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

Prepared for
Nate · Velixo
Selling
Excel-based reporting, budgeting and automation that connects finance teams to live data in eight ERPs
Prepared
October 2026 · Charm

Your form said a first year runs five to fourteen thousand dollars and that you could take twenty qualified meetings next month. Twenty meetings at that size is one hundred thousand to two hundred and eighty thousand 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 / Where you areEight ERPs and fifteen thousand users, and every finance team still exporting to Excel by hand.

Today
  • An Excel add-in for live ERP reporting, budgeting and write-back, at five to fourteen thousand dollars for a first year.
  • CFOs, controllers, finance managers and project managers at companies on Acumatica, Sage Intacct or Business Central, plus the resellers who implement them.
  • Revenue of ten million or more and room for twenty meetings next month, which is one hundred thousand to two hundred and eighty thousand dollars of pipeline.
What's in the way
  • Deals arrive through the reseller channel, so a partner decides which of their clients hears about Velixo, and when.
  • The rest is inbound: the ERP marketplaces, the G2 grid, the comparison pages against Jet Reports and Spreadsheet Server, the summit booth. Each one waits to be found.
  • A controller who has already built the workbook by hand is not searching for a formula. Nobody has told them one exists.
Ninety days from now
  • Every company on your eight ERPs, every reseller implementing them, and every controller whose open role names one, written to.
  • Replies from controllers, CFOs and reseller practice leads in your inbox the same day, with the thread attached.
  • A database of install base by ERP, resellers and the finance people inside them that is yours, exportable at any time.

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

02 / How it runsFrom a controller on the list to a demo request.

Charm × Velixo 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 ✓

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

Finance teams with an open role that names your ERP
  • Who. Who. CFOs, financial controllers and finance managers at mid-market companies with a live job posting that lists Acumatica, Sage Intacct or Business Central as a requirement.
  • How we find them. How we find them. A crawl of careers pages and job boards for the ERP named in the requirement, each posting matched to the company and to the finance leader above the role.
  • The ask. The ask. Fifteen minutes on the close they are hiring to get through, and the template library for whichever of your eight ERPs they run.
The resellers and consultancies implementing those ERPs
  • Who. Who. Owners, practice leads and consulting directors at the value-added resellers and ERP consultancies that implement Acumatica, Sage Intacct and Business Central.
  • How we find them. How we find them. ERP partner directories, plus a crawl of reseller sites for the add-ons they already list, so the email names what Velixo would sit beside on their page.
  • The ask. The ask. A channel conversation and consultant certification, with the walkthrough built on one client reporting problem their own site describes.
Contractors closing jobs on spreadsheets
  • Who. Who. CFOs, controllers and project directors at general and specialty contractors running a construction edition of Acumatica or Sage Intacct.
  • How we find them. How we find them. A crawl of contractor project and services pages, matched to licence and permit records and to LinkedIn titles carrying project controls, WIP or job costing.
  • The ask. The ask. The construction template library, the WIP schedule and the draw packet, in their ERP, instead of built by hand one job at a time.
Teams already paying for the tool you are compared against
  • Who. Who. Controllers and FP&A managers at companies running Jet Reports, Spreadsheet Server, Martus, Datarails, Nectari or a CData connector.
  • How we find them. How we find them. Reviewer profiles on review sites, user group and community forum threads, and job postings that list the competing tool as a required skill.
  • The ask. The ask. A side-by-side on the one report they rebuild every month, run live against their own ledger.
Nonprofits and grant-funded finance offices
  • Who. Who. Finance directors, controllers and CFOs at nonprofits, extension programs and hospital systems that report to funders and a board.
  • How we find them. How we find them. Public filings for revenue size and auditor, a crawl of annual report and financials pages, then LinkedIn titles at the organisations running one of your eight ERPs.
  • The ask. The ask. Fifteen minutes on the funder and board pack, and the Habitat for Humanity of Denver story that is already on your site.

Four campaigns go out every two weeks, starting with the ERP hires, the resellers and the contractors. Some ship as written and some change at the parameter session, and every cycle after is built from what the last one showed.

04 / 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
Job posting, reseller and contractor site pulls
$100/mo
RB2B
Visitor deanonymisation on velixo.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Open finance roles, ERP mentions and fiscal calendars, 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 $4,500 a month, less than the stack lists for on its own before anybody's time.

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

LinkedIn seat live
Reseller, contractor and nonprofit lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session, install base ranked by ERP
  • LinkedIn seat connected, reseller and controller lists live by DM
  • Your customers and open opportunities exported for suppression
  • Cold domains ordered
Week 2
  • Job posting, reseller and contractor crawls run
  • Controller and practice lead contacts resolved with verified emails
  • Open-role and ERP-mention 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 velixo.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
  • Job posting, reseller, contractor and nonprofit 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

06 / 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 job posting, reseller, contractor and nonprofit 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 job posting, reseller, contractor and nonprofit 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

07 / AcceptAccept, sign and start, right here.

Starter

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

20,000 emails a month. About 800 a day. For a team that wants to see it work first.

Retainer starts at go-live.

  • 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 · month one is the $2,000 setup, retainer from go-live
Recommended

Engine

$2,000setup + $4,500/mo

100,000 emails a month. About 4,000 a day, reaching about 30,000 buyers, plus a LinkedIn seat.

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 velixo.com
  • All lead data included: job posting, reseller, contractor and nonprofit 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 · month one is the $2,000 setup, retainer from go-live

Enterprise

Customscoped on a call

Up to 40,000 emails a day, about 1,000,000 a month. For the big dogs.

Setup and retainer set per scope.

  • Everything in Engine
  • 8 campaign deployments every two weeks, 16 per month, scaled up with the volume
  • Up to 40,000 emails a day, about 1,000,000 a month
  • Every play live from month one: ERP hires, resellers, contractors, switchers, nonprofits
  • Second LinkedIn seat
  • Visitor deanonymisation on velixo.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 · setup and retainer set per scope
Book a scoping call
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 Velixo 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.

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 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 →

08 / Next stepsWhen Velixo 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 install base by ERP, ranks the titles and the angles, and settles whether the ask is the live demo or the template library. Pick the date here.

04

Buyers hear from Velixo in week one

LinkedIn live on the reseller and controller lists while the cold domains warm, with full volume by week four.

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

Accept and start →