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

Prepared for
Igwe · Baker Collins & Co.
Selling
Private money loans for real estate investors: fix and flip, new construction, rental and multi-family, funded nationally from Atlanta
Prepared
September 2026 · Charm

Your form said a funded loan 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 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 sell todayOver a thousand loans closed since 2015, and the next borrower has never heard your name.

The business
  • A private money lending group at 3550 Lenox Road in Atlanta, funding real estate investors nationally across four products: rehab and fix and flip, new construction, rental and multi-family.
  • One hundred thousand to two and a half million on the one to four unit products, and two hundred fifty thousand to ten million on multi-family, bridge up to thirty-six months or permanent up to thirty year fixed.
  • Fix and flip closes in ten to fourteen days at up to ninety percent of cost, underwritten off after repair value rather than the condition the house is in today, with minimal documentation and all credit scenarios considered.
The buyers
  • Your own loan pages name them: investors doing rehabs, builders putting up new construction, buy and hold landlords on the thirty year rental product, and sponsors buying five units and up.
  • Realtors are the second audience. The free Realtor guide on your site exists because the agents who work with investors are the ones who send the deals.
  • Almost none of it is owner occupied and almost all of it is bought through an entity, so the borrower is an LLC first and a person second.
The numbers
  • Your form: revenue of one to two million, five to fourteen thousand dollars from a funded loan, and room for twenty qualified meetings next month.
  • At those numbers, twenty meetings is one hundred thousand to two hundred and eighty thousand dollars of pipeline a month, before the second loan to the same investor.
  • Every borrower in this category can be listed: the LLC that pulled the permit, the buyer on the cash deed, the agent whose page says investor. A finite universe, written to every ninety days.

02 / What you'll haveNinety days from now, every investor on the list has heard from Baker Collins & Co.

Pipeline
  • Replies from flippers, spec builders, landlords and the agents who bring them, landing in your inbox the same day with the thread attached.
  • About thirty thousand investors and agents written to every month, three touches then a rest, so the whole universe hears from you each cycle.
  • A term sheet on a named property, or the Realtor guide, as the ask, so a yes is one sentence.
The engine
  • Four new campaigns every two weeks, each a permutation of borrower and angle: a flipper as a flipper, a syndicator as a syndicator, an agent as a referral partner.
  • Cold domains that never touch bakercollins.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 borrower we find in a database that is yours: permits, deeds, entities and the people behind them, exportable at any time.
  • A ranked answer to which borrower and which angle produces funded loans, read against the cost of the engine.

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

03 / How it runsFrom a permit filing to a funded loan.

Charm × Baker Collins & Co. 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 ✓

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

Flippers whose hard money loan is about to come due
  • Who. Fix and flip operators, nearly all of them LLCs, sitting on a house they bought six to ten months ago with a private money lien already recorded against it.
  • How we find them. County deed and mortgage records read every cycle for non-owner-occupied purchases carrying a private lender lien of the right age, with the managing member behind the LLC resolved through our executive index.
  • The ask. A term sheet on the refinance or on the next purchase, priced off after repair value, back inside the week.
Builders who just pulled a new construction permit
  • Who. Owners and principals at spec builders and small development shops taking out single family and one to four unit permits, where the applicant is the builder rather than the homeowner.
  • How we find them. Residential building permit feeds pulled per cycle, filtered to new construction and full gut renovation, then each applicant entity matched back to the person who signs for the money.
  • The ask. A twelve month interest only construction loan at up to ninety percent of cost on the lot they just permitted, drawn as the build goes.
Realtors who build their business around investor clients
  • Who. Agents, brokers and team leads whose listings, bios and brokerage pages are built around investment property, rehabs and portfolio buyers.
  • How we find them. A crawl of brokerage and agent sites for investor, rehab and buy and hold language, cross-checked against our executive index for agents who put investor work in their headline.
  • The ask. The free Realtor guide as a download, and a ten to fourteen day close on the first investor client they send over.
Multi-family sponsors raising for a value add deal
  • Who. General partners and acquisition leads at apartment syndicators and small multi-family funds buying five units and up.
  • How we find them. Public offering filings for real estate partnerships, read each cycle and matched to the sponsor's own deal page, then the general partners on the filing resolved to working contacts.
  • The ask. A bridge quote up to ten million on the value add they are raising for, sized against what the property rents for once it is stabilized.
Landlords sitting on equity in a rental portfolio
  • Who. Owners of small rental portfolios, the entities holding four to twenty doors, and the short term rental hosts on the city registries.
  • How we find them. Property records read for repeat non-owner-occupied buyers, plus city rental and short term rental registries, both crawled and rolled up to the entity that actually holds the doors.
  • The ask. A thirty year rental loan or a cash out refinance on the equity already in the portfolio, quoted on one address they name.

Four campaigns go out every two weeks, starting with the maturing loans, the permit pulls and the investor realtors. Some ship as written and some change at the parameter session, and every cycle after is built from what the last one showed.

05 / 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
Permit, deed and brokerage site pulls
$100/mo
RB2B
Visitor deanonymisation on bakercollins.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Permits, maturing liens and auction 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 $3,997 a month, less than the stack lists for on its own before anybody's time.

06 / Timeline and deliverablesBuyers hear from Baker Collins & Co. in week one.

LinkedIn seat live
Investor, builder and realtor lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session, buyers ranked
  • LinkedIn seat connected, realtor and investor lists live by DM
  • Your borrowers and open applications exported for suppression
  • Cold domains ordered
Week 2
  • Permit and deed crawls run
  • Investor and agent contacts resolved with verified emails
  • Maturing lien and auction 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 bakercollins.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
  • Permit, deed, auction and realtor 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

07 / 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 investor, builder, realtor and syndicator 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 investor, builder, realtor and syndicator 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

08 / AcceptAccept, sign and start, right here.

Starter

$2,497/mo

One campaign, one list, written once. For a team that wants to watch cold email work before it commits to the engine.

  • 1 campaign, written once, no rotation
  • One list pull at build, never refreshed
  • Up to 20,000 emails a month as three-touch sequences
  • Cold infrastructure on our domains, warmed and monitored
  • No LinkedIn seat
  • No signal agents, no site crawls, no press pulls
  • Replies forwarded as a weekly digest
  • Monthly email report, no strategy calls
  • One copy revision included, 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 maturing loans, the permit pulls and the investor realtors 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 bakercollins.com
  • All lead data included: investor, builder, realtor and syndicator 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: maturing loans, permit pulls, investor realtors, multi-family sponsors, rental portfolios
  • Second LinkedIn seat
  • Visitor deanonymisation on bakercollins.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 Baker Collins & Co. 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 →

09 / Next stepsWhen Baker Collins & Co. 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 borrower universe by product, ranks the angles and settles the ask, whether that is the term sheet, the Realtor guide or both. Pick the date here.

04

Buyers hear from Baker Collins & Co. in week one

LinkedIn live on the realtor and investor lists while the cold domains warm, with all campaigns at full volume by week four.

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

Accept and start →