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

You are nurturing about six hundred accounts today and set the target at ten times that, at a lower cost per account than you pay now. This is the engine that gets there: thirty thousand buyers a month, email and LinkedIn as one sequence, with the plan, the price and the agreement on this page.

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

01 / Current stateFifteen million a year from syndication, and a nurture list of six hundred accounts.

The business
  • Thirteen years of B2B marketing services out of Reno: about fifteen million dollars a year, thirty people across the US and sixty to eighty more resources behind them.
  • Content syndication is the core. White papers and other gated assets distributed for the technology thousand and down into the mid-market, for customers like Adobe, NetSuite, Google and Databricks, often alongside their agency of record.
  • Intent data sits under every program, run by a founder who co-founded Bombora and grew its co-op from four partners to one hundred and eighty.
The buyers
  • Enterprise technology marketing teams, and the household-name agencies that buy on their behalf, carry most of the revenue today.
  • ENGAGE, the boutique teletouch product, can be sold to any mid-market company once the buyer data is behind it.
  • The next markets you named: mid-market financial services, insurance and benefits consulting, three or four verticals chosen deliberately.
The numbers
  • Five to six hundred target accounts, about two hundred and sixty of them in an active nurture cycle.
  • A first year with a client worth about fifty thousand dollars, and room for twenty qualified meetings next month.
  • The target you set: ten times the accounts in play, at a lower cost per account than the marketing credits you buy today.

02 / Root of problemsSix hundred accounts in play, against a target ten times that.

A universe too small to read
  • Nurture runs against five to six hundred accounts, about two hundred and sixty at a time, each with a custom-drafted email. At that count no signal produces a trend you can act on.
  • Widening it through company-level marketing credits raises the cost with every account added, and the target is ten times the current number.
  • Almost all of it sits in enterprise technology. Mid-market financial services, insurance and benefits consulting have not been written to at volume.
Growth that came through relationships
  • Thirteen years and fifteen million a year were built on referrals and strong sellers. The reps and accounts you want next expect inbound behind them.
  • A ten to twelve seat calling room in Nashville ran for a while and closed through attrition before it showed whether outbound works for BlueWhale.
  • Selling through a network wins accounts one relationship at a time. It closes deals, and it does not compound.
Channels that run apart
  • BlueWhale syndicates email at scale for clients through partners, so running your own sending (the domains, the warming, the servers) has never had to live in-house.
  • Email, LinkedIn and the phone run as separate tactics per rep. A buyer hears from BlueWhale once, where one sequence across all three reaches them three times in a week.
  • About a thousand dollars a month in paid traffic lands on a site whose opt-in gets no video, no text message and no touch before the meeting.

03 / What you'll haveNinety days from now, thirty thousand buyers a month hear from BlueWhale Research.

Ten times the accounts
  • About thirty thousand buyers written to every month, a hundred thousand emails as three-touch sequences, with the lead data and contact resolution included in the fee.
  • The universe built past enterprise technology into mid-market financial services, insurance and benefits consulting, with your open deals and the nurture list suppressed before the first send.
  • Every record we build exportable and yours, ranked by the signals you choose.
A system that compounds
  • Four new campaigns every two weeks, each a permutation of vertical, title and angle, so you learn which message lands with which buyer before any of it is scaled.
  • Winners scaled and the rest rotated out at the next cycle, with a read-out every other week on what the replies say.
  • Product ideas tested before they are built: an offer goes out in one cycle and comes back with replies, so the market answers first.
One sequence per buyer
  • Email from private servers on domains that never touch bluewhaleresearch.com, then a LinkedIn message from the rep's own account minutes later, putting a face to the name.
  • Every reply routed to that rep the same day with the thread attached, so the call that follows is a warm call.
  • If you ever walk away, the domains, the lists and the copy transfer to you. Inboxes at about three dollars a month and a sequencer are the only costs to carry.

We run the lists, the copy, the private sending servers and the LinkedIn automation. Your reps take the replies and the meetings.

04 / How it runsFrom a buyer on the list to a meeting on a rep's calendar.

Charm × BlueWhale Research Sendinginfrastructure Listbuilding Contactresolution Signalagents LinkedInautomation Copy Four campaignsevery two weeks ↺ every cycle built from the last Email and LinkedInas one person Every reply to the rep,same day ✓

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

Demand generation leaders at B2B software companies
  • Who. Heads of demand generation, growth leads and VPs of marketing at software companies below the enterprise tier, the people who own this quarter's pipeline number.
  • How we find them. Titles carrying demand generation, growth or pipeline, matched to a crawl of each company's resource library for the gated reports and webinars they already paid to produce.
  • 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. Account directors and media leads at B2B marketing and media agencies who buy demand generation for their clients.
  • How we find them. A crawl of agency sites for a demand generation, syndication or ABM service page, plus the client rosters they publish.
  • The ask. The rate card and one test batch for a single client account, delivered under the agency's name.
Mid-market financial services and insurance
  • Who. Marketing and demand leaders at regional banks, credit unions, wealth firms, insurance carriers and brokers, the tier below the large banks you already serve.
  • How we find them. Firm lists by segment and asset size, matched to open marketing roles and new product or branch launches.
  • The ask. A small ENGAGE pilot against one account list of their choosing, with every call disposition reported back.
Benefits consulting firms
  • Who. Growth and marketing leaders at employee benefits consultancies and brokerages that sell to employers.
  • How we find them. Firm lists by headcount and region, resolved to the partner or marketing lead who owns new business.
  • The ask. A syndication batch of HR and finance leaders at the employer size they sell to.
Offers you have not built yet
  • Who. The buyer for each product idea on your list, chosen at the parameter session.
  • How we find them. The same pulls, carved into a small test cell each cycle next to the core campaigns.
  • The ask. The offer described plainly with a request for a call, so the replies measure demand before anything is built.

Four campaigns go out every two weeks, starting with the software demand leaders, the agencies and the financial services list. 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 live from your reps' accounts on the agency and demand generation lists
  • Open deals and the nurture list 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 +
  • Retainer starts; month one is the $2,000 setup
  • 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 run from your reps' accounts, paired with the email
  • Software, agency, financial services, insurance and benefits data pulled per campaign
  • Every record we build exportable and yours
  • Your customers, open deals and nurture list 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 · no onboarding fee · month one is the full setup at $2,000
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 software demand leaders, the agencies and the financial services 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, financial services, insurance and benefits pulls, resolved to the buyer with a verified email
  • LinkedIn run from a rep's account 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 · no onboarding fee · month one is the full setup at $2,000

Engine ×2 + Replies

$7,497/mo

Eight campaigns every two weeks, sixteen a month, two hundred thousand emails, and a dedicated SDR on every warm reply and missed meeting.

  • 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: software demand leaders, agencies, financial services and insurance, benefits consulting, product tests
  • LinkedIn run from a second rep's account
  • Visitor deanonymisation on bluewhaleresearch.com, so we see which buyers come looking after the email
  • A dedicated SDR on warm follow-up: every positive reply called and every missed meeting rebooked onto your calendar
  • Warm calls only; a full-time cold-calling desk is priced separately
  • A shared inbox view so you see every thread as it happens
  • 4-month commitment · no onboarding fee · month one is the full setup at $2,000
Order summary · updates live
Month 1 · full setup, no onboarding feeFirst month$2,000
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: · Setup Month: month 1 at $2,000, then the package fee from month 2 · 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. There is no onboarding fee. The first month of the Initial Term is the setup month, billed at the setup fee stated on the Order Form; it (together with the discounted fee for the remaining months of the Initial Term, where paid-in-full is selected) is 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 setup month 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 and nurture lists for suppression, and the reps' LinkedIn accounts. 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 from your reps' accounts 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 →