Every decision maker in your TAM will receive an email
and a LinkedIn message in the next ninety days.

Prepared for
Asha · HCP ONE
Selling
Retained executive search for board directors and CXOs, across eleven practices, from Atlanta and four offices abroad
Prepared
September 2026 · Charm

Your form said a first-year client is worth fifty thousand dollars and that you could take twenty qualified meetings next month. Twenty meetings at that size is a million dollars of pipeline a month. The plan, the price and the agreement are all on this page, so we can start on this call.

Charm builds and runs outbound for
Spout
Selery
Stable Kernel
Search Atlas
Ink'd Stores
Spark6
Section AI
+ other GTM clients

01 / Current stateEleven practices and five offices, and a market that has never had an email from you.

The business
  • Retained executive search since 2012, headquartered at 1100 Peachtree Street in Midtown Atlanta, with offices in Melbourne, London, Bengaluru and Bogota.
  • Eleven practices named on your own site: financial services, education, energy and natural resources, technology, FMCG, health, industrial, nonprofit, private equity and venture, sport, and supply chain.
  • The work is board directors and CXOs. Your process page runs from the Context Brief through screening, candidate meetings, negotiation and formal references, and closes when the offer is accepted.
The buyers
  • Your site names them: you partner with chief executives, board directors and board governance leaders, at multinationals and at start-ups alike.
  • One person signs: a chief executive, a board chair or a head of human resources. For them a single search is a fifty thousand dollar decision, so it is made once and defended afterwards.
  • Eleven practices means eleven separate buyer universes. A sporting body, a hospital system and a private equity operating partner do not read the same email, and today they all get the same nothing.
The numbers
  • Your form: revenue of one to two million, a first-year client worth fifty thousand dollars, and room for twenty qualified meetings next month.
  • At those numbers, twenty meetings is a million dollars of pipeline a month, before a second search from the same client.
  • Every buyer in this category can be listed: a company carrying an open CXO seat, a sponsor with a portfolio, a board that has announced a departure. A finite universe, written to every ninety days.

02 / Root of problemsFifteen years of referrals built the firm, and referrals will not produce twenty meetings next month.

Where the work comes from
  • A referral network produces the searches it produces. It cannot be pointed at a sector, and it cannot be asked for twenty meetings in thirty days.
  • Your site lists eleven practices, from financial services to sport to supply chain. Nothing is reaching a head of human resources inside any one of them.
  • Five offices across Atlanta, Melbourne, London, Bengaluru and Bogota, and no outbound motion pointed at the companies sitting near any of them.
The gap between searches
  • Your own process page says the search concludes when the candidate accepts the offer. After that the relationship goes quiet until the client has another seat to fill.
  • Nobody decides to appoint a search firm on a schedule. A chief financial officer resigns, a round closes, a board loses its chief executive, and whoever is already in the inbox gets that call.
  • Those moments happen in public, across eleven practices and five countries, and right now no one at HCP ONE is watching for them.
Who is already in the inbox
  • The global retained firms keep permanent outreach and brand programmes running. HCP ONE is competing on the quality of the work and not on the frequency of contact.
  • A fifty thousand dollar retainer is a considered purchase, and considered purchases go to the firm that was in the conversation before the seat opened.
  • Precision, a high hit ratio, and partnering with chief executives and board directors are arguments that land in an email. They are not landing in any emails.

03 / What you'll haveNinety days from now, every board and chief human resources officer on the list has heard from HCP ONE.

Pipeline
  • Replies from chief human resources officers, chief executives, board chairs and private equity operating partners, landing in your inbox the same day with the thread attached.
  • About thirty thousand buyers written to every month, three touches then a rest, so the whole universe hears from HCP ONE each cycle.
  • A market map or a compensation benchmark for one named seat as the ask, so a yes is one sentence and costs the buyer nothing to say.
The engine
  • Four new campaigns every two weeks, each a permutation of buyer and angle: a sponsor as a sponsor, a nonprofit board as a nonprofit board.
  • Cold domains that never touch hcpone.com, warmed and monitored for the life of the engagement, each one resolving to a page about you.
  • Email and LinkedIn as one person: the email goes out, and the connection from a seat on your team follows.
What you see
  • Every reply, the same day, with the contact's details and what they were sent.
  • Every buyer we find in a database that is yours: companies, sponsors, boards and the people inside them, exportable at any time.
  • A ranked answer to which practice and which angle produces retainers, read against the cost of the engine.

We run the lists, the copy, the sending infrastructure and the LinkedIn seat. You review the copy, send the market maps, and take the meetings.

04 / How it runsFrom an open CXO seat on the list to a signed retainer.

Charm × HCP ONE Sendinginfrastructure Listbuilding Contactresolution Signalagents LinkedInseat Copy Four campaignsevery two weeks ↺ every cycle built from the last Email and LinkedInas one person Every reply in your inbox,same day ✓

05 / CampaignsWhere we start, and how we find them.

Private equity and venture sponsors, and the portfolios behind them
  • Who. Operating partners, talent partners and heads of portfolio operations at private equity and venture firms, and the chief executives at the companies they own.
  • How we find them. A crawl of sponsor portfolio pages so every holding is named and matched back to the fund, then LinkedIn titles carrying operating partner, talent partner or portfolio operations.
  • The ask. A market map of the chief financial officer market for one named portfolio company, built and sent before anyone signs anything.
Companies that just closed a round
  • Who. Founders, chief executives and board members at companies that announced a Series A through Series C in the last ninety days.
  • How we find them. Funding announcement pulls run every cycle, each company matched to the investors on the round and to the seats a round of that size is normally raised to fund.
  • The ask. A fifteen-minute call about the first chief financial officer or chief revenue officer hire the round is meant to pay for.
Open CXO seats and interim leaders
  • Who. Chief human resources officers, heads of talent acquisition and chief executives at companies carrying a CXO or vice president seat that has sat open, or an interim sitting in it.
  • How we find them. A crawl of careers pages and job boards across your eleven practices for director-level and above postings, plus LinkedIn titles that begin with interim or acting.
  • The ask. A confidential read on who is actually available for that named seat, on a fifteen-minute call.
Companies opening an office where HCP ONE already sits
  • Who. Chief executives, chief operating officers and heads of international at companies announcing an entity, a hub or a first hire in India, Australia, the United Kingdom or Colombia.
  • How we find them. Press and company announcement pulls for new-market entries, filtered to Bengaluru, Melbourne, London and Bogota, the four cities where you already have an office.
  • The ask. A conversation about the country head hire, run by the consultants who already sit in that city rather than by a firm flying in.
Boards and nonprofits running a leadership transition
  • Who. Board chairs, nominating committee chairs and trustees at nonprofits, hospital systems, universities and sporting bodies that have announced a departing chief executive or executive director.
  • How we find them. Press and public announcement pulls for chief executive departures and retirements, each one matched to the board that has to replace them, plus nonprofit and association directories.
  • The ask. A written succession plan for the seat, and twenty minutes with the consultant who runs your nonprofit practice.

Four campaigns go out every two weeks, starting with the sponsor portfolios, the funding announcements and the open CXO seats. Some ship as written and some change at the parameter session, and every cycle after is built from what the last one showed.

06 / Tool stackThe stack costs more than the fee.

Data & enrichment
Clay
Enrichment waterfall, contact resolution
$800/mo
DiscoLike
Lookalikes from your best accounts
$199/mo
LeadMagic
Email verification
$249/mo
Ocean.io
B2B lookalikes
$600/mo
Infrastructure & sequencing
Hypertide
Inbox infrastructure
$1,850/mo
Charm Sequencer
Private IP pool
$500/mo
HeyReach
LinkedIn, human-paced, your seat
$197/mo
PhantomBuster
Social automation
$49/mo
Signals & glue
Apify
Portfolio, careers and board page pulls
$100/mo
RB2B
Visitor deanonymisation on hcpone.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Rounds, open seats and board departures, built per campaign
Included
Licensed by yourself
$4,793/mo

Plus the person who runs them. Eleven licenses, a sending stack to keep off blacklists, and someone writing four campaigns a fortnight and reading every reply.

VS
Included with Charm
$0

Every tool above sits on our licenses and is run by our team. The Engine tier is $3,997 a month, less than the stack lists for on its own before anybody's time.

07 / Timeline and deliverablesBuyers hear from HCP ONE in week one.

LinkedIn seat live
Sponsor and board lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session, practices ranked
  • LinkedIn seat connected, sponsor and board lists live by DM
  • Your clients and live searches exported for suppression
  • Cold domains ordered
Week 2
  • Portfolio and careers page crawls run
  • CHRO and operating partner contacts resolved with verified emails
  • Funding and board transition agents built
Week 3
  • All sequences written and scored
  • Copy approved by you
  • Soft launch on the new domains
Week 4
  • All campaigns live at full volume
  • Replies in your inbox the same day
Month 2 +
  • Four new campaigns every two weeks
  • Next cycle written from the replies to the last
  • Strategy call every other week
Included in the Engine tier
  • Full cold infrastructure on separate domains, never on hcpone.com
  • Up to 100,000 emails a month as three-touch sequences, about thirty thousand buyers
  • LinkedIn seat managed end to end, paired with the email
  • Portfolio, funding, open-seat and board data pulled fresh per campaign
  • Every record we build exportable and yours
  • Your customers and open deals suppressed before the first send
  • Straight-volume campaigns raced against the signal plays
  • Any campaign swapped into the rotation at the next two-week cycle
  • All copy written, scored and iterated cycle over cycle
  • Replies routed to you the same day
  • Sending domains warmed and monitored for the life of the engagement
  • Dedicated account manager

08 / ProofWe have solved every piece of this before.

Hello Hero

Youth mental health platform · Same shape: a universe no data vendor sells, resolved to the named human
Challenge

Decision-makers across thousands of US school districts, a universe that exists only in public records, with the actual humans buried behind institutional entities.

Solution

Mapped every administrator in every US public school district from public data, resolved each to a verified direct contact, and ran parallel campaigns off that dataset. The portfolio, funding, open-seat and board lists in this proposal are the same build.

$35M
Pipeline generated
300+
Institutional leads
15+
Specialists recruited
6 mo
Timeline

Rightworks

Cloud accounting and practice management · Same shape: a public signal as the trigger, email and LinkedIn together
Challenge

A saturated mid-market category, a sales team stretched thin, and a need for targeting that cut through noise rather than adding volume to it.

Solution

Intent-based outbound triggered on firms hiring specific roles and engaging with specific content, multi-touch across email and LinkedIn. The signal plays above are that exact mechanic: a public signal, the situation it implies, and the two channels acting as one person.

$4.2M
Pipeline generated
180+
Demo requests
28%
Reply rate
5 mo
Timeline

VirtualFork

Restaurant technology platform · Same shape: buyers who are reachable in a window, not before
Challenge

Owner-operators who ignore generic email, in a category where the deal happens when the buyer is ready and not before. A different industry with your exact dynamic.

Solution

Signal data identified operators at the moment of expansion, with sends timed to when those buyers were actually reachable. The plays above are built around the moments your buyers become reachable, not around a calendar.

$1.8M
Pipeline generated
200+
Operator leads
35%
Reply rate
3 mo
Timeline

Ben's Bites

AI education SaaS · Same question: which buyer and which angle earns the meeting
Challenge

Real credibility in the space but no systematic outbound, and no clarity on which of many possible angles would produce pipeline. Your question wears different clothes: which of portfolio, funding, open-seat and board first, and with which ask?

Solution

Forty-plus campaign types tested weekly across email and LinkedIn, doubling down only on what converted. You do not have to pick the winning theory in advance. Enough sends behind each one, and the replies pick it.

$2.5M
Pipeline generated
156x
ROI in 120 days
40+
Campaign types tested
4 mo
Timeline

09 / AcceptAccept, sign and start, right here.

Starter

$2,497/mo

Two campaigns a month, rotated when the replies say so. For a team that wants to see cold email work before it commits to the engine.

  • 2 campaign deployments a month, rotated when the replies call for it
  • Lead data for both campaigns, pulled at build
  • Up to 20,000 emails a month as three-touch sequences
  • Cold infrastructure on our domains, warmed and monitored
  • Replies routed to you the same day
  • No LinkedIn seat
  • No signal agents, no site crawls, no press pulls
  • Monthly email report, no strategy calls
  • One copy revision per campaign, further revisions $250 each
  • 4-month commitment · one-time $1,000 onboarding
Recommended

Engine

$3,997/mo

Four campaigns every two weeks, eight a month. A hundred thousand emails to about thirty thousand buyers, lead data and infrastructure included, with the sponsor portfolios, the funding announcements and the open CXO seats written to in the first cycle.

  • 4 campaign deployments every two weeks, 8 per month
  • Up to 100,000 emails a month as three-touch sequences, about 30,000 buyers
  • Full cold infrastructure: domains, DKIM, SPF, MX, warming, private IP pool, never on hcpone.com
  • All lead data included: portfolio, funding, open-seat and board pulls, resolved to the buyer with a verified email
  • 1 LinkedIn seat managed end to end, paired with the email
  • Every record we build exportable and yours
  • Straight-volume buyer campaigns raced in parallel with the signal plays
  • Any campaign swapped into the rotation at the next two-week cycle
  • Parameter session, the buyers ranked and the universe sized live
  • All copy written, scored and iterated cycle over cycle
  • Strategy call every other week · dedicated account manager
  • 4-month commitment · one-time $1,000 onboarding

Engine ×2 + Replies

$7,497/mo

Eight campaigns every two weeks, sixteen a month, two hundred thousand emails, and our team answering every reply and booking the meeting onto your calendar.

  • Everything in Engine
  • 8 campaign deployments every two weeks, 16 per month
  • Up to 200,000 emails a month, about 60,000 buyers
  • Every play live from month one: sponsor portfolios, funding announcements, open CXO seats, new-market entries, board transitions
  • Second LinkedIn seat
  • Visitor deanonymisation on hcpone.com, so we see which buyers come looking after the email
  • Reply handling: our team answers every reply in your voice, qualifies it, and books the meeting straight onto your calendar
  • Not-now replies nurtured and re-approached on their timeline, not dropped
  • A shared inbox view so you see every thread as it happens
  • 4-month commitment · one-time $1,000 onboarding
Order summary · updates live
Onboarding & infrastructure setupOne-off$1,000
Total recurring
Total due today
ORDER FORM

Client: (fills from your signature) · Contact: (fills from your signature) · E-mail: (fills from your signature)
Selected Package: · Add-ons: none · Service Fees: , payable in advance per Section 7 · Billing Option: · Amount Due at Acceptance:
Onboarding Fee: , one time · Initial Service Term: months from kickoff, followed by month-to-month. Address and phone are captured on the onboarding form.

Services: Charm is a Go-To-Market Business Process Outsourcer (GTM BPO) providing HCP ONE sales expertise and lead generation services per the selected package: lead acquisition against ICP criteria agreed at kickoff, systems and infrastructure setup, and campaign development with ongoing strategic support.

MASTER SERVICES AGREEMENT

This Master Services Agreement ("Agreement") is entered into as of the acceptance date recorded on this page (the "Effective Date"), by and between Charm, registered as Didin Customer Service, LLC ("Charm"), located at 1220 E. Henry St, Tempe, Arizona 85281, and the client identified on the Order Form above ("Client").

1. Services

Charm provides an AI-powered lead generation system with outbound efforts via email and LinkedIn campaigns promoting Client's goods and services for the purpose of generating and nurturing leads for Client (each, a "Campaign"). "Lead" means a potential customer contacted through LinkedIn or email for the purpose of Client offering its goods or services. Charm performs the services in a timely and workmanlike manner. Scope changes require written agreement before work begins, and Charm may charge reasonable costs associated with such changes.

2. Charm's Representations and Warranties

Charm has full power and authority to enter this Agreement; performing it violates no other contract; lead sources infringe no third-party rights and promote no prohibited content; and performance complies with applicable law.

3. Client Responsibilities

Client has full power and authority to enter this Agreement; performing it violates no other contract; and contact data Client furnishes has been diligently verified as serviceable and current.

4. Content

All creative campaign assets are created by Charm. Charm may request existing content from Client to leverage in Campaigns. Client grants Charm a limited, non-exclusive, revocable, royalty-free license to use Client's marks solely to perform the services, ending with the Campaign or this Agreement. Client retains all rights in its intellectual property.

5. Placement and Approvals

Before launch, Charm sends test materials for review. Client has a 24-hour window to object; silence is approval. Client may review each email before every new send, with the same 24-hour window.

6. Term and Termination

The engagement runs an initial term stated on the Order Form (the "Initial Term"), then month-to-month. Fees for the Initial Term are committed at acceptance; neither Party may terminate for convenience during it. Either Party may terminate for material breach uncured within fifteen days of written notice. After the Initial Term, either Party may terminate on thirty days written notice. On termination, Client pays fees accrued through the effective date; if Client terminates for Charm's uncured material breach, prepaid fees for whole unstarted months are refunded.

7. Payment and Invoicing

All fees are payable in advance. The onboarding fee and first monthly period (or the discounted Initial Term fee, where paid-in-full is selected) are due at acceptance and presented for payment on this page through QuickBooks. Client authorizes payment by card or bank transfer through Intuit QuickBooks Payments; card and bank details are held by Intuit, never by this page. Subsequent monthly fees are invoiced in advance of each monthly anniversary of kickoff, invoice delivered seven days prior. Paid-in-full reflects the discount stated on the Order Form; the onboarding fee is not discounted. Late amounts incur 1.5 percent per fourteen days past due, and the program pauses seven days after written notice of nonpayment.

8. Data Access

Charm retains access to Client data to perform the services. Client may view and export all Campaign data at its discretion.

9. Confidentiality

Each Party protects the other's Confidential Information with at least commercially reasonable care, uses it only to perform this Agreement, and limits disclosure to those under equivalent obligations. Standard exclusions apply (public information, prior knowledge, independent development, rightful third-party receipt, Campaign materials and metrics). Trade secrets are held indefinitely; other Confidential Information for five years. Legally compelled disclosure requires reasonable prior notice.

10. Non-Compete

Charm shall not use Leads provided by Client for the benefit of competing ventures, during the term and for one year after.

11. Indemnification

Each Party indemnifies the other against losses, including reasonable attorneys' fees, arising from its breach of this Agreement.

12. Governing Law

Arizona law governs; exclusive jurisdiction lies in Arizona courts.

13. Severability

Invalid provisions do not void the remainder; the Parties negotiate replacements in good faith preserving original intent.

14. Successors and Assigns

No assignment without written consent, except to a merger successor, asset purchaser, or commonly controlled entity.

15. Independent Contractors

Charm performs as an independent contractor. No partnership, joint venture, agency, or employment is created.

16. DNC Compliance

Both Parties comply with all applicable Do Not Call and Do Not Contact regulations, maintain lists against registries, honor DNC requests promptly, and keep required records.

17. Waiver and Remedies

No waiver except in signed writing. Remedies here are in addition to those at law or equity.

Electronic Acceptance

Acceptance through this page, together with the typed name and the recorded SHA-256 hash of the Order Form and this Agreement as displayed, constitutes a binding electronic signature under the U.S. ESIGN Act and UETA. Charm: Didin Customer Service, LLC, by Chris Booth, Owner.

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⬡ Our guarantee

If we miss ROI, month four is on us.

If the engagement has not returned its cost by the end of month three, we run month four entirely at our cost, full effort, nothing held back, and we will connect you with people we have run that month for so you can hear how it went. And at month three you choose either way: keep going, or take the campaign matrix, the copy and every list we built and run them yourself. They are yours regardless.

Claim your guarantee →

10 / Next stepsWhen HCP ONE signs.

01

Accept and sign above

The order form and agreement on this page. Your signed copy and the first invoice arrive by email.

02

Fill the onboarding form

Access, brand assets, the customer list for suppression and the LinkedIn seat. The link comes with your signed copy.

03

Book the parameter session

The working session that sizes the universe practice by practice, ranks your eleven sectors against each other and settles what the email offers, a market map or a compensation benchmark. Pick the date here.

04

Buyers hear from HCP ONE in week one

LinkedIn live on the sponsor and board lists while the cold domains warm, with full volume by week four.

Every buyer in your market,
in the next ninety days.

Accept and start →