Forty more first meetings a month,
and every segment's message in high definition.

Prepared for
Brian and Daphne · Day AI
Selling
Day AI, the context graph and agent control plane that gives a go-to-market team's agents customer memory
Prepared
October 2026 · Charm

Day's four account executives book about forty first meetings a month today, and the target is eighty inside ninety days, with at least half of the new ones turning into qualified opportunities. This engine runs email and LinkedIn for Sam, Luke, Grace and Charlie on domains that never touch day.ai, and tests offers segment by segment until every segment's message is as sharp as the Claude sprawl conversation already is. The plan, the price and the agreement are all 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 / Where you areOne segment already hears Day loud and clear, and the others are next.

Today
  • Day has been commercially available since February and added sellers over the summer. Four account executives are in scope here: Sam and Luke on companies of 200 to 2,000 people, Grace on 50 to 200 and Charlie on 1 to 50, with enterprise set aside for now.
  • The team books about forty new first meetings a month. The target is eighty within sixty to ninety days, with fifty to seventy-five percent of the new ones becoming sales qualified opportunities.
  • Demand comes from the demo request, the RevOps courses, Agent Grader and the command-line hook for GTM engineers, with paid ads just ramping and the whole team posting on LinkedIn.
What's in the way
  • The message is sharp in one place: AI-forward software companies of 200 to 2,000 people living with Claude sprawl, who already get the idea of a GTM brain. Everywhere else the picture is still blurry, and with 1 to 50 the conversation keeps sliding into a CRM comparison Day does not want.
  • Day's campaigns product writes high-touch, personalized sends from day.ai, which is what it is built for. Cold volume needs domains of its own, so no message has yet gone out at a volume that shows which one wins.
  • The sellers can take on one new thing, meetings on the calendar, and time matters more than owning the build.
Ninety days from now
  • The calendar running toward eighty first meetings a month across the four sellers, at least half of the new ones qualified, building the pipeline behind two account executives each closing $50,000 of new ARR a month.
  • A tested answer for every segment: the winning message for the rest of 200 to 2,000 and for 50 to 200, and a clear yes or no on whether 1 to 50 is worth chasing.
  • Email and LinkedIn running for all four sellers on infrastructure Day never has to build, with the offers that won ready to work as lead magnets on day.ai.

We run the lists, the offers, the copy, the sending infrastructure and four LinkedIn seats. Your sellers take the meetings, and nothing else lands on their desk.

02 / How it runsFrom a buyer on the list to a first meeting on your seller's calendar.

Charm × Day AI Sendinginfrastructure Listbuilding Contactresolution Signalagents LinkedInseats Coldcalling Offersand copy Four campaignsevery two weeks ↺ every cycle built from the last Email, LinkedIn and phoneas one person Every reply with the right seller,same day ✓

03 / CampaignsWhere we start, segment by segment.

200 to 2,000: the Claude sprawl teams (Sam and Luke)
  • Who. CROs, RevOps leaders and GTM engineers at AI-forward software companies in the mold of Vantage and Baseten, whose teams already run on Claude with no shared memory underneath it.
  • How we find them. Any signal that says a team is building on Claude: websites and docs crawled for Claude, MCP and agent keywords, job posts for GTM engineers and AI roles, LinkedIn posts and engagement on agents and context, plus a lookalike search seeded with your best customers in this segment, each company resolved to the named leader.
  • The ask. Discussed further in the offers document.
200 to 2,000: everyone else (Sam and Luke)
  • Who. Sales, RevOps and customer success leaders across the rest of the segment's software and professional services firms. The whole segment holds about 17,600 go-to-market leaders and 16,000 founders and CEOs in the US, fewer than it sounds, so every one counts.
  • How we find them. Our executive index by industry, headcount and title, minus the Claude sprawl list, with every signal that a go-to-market is changing layered on top: sales and RevOps hiring, new sales leaders, funding, keywords on their site and in their job posts, LinkedIn posts about pipeline and AI rollout.
  • The ask. Discussed further in the offers document.
50 to 200 (Grace)
  • Who. Founders, CEOs and heads of sales and growth at software and services companies of 50 to 200 people: about 14,300 go-to-market leaders and 27,900 founders and CEOs.
  • How we find them. The same index by headcount and title, with any sign the go-to-market is being built right now: job posts for a first RevOps hire or a first sales leader, new funding, keywords on their site, and founders posting on LinkedIn about pipeline or tooling.
  • The ask. Discussed further in the offers document.
1 to 50: find the persona (Charlie)
  • Who. Founders of software and services companies under 50 people, more than 300,000 of them, tested in small cells: AI-native startups, agencies and consultancies, and founder-led sales teams, never framed as a CRM switch.
  • How we find them. The same index, cut by industry and founding year into cells of a few thousand, with site keywords, job posts, founder LinkedIn posts and funding layered on each cell and its own angle, so the replies show which persona is worth Charlie's calendar.
  • The ask. Discussed further in the offers document.
Teams on HubSpot, Salesforce and the CRMs Day competes with
  • Who. Sales, RevOps and go-to-market leaders at companies running HubSpot, Salesforce, Attio or Pipedrive, split by the tool so each campaign speaks to the one they already live in.
  • How we find them. The CRM detected on their website and in their stack data, job posts asking for HubSpot or Salesforce admins, and LinkedIn posts about the CRM, each company resolved to the leader who owns the tool.
  • The ask. Discussed further in the offers document.
Lookalikes of Day's best customers
  • Who. Companies across every segment that look like Day's best customers and most engaged workspaces, the accounts most likely to buy the way they did.
  • How we find them. Day's customers are the seed and never the target: industry, size, stack, hiring and signals matched across the market, then every customer, open opportunity and live workspace suppressed before the first send.
  • The ask. Discussed further in the offers document.

04 / Tool stackOur stack, end to end.

Data & enrichment
Clay
Enrichment waterfall, contact resolution
$800/mo
DiscoLike
Lookalikes from your best customers
$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, all four sellers' seats
$197/mo
PhantomBuster
Social automation
$49/mo
Signals
Apify
Job boards, careers pages and site crawls
$100/mo
Trigify
LinkedIn posts, engagement and job changes
$270/mo
Signal agents
Site keywords, job posts, LinkedIn activity, hiring and funding, built per campaign
Included
Licensed by yourself
$4,814/mo

Plus the person who runs them. Ten 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. Day never has to build or maintain cold infrastructure of its own.

05 / Timeline and deliverablesBuyers hear from Day in week one.

LinkedIn seats live for all four sellers
Segment lists and signal engines built
Cold domains warming
Offers and copy built
SDR desk: hired and trained
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session with Brian, Daphne and the four sellers, segments and offers ranked
  • LinkedIn seats connected, first messages out
  • Customers, open opportunities and live workspaces exported for suppression
  • Cold domains ordered
Week 2
  • Segment lists pulled, signal engines built
  • Contacts resolved with verified emails
  • SDR desk: caller hired from our bench
Week 3
  • Offers and one-line openers written per segment
  • Copy approved by you
  • Soft launch on the new domains
  • SDR desk: a week of training on Day
Week 4
  • All campaigns live at full volume
  • SDR desk on the phones
  • Replies with the right seller the same day
Month 2 +
  • Four new campaigns every two weeks
  • Winning offers handed over as lead magnets for day.ai
  • Weekly strategy call
Included in Engine · four sellers
  • Full cold infrastructure on separate domains, never on day.ai
  • Up to 100,000 emails a month as three-touch sequences, about thirty thousand buyers
  • Four LinkedIn seats, Sam's, Luke's, Grace's and Charlie's, managed end to end and paired with the email
  • Segment lists, signals and lookalikes pulled fresh per campaign
  • Offer design: free offers built from the product, tested cell by cell
  • Every record we build exportable and yours, ready to load into Day
  • Customers, open opportunities and live conversations suppressed before the first send
  • Straight-volume campaigns raced in parallel with signal-based campaigns
  • Any campaign swapped into the rotation at the next two-week cycle
  • All copy written, scored and iterated cycle over cycle
  • Replies routed to the seller who owns the segment, the same day
  • Sending domains warmed and monitored for the life of the engagement
  • Dedicated account manager

06 / ProofWe have solved every piece of this before.

Ben's Bites

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

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 message lands in each segment, and which free offer in each?

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 offer 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

Rightworks

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

A saturated mid-market software 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 Claude sprawl play above is 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

Hello Hero

Youth mental health platform · Same shape: a whole market, 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 segment lists in this proposal are the same build.

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

VirtualFork

Restaurant technology platform · Same shape: buyers who ignore generic email
Challenge

Buyers who ignore generic email, in a category where the deal happens when the buyer is ready and not before.

Solution

Signal data identified operators at the moment of expansion, with sends timed to when those buyers were actually reachable. The lookalikes play above runs the same way, with each send timed to the moment its buyer is reachable.

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

07 / AcceptAccept, sign and start, right here.

Engine · four sellers

$2,000setup + $6,500/mo

Email and LinkedIn for Sam, Luke, Grace and Charlie. 100,000 emails a month, about 30,000 buyers, plus four LinkedIn seats.

Retainer starts at go-live.

  • 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 day.ai
  • 4 LinkedIn seats managed end to end, one per seller
  • All lead data included: segment lists, signals and lookalikes, each buyer with a verified email
  • Offers built from Day's product, tested cell by cell
  • All copy written, scored and iterated cycle over cycle
  • Replies routed to the seller who owns the segment, the same day
  • Weekly strategy call · dedicated account manager
  • 4-month commitment · month one is the $2,000 setup, retainer from go-live
Recommended

Engine + SDR desk

$3,000setup + $9,500/mo

Everything in Engine, plus a dedicated cold caller working the same lists, so email, LinkedIn and the phone reach each buyer as one person.

Retainer starts at go-live.

  • Everything in Engine · four sellers
  • A dedicated cold-calling SDR recruited from our bench: about two weeks to hire, one week of training on Day, on the phones by week four
  • Offshore caller at this price, with onshore available if Day needs it
  • Dialer seat included: parallel dialing, recorded calls
  • Direct dials resolved for every buyer on the call lists
  • Call scripts written with the email and LinkedIn plays, rewritten cycle over cycle
  • Meetings booked straight onto the calendar of the seller who owns the segment
  • Workforce management handled by Charm: training, daily coaching, quality assurance on recorded calls, coverage when the seat is out
  • 4-month commitment · month one is the $3,000 setup, retainer from go-live

Enterprise

Customscoped on a call

When the enterprise segment and Day's own events come into scope.

Setup and retainer set per scope.

  • Everything in Engine + SDR desk
  • The 2,000+ segment with flyover support for the enterprise seller: account maps, multi-threaded email and LinkedIn behind every target account
  • Conference track for the events Day attends: speakers, sponsors and attendees pulled and ranked, meetings set before, during and after
  • Second cold caller
  • Volume scaled up with the segments that answer
  • Reply handling: our team answers every reply in Day's voice, qualifies it, and books the meeting straight onto the seller's calendar
  • 4-month commitment · setup and retainer set per scope
Book a scoping call
Order summary · updates live
Month 1 · full setup, no onboarding feeFirst month$3,000
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 $3,000, 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 Day AI sales expertise and lead generation services per the selected package: lead acquisition against ICP criteria agreed at kickoff, systems and infrastructure setup, offer design and campaign development across email and four LinkedIn seats, outbound calling by a dedicated Charm SDR where the selected package includes it, and 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, and, where the selected package includes it, outbound calling by a dedicated Charm SDR, 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, email or phone 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 offers, the copy and every list we built and run them yourself. They are yours regardless.

Claim your guarantee →

08 / Next stepsFrom today to week one.

01

Walk the scope together

This page on screen, with anyone else at Day who should weigh in. Press on any of it.

02

Accept and sign above

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

03

Onboarding and the parameter session

Access, the suppression lists and the four LinkedIn seats on the onboarding form, then the working session with the sellers that ranks the segments and the offers. Pick the date here.

04

Buyers hear from Day in week one

All four LinkedIn seats go live on the 200 to 2,000 lists while the cold domains warm, with every campaign at full volume by week four.

Eighty first meetings a month,
and every segment in high definition.

Accept and start →