The partner program
that fills its own pipeline.

Prepared for
Dash.fi Nykelle Schlofman
The engagement
One outbound motion feeding both of your comp streams: strategic partners with client rosters, and direct high-spend accounts
Prepared
August 2026 · Charm

You get paid on two streams that reward the same behavior: partners who carry a book of client spend into the program, and direct accounts that bring their own. The build on this page runs one motion that feeds both at once, from your own accounts, in your own voice, with Charm doing the ground-breaking so your day stays on the conversations and the content.

Partnership outbound is the single best performing motion across our own client book, which is the honest reason we want this one: your program is built for exactly the work we are best at. Everything below is the machine from our call, written down so we can argue with the details in person on Monday.

Charm builds and runs outbound for
Hello Hero Rightworks VirtualFork Ben's Bites Highline + others

01 / The situationTwo comp streams. One motion feeds both.

Track one · Strategic partners

One good partner carries a book.

1

The target is narrow and knowable

Fractional CFO firms and advertising and growth agencies with client rosters. These firms already sit in the seat where card and spend decisions get made for a dozen companies at a time, and the ones worth writing to are visible from the outside: the roster on the site, the client logos in the ad library, the finance leaders they staff.

2

The pitch writes itself for the right list

A partner in the program earns 10bps on referred card spend. For a firm whose clients pour money into Meta, Google, shipping and AI vendors, that is a new revenue line on relationships they already own. The persuasion problem is small when the list is right, which is why the list work carries most of the weight in this engagement.

3

The relationship stays yours

You run partner relationships and content. Charm breaks the ground: every list built, every message written, every send managed. The moment a firm raises a hand, the thread is yours, which is where your response rate has already proven the program should want you.

Track two · Direct customers

High-growth spenders, and the payout stacks.

1

The profile is public

Companies spending heavily on ads, shipping and AI wear it in public. Active creative libraries, careers pages hiring media buyers, funding announcements with growth mandates attached. The direct universe can be built from what these companies show the world.

2

The bonuses reward the accounts worth having

Direct accounts pay the referring affiliate 10bps on card spend, plus $500 when an account hits $30k spend in the first 90 days and another $500 at $100k inside six months. The activation bonuses point the targeting at real spenders rather than signup collectors, and we build the lists to match.

3

It rides the same rails

Same channels, same landing page, same review discipline. The direct track runs beside the partner track without splitting your week in half, because the machine underneath is one machine.

$75Mof quarterly spend, implied by one partner earning $75,000 a quarter at 10bps. Your illustration from the call.

That is your illustration, and it stays an illustration. It sits at the top of this page because it explains the shape of the engagement: the ceiling on one right partnership is a different order of magnitude from the ceiling on one right customer. A CFO firm or an agency that moves its book moves every client behind it at once.

So partners lead, and direct runs beside them. The direct track keeps the activation bonuses flowing and gives every campaign cycle a second scoreboard, while the partner track compounds. By month four you have a ranked answer to which cut of the partner universe replies, takes the call and produces, and that answer keeps paying long after this term.

02 / The approachYour voice, at volume.

Your outreach already gets replies.
We scale the part that does not need to be you.

Your personal notes land, and the response rate backs it. Nothing here replaces that voice. Charm builds the lists, writes the messages in your register and runs the sending, and the moment someone raises a hand it is you again.

The list is the message. Targeting does the persuading.

A fractional CFO firm with an e-commerce roster knows exactly why a card program with rewards on ad spend is writing to them. When the list is that precise, the copy only has to be human and brief. Most of the craft in this engagement is list craft.

Why me, why now. Partner outreach is not a sales letter.

Every partner note leads with a true reason for writing and a small ask: a conference you both attended, a roster we noticed, a program worth ten minutes of their time. No pain-poking, no manufactured urgency. That register is how partnership outbound became the best performing motion in our book.

Paced to read human. Because a human is reading the replies.

25 to 40 connection requests a day with direct messages behind them, InMail layered on top for reach past connection limits, email running alongside. The volume grows, and every thread still sounds like the person your existing partners already know.

03 / How it runsTwo channels from your account, one page behind them.

01
The channels

Email plus LinkedIn, both sounding like you.

LinkedIn runs from your own account: 25 to 40 connection requests a day plus direct messages, paced so the activity reads like a person because one is reviewing it. InMail layering adds reach past connection limits, and when we want more surface, extra Sales Navigator seats run roughly $30 to $40 each through our vendor. Email opens the colder ground in parallel, three-touch sequences with one consistent ask.

→ 25 to 40 connection requests a day, human-paced, from your account → InMail layering for reach past connection limits → Every email a three-step sequence: fresh, threaded, then a fresh third angle
02
The division of labor

We break the ground. You take the conversation.

Charm builds every list and writes every message, and you review every list before anything sends. When a prospect replies with interest, the thread routes to you and stays with you: partner relationships and content are your lane, and the machine exists to hand you more of exactly those conversations. Campaigns pull their data fresh at build time, and the plays that earn it get rebuilt for the next cycle.

→ Every list reviewed by you before a single send → Interested replies route straight to you → Suppression loaded day one: existing partners and live relationships never get a cold note
03
Where the click lands

Generalized domains, a video-first page, one button.

Cold email runs on generalized sending domains that never touch the main brand's sending reputation. They point at a simple video-first page with a single button, the funnel direction we agreed on the call. Your VSL team makes the film. We build the page and the domain layer around it, so the prospect who checks before replying finds you on camera instead of a pitch deck.

→ Separate sending domains, warmed before volume → Video-first landing page with a single button → Your VSL team's film, our page and infrastructure

04 / Signal playsThree openers with a true reason to write.

These are opening thinking. Some ship as drafted and some die at the data pull, which is the point of pulling the data. Generic straight-offer angles run in parallel the whole way, so the calendar never waits on a clever idea.

Sorry I missed you at Affiliate Summit East

Ships first

The attendee list you already own, worked properly. Everyone on it was in the same rooms you were, which makes the opener true instead of manufactured: you were both there, the note says so, and the ask is small. Attendees get split into partner-shaped firms and direct-shaped spenders, and each side gets its own version of the note in your voice. This is the cleanest why-me-why-now in the whole engagement, and it costs nothing to build because the list is already in your hands.

Signal → target set Your Affiliate Summit East attendee list, enriched and split two ways: agencies and finance partners with client rosters on the partner track, and operators at high-spend companies on the direct track. Suppressed against everyone you already know.
List already in hand True why-me-why-now Feeds both tracks

The Meta Ad Library, read two ways

The Ad Library is public, current and free to check, and it answers two different questions. A company running a large volume of active creatives is a heavy tester with real ad spend behind it: a direct target with the exact profile the activation bonuses reward. An agency whose library shows many client accounts is a partner target, because the roster is sitting right there in public view. One pull, two campaigns, and every name on either list can be verified by anyone with a browser.

Signal → target set High active-creative counts flag heavy ad spenders for the direct track. Agency pages advertising across many client accounts flag roster-holding partners. Pulled fresh at campaign build, resolved to named decision-makers.
Public and verifiable Direct and partner in one pull Spend visible from outside

Fresh money, new growth hires

For the direct track: a new raise or a posting for media buyers and growth roles marks a company about to spend more than it did last quarter, which is precisely when card and rewards decisions are still movable. The note arrives while the plan is being written rather than after the stack is settled, and it reads as well-timed because it is. Funding announcements and hiring pages give every send in this play a date attached.

Signal → target set Recent raises and open growth-marketing, media-buying and performance roles at companies in the ad, shipping and AI-heavy spend profile. Pulled fresh at build, timed to the announcement window.
Direct track Dated, public signals Arrives while budgets move

05 / Tool stackThe stack costs more than the fee.

Data & enrichment
Clay
Data orchestration
$800/mo
DiscoLike
Lookalike discovery
$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
$197/mo
PhantomBuster
Social automation
$49/mo
Signals & glue
Apify
Ad library, funding & hiring pulls
$100/mo
RB2B
Site deanonymisation
$149/mo
n8n
Workflow glue
$100/mo
Signal pulls
Built per campaign by us
Included
Licensed by yourself
$4,793/mo

Plus the person who runs them. Outbound infrastructure is a full trade, and the license fees are the smaller half of what it costs to run it in-house.

VS
Included with Charm
$0

Every tool above sits on our licenses and is run by our team. On the Performance Partnership your entire pass-through is $1,500 a month, trued up to actuals, and the stack alone lists at more than three times that.

06 / TimelineFour weeks to full volume.

01

Kickoff, LinkedIn live

The working session sets the partner ICP cuts, the direct spend profile, the suppression list and the seat count, and confirms the override terms. Your LinkedIn goes live in your voice the same week while cold domains get ordered and start warming.

02

Lists built, page stood up

Partner and direct universes built and enriched, the Affiliate Summit East list loaded and split, the video-first page assembled around your VSL team's film. First lists come back to you for review before anything sends.

03

Copy written, scored, soft launch

Sequences drafted in your register and scored line by line, then reviewed with you. A low-volume soft launch on the new domains proves deliverability before anything scales.

04

Both tracks at full volume

Email joins LinkedIn at full pace, interested replies route to you, and the first cycle gets scored. The next round of campaigns is built from what the numbers showed rather than from what anyone guessed.

07 / ProofWe have solved every piece of this before.

Hello Hero

Youth mental health platform · Same shape: a universe no data vendor sells
Challenge

Needed direct contact with decision-makers across thousands of US school districts, a universe no data vendor sells, with the actual humans buried behind institutional entities.

Solution

Mapped every administrator from public data, resolved each to a verified direct contact, and ran parallel campaigns off that dataset. Your partner universe, fractional CFO firms and roster-holding agencies, is the same kind of list: nobody sells it off the shelf, so the team that can build it owns the advantage.

$35M
Pipeline generated
300+
Institutional leads

Rightworks

Cloud accounting & practice management · Same buyer: the accounting-firm world
Challenge

A saturated mid-market category, a stretched sales team, 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. Two transfers to this engagement: the hiring signal on your direct track is that exact mechanic, and the accounting-firm audience overlaps heavily with your partner universe.

$4.2M
Pipeline generated
28%
Reply rate

VirtualFork

Restaurant technology platform · Same dynamic: relationship-first buyers
Challenge

Owner-operators who ignore generic email, in a category that traditionally closes on a handshake, where the deal happens when the buyer is ready.

Solution

Signal data identified operators at the moment of expansion, with sends timed to when buyers were actually reachable. The finding that transfers here: in relationship categories, when a message arrives moves reply rates more than what the subject line says. Your funding and hiring signals put a date on every send.

$1.8M
Pipeline generated
35%
Reply rate

Ben's Bites

AI education SaaS · Same question: which angle leads?
Challenge

Real credibility in the space but no systematic outbound, and no clarity on which of many possible angles would produce pipeline.

Solution

40+ campaign types A/B tested weekly across email, LinkedIn and inbound-led targeting, doubling down only on what converted. That is how the summit list, the ad library and the funding signal get settled here: campaign velocity answers with data what nobody can answer from a standing start.

$2.5M
Pipeline generated
156x
ROI
40+
Campaigns tested

08 / InvestmentTwo ways in. One of them shares the risk.

Recommended

Performance Partnership

$1,500/mo pass-through

You cover infrastructure at cost. Charm gets paid when the program produces.

  • Both tracks at once: strategic partners (CFO and ad agencies) and direct high-spend accounts
  • Email infrastructure, data and sending platform passed through at cost. $1,500 is the planning figure, trued up to actuals monthly
  • Charm signs on as an affiliate under your agency: 10bps on card spend from accounts we source
  • $500 per account at $30k spend in the first 90 days, $500 again at $100k inside six months
  • Partner-program override (the 2.5bps we discussed) confirmed at kickoff
  • One LinkedIn seat managed end to end, InMail layering included
  • 4-month initial term · one-time $1,000 onboarding · 10% off paid in full
Take the partnership

Classic Retainer

$3,500/mo

The standard engine on a flat fee. Every basis point stays with you.

  • Same two-track program, partners and direct accounts
  • Up to 50,000 emails a month as three-touch sequences
  • Full cold infrastructure: domains, warming, private IP pool
  • 2 LinkedIn seats managed end to end
  • No performance share: the 10bps and activation bonuses stay yours
  • 4-month initial term · one-time $1,000 onboarding · 10% off paid in full
Keep every basis point
⬡ How we get paid

On the partnership, our fee is the pass-through.

The $1,500 covers tools, data and sending at cost, trued up to actuals every month. Every dollar Charm earns past that comes from the same place your comp does: accounts that activate and partners that produce. If the program underperforms, Charm works at cost. That is the whole incentive structure, and it is why the partnership option exists: we would rather be paid the way you are than bill you a flat fee for effort.

Talk it through →

09 / What happens nextIt starts Monday at three.

01

Monday · the Global Ambassador

August 11, 3pm. We work the parameters in person: the partner ICP cuts, the direct spend profile, the suppression list, the seat count, and the language of the 2.5bps override so it is confirmed before anything else moves. Bring your edits, this page is built to be argued with.

02

Week one · your voice goes live

LinkedIn starts in your voice within days while the cold domains warm in the background. The lists build behind it, and you review every one before a single message sends.

03

Week four · both tracks at volume

Email joins at full pace, interested replies land with you, and the first cycle's numbers choose the next round of campaigns. From there the machine sharpens every two weeks.

10 / AcceptAccept, sign and start, right here.

⏳ This offer is valid until August 24, 2026

Recommended

Performance Partnership

$1,500/mo

You cover infrastructure at cost. Charm gets paid when the program produces.

  • Both tracks at once: strategic partners (CFO and ad agencies) and direct high-spend accounts
  • Email infrastructure, data and sending platform passed through at cost. $1,500 is the planning figure, trued up to actuals monthly
  • Charm signs on as an affiliate under your agency: 10bps on card spend from accounts we source
  • $500 per account at $30k spend in the first 90 days, $500 again at $100k inside six months
  • Partner-program override (the 2.5bps we discussed) confirmed at kickoff
  • One LinkedIn seat managed end to end, InMail layering included

Classic Retainer

$3,500/mo

The standard engine on a flat fee. Every basis point stays with you.

  • Same two-track program, partners and direct accounts
  • Up to 50,000 emails a month as three-touch sequences
  • Full cold infrastructure: domains, warming, private IP pool
  • 2 LinkedIn seats managed end to end
  • No performance share: the 10bps and activation bonuses stay yours
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: · 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 Dash.fi 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 Charm and Intuit QuickBooks Payments to store the designated payment method and charge it on each monthly anniversary of kickoff, invoice delivered seven days prior. Card and bank details are held by Intuit, never by this page. 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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Your book of partners starts this week.

Accept right on this page and week one starts now, or grab thirty minutes and we will walk the details together. Either way, Monday at the Global Ambassador is where the parameters get set, and everything after that is build.

Grab time with Chris →
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