Half of everyone you talk to closes.
This engine keeps them coming.

Prepared for
Shaheen · Versa Business Systems
Selling
Business funding, zero-fee card processing, employee benefits and tax credits for US small business owners
Prepared
September 2026 · Charm

A hundred thousand emails a month to thirty thousand owners, on domains you never build again, with LinkedIn working the best of them from your seat.

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

01 / Current stateThe sales floor was never the problem. The lead flow under it was.

The business
  • Nine years next week. Business funding first, now MCAs at about eighty percent of deals, term loans, lines of credit, SBA, invoice factoring, zero-fee card processing, and benefits and tax credits.
  • An average first deal earns around four thousand, most clients fund three or more times after it, and every product on the shelf is an upsell to the same owner.
  • Half of the owners you talk to close, against an industry that closes one in ten. Nine years without a bad review or a complaint, an A rating with the BBB, Forbes and Yahoo Finance on the site.
The channels
  • Direct mail: ten thousand pieces a week for three years, four percent call-in at the peak, under one percent by the end. You had mailed every business in the country.
  • Email: a thousand domains and three thousand mailboxes at ten to fifteen thousand sends a day, cut down by Google's changes three months ago. Rebuilt on new domains, still nowhere near.
  • Meta: one Kevin O'Leary video that worked, then nothing else that did under the special ad category rules.
The last three months
  • The sales reps are gone and you are working every lead yourself. Reps who made close to a million a year had nothing to work.
  • A lead broker still sends the best data in the business: owners who applied for capital in the last three months or took an MCA in the last year, about fifteen hundred per thirty thousand records.
  • A tariff refund campaign to a hundred thousand importers made money in two weeks and then stopped, because nothing was built to keep rotating campaigns like it.

02 / Root of problemsEvery channel was rented, and you were the landlord's repairman.

Each channel had one life
  • Mail worked until the country had been mailed. Email worked until the rules changed. Meta worked for one video.
  • Each one needed you to run it, so when it degraded the pipeline degraded with it and nothing else was warming up behind it.
  • The close rate never moved. The number of conversations did.
The infrastructure became the job
  • Domain naming patterns, forwarding, domain age, mailbox provider rules: the sending game changes monthly now and every change costs a rebuild.
  • Rebuilding a thousand domains is a full-time technical job. It was being done by the person who also closes the deals.
  • The reps left before the inbox came back, so the payroll went and the pipeline did not return.
One offer, one list, no rotation
  • Almost every send was the funding offer to a purchased list. Card fees, tax credits and refunds have their own buyers and almost never got a campaign.
  • The tariff campaign proved a new angle can pay in two weeks. There was no system to test the next one.
  • Volume was there. Selection, rotation and someone to run them were not.

03 / What you'll haveBy month three, the calls are coming to you again.

Pipeline
  • Applications and callbacks from named owners, booked from email and LinkedIn, landing in your inbox the same day with the thread attached.
  • About thirty thousand new owners written to every month, three touches each, on domains you never build, warm or replace.
  • The broker's records and five lookalikes for every one of them inside the same engine.
The engine
  • Four new campaigns every two weeks: funding by industry, card fees, tax credits, tariff refunds, each a permutation of segment, angle and offer.
  • Straight-volume funding campaigns raced against the signal plays. Cut the funding campaign in half and run a new product on the other half whenever you decide to.
  • Two channels acting like one person. The DM from your seat says "I'm the one who just emailed you" within the hour.
What you see
  • Every reply, the same day, with the owner's details.
  • Your own lead database: every record we pull, resolve and write to, exportable and yours.
  • A ranked answer to which industry and which offer books the most applications, read at three thousand sends per message so a slow first week never kills a good one.

We run all of it: the lists, the copy, the sending infrastructure and both LinkedIn seats. You take the calls and fund the deals.

04 / How it runsFrom a business owner to a funded deal.

Charm × Versa Sendinginfrastructure Listbuilding Ownerresolution Signalagents LinkedInseats 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.

Every owner, by industry
  • Who. Owners in the industries that borrow most: restaurants, contractors, trucking, retail, auto shops, medical and dental practices.
  • How we find them. Charm's weekly scrape of US businesses and the LinkedIn owner records, filtered by industry and state, resolved to the owner with a verified email. One campaign per industry, written in that industry's language.
  • The ask. What they would qualify for, and how fast.
The applicants who went quiet
  • Who. Every applicant and broker record that never funded, or went quiet after one deal.
  • How we find them. Your export, cleaned, anyone with an open deal excluded. Then five lookalikes for every one of them from the lookalike model, so the broker's list becomes a list five times its size.
  • The ask. Is the capital still needed.
Tariff refunds
  • Who. The importers of record who paid tariffs on goods brought into the United States.
  • How we find them. Your hundred thousand importer records, resolved to the owner or finance lead with a verified email, plus lookalikes. The two hundred largest also get the DM from your seat.
  • The ask. Has the refund been claimed.
Card fees at a flat rate
  • Who. Businesses running heavy card volume: restaurants, retail, auto repair, med spas, dental.
  • How we find them. A Google Maps pull by category and metro, resolved to the owner. Each website is read for the processor it runs on (Square, Toast, Clover), so the email names it.
  • The ask. What last month's processing fees would have been on one flat monthly rate.
Businesses that are hiring
  • Who. Owners adding headcount right now.
  • How we find them. A job-posting pull by state and category, matched back to the business and resolved to the owner. A posting is a payroll about to grow.
  • The ask. Which benefit programs and credits their next hires qualify for.

Four campaigns go out every two weeks, starting with funding by industry, the quiet applicants and the tariff list. Every cycle after is built from what the last one showed, and any campaign you want in the rotation goes in at the next cycle.

06 / Tool stackThe stack costs more than the fee.

Data & enrichment
Clay
Enrichment waterfall, owner resolution
$800/mo
DiscoLike
Lookalikes from your applicants and the broker records
$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, two seats
$197/mo
PhantomBuster
Social automation
$49/mo
Signals & glue
Apify
Google Maps and job-posting pulls
$100/mo
RB2B
Visitor deanonymisation on versabusinesssystems.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Built per campaign by us
Included
Licensed by yourself
$4,793/mo

Plus the person who runs them. You built a thousand domains and three thousand mailboxes yourself. You know what the rebuilds cost, and who was doing them instead of closing.

VS
Included with Charm
$0

Every tool above sits on our licenses and is run by our team. At the Engine tier you pay $3,500 a month, lead data and infrastructure included, and the stack behind it lists at more than that on its own before anybody's time.

07 / Timeline and deliverablesOwners hear from Versa in week one.

LinkedIn seats live
Applicant, broker and importer lists built
Cold domains warming
Industry pulls, agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session
  • LinkedIn seats connected, tariff track live by DM
  • Applicant, broker and importer records exported and cleaned
  • Your current campaigns and domains reviewed
  • Cold domains ordered
Week 2
  • Industry pulls by state
  • Lookalike lists built from the broker records
  • Card-fee and hiring agents built
  • Owners resolved with verified emails
Week 3
  • All sequences written and scored
  • Copy approved by you
  • Soft launch on the new domains
Week 4
  • All tracks 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 weekly, then every other week
Included in every package
  • Full cold infrastructure on separate domains, never on versabusinesssystems.com
  • Up to 100,000 emails a month as three-touch sequences, about thirty thousand owners
  • Two LinkedIn seats managed end to end
  • Industry, lookalike, importer and hiring data pulled fresh per campaign
  • Every record we build exportable and yours
  • Your clients and open deals suppressed before the first send
  • Straight-volume funding 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 run this exact motion before.

Spout

Countertop water hardware · Same shape: volume into a cold market, one clear ask
Challenge

A countertop purifier that pulls water from the air, sold into retail buyers who had never heard of it and had no reason to take a meeting.

Solution

Agents checked which retailers stocked purifiers that need a water source, which was all of them. The email said so and offered a free unit. The replies came back with the buying team copied in. Straight volume against a wide universe, with one ask a buyer can say yes to in a sentence, which is the funding play above.

750
Positive responses in 3 months
3 mo
From cold start to Google, The North Face and Costco

Ink'd Stores

Custom company apparel and merch · Same shape: campaigns rotated for a year, each to its own segment
Challenge

Premium custom apparel and company stores, sold to businesses that already buy uniforms and merch from somebody. Nothing about the product needs explaining. The question in every inbox is who asked first, and with what angle.

Solution

Cold email campaigns written to the segment rather than to "business owners": a Nurses Week campaign to healthcare, a luxury and gaming segment, and a rotating-offer general campaign, swapped in and out over twelve months. The same rotation this proposal puts behind funding, card fees, credits and refunds.

528
positive replies in twelve months
10
campaigns, each written to its own segment

Focal

Overhead patio heating · The lead database you saw on the call, running right now
Challenge

Premium heating hardware for restaurant patios, sold to owner-operators who are the buyer, the operator and the person on the floor. The same temperament as a small business owner deciding on capital: allergic to generic email, responsive to the right moment.

Solution

A private lead database of every restaurant in the target metros, built by agents that read listing photos for patios and check permit filings, with signal plays and straight-offer volume running in parallel. Versa gets the same build: every owner we find in a database that is yours, the signal plays and the volume plays racing each other.

Live
A current Charm engagement
Own database
Every venue found, in the client's own lead database

09 / AcceptAccept, sign and start, right here.

Recommended

Engine

$3,500/mo

Four campaigns every two weeks, eight a month. A hundred thousand emails to about thirty thousand owners, lead data and infrastructure included, with the tariff list and the quiet applicants 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 owners
  • Full cold infrastructure: domains, DKIM, SPF, MX, warming, private IP pool, never on versabusinesssystems.com
  • All lead data included: industry pulls, lookalikes, importer and hiring records, resolved to the owner with a verified email
  • 2 LinkedIn seats managed end to end: your seat plus a second Versa seat, paired with the email
  • Every record we build exportable and yours
  • Straight-volume funding campaigns raced in parallel with the signal plays
  • Any campaign swapped into the rotation at the next two-week cycle
  • Parameter session, universe sized live and approved by you
  • All copy written, scored and iterated cycle over cycle
  • Weekly strategy call in month one, then every other week · dedicated account manager

Engine ×2

$7,000/mo

Eight campaigns every two weeks, sixteen a month. Two hundred thousand emails to about sixty thousand owners, the volume your own system ran at, with every product live from month one.

  • Everything in Engine
  • 8 campaign deployments every two weeks, 16 per month
  • Up to 200,000 emails a month, about 60,000 owners
  • Every offer live from month one: funding by industry, card fees, tax credits, tariff refunds, the quiet applicants
  • Industry and state permutations tested from month one instead of after the first cycles prove out
  • Additional LinkedIn seat
  • Visitor deanonymisation on versabusinesssystems.com, so we see which owners come looking after the email
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 Versa Business Systems 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 Versa 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 applicant and broker exports and the importer list. The link comes with your signed copy.

03

Book the parameter session

The working session that sizes the universe live, ranks the industries and reviews your current campaigns and domains. Pick the date here.

04

Owners hear from Versa in week one

LinkedIn live on the tariff list while the cold domains warm, full volume from week four.

Half of everyone you talk to closes.
Thirty thousand a month, in front of you.

Pick your kickoff date →