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

Prepared for
Carolina · Opus Health
Selling
HSA and FSA eligibility and payments at checkout, for dental practices and the groups that own them
Prepared
October 2026 · Charm

Your form said a first year with a practice 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 areA hundred and forty-seven billion dollars sitting in HSA accounts, and the practices that never ask about it.

Today
  • An HSA and FSA eligibility and payment system for the healthcare checkout. Patients see what is covered, practices collect revenue that would have walked out.
  • Owner-dentists and group operators sign. Dental is the launch market, with other cash-pay specialties behind it.
  • Your form: five to fourteen thousand a customer, twenty meetings a month, which is one hundred thousand to two hundred and eighty thousand of pipeline.
What's in the way
  • Pipeline comes from a waitlist form and a demo link on the founder's own calendar. Both only reach a practice that already found opushealth.io.
  • Investor and dental conference introductions open the groups already in that orbit. The orbit has an edge, and it repeats the same names.
  • About eight people on the LinkedIn page, and nobody whose whole job is finding the next two hundred practices.
Ninety days from now
  • Every dental group, elective practice and cash-pay clinic on the list has had an email and a LinkedIn message from Opus Health.
  • Replies from owner-dentists and group operations leaders arrive in the inbox the same day, with the thread attached.
  • A database of practices, groups and the people inside them that belongs to Opus Health, exportable whenever you want it.

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

02 / How it runsFrom a dental group on the list to a booked demo.

Charm × Opus Health 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 ✓

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

Dental groups and DSOs, and the people who own the P&L
  • Who. Owner-dentists, chief operating officers and revenue cycle directors at dental groups and DSOs running three locations or more.
  • How we find them. A crawl of group and DSO sites for the locations page, which gives us the chair count, matched to LinkedIn titles carrying revenue cycle, operations or practice management.
  • The ask. A twenty-minute walkthrough of the checkout at one of their locations, with the eligibility step running live on a real treatment plan.
Practices selling implants, clear aligners and cosmetic work
  • Who. Owner-dentists and practice managers at one and two-chair practices whose treatment boards carry implants, clear aligners or veneers.
  • How we find them. A crawl of practice sites for implant, aligner and cosmetic service pages, matched against state dental board licence lists so the owner's own name goes on the email.
  • The ask. A fifteen-minute call about the aligner and implant cases that stall at the treatment plan presentation, with the eligibility check shown on one of them.
Practices already paying a third party to finance the case
  • Who. Owners and treatment coordinators at practices whose payment or financing page carries a CareCredit, Sunbit or Cherry logo.
  • How we find them. A crawl of practice payment and financing pages for those logos, so the email names the lender the practice is already handing a fee to.
  • The ask. A fifteen-minute call on what last year's financing fees cost, set against the same cases paid from an account the patient already holds.
The practices chasing the use-it-or-lose-it deadline
  • Who. Practice owners and front-office managers at practices that post use-it-or-lose-it reminders to patients before a plan year closes.
  • How we find them. An agent reads practice sites and social posts for FSA deadline reminders and end-of-year benefit campaigns, refreshed each cycle as the plan year dates come round.
  • The ask. A walkthrough before their deadline, on surfacing the balance to patients who have one and do not know it.
The next verticals: vision, dermatology, fertility and physical therapy
  • Who. Owners and practice administrators at optometry, dermatology, fertility and physical therapy clinics where the ticket is cash-pay and HSA eligible.
  • How we find them. Specialty association member directories and a crawl of clinic sites for cash-pay service and pricing pages, resolved to the owner or the administrator.
  • The ask. A fifteen-minute call about the three services they price in cash, and whether a patient's HSA already covers them.

Four campaigns go out every two weeks, starting with the dental groups, the implant and aligner practices and the financing pages. Some ship as written and some change at the parameter session, and every cycle after is built from what the last one showed.

04 / 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
Practice, group and clinic site pulls
$100/mo
RB2B
Visitor deanonymisation on opushealth.io
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Financing pages, new locations and plan-year deadlines, 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 $4,500 a month, less than the stack lists for on its own before anybody's time.

05 / Timeline and deliverablesBuyers hear from Opus Health in week one.

LinkedIn seat live
Group, practice and clinic 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, dental group lists live by DM
  • Your waitlist and booked demos exported for suppression
  • Cold domains ordered
Week 2
  • Practice and group site crawls run
  • Owner and revenue cycle contacts resolved with verified emails
  • Financing page and deadline 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 opushealth.io
  • 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
  • Group, practice and clinic 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

06 / 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 group, practice and clinic 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 group, practice and clinic 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

07 / AcceptAccept, sign and start, right here.

Starter

$2,000setup + $2,000/mo

20,000 emails a month. About 800 a day. For a team that wants to see it work first.

Retainer starts at go-live.

  • 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 · month one is the $2,000 setup, retainer from go-live
Recommended

Engine

$2,000setup + $4,500/mo

100,000 emails a month. About 4,000 a day, reaching about 30,000 buyers, plus a LinkedIn seat.

Retainer starts at go-live.

  • 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 opushealth.io
  • All lead data included: group, practice and clinic 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 · month one is the $2,000 setup, retainer from go-live

Enterprise

Customscoped on a call

Up to 40,000 emails a day, about 1,000,000 a month. For the big dogs.

Setup and retainer set per scope.

  • Everything in Engine
  • 8 campaign deployments every two weeks, 16 per month, scaled up with the volume
  • Up to 40,000 emails a day, about 1,000,000 a month
  • Every play live from month one: dental groups, elective practices, financing pages, deadline campaigns, cash-pay clinics
  • Second LinkedIn seat
  • Visitor deanonymisation on opushealth.io, 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 · setup and retainer set per scope
Book a scoping call
Order summary · updates live
Month 1 · full setup, no onboarding feeFirst month$2,000
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: · Setup Month: month 1 at $2,000, then the package fee from month 2 · 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 Opus Health 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. There is no onboarding fee. The first month of the Initial Term is the setup month, billed at the setup fee stated on the Order Form; it (together with the discounted fee for the remaining months of the Initial Term, where paid-in-full is selected) is 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 setup month 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 →

08 / Next stepsWhen Opus Health 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 dental universe by group, chair count and treatment mix, ranks the angles, and settles what the walkthrough shows. Pick the date here.

04

Buyers hear from Opus Health in week one

LinkedIn goes live on the dental group and elective practice lists while the cold domains warm, with every campaign at full volume by week four.

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

Accept and start →