie...).
J'ai vu que vous avez remporté l'aménagement des voiries du quartier Les Tilleuls à Lyon 8e. Félicitations, ce n'est pas rien dans le contexte actuel.
Je me permets de vous contacter car je sais qu'en VRD et génie civil, vos achats de matériel et votre masse salariale vident parfois votre trésorerie bien avant que la mairie de Lyon ne règle vos factures...
Nous aidons justement les TPE/PME du BTP comme la vôtre à ne pas attendre : on finance vos factures de chantier avec un taux fixe, sans frais cachés, et l'argent arrive sur votre compte sous 48h.
Si vous avez des factures qui traînent et pèsent sur votre trésorerie, je peux vous dire très rapidement si nous pouvons vous les payer.
Est-ce quelque chose qui peut vous intéresser ?
Nicolas
Campagne 08 / 13
Maison d'édition × impression d'art
Prospection auprès d'architectes d'intérieur et de décorateurs.
12 500
prospects contactés
134
opportunités générées
6
mois de campagne
Source IAUn projet récent trouvé sur le portfolio du prospect + 1 à 2 détails déco concrets (matériaux, volumes, couleurs).
DeLaura Martin · [marque anonymisée]À[prospect]Objetquestion architecture intérieureCas favorable
Bonjour Rodolphe,
J'ai vu le projet que vous avez réalisé pour Cartier, le travail sur les volumes et les matériaux nobles dans l'espace de vente est superbe.
Je vous contacte car nous éditons des photographies d'art en grand format, avec des finitions haut de gamme (tirage fine art, encadrement sur mesure, aluminium), pensées pour s'intégrer dans des projets comme les vôtres.
Si vous avez un projet en cours, je peux vous proposer une sélection d'œuvres adaptée à vos espaces.
Est-ce quelque chose qui peut vous intéresser ? Ça ne vous engage à rien.
Laura
Campagne 09 / 13
Socratech.io × création de contenus vidéo
Notre deuxième agence. 100% de notre acquisition via cold email — +20 clients/mois, panier moyen 8 k€. Ciblage : dirigeants d'entreprises (2-3+ salariés) avec une interview ou une parution presse dans les 6 derniers mois.
100 000
prospects contactés / an
1 200+
opportunités générées / an
12
mois de campagne
Source IAUne intervention récente du prospect (podcast, conférence, interview) + expertise métier pointue + offre spécifique à son univers.
Pardon pour ce mail un peu « direct », mais votre intervention dans « Les Plantes de la Périménopause » sur les remèdes naturels et leur rôle dans la gestion de la périménopause m'a donné envie de vous contacter.
Je vous écris car nous interviewons des dirigeants à forte expertise, et votre offre de compléments alimentaires bio pour l'équilibre hormonal des femmes nous intéresse énormément.
Il ne s'agit pas d'une interview « traditionnelle », mais d'un tournage où nous produisons des contenus pensés pour générer des millions de vues sur les réseaux sociaux. Le tournage permet de produire jusqu'à 50 vidéos pour alimenter tous vos réseaux pendant plusieurs mois.
Si l'idée vous intéresse, je peux vous montrer en 10 minutes comment nous trouvons les bons sujets qui génèrent un maximum de visibilité ?
PS : quand je dis des millions de vues ce n'est pas une façon de parler — 40M de vues pour un leader de la vente de vins en ligne, 25M pour le coiffeur le plus connu de France.
Thibault · Co-Founder @Socratech
Campagne 10 / 13
Vidéo IA générative × marques & marketing
Prospection auprès des directions marketing et brand managers d'entreprises de plus de 10 salariés.
22 500
prospects contactés
98
opportunités générées
6
mois de campagne
Source IASecteur et produits phares de la marque + 2 à 3 idées créatives de vidéos impossibles à tourner en production classique, conçues spécifiquement pour leur univers.
DeJulia Bernard · [studio IA anonymisé]À[prospect]Objetquestion video cosmétiquesCas courant
Bonjour Sophie,
Avez-vous déjà imaginé un sérum géant Nuxe qui émerge d'un champ de lavande en Provence, une goutte d'Huile Prodigieuse qui explose au ralenti et révèle chacun de ses 7 ingrédients, ou encore un flacon qui se compose pièce par pièce dans un atelier végétal ?
Je vous contacte car c'est exactement ce que nous réalisons. Nos artistes spécialisés en IA générative produisent des vidéos avec un rendu aussi quali que du réel, 2 à 3x plus vite et à moindre coût qu'une production classique.
Est-ce quelque chose qui peut vous intéresser ? Je peux vous faire un plan créatif chiffré, ça ne vous engage à rien.
Julia
Campagne 11 / 13
SaaS de pilotage × bureaux d'études
Prospection auprès des dirigeants de bureaux d'études, toutes disciplines confondues.
5 000
prospects contactés
32
opportunités générées
3
mois de campagne
Source IAUn projet récent du bureau d'études (trouvé sur leur site ou dans la presse spécialisée) + inférence d'un point de douleur précis sur la gestion des temps et la facturation à l'avancement.
DeOlivier Richard · [SaaS anonymisé]À[prospect]Objetquestion structure bétonCas favorable
Bonjour Marc,
J'ai vu que vous aviez récemment travaillé sur la réhabilitation de l'ancien site industriel de Gerland — c'est un beau challenge technique sur la partie structure.
Sur des dossiers de réhabilitation aussi complexes, la coordination entre vos ingénieurs et la facturation réelle des phases d'études est souvent le point noir qui fait perdre un temps fou en fin de mois.
Je dirige moi-même un bureau d'études (nous sommes 40) et j'ai fini par faire développer notre propre outil de pilotage, car rien sur le marché n'était adapté à nos spécificités.
Pour être concret, je peux vous montrer une simulation de plan de charge basée sur une structure identique à la vôtre. Ça vous permettrait de visualiser le gain de temps sans que vous n'ayez rien à préparer.
Est-ce que cela peut vous intéresser ?
Olivier
Campagne 12 / 13 · EN
Marketing d'influence × marques de spiritueux
Prospection en anglais auprès de marques alimentaires, de spiritueux et de produits B2C ayant une présence active sur les réseaux sociaux. L'IA vérifiait les collaborations influenceurs passées.
7 700
prospects contactés
48
opportunités générées
3
mois de campagne
Source IACatégorie produit précise (Japanese gin, single malt...), nom du produit phare, handle Instagram de la marque, persona d'audience cible (gin enthusiasts, whisky collectors...).
Forgive the direct email but we partner with creators who are really into Japanese gins, and who'd love to feature your Etsu Pacific Ocean Water bottle.
These creators are followed by thousands of gin enthusiasts — the kind who don't just drink it, they talk about it. The content they can produce will instantly grow your community on @etsugin and generate a lot of sales (ROI is positive in a few days).
May I show you a few of their profiles?
Sarah
Campagne 13 / 13
Rédaction éditoriale × marques de vin
Prospection auprès d'entreprises ayant une présence éditoriale (magazine, newsletter, blog, prises de parole publiques).
6 500
prospects contactés
68
opportunités générées
6
mois de campagne
Source IAAnalyse des contenus publiés par le prospect (LinkedIn, site, articles, interviews) pour identifier ses thèmes récurrents, ses engagements et son angle éditorial distinctif.
DeLaurianne Martin · [agence éditoriale anonymisée]À[prospect]Objetquestion prises de paroleCas favorable
Bonjour Jeremy,
Je me permets un mail direct car depuis que je vous suis, j'ai senti que vous aviez des histoires riches à raconter sur la diversité des Crus Bourgeois et leur engagement pour un vin de qualité accessible.
Je vous écris car nous tissons depuis 8 ans des récits sur mesure pour les plus grandes marques et groupes avec, à mes côtés, une équipe de journalistes passionnés par le vin.
J'ai pris le temps d'étudier en profondeur vos contenus et j'aimerais vous présenter un plan d'action éditorial qui donnerait encore plus de poids à vos prises de parole.
Puis-je vous le partager ?
Laurianne
06 / CASE STUDIES06 — 08
What we have already done.
Cosmetics distributor
Premium salon products · 12 employees · 3-month campaign
32 opportunities in 10 days
7 new resellers signed across the 3-month campaign · reported 6x ROI
Here are the 6 phases of our engagement. The first ones run in parallel so that your campaigns start as quickly as possible.
Phase 1
Technical setup Weeks 1-4
Phase 2
Workshop (1h) Week 2
Phase 3
Sequence copywriting Weeks 2-3
Phase 4
Database build Weeks 3-4
Phase 5
Launch Week 5
Phase 6
Reporting Ongoing
Good to know: phases 2, 3 and 4 run in parallel with the technical setup (phase 1). Concretely, during the 1-month technical warm-up we build your database and write your sequence — so the first emails go out from week 5.
Phase 1 — Technical setup
Creation of dedicated sending domains, SPF/DKIM/DMARC configuration, opening and setting up the email addresses, launch of the warm-up (1 month). No action required on your side.
Phase 2 — Workshop (1h)
A structured working session to define together the structure of the database, the tone of voice for the emails, and to gather your case studies and key differentiators. This phase runs in parallel with phase 1 (Technical setup).
Phase 3 — Sequence copywriting
First draft, feedback rounds and optimisations with you, then layering in the AI personalisation (the signals shown above). We validate the overall email content with you before moving on to the database.
Phase 4 — Database build
We assemble a sample of prospects (like the 10 above) for you to validate. Once approved, we build the full database with quality control: field verification, contact qualification.
Phase 5 — Campaign launch
Sending starts as soon as the warm-up is complete. First results within the first week. Real-time tracking: open rate, reply rate, opportunities generated.
Phase 6 — Reporting & optimisation
Real-time reporting through our platform. Continuous adjustments and A/B testing on subject lines, opening sentences and sequences. Regular monthly or quarterly check-ins depending on results.
08 / PROJECTIONS, PRICING & GUARANTEE08 — 08
Projections, pricing and results guarantee.
Simulate your return on investment
Three parameters to adjust to estimate your results. Projections based on the real conversion rates achieved for our existing clients.
AYour parameters
Campaign duration
Over 12 months, we re-engage your prospects 4 times with different angles (spaced 3 months apart) — multiplying your results by 4 vs. a short campaign.
%
UK B2B average. Adjust to your own rate.
BYour projected results
YOUR PROJECTION
↑ Enter your margin per client above to see your projection.
Projections by scenarioThe 2 central scenarios = 80% of real cases
10% of our clients' campaigns
Minimum guarantee
—
net margin
Show details
Qualified opportunities—
New clients—
Gross margin generated—
40% of our clients' campaigns
Common case
—
net margin
Show details
Qualified opportunities38
New clients—
Gross margin generated—
40% of our clients' campaigns
Favourable case
—
net margin
Show details
Qualified opportunities75
New clients—
Gross margin generated—
10% of our clients' campaigns
Exceptional case
—
net margin
Show details
Qualified opportunities150
New clients—
Gross margin generated—
YOUR TWO PRICING OPTIONS
We don't sell emails sent. We sell commercial opportunities.
Two options are available, depending on the level of commitment you want. Both are calculated on your parameters above. The displayed prices are adjustable.
Duration
Click to adjust the prices without scrolling back to your simulation.
WITHOUT RESULTS GUARANTEE
£ / month, ex. VAT
That is 18,000 £ ex. VAT over 12 months
Your estimated net margin
—
Average across our clients · after deduction
Our commitment
No contractual commitment on the number of opportunities.
RECOMMENDED
WITH RESULTS GUARANTEE
£ / month, ex. VAT
That is 25,200 £ ex. VAT over 12 months
Your estimated net margin
—
Average across our clients · after deduction
Our commitment
At least 38 qualified opportunities over 12 months. If missed → billing frozen until catch-up.
How the guarantee works in 3 clauses.
D0 · Launch
CLAUSE.01
Our commitment
We commit to generating at least — opportunities per month, i.e. — opportunities over — months. This target matches the low scenario of our projections (10% of our clients' campaigns).
M+1 · Check
CLAUSE.02
If we fall short of the target
As soon as a month closes below — opportunities, your billing is immediately frozen. Concretely: you stop paying from that month onwards, until we have fully caught up the cumulative shortfall. You never pay for a month where we don't deliver on our commitment.
M+3 · Limit
CLAUSE.03
If the shortfall persists over 3 consecutive months
Termination is possible at no cost. We keep working at our own expense during those 3 months of shortfall; beyond that, we acknowledge the failure and you are no longer billable for what follows.
Dynamic values
The figures shown in these clauses are not fixed: they are recalculated automatically based on the parameters set in your simulation above. The final contractual commitment will depend on the parameters validated together at the start of the engagement.
Contractual definition of an opportunity: a prospect responding positively to one of our prospecting emails — either an information request or a meeting request.
In addition to fees, 3 technical costs to plan for.
The first is a one-off investment that you own for life — your prospects remain yours, even if you stop working with us. The other two are monthly technical subscriptions, essential for any cold email campaign.
ONE-OFF · AT LAUNCH
Database
yours for life
—
Enter the market size above
100% qualified prospects · email validated by AI · full enrichment · £0.09 per lead
MONTHLY SUBSCRIPTION
Instantly
no commitment
97 $ / month
Sending platform + CRM
Cancellable any time · essential for automated sending
MONTHLY SUBSCRIPTION
Sending addresses
$5 per address
—
Enter the market size above
30 sends per business day per address · ~21 business days / month
A FINAL WORD
This document is not a sales pitch. It is a projection built on the real numbers from our campaigns — the scenarios presented are not promises, they are averages observed across our clients.
Our method has been operational for several years. It works as soon as the fundamentals are in place: a clearly identified market, a differentiating positioning, a measured closing rate. Eduvate has all three.
Our conviction is that we can install for you a steady stream of EDWiN rollouts inside UK IFA firms and adviser networks over the next 12 months, mixing high-volume firm closings with the occasional network deal that pays back the campaign on its own — with indicators we steer together, month after month.
Whenever you want to talk about it concretely, we are here.