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

Prepared for
Steve · BlueWhale Research
Selling
Content syndication, intent-led lead generation, digital ads, audience segments and phone-interview research for B2B technology marketers
Prepared
September 2026 · Charm

Your form said a first year with a client runs about fifty thousand dollars and that you could take twenty qualified meetings next month. Twenty meetings at that size is at least 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 stateA ninety-five percent renewal rate, and every marketing team that has not heard of you yet.

The business
  • Full-funnel demand generation since 2013, run from 200 South Virginia Street in Reno: form-based content syndication, intent-led lead generation, digital advertising, custom audience segments and phone-interview market research.
  • Five products under one roof, OUTREACH, ENGAGE, ADS, AUDIENCE and SURVEY, bought per project or per quarter, so one marketing team can take leads, ad targeting and buyer research from the same vendor.
  • ISO 27001 and ISO 27701 certified in February 2024, with GDPR handling and data subject access requests written into the privacy policy, which is the first question procurement asks any lead vendor.
The buyers
  • Your own solutions page names them: marketers, digital advertisers, marketing agencies, ABM leaders, growth architects and revenue teams.
  • The logos on your site are enterprise technology. Amazon, Google Cloud, Oracle and Slack sit alongside Esker, Tipalti and the agency Just Global.
  • Your case studies name the ask each one said yes to: over fifteen hundred leads across eight campaigns for Esker, seventy dollars of pipeline per dollar spent for a cloud data intelligence platform, and buyer research for Tipalti with forty-four percent of respondents at C-level.
The numbers
  • Your form: revenue above ten million, a first year with a client worth about fifty thousand dollars, and room for twenty qualified meetings next month.
  • At those numbers, twenty meetings is at least a million dollars of pipeline a month, before a single renewal.
  • Every buyer in this category can be listed: the software company that published a gated report last month, the agency buying leads for a client, the team with a launch date on the calendar. A finite universe, written to every ninety days.

02 / Root of problemsThe renewal rate is the strength, and the reason nobody new hears from you.

Where next quarter comes from
  • A ninety-five percent renewal rate means most of the next quarter is already known: the same marketing teams, the same assets, the next budget cycle.
  • Case studies, a press page and a contact form do the selling, and all three need the buyer to have found you first.
  • The calling desk behind ENGAGE is scripted, scheduled and priced for client campaigns. Your own pipeline has to come from somewhere else.
What that leaves out
  • Every B2B software company that published a gated report this quarter and has no distribution plan behind it, none of whom will go looking for a vendor.
  • The agencies that hold several lead vendors at once, where the cost of being added to the list is one conversation.
  • Thirteen years of campaigns for Amazon, Google Cloud, Oracle and Slack, invisible to anyone who has not already met you.
Why it has not been fixed
  • Outbound in this category is judged by the worst of it, and marketers receive more lead-gen email than anybody.
  • A list of every B2B marketing team is cheap and useless. The work is knowing which one published an asset last month, which one just hired a head of demand, which one has a booth at the next show.
  • Doing that by hand is a full-time desk, and it competes every week with the campaigns already sold.

03 / What you'll haveNinety days from now, every marketing team on the list has heard from BlueWhale Research.

Pipeline
  • Replies from heads of demand generation, ABM leads, product marketers and agency account directors, 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 BlueWhale each cycle.
  • A sample lead batch built to their own filters, or a walk through a live survey dashboard, as the ask, so a yes is one sentence.
The engine
  • Four new campaigns every two weeks, each a permutation of buyer and angle: an agency written to as an agency, a product marketer as a product marketer.
  • Cold domains that never touch bluewhaleresearch.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: software companies, agencies, the gated assets they published and the people who carry the pipeline number, exportable at any time.
  • A ranked answer to which buyer and which angle produces signed campaigns, read against the cost of the engine.

We run the lists, the copy, the sending infrastructure and the LinkedIn seat. You review the copy, price the batch, and take the meetings.

04 / How it runsFrom a demand generation lead on the list to a first campaign at an agreed cost per lead.

Charm × BlueWhale Research 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.

Demand generation leaders with a number to hit
  • Who. Who. Heads of demand generation, growth marketing leads and VPs of marketing at B2B software companies, the people who own the pipeline number for the quarter.
  • How we find them. How we find them. LinkedIn titles carrying demand generation, growth or pipeline at software companies, matched to a crawl of each company's resource library for the gated reports and webinars they have already paid to produce.
  • The ask. The ask. A batch of leads built to their own filters at a fixed cost per lead, with any record that misses the criteria replaced.
Agencies buying leads on a client's behalf
  • Who. Who. Account directors, media leads and paid strategists at B2B marketing and media agencies who buy demand generation for their clients, the same relationship Just Global already has with you.
  • How we find them. How we find them. A crawl of agency sites for a demand generation, content syndication or ABM service page, plus the client rosters and directory listings those firms publish.
  • The ask. The ask. The rate card and one test batch for a single client account, delivered under the agency's name.
Product launches that need the market checked first
  • Who. Who. Product marketing directors and heads of go to market at technology companies with a launch, a new segment or a pricing change inside the next two quarters.
  • How we find them. How we find them. An agent reads launch and funding press, dated release pages and open product marketing roles, then resolves the people who own positioning.
  • The ask. The ask. One hundred and twenty phone responses from their own named buyer, with the dashboard, the raw file and a co-branded report they can publish.
New marketing leadership and freshly funded teams
  • Who. Who. CMOs and VPs of marketing appointed in the last ninety days, and marketing leaders at B2B technology companies that closed a round in the same window.
  • How we find them. How we find them. An agent watching funding announcements and leadership changes on company news pages and LinkedIn, matched to what the marketing team currently looks like.
  • The ask. The ask. Fifteen minutes on the pipeline number they have just been handed, and what the first thousand leads against it would cost.
Field and event marketers with a booth to follow up
  • Who. Who. Field marketing, event marketing and regional demand managers at the technology companies sponsoring and exhibiting at B2B marketing and industry shows.
  • How we find them. How we find them. Exhibitor and sponsor lists from the B2B marketing and technology event calendar, pulled each cycle and resolved to the people holding the booth budget.
  • The ask. The ask. An audience segment built on the attendee profile before the show, and a syndication batch against the same profile after it.

Four campaigns go out every two weeks, starting with the demand generation leaders, the agencies and the launch list. 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
Resource library, agency and exhibitor pulls
$100/mo
RB2B
Visitor deanonymisation on bluewhaleresearch.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Funding, new CMOs and the event calendar, 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 BlueWhale Research in week one.

LinkedIn seat live
Software, agency and event lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session, buyers ranked
  • LinkedIn seat connected, agency and demand generation lists live by DM
  • Your clients and open proposals exported for suppression
  • Cold domains ordered
Week 2
  • Resource library and agency crawls run
  • Demand generation and product marketing contacts resolved with verified emails
  • Funding and leadership-change 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 bluewhaleresearch.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
  • Software, agency, launch and event 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 software, agency, launch and event 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 software, agency, launch and event 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 demand generation leaders, the agencies and the launch list 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 bluewhaleresearch.com
  • All lead data included: software, agency, launch and event 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: demand generation leaders, agencies, product launches, new marketing leadership, event marketers
  • Second LinkedIn seat
  • Visitor deanonymisation on bluewhaleresearch.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 BlueWhale Research 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 BlueWhale Research 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 by buyer, ranks the angles and settles the ask, whether that is the sample lead batch, the rate card or the survey dashboard. Pick the date here.

04

Buyers hear from BlueWhale Research in week one

LinkedIn goes live on the agency and demand generation lists while the cold domains warm, with every campaign at full volume by week four.

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

Accept and start →