The funding offer is ready.
Now build the pipeline under it.

Prepared for
Nick Braia · Small Business Funding
Selling
Fast-access capital for US small businesses that need payroll, materials, equipment, inventory or room between invoices
Prepared
September 2026 · Charm

Fifty thousand targeted emails a month, paired with LinkedIn, to the owners your sales team is ready to close.

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

01 / Current stateThe offer is working. The pipeline is not yet repeatable.

The business
  • Fast-access funding for small businesses, with decisions based more on business performance than personal credit alone.
  • Roughly twenty funding relationships give you options to place qualified businesses with the right capital source.
  • With paperwork and bank statements ready, qualified businesses can receive funding in as little as twenty-four hours.
The buyer
  • Restaurants, truckers, roofers, landscapers, repair shops, salons and other owner-operated businesses.
  • They need capital for labor, materials, repairs, equipment, inventory or the gap between finishing work and getting paid.
  • Each situation is different, but every conversation starts with a business owner who needs money to move.
Demand today
  • YouTube and Instagram have created leads, but the motion paused while the offer and client experience were refined.
  • Facebook groups showed promise, but were difficult to operate consistently without a system behind them.
  • A small part-time sales team is ready to work more opportunities. LinkedIn is largely untouched.

02 / Root of problemsPlenty of businesses need capital. Timing and access decide who responds.

Broad is not targeted
  • “Small business owner” is too wide for one generic message.
  • A trucker waiting ninety days to be paid is not a restaurant replacing equipment or a roofer buying materials.
  • Each industry needs its own list, language and reason to consider capital now.
The owner is hard to reach
  • Local business data is scattered across maps, directories, social profiles and public records.
  • A company name is not enough. Every campaign needs the person who can decide and a verified way to reach them.
  • Without owner resolution and verification, sales time disappears into dead ends.
Deliverability is the gate
  • Sending high volume from the main business domain puts its reputation at risk.
  • Domains and inboxes need authentication, warmup and health checks before full volume.
  • The question is not whether fifty thousand sounds high or low. It is how many reach the right owner with a reason to reply.

03 / What you'll haveBy month three, your team is closing behind an owned engine.

Pipeline
  • Interested owners replying from email and LinkedIn, with the thread and contact details attached.
  • Past applicants and prior clients back in play, with the strongest funded accounts used to find lookalike markets.
  • Industry-specific conversations about real operating needs, not a generic blast about business loans.
The engine
  • Four campaign deployments every two weeks, each testing an industry, segment, title and angle.
  • Straight-volume industry campaigns running beside targeted plays, so the motion never depends on one signal.
  • Email and LinkedIn acting like one person, with the same offer and one clear next step.
What you see
  • Every reply routed to your team the same day.
  • Every record we pull, resolve and write to kept in a lead database that is exportable and yours.
  • A clear answer to which industry and which angle creates the most funding conversations.

We run all of it: the list build, the copy, the sending infrastructure and LinkedIn outreach. You take the conversations, match the business to the right funding source and close the deal.

04 / How it runsFrom a business owner to a funding conversation.

Charm × Nick Sendinginfrastructure Industrylist building Ownerresolution Researchagents LinkedInseat Copy Four campaignsevery two weekstwo-week cycle Email and LinkedInas one personInterested owners replyto your team ✓

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

Trucking cash gap
  • Who. Owner-operators and small fleets dealing with long invoice-payment windows.
  • How we find them. Active carrier records, trucking directories, Google Maps and LinkedIn owner resolution by state.
  • The ask. Are unpaid invoices putting pressure on fuel, repairs or payroll?
Trade businesses
  • Who. Roofers, landscapers and repair businesses paying labor and materials before customers pay them.
  • How we find them. Google Maps and Yelp by category and metro, grouped by business name and resolved to the owner.
  • The ask. Would working capital help cover the next job without waiting on the last one?
Restaurant operators
  • Who. Independent restaurants and small groups facing equipment, inventory, payroll or repair expenses.
  • How we find them. Google Maps, Yelp and Instagram by metro, with multi-location brands grouped to the same operator.
  • The ask. Is there a project or expense that faster capital would let you move on now?
Beauty and wellness
  • Who. Salons, barbershops, medspas and beauty operators investing in equipment, inventory or capacity.
  • How we find them. Google Maps and Instagram by category and metro, then owner matching through business sites and LinkedIn.
  • The ask. Would flexible funding help you add capacity without waiting to save the full amount?
Quiet leads and lookalikes
  • Who. Past applicants who went quiet, prior clients ready for another use of capital, and businesses that resemble the strongest funded accounts.
  • How we find them. Your existing export, grouped by outcome and industry, plus lookalike pulls from the best customer set.
  • The ask. Has the funding need changed, or is there a new project worth revisiting?

These plays are opening thinking. Some ship as written, some change at kickoff, and some never go to market. Four campaigns launch every two weeks, with straight-volume industry campaigns running beside the more targeted plays.

06 / Tool stackThe stack costs more than the fee.

Data & enrichment
Clay
Enrichment waterfall, owner resolution
$800/mo
DiscoLike
Lookalikes from the best funded 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, one seat
$99/mo
PhantomBuster
Social automation
$49/mo
Research & glue
Apify
Google Maps, Yelp and Instagram pulls
$100/mo
Jina
Business-site research
$100/mo
n8n
Workflow glue
$100/mo
Research agents
Built per campaign by us
Included
Licensed by yourself
$4,646/mo

Plus the person who connects the tools, builds the lists, checks the data, writes the campaigns and keeps the infrastructure healthy.

VS
Included with Charm
$0

Every tool above sits on our licenses and is run by our team. At the Funding Engine tier you pay $3,000 a month, with lead data and infrastructure included.

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

LinkedIn outreach live
Past leads and first industry lists
Cold domains warming
Owner resolution, research and copy
Email campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session
  • LinkedIn seat connected
  • Past leads exported and cleaned
  • Cold domains ordered
Week 2
  • First industry pulls
  • Owners identified
  • Messages drafted
  • LinkedIn continues
Week 3
  • Contacts verified
  • Copy approved
  • Inbox health checked
  • Soft email launch
Week 4
  • Full email volume
  • Replies routed to Nick
  • First cycle reviewed
Month 2 +
  • Four deployments per cycle
  • Markets and angles refined
  • Strategy every other week
Included in every package
  • Full cold infrastructure on separate domains
  • 50,000 targeted emails a month
  • One LinkedIn seat managed end to end
  • Industry and lookalike data pulled fresh per campaign
  • Every record exportable and yours
  • Customers and open conversations suppressed before launch
  • Straight-volume campaigns run beside targeted plays
  • All copy written and iterated cycle over cycle
  • Replies routed to your team the same day
  • Dedicated account manager

08 / ProofWe have run this operating model before.

Spout

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

A new product sold into retail buyers who had never heard of it and had no reason to take a meeting.

Solution

Agents checked the retailer situation, the email made one relevant observation and the campaign offered a simple next step. Wide volume worked because the owner and message were right before the send.

750
Positive responses in 3 months
3 mo
From cold start to major national buyers

Ink'd Stores

Custom apparel and merch · Same shape: each segment gets its own campaign
Challenge

A broad business audience where one general message could never sound specific to everyone.

Solution

Campaigns were written to the segment instead of “business owners,” with industry and use-case angles rotated over twelve months. That is the same campaign rhythm behind trucking, restaurants, trades and beauty.

528
Positive replies in twelve months
10
Campaigns, each written to its own segment

Focal

Overhead patio heating · Same buyer temperament, running now
Challenge

Premium hardware sold to owner-operators who are also running the floor and have no patience for a generic pitch.

Solution

A restaurant database supports targeted plays and straight-offer volume in parallel. The same two-track structure will put Nick's funding offer in front of owner-operated businesses.

Live
A current Charm engagement
Two tracks
Targeted plays plus straight volume

09 / AcceptAccept, sign and start, right here.

Recommended

Funding Engine

$3,000/mo

The complete motion quoted on the discovery call: 50,000 targeted emails per month, one LinkedIn seat, infrastructure, lead data and four campaign deployments every two weeks.

  • 50,000 targeted emails per month
  • One managed LinkedIn seat
  • Four campaign deployments every two weeks
  • All lead data, verification and owner resolution included
  • Outbound domains, inboxes, authentication and warmup included
  • Campaign strategy, copywriting and approval workflow
  • Weekly strategy in month one, then every other week

Scaled Engine

$5,000/mo

More industries and metros running in parallel, with up to 100,000 targeted emails, two LinkedIn seats and eight campaign deployments every two weeks.

  • Everything in the Funding Engine
  • Up to 100,000 targeted emails per month
  • Two managed LinkedIn seats
  • Eight campaign deployments every two weeks
  • More industries and metros tested at the same time
Order summary · updates live
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 provides Nick Braia's organization with managed email and LinkedIn campaign services under the selected package: target-list development against criteria agreed at kickoff, outbound infrastructure setup, campaign development, deployment and ongoing strategy.

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 a managed lead generation system through email and LinkedIn campaigns promoting Client's goods and services. A 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 those 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 campaign 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.

E-signature
✓ Proposal accepted
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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 at our cost. At month three, you can keep going or take the campaign matrix, the copy and every list we built. They are yours either way.

Claim your guarantee →

10 / Next stepsWhen Nick signs.

01

Accept and sign above

The order form and agreement on this page. The first QuickBooks invoice arrives with your signed record.

02

Pay through QuickBooks

Use card or bank transfer through Intuit. Payment unlocks the onboarding form.

03

Book the parameter session

Rank the first industries and metros and review the existing lead export.

04

Owners hear from Nick

LinkedIn begins in week one while the cold domains complete warmup.

The offer can move in twenty-four hours.
Now the pipeline can keep moving too.

Pick your kickoff date →