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

Prepared for
Gina · Schleuse Data Corporation
Selling
Schlake, a compliance-checkpointed data layer and canonical model that sits under the legacy systems regulated organisations already run
Prepared
October 2026 · Charm

Your form said a first year with a customer runs fifteen to forty-nine thousand dollars, and that twenty qualified meetings next month would mean hiring but you would figure it out. Twenty meetings at that size is three hundred thousand to nearly a million 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 stateFourteen provisional patents and one production case, and every regulated data owner who has not seen the gate yet.

The business
  • Schlake sits underneath the systems a company already runs: an L0 to L7 medallion architecture with compliance checkpoints at the L2, L4 and L6 stages, and a canonical data model that normalises records out of disparate legacy systems.
  • No migration is the whole pitch. Your own FAQ answers it in a line: systems-agnostic, works with what is already there, deployed on AWS, Azure or GCP.
  • Fourteen provisional patents cover the architecture. The company is early, the credentials are not: FedRAMP infrastructure at Workday Government, platforms at Capital One, sixteen years of federal consulting, and a co-founder who ran research, development and innovation for a twenty-eight billion dollar business unit at Procter and Gamble.
The buyers
  • Your own page names them: regulated enterprises carrying compliance obligations and data spread across fragmented legacy systems, where the reporting cannot be trusted and nothing can be automated on top of it.
  • The one documented production environment is an Open Dental deployment, so multi-location dental groups and the people who keep their databases are a buyer you can write to this week.
  • Two people sign in a deal like this: whoever owns the data, a chief data officer, a VP of analytics or an IT director, and whoever owns the exposure, compliance, risk, or the practice owner whose name goes on a breach notice.
The numbers
  • Your form: revenue under one million, a first year with a customer at fifteen to forty-nine thousand, and twenty qualified meetings a month that would mean hiring, which you said you would figure out.
  • At those numbers, twenty meetings is three hundred thousand to nearly a million dollars of pipeline a month, before a second year on any of them.
  • Every buyer in this category can be listed: dental groups above three locations, health systems with a data governance role open, federal programs with a data modernisation line, banks and credit unions by asset size. A finite universe, written to every ninety days.

02 / Root of problemsSchlake is new, the problem is not, and nobody is searching for a gate.

No search demand
  • Nobody types compliance-native data architecture into a search bar. The buyers who need it search for dashboards, warehouses and consultants, and they find those instead.
  • Schlake is a layer underneath the tools these buyers already pay for, so it does not appear in any category they shop by name.
  • That leaves outbound as the only channel where the problem gets named before the buyer has a word for the fix.
The founders are the sales team
  • Your FAQ says an early customer works directly with the founding team. That is a real advantage on a call, and it caps how many first calls happen in a month.
  • One director of sales and a founder splitting prospecting with product means the list gets worked when the week allows it, not every week.
  • Twenty meetings a month would mean hiring, which you already said. The list, the copy and the sending do not have to be what you hire for.
One case, and buyers who want three
  • The one documented production environment is an Open Dental deployment. Honest, and thin, in front of a chief data officer at a health system.
  • Dental groups are the one segment where that single case is the strongest proof on the table, which is why they go first.
  • Reference logos come out of volume of conversations. There is no version of this where three more design partners arrive without a few hundred first touches.

03 / What you'll haveNinety days from now, every data owner on the list has heard from Schleuse Data.

Pipeline
  • Replies from chief data officers, VPs of analytics, IT directors and dental group owners, landing in your inbox the same day with the thread attached.
  • About thirty thousand buyers written to every month, three touches then a rest, so the whole universe hears from Schleuse Data each cycle.
  • A free read of one of their own databases against the canonical model as the ask, so a yes is one sentence.
The engine
  • Four new campaigns every two weeks, each a permutation of buyer and angle: a dental group as a dental group, a federal program as a federal program.
  • Cold domains that never touch schleusedata.com, warmed and monitored for the life of the engagement, each one resolving to a page about Schlake.
  • 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 buyer we find in a database that is yours: groups, systems, agencies, institutions and the data owners inside them, exportable at any time.
  • A ranked answer to which regulated buyer and which angle produces discovery passes, 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 discovery passes, and take the meetings.

04 / How it runsFrom a dental group on the list to a scoped discovery pass.

Charm × Schleuse Data Corporation 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.

Multi-location dental groups and DSOs on Open Dental
  • Who. Who. Owners, chief operating officers and heads of revenue cycle at dental service organisations and group practices, plus the IT director or outside consultant who keeps the practice management database alive.
  • How we find them. How we find them. A crawl of group practice and DSO sites for location counts and the practice management system they name, matched against the public Open Dental integration and vendor listings.
  • The ask. The ask. A free read of one location's database against the canonical model, back inside a week, showing where their own records disagree with each other.
Health systems and payers hiring for data governance
  • Who. Who. Chief data officers, VPs of analytics and directors of data governance at hospital systems, specialty physician groups, behavioural health networks and regional payers.
  • How we find them. How we find them. An agent reads the careers pages and job boards of regulated employers each cycle and keeps the ones posting for data governance, master data management or an EHR data migration.
  • The ask. The ask. A fifteen-minute call about the problem that open role is being hired to fix, and what its first ninety days would cost to do in software instead.
Federal data modernisation programs and the integrators chasing them
  • Who. Who. Agency chief data officers and program managers, and the capture leads and chief engineers at the integrators who bid their data modernisation work.
  • How we find them. How we find them. The public opportunity and award feeds on SAM.gov and USAspending read every cycle for data governance and modernisation scope, each program matched to the agency office and the incumbent, plus a LinkedIn title search for chief data officer inside those agencies.
  • The ask. The ask. A teaming conversation on one named solicitation, or a walkthrough of the L2, L4 and L6 checkpoints for a named program, with a founder who carried DoD and IRS Top Secret clearances.
Community banks, credit unions and lenders under examiner pressure
  • Who. Who. Chief data officers, heads of data governance, model risk leads and BSA officers at community banks, credit unions and non-bank lenders between one hundred million and five billion dollars in assets.
  • How we find them. How we find them. The public FDIC and NCUA institution lists, which carry charter, asset size and location for every institution in the country, filtered by size and crossed with a LinkedIn title search for the data and risk owners inside them.
  • The ask. The ask. A quote on mapping one core system into the canonical model, priced off the number of tables rather than a platform licence.
Regulated firms that just put someone in charge of AI
  • Who. Who. Newly appointed chief AI officers, heads of AI and VPs of data at regulated companies, and the chief information officers they report to.
  • How we find them. How we find them. A press and newsroom crawl for AI appointments and AI program announcements at regulated firms, plus a LinkedIn title search for seats carrying AI in the title that are under a year old.
  • The ask. The ask. A fifteen-minute call about the gap between the pilot that worked and the production system that needs governed data underneath it.

Four campaigns go out every two weeks, starting with the dental groups, the governance hires and the federal programs. 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
Dental group, health system and bank pulls
$100/mo
RB2B
Visitor deanonymisation on schleusedata.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Governance hires, solicitations and new AI seats, 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 Schleuse Data in week one.

LinkedIn seat live
Dental, health and federal 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, federal and health lists live by DM
  • Your design partners and open proposals exported for suppression
  • Cold domains ordered
Week 2
  • Dental group and health system crawls run
  • Data and compliance owners resolved with verified emails
  • Governance hire and solicitation 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 schleusedata.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
  • Dental group, health system, agency and bank 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 dental group, health system, agency and bank 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 dental group, health system, agency and bank 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 dental groups, the governance hires and the federal programs 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 schleusedata.com
  • All lead data included: dental group, health system, agency and bank 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: dental groups, governance hires, federal programs, banks and credit unions, new AI seats
  • Second LinkedIn seat
  • Visitor deanonymisation on schleusedata.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 Schleuse Data Corporation 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.

E-signature
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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 Schleuse Data Corporation 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 regulated universe by buyer, ranks the angles against the federal and healthcare background on your own about page, and settles what the free database read includes. Pick the date here.

04

Buyers hear from Schleuse Data Corporation in week one

The LinkedIn seat goes live on the federal and health system lists while the cold domains warm, and all five campaigns run at full volume by week four.

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

Accept and start →