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

Prepared for
John · AgeWell
Selling
Medicare-billed psychotherapy for residents of assisted living, skilled nursing and memory care communities, at no cost to the facility
Prepared
September 2026 · Charm

Your form said a first-year customer is worth five to fourteen thousand dollars and that you could take twenty qualified meetings next month. Twenty meetings at that size is one hundred 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 / Current stateFour metros and a service the facility pays nothing for, and every community that has not heard of it yet.

The business
  • Psychotherapy for residents of assisted living, skilled nursing, memory care and independent living communities: individual therapy, telehealth sessions, psychological and cognitive assessments, and staff training.
  • A Medicare-approved provider billing Medicare Part B and private insurance directly, so the facility pays nothing and most residents pay nothing out of pocket.
  • Founded in Madison, Wisconsin, with clinicians now placed in Atlanta, Houston and Philadelphia, and a franchise model open to licensed clinicians in other markets.
The buyers
  • Your partner form names them: assisted living, independent living, skilled nursing, long-term care, memory care and residential care communities.
  • Facility leadership says yes. The directors quoted on your site are the Executive Director at Arbor Terrace and the health care directors at Crescent Fields at Huntingdon Valley and Revelle.
  • The offer asks nothing of their budget. Staff identify the residents, your LCSW carries the caseload, and your team handles the billing, the authorizations and the paperwork.
The numbers
  • Your form: revenue of one to two million, a first-year customer worth five to fourteen thousand, and room for twenty qualified meetings next month.
  • At those numbers, twenty meetings is one hundred to two hundred and eighty thousand dollars of pipeline a month, before a second community in the same group signs.
  • Every buyer can be listed: every licensed nursing home, assisted living and memory care community in your four metros sits in a public state or CMS file. A finite universe, written to every ninety days.

02 / Root of problemsA service the facility pays nothing for, that most directors have never been offered.

Reach
  • The offer removes the usual objection, cost, but a director has to hear it before it counts.
  • Your LinkedIn page has fifty-two followers, so AgeWell is not yet in front of the executive directors who read there.
  • Four metros hold far more licensed communities than introductions and referrals can reach in a year.
Two sides to fill
  • Every new facility needs a clinician, and every clinician you hire needs a caseload. Your careers page is recruiting LCSWs in four states.
  • A clinician hired ahead of facilities costs money each week, and a facility signed without a clinician waits.
  • Outbound pointed at one metro at a time lets signings keep pace with hiring.
New territories
  • Your franchise page invites licensed clinicians to bring the model to new communities.
  • A franchisee starts in a new market with no facility relationships.
  • A list of every licensed community in that state, with the directors named, is the first thing a new territory needs.

03 / What you'll haveNinety days from now, every community on the list has heard from AgeWell.

Pipeline
  • Replies from executive directors, administrators, directors of nursing and social services directors, landing in your inbox the same day with the thread attached.
  • Every licensed community in the Madison, Atlanta, Houston and Philadelphia metros written to, three touches then a rest, so the whole list hears from AgeWell each cycle.
  • A staff workshop on spotting late-life depression, or fifteen minutes about the residents already on the social worker's list, as the ask, so a yes is one sentence.
The engine
  • Four new campaigns every two weeks, each a permutation of buyer and angle: an administrator as an administrator, a memory care director as a memory care director.
  • Cold domains that never touch agewellmentalhealth.com, warmed and monitored for the life of the engagement, each one resolving to a page about you.
  • Email and LinkedIn as one person: the email goes out, and the connection from a seat on your team follows.
What you see
  • Every reply, the same day, with the contact's details and what they were sent.
  • Every community we find in a database that is yours: facilities, operators and the directors inside them, exportable at any time.
  • A ranked answer to which facility type, metro and angle produces partnerships, read against the cost of the engine.

We run the lists, the copy, the sending infrastructure and the LinkedIn seat. You review the copy, run the staff workshops, and take the meetings with facility leadership.

04 / How it runsFrom a community on the list to a facility leadership meeting.

Charm × AgeWell 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 ✓

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

Skilled nursing and long-term care facilities in your four metros
  • Who. Administrators, directors of nursing and social services directors at skilled nursing and long-term care facilities around Madison, Atlanta, Houston and Philadelphia.
  • How we find them. The CMS nursing home provider file, which lists every certified facility with its beds, owner and address, matched to LinkedIn titles at each building.
  • The ask. A fifteen-minute call about the residents their social services team already worries about, and how an AgeWell LCSW takes that caseload at no cost to the facility.
Assisted living and memory care communities
  • Who. Executive directors, health and wellness directors and memory care directors at assisted living, memory care and residential care communities.
  • How we find them. The state licensing directories: Wisconsin's CBRF and RCAC lists, Georgia's assisted living and personal care home lists, Texas assisted living facilities, and Pennsylvania's personal care homes and assisted living residences.
  • The ask. A one-hour workshop for their staff on recognizing late-life depression and dementia-related distress, held at their community.
Nursing homes with a behavioral health flag on the public record
  • Who. Administrators and directors of nursing at facilities with a behavioral health or psychotropic medication citation, or a long-stay antipsychotic rate above their state average.
  • How we find them. An agent reads the CMS inspection and quality measure files every cycle and keeps the facilities carrying those flags, so the email names the measure.
  • The ask. Fifteen minutes on how an on-site clinician supports the behavioral health side of the care plan before the next survey.
Senior living operators with several communities
  • Who. Regional directors of operations, VPs of clinical services and VPs of resident care at groups running communities across Wisconsin, Georgia, Texas and Pennsylvania.
  • How we find them. A LinkedIn title search at each operator, matched to the ownership fields in the CMS and state files and a crawl of the operator's own community list.
  • The ask. One community as the first placement, in a metro you already serve, with the director quotes from Arbor Terrace, Crescent Fields and Revelle attached.
Communities that opened, changed hands or were newly licensed
  • Who. Executive directors and owners of assisted living and memory care communities that opened, changed ownership or received a new license in the last twelve months.
  • How we find them. New-license entries in the four state directories and change-of-ownership records in the CMS files, checked every cycle, plus local opening and construction news.
  • The ask. Mental health services in place from the first move-ins, set up in one meeting with the leadership team.

Four campaigns go out every two weeks, starting with the skilled nursing facilities, the assisted living and memory care communities and the behavioral health flag list. Some ship as written and some change at the parameter session, and every cycle after is built from what the last one showed.

06 / 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
Licensing directory and operator site pulls
$100/mo
RB2B
Visitor deanonymisation on agewellmentalhealth.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Survey citations, antipsychotic rates and new licenses, 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 $3,997 a month, less than the stack lists for on its own before anybody's time.

07 / Timeline and deliverablesBuyers hear from AgeWell in week one.

LinkedIn seat live
Facility and operator lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session, metros and facility types ranked
  • LinkedIn seat connected, executive director lists live by DM
  • Your partner facilities exported for suppression
  • Cold domains ordered
Week 2
  • Licensing directory and CMS file pulls run
  • Administrator and director contacts resolved with verified emails
  • Survey flag and new-license 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 agewellmentalhealth.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
  • Nursing home, assisted living, memory care and operator 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

08 / 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 nursing home, assisted living, memory care and operator 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 nursing home, assisted living, memory care and operator 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

09 / AcceptAccept, sign and start, right here.

Starter

$2,497/mo

Two campaigns a month, rotated when the replies say so. For a team that wants to see cold email work before it commits to the engine.

  • 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 · one-time $1,000 onboarding
Recommended

Engine

$3,997/mo

Four campaigns every two weeks, eight a month. A hundred thousand emails to about thirty thousand buyers, lead data and infrastructure included, with the skilled nursing facilities, the assisted living and memory care communities and the behavioral health flag list 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 buyers
  • Full cold infrastructure: domains, DKIM, SPF, MX, warming, private IP pool, never on agewellmentalhealth.com
  • All lead data included: nursing home, assisted living, memory care and operator 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 · one-time $1,000 onboarding

Engine ×2 + Replies

$7,497/mo

Eight campaigns every two weeks, sixteen a month, two hundred thousand emails, and our team answering every reply and booking the meeting onto your calendar.

  • Everything in Engine
  • 8 campaign deployments every two weeks, 16 per month
  • Up to 200,000 emails a month, about 60,000 buyers
  • Every play live from month one: skilled nursing facilities, assisted living and memory care communities, behavioral health flags, operators, new communities
  • Second LinkedIn seat
  • Visitor deanonymisation on agewellmentalhealth.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 · one-time $1,000 onboarding
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 AgeWell 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 AgeWell 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 universe by metro and facility type, ranks the angles and settles whether the staff workshop or the caseload call leads. Pick the date here.

04

Buyers hear from AgeWell in week one

LinkedIn goes live on the executive director and administrator 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 →