Charm × Search Atlas · The relationship, on one page

What you're paying for.
What we're committing to.
And why the rate is what it is.

Replaces the previous proposal link. This is the operative document for the Charm × Search Atlas engagement as of May 2026 — including LinkGraph and the expanded LinkedIn footprint.

Active engagement Month-to-month 2 workspaces · SA + LG 5 LinkedIn personas

01 · Investment

$5,500 / month. 25% below standard at this scope.

Your rate · transparent breakdown

$7,500 standard Charm rate at this footprint
$5,500 / month
↓ 25% partner discount · held indefinitely · not conditional on upsell

Standard Charm scope at 912 inboxes across 46 domains, 5 LinkedIn personas, and 2 workspaces runs $7,500/month. We've held you at $5,500 because we want to compound a long-term relationship rather than transact one quarter at a time.

What we agreed to add — at no incremental fee

  • + LinkGraph as a sibling workspace · 238 inboxes, 14 domains, Sophia + Ryan personas
  • + LinkedIn coverage expanded from 1 seat (original plan) to 5 senders: Sophia, Manick, Arman, Ryan, Justin
  • + Clay → HubSpot attribution pipeline built and maintained
  • + Weekly reporting cadence · LinkedIn export every Monday, monthly status report

Term

Month-to-month

No annual lock. 30 days notice to wind down.

Billing

1st of the month

ACH or card. Pass-through SaaS billed at cost when applicable.

Offboarding

You keep the stack

Domains, inboxes, HubSpot data, contact lists — all yours. We hand over creds.

02 · Scope

Everything in the engagement — line by line.

Real numbers, current state. No "platforms" or "intelligence layers" — just what's running.

Cold email — Search Atlas

active
674
SA inboxes
32
domains
14
campaigns shipped
  • Outlook + Google Workspace · provider diversification
  • Daily warm-up · DKIM/SPF/DMARC monitoring
  • EmailBison sending platform (Charm-private)
  • Sender persona: Manick Bhan variants

Cold email — LinkGraph

active
238
LG inboxes
14
domains
3
campaigns sent
  • Fully separated from SA — own workspace, own personas
  • Sender persona: Sophia Bhan variants
  • Added at no incremental fee in March
  • Same EmailBison + Clay + HubSpot pipeline as SA

LinkedIn outreach

5 senders active
5
personas
1,722
connections sent
12
interested
  • SA seats: Sophia · Manick · Arman · Justin (onboarding)
  • LG seat: Ryan McGovern
  • HeyReach platform · 24/7 monitored
  • Weekly performance export every Monday

Data & attribution layer

live · rollup May 20
  • Clay table orchestration — TAM mapping, enrichment, ICP scoring
  • Clay → HubSpot sync · contact source-tagging
  • Per-campaign UTM stamps on every contact
  • EmailBison reply-state → HubSpot lifecycle stage sync
  • Charm-sourced → Pipeline $ → Closed-won rollup · ETA Tue May 20

Clay is operated by Charm's senior team — Clay Cup world champions, recognized by Clay.

Creative + System layer · what your $5,500 actually buys

Campaign concepts

Ongoing pipeline of campaign concepts written and tested for SA + LG. Mastermind, White Label Enterprise, Vendasta/GHL Lookalikes, Backlink Authority Gap — and the next 10 we're already drafting. Cycle-based release schedule.

System design

Clay → EmailBison → HeyReach → HubSpot as one closed loop. Each piece talking to the next. When something breaks — bounce rate, list quality, deliverability — we find it before you do.

Direct working relationship

Working with you and your team directly — not through a CSM gating layer. Manick has Chris's mobile. Decisions get made same-day. Strategy is co-authored.

03 · The relationship

Operating the stack is the product table stakes.

912 inboxes warm. 46 domains keyed. Five LinkedIn senders running. Clay → HubSpot syncing. That's the floor — what you'd expect from anyone you pay to run outbound.

What your $5,500/month actually buys is the layer on top: the campaign concepts that earn replies, the system design that ties every tool into one closed loop, and the team working directly with you on what to ship next.

We're not an outsourced ops vendor. We're the creative partner shipping ongoing campaigns and systems alongside your team.

🏆 Clay Cup · World Champions

Who's actually building your data layer.

Charm's senior operators hold the Clay Cup world champion title — the highest-credentialed Clay practitioners on the market, recognized by Clay itself.

When we say Clay is the brain of your stack, that's not aspirational. It's who's holding the wrench.

Charm's commitments to you

Transparency over polish

You get the EmailBison login. You get the 1Password vault. You get the raw HubSpot data. You audit anything you want, anytime.

No vendor lock-in

The domains, inboxes, HubSpot pipeline, and contact lists are yours. If we offboard, you keep operating without us — we hand over creds and a runbook.

Numbers we can show the lineage of

We don't quote revenue we can't trace to a contact record. The May 20 HubSpot revenue rollup is built on that principle.

Compounding the relationship

The $5,500 rate doesn't expire and isn't conditional on upsell. Expansion proposals (LinkedIn shells, RB2B) are optional and exist if and when you decide volume is the constraint.

04 · Outcomes — Jan to May 2026

111 interested conversations at the current rate.

What four months of the engagement actually produced. Full breakdown lives in the status report.

54,163
Emails sent
1,722
LinkedIn touches
773
Total replies
111
Interested conversations

Pipeline + revenue rollup ships in your HubSpot on May 20. We won't quote those numbers here until you can audit them.

If you need anything beyond this page

Manick — Chris's mobile is in your phone.

No CSM gating, no ticket queue. Anything you want to change, escalate, or pull the plug on — text or call.