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We've generated $50M+ in pipeline this year.
Here's how we'll succeed with Nextiva.
Here's how we'll succeed with Nextiva.
Core plan starting at $15/user/month positions Nextiva perfectly for local service businesses - HVAC, plumbing, daycares - who need professional communications without enterprise complexity
Current promotion offers free Nextiva X-835 phones with new accounts on 24-36 month contracts - powerful hook for local businesses upgrading from landlines
Desktop and mobile apps let technicians and field workers use their business number from anywhere - critical for HVAC techs, plumbers, and service businesses on the go
Clear ROI story for local businesses still on traditional phone systems - unlimited nationwide calling with professional features like auto-attendant and call routing included
Professional IVR and call routing included in base plan - lets small businesses project enterprise professionalism and never miss a customer call
Local service businesses (HVAC, plumbing, daycares) are notoriously hard to reach - owners are busy, don't check LinkedIn, and ignore generic sales emails
Each vertical (daycare vs HVAC vs plumbing) has different pain points and buying triggers - need tailored messaging for each segment to drive conversions
Need to drive prospects to a form fill for clean handoff to sales reps - positive replies require more rep time and follow-up coordination
Local business contact data is often outdated or incomplete - need robust enrichment and verification to reach actual decision-makers
Many local businesses still use personal cell phones or basic landlines - need to create urgency around professionalization and missed calls = missed revenue
For businesses with large TAM, there is no better growth engine than outbound. We approach this process not as a guessing game, but as a structured experiment in message-market-fit.
Every two weeks, we launch 4 to 8 campaigns — each one a unique combination of industry, segment, persona, value angle, and language framework. This lets us isolate what resonates and where.
If the contact list is small, we rotate personas to avoid message fatigue. If the list is large, we hold persona constant and rotate segments to uncover scalable patterns. Messaging angles and frameworks are always varied, allowing us to test strategic positioning at scale.
This system produces more than leads — it reveals what your market actually responds to. That means faster learning, sharper positioning, and a repeatable path to relevance.
We could write the perfect email, but if it hits spam folders, game over. That's why we go heavy on infrastructure: 60 primary domains with 120 inboxes (split between Outlook and Gmail), plus 60 backup domains with another 120 inboxes for redundancy. We handle ESP matching, spam detection avoidance, domain reputation management, and all the technical stuff that keeps your emails landing where they're supposed to.
We get creative with data sources. Sure, we can pull from ZoomInfo or Apollo, but we're also hitting industry-specific databases, scraping conference attendee lists, pulling from trade association directories, mining LinkedIn group members — whatever gets us the right people. Then we layer behavioral signals on top using tools like Apify, RB2B, and Ocean. Downloaded a competitor's case study? Visited your pricing page? Engaged with industry content? All of that intent data gets combined with our lists to create dynamic prospect pools that update based on actual buying behavior.
We use everything — boilerplate templates, custom messaging, industry-specific angles, persona-based copy, you name it. Then we test all of it against the signals data we're collecting. Maybe a proven template works best for recent funding signals, but custom copy converts better for job change triggers. We're constantly running these combinations through A/B tests to see what actually drives conversations. It's not about one approach — it's about knowing which approach works for which signal.
What you'd pay on your own vs. with Charm
Clay
We're experts (our teammate just won the world competition) in the most powerful tool that exists for go-to-market teams. We use this tool to streamline all of our intent scraping, contact enrichment, and then create custom targeted copy for every single person we contact.
A web-wide contact discovery tool that finds lookalike contacts across the entire internet, not just specific databases.
Email infrastructure health and lead verification service that validates email addresses before sending campaigns.
Cloud-based automation platform that extracts data from social networks and websites at scale.
B2B data platform focused on lookalike contact and company discovery based on your ideal customer profile.
Deanonymization platform that reveals identity information about visitors to your website.
Web scraping and automation platform with intent monitoring capabilities.
Open-source workflow automation tool that connects different apps and services together.
Enterprise email infrastructure management platform that handles domain setup, warming, monitoring, and deliverability optimization. Ensures your emails reach inboxes instead of spam folders through sophisticated infrastructure management.
LinkedIn automation platform designed for conducting outreach campaigns at scale.
Private email sequencing platform built specifically for Charm's internal use with private IP pools, servers and custom-built features.
11 enterprise tools, all managed entirely by Charm
Metric-based milestones, not vague promises.
Kickoff & Discovery
Discovery call completed and ICP documented
All tool access provisioned (Clay, HubSpot, HeyReach, etc.)
Domain infrastructure planned (email domains, warming strategy)
Campaign framework and testing roadmap defined
Slack channel established for daily communication
Infrastructure Build
Email infrastructure deployed (domains, inboxes, SPF/DKIM/DMARC)
Clay workflows built for lead enrichment and scoring
HubSpot sequences configured and tested
Initial warming process started (50-100 emails/day/inbox)
First campaign copy drafted and approved
First Campaigns Live
First 4-8 campaigns launched across segments
Daily deliverability monitoring active
Reply handling process established
Initial meetings booked and tracked
A/B test results analyzed and documented
Optimization & Scale
Winning campaigns identified and scaled 2-3x
Underperforming campaigns paused or iterated
New campaign variations launched based on learnings
Pipeline metrics reviewed and reported
Roadmap for next quarter established
An Example of Creative Outbound Strategies Tailored to Your Business
Target HVAC companies during peak seasons when missed calls directly translate to lost revenue
{{first_name}}—when your techs are on a rooftop fixing an AC unit, who's answering calls from new customers?
Most HVAC companies we talk to lose 3-5 jobs per week to voicemail. We helped {{similar_hvac}} route calls to available team members automatically—they added $8K/month in jobs they used to miss.
Worth a quick look?
Plumbers offering 24/7 service but still using personal cell phones for after-hours calls
{{first_name}}—saw you offer 24/7 emergency plumbing. Does that mean someone's personal cell rings at 2am?
We set up {{similar_plumber}} with after-hours routing—emergency calls go to the on-call tech, everything else hits voicemail with a professional greeting. Plus free desk phones for the office.
How are you handling overnight calls now?
Licensed childcare centers where professional communication builds trust with anxious parents
{{first_name}}—parents calling about enrollment shouldn't get the same experience as current families checking on their kids.
We helped {{similar_daycare}} set up separate lines—new parents hear enrollment info, current families reach classrooms directly. Makes a huge impression during tours.
How are you handling that split today?
Auto shops juggling walk-ins, phone calls, and techs in the bay need call routing to free up staff
{{first_name}}—when a customer calls about their car while your service advisor is explaining a repair to someone at the counter, what happens?
We helped {{similar_shop}} route overflow calls to a second advisor or take messages automatically. They stopped losing customers who couldn't get through.
Quick question—how many lines are you running today?
Dental practices losing patients to poor phone experiences and missed appointment reminders
{{first_name}}—when a patient calls to reschedule their cleaning while your front desk is checking someone out, what happens to that call?
We helped {{similar_practice}} set up automatic routing so patients always reach someone, plus text reminders that cut no-shows by 30%.
Are you still using a traditional phone system?
$50M+ in Pipeline Generated
Youth Mental Health Teletherapy Platform
Challenge
With youth mental health reaching crisis levels and schools struggling to provide adequate support, Hello Hero needed to connect their teletherapy platform with decision-makers across thousands of school districts while simultaneously building their provider network to meet anticipated demand.
Solution
Our team executed an ambitious dual-track strategy: we built a comprehensive database mapping every administrator in every public school across the United States, then uncovered their direct contact information for personalized outreach. Running parallel campaigns, we simultaneously recruited licensed mental health professionals to ensure platform capacity could scale with client acquisition.
Results
$35M
Pipeline Generated
300+
Qualified School Leads
15+
Mental Health Professionals
6 Mo
Timeline
Led by Ben Tossel (Anthropic Investor, Makerpad) • AI Education SaaS
Challenge
With the AI education market becoming increasingly saturated, Ben's Bites needed to convert their newsletter audience into paying enterprise customers for their comprehensive learning platform. They had strong brand awareness but lacked a systematic outbound motion to reach enterprise buyers.
Solution
Our team deployed a multi-channel outbound strategy combining email campaigns, social media outreach, and inbound-led LinkedIn targeting to drive corporate adoption. We implemented coordinated outreach (over 40 different campaign types!) targeting business leaders and executives at Fortune 500 companies investing in AI training initiatives. Each campaign was A/B tested and optimized weekly.
Results
$2.5M
Pipeline Generated
156x
ROI in 120 Days
40+
Campaign Types Tested
4 Mo
Timeline
Restaurant Technology & Ghost Kitchen Platform
Challenge
VirtualFork needed to rapidly expand their restaurant partner network while competing against well-funded competitors in the ghost kitchen and virtual restaurant space. Traditional restaurant sales cycles were slow and required significant relationship building.
Solution
We built targeted campaigns focusing on independent restaurant owners and multi-unit operators, using job posting signals and review data to identify restaurants ready to expand their delivery presence without additional overhead. Our trigger-based campaigns identified restaurants hiring delivery drivers or expanding locations.
Results
$1.8M
Pipeline Generated
200+
Restaurant Leads
35%
Reply Rate
3 Mo
Timeline
Cloud-Based Accounting & Practice Management Platform
Challenge
Rightworks needed to accelerate their market penetration in the highly competitive accounting software space, targeting mid-market accounting firms considering a move to cloud-based solutions. Their sales team was stretched thin covering inbound leads.
Solution
We deployed intent-based outbound campaigns targeting accounting firms showing signs of digital transformation—hiring for tech roles, attending cloud accounting webinars, or engaging with competitor content. Our multi-touch sequences combined personalized email with LinkedIn engagement.
Results
$4.2M
Pipeline Generated
180+
Demo Requests
28%
Email Reply Rate
5 Mo
Timeline
Bill Pay & Financial Wellness Platform
Challenge
Highline needed to reach HR decision-makers and benefits administrators at mid-market companies to pitch their bill pay benefit. The challenge was breaking through the noise in a crowded employee benefits market where buyers are constantly bombarded by vendors.
Solution
We created highly segmented campaigns based on company signals—recent benefits announcements, open enrollment timing, and HR leadership changes. Our "poke the bear" approach asked questions about current employee financial wellness programs before pitching, resulting in significantly higher engagement.
Results
$3.1M
Pipeline Generated
95+
Enterprise Meetings
42%
Open Rate
4 Mo
Timeline
3-month commitment
$5,500/mo
Full email infrastructure (DKIM, MX, etc)
Full TAM Contact Data Map
Up to 50,000 emails monthly
Website visitor deanonymization
8 campaign deployments per month
1 LinkedIn account integration
3-month commitment
$9,500/mo
Everything in Starter, plus:
Up to 100,000 emails monthly (2x volume)
16 campaign deployments per month (2x testing)
3 LinkedIn account integrations
Weekly strategy calls
Dedicated account manager
If we don't generate ROI in the first 90 days, we'll work month 4 completely free. We're confident because we've done this dozens of times before.
Claim Your GuaranteeDeep-dive into your ICP, messaging, and goals. We map your target segments and define success metrics.
Domains, inboxes, warming, and tool configuration. We build everything you need to scale outbound.
Launch within 2-3 weeks of kickoff. Start generating pipeline with tested, optimized campaigns.
Let's map your ICP segments, audit your current outbound, and build a 90-day plan to fill your pipeline with qualified leads.
Schedule a Discovery Call