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We've generated $50M+ in pipeline this year.
Here's how we'll succeed with Golden.
Here's how we'll succeed with Golden.
Recently recognized as Meta's Global App of the Year for Social Good, 2x Fast Company World Changing Idea winner, and Fortune Change the World Winner for Transforming Civic Engagement
#1 volunteer app on both Google Play and App Store, establishing clear market dominance in volunteer management software
Launched AI Fundraising feature that transforms volunteers into donors, positioning as technology leader in nonprofit space
With multiple prestigious awards and market leadership, pressure to maintain innovation pace while scaling operations to meet growing nonprofit demand
Despite market leadership, need to continuously differentiate against emerging volunteer management platforms and traditional nonprofit software providers
Serving diverse nonprofit sectors (healthcare, education, animal welfare, food banks) requires specialized features and industry expertise for each vertical
For businesses with large TAM, there is no better growth engine than outbound. We approach this process not as a guessing game, but as a structured experiment in message-market-fit.
Every two weeks, we launch 4 to 8 campaigns — each one a unique combination of industry, segment, persona, value angle, and language framework. This lets us isolate what resonates and where.
If the contact list is small, we rotate personas to avoid message fatigue. If the list is large, we hold persona constant and rotate segments to uncover scalable patterns. Messaging angles and frameworks are always varied, allowing us to test strategic positioning at scale.
This system produces more than leads — it reveals what your market actually responds to. That means faster learning, sharper positioning, and a repeatable path to relevance.
We could write the perfect email, but if it hits spam folders, game over. That's why we go heavy on infrastructure: 60 primary domains with 120 inboxes (split between Outlook and Gmail), plus 60 backup domains with another 120 inboxes for redundancy. We handle ESP matching, spam detection avoidance, domain reputation management, and all the technical stuff that keeps your emails landing where they're supposed to.
We get creative with data sources. Sure, we can pull from ZoomInfo or Apollo, but we're also hitting industry-specific databases, scraping conference attendee lists, pulling from trade association directories, mining LinkedIn group members — whatever gets us the right people. Then we layer behavioral signals on top using tools like Apify, RB2B, and Ocean. Downloaded a competitor's case study? Visited your pricing page? Engaged with industry content? All of that intent data gets combined with our lists to create dynamic prospect pools that update based on actual buying behavior.
We use everything — boilerplate templates, custom messaging, industry-specific angles, persona-based copy, you name it. Then we test all of it against the signals data we're collecting. Maybe a proven template works best for recent funding signals, but custom copy converts better for job change triggers. We're constantly running these combinations through A/B tests to see what actually drives conversations. It's not about one approach — it's about knowing which approach works for which signal.
What you'd pay on your own vs. with Charm
We're experts (our teammate just won the world competition) in the most powerful tool that exists for go-to-market teams. We use this tool to streamline all of our intent scraping, contact enrichment, and then create custom targeted copy for every single person we contact.
A web-wide contact discovery tool that finds lookalike contacts across the entire internet, not just specific databases.
Email infrastructure health and lead verification service that validates email addresses before sending campaigns.
Cloud-based automation platform that extracts data from social networks and websites at scale.
B2B data platform focused on lookalike contact and company discovery based on your ideal customer profile.
Deanonymization platform that reveals identity information about visitors to your website.
Web scraping and automation platform with intent monitoring capabilities.
Open-source workflow automation tool that connects different apps and services together.
Enterprise email infrastructure management platform that handles domain setup, warming, monitoring, and deliverability optimization. Ensures your emails reach inboxes instead of spam folders through sophisticated infrastructure management.
LinkedIn automation platform designed for conducting outreach campaigns at scale.
Private email sequencing platform built specifically for Charm's internal use with private IP pools, servers and custom-built features.
11 enterprise tools, all managed entirely by Charm
Metric-based milestones, not vague promises.
Kickoff & Discovery
Discovery call completed and ICP documented
All tool access provisioned (Clay, HubSpot, HeyReach, etc.)
Domain infrastructure planned (email domains, warming strategy)
Campaign framework and testing roadmap defined
Slack channel established for daily communication
Infrastructure Build
Email infrastructure deployed (domains, inboxes, SPF/DKIM/DMARC)
Clay workflows built for lead enrichment and scoring
HubSpot sequences configured and tested
Initial warming process started (50-100 emails/day/inbox)
First campaign copy drafted and approved
LinkedIn outreach launched — automated connection requests + messaging sequences go live immediately
Why LinkedIn launches first
Email domains need 2-4 weeks to warm up before we can send at scale. LinkedIn doesn't have that constraint. So while your email infrastructure is warming behind the scenes, LinkedIn outreach is already running — generating conversations, booking meetings, and building pipeline from day one. Once email is fully warmed, both channels fire together for maximum coverage. This means you're never sitting idle waiting for infrastructure.
First Campaigns Live
First 4-8 campaigns launched across segments
Daily deliverability monitoring active
Reply handling process established
Initial meetings booked and tracked
A/B test results analyzed and documented
Optimization & Scale
Winning campaigns identified and scaled 2-3x
Underperforming campaigns paused or iterated
New campaign variations launched based on learnings
Pipeline metrics reviewed and reported
Roadmap for next quarter established
Outbound campaigns tailored to your business with follow-up sequences built in.
Target nonprofits asking about converting volunteers into donors. Uses Golden's AI fundraising differentiator with specific conversion metrics.
Trigger: Nonprofit job postings mentioning fundraising goals, grant applications, or donor acquisition challenges
Why This Works
Leverages Golden's unique AI fundraising differentiator. Focuses on recurring revenue which nonprofits desperately need. Uses specific metrics to build credibility.
Volunteer donors?
Follow-Up Sequence
Target nonprofits struggling with volunteer background checks, insurance, and compliance requirements that Golden automates.
Trigger: Recent news about nonprofit compliance issues, insurance claims, or background check requirements in their area
Why This Works
Addresses critical pain point of nonprofit compliance which can shut them down. Positions Golden as the only solution that handles full compliance workflow.
Compliance headache
Follow-Up Sequence
Target nonprofits with high volunteer turnover using engagement data and Golden's retention features.
Trigger: Social posts about volunteer recruitment struggles, high turnover mentions, or difficulty filling volunteer slots
Why This Works
Addresses universal nonprofit pain of volunteer retention. Uses specific statistics to demonstrate clear ROI on engagement features.
Volunteer turnover
Follow-Up Sequence
Target nonprofits still managing volunteers manually with spreadsheets, highlighting Golden's automation and time-saving benefits.
Trigger: LinkedIn posts mentioning volunteer coordination challenges, manual processes, or administrative burden
Why This Works
Targets the universal pain of manual volunteer management. Uses app store ratings and awards for credibility. Focuses on time savings rather than features.
Spreadsheet chaos
Follow-Up Sequence
We built these campaigns from public research alone.
If we came up with ideas this targeted without ever speaking to your team, imagine what we'll build once we understand your ICP, your best customers, and the signals that actually matter to your pipeline.
$50M+ in Pipeline Generated
Youth Mental Health Teletherapy Platform
Challenge
With youth mental health reaching crisis levels and schools struggling to provide adequate support, Hello Hero needed to connect their teletherapy platform with decision-makers across thousands of school districts while simultaneously building their provider network to meet anticipated demand.
Solution
Our team executed an ambitious dual-track strategy: we built a comprehensive database mapping every administrator in every public school across the United States, then uncovered their direct contact information for personalized outreach. Running parallel campaigns, we simultaneously recruited licensed mental health professionals to ensure platform capacity could scale with client acquisition.
Results
$35M
Pipeline Generated
300+
Qualified School Leads
15+
Mental Health Professionals
6 Mo
Timeline
Led by Ben Tossel (Anthropic Investor, Makerpad) • AI Education SaaS
Challenge
With the AI education market becoming increasingly saturated, Ben's Bites needed to convert their newsletter audience into paying enterprise customers for their comprehensive learning platform. They had strong brand awareness but lacked a systematic outbound motion to reach enterprise buyers.
Solution
Our team deployed a multi-channel outbound strategy combining email campaigns, social media outreach, and inbound-led LinkedIn targeting to drive corporate adoption. We implemented coordinated outreach (over 40 different campaign types!) targeting business leaders and executives at Fortune 500 companies investing in AI training initiatives. Each campaign was A/B tested and optimized weekly.
Results
$2.5M
Pipeline Generated
156x
ROI in 120 Days
40+
Campaign Types Tested
4 Mo
Timeline
Restaurant Technology & Ghost Kitchen Platform
Challenge
VirtualFork needed to rapidly expand their restaurant partner network while competing against well-funded competitors in the ghost kitchen and virtual restaurant space. Traditional restaurant sales cycles were slow and required significant relationship building.
Solution
We built targeted campaigns focusing on independent restaurant owners and multi-unit operators, using job posting signals and review data to identify restaurants ready to expand their delivery presence without additional overhead. Our trigger-based campaigns identified restaurants hiring delivery drivers or expanding locations.
Results
$1.8M
Pipeline Generated
200+
Restaurant Leads
35%
Reply Rate
3 Mo
Timeline
Cloud-Based Accounting & Practice Management Platform
Challenge
Rightworks needed to accelerate their market penetration in the highly competitive accounting software space, targeting mid-market accounting firms considering a move to cloud-based solutions. Their sales team was stretched thin covering inbound leads.
Solution
We deployed intent-based outbound campaigns targeting accounting firms showing signs of digital transformation—hiring for tech roles, attending cloud accounting webinars, or engaging with competitor content. Our multi-touch sequences combined personalized email with LinkedIn engagement.
Results
$4.2M
Pipeline Generated
180+
Demo Requests
28%
Email Reply Rate
5 Mo
Timeline
Bill Pay & Financial Wellness Platform
Challenge
Highline needed to reach HR decision-makers and benefits administrators at mid-market companies to pitch their bill pay benefit. The challenge was breaking through the noise in a crowded employee benefits market where buyers are constantly bombarded by vendors.
Solution
We created highly segmented campaigns based on company signals—recent benefits announcements, open enrollment timing, and HR leadership changes. Our "poke the bear" approach asked questions about current employee financial wellness programs before pitching, resulting in significantly higher engagement.
Results
$3.1M
Pipeline Generated
95+
Enterprise Meetings
42%
Open Rate
4 Mo
Timeline
3-month commitment
$5,500/mo
Full email infrastructure (DKIM, MX, etc)
Full TAM Contact Data Map
Up to 50,000 emails monthly
Website visitor deanonymization
8 campaign deployments per month
1 LinkedIn account integration
3-month commitment
$9,500/mo
Everything in Starter, plus:
Up to 100,000 emails monthly (2x volume)
16 campaign deployments per month (2x testing)
3 LinkedIn account integrations
Weekly strategy calls
Dedicated account manager
If we don't generate ROI in the first 90 days, we'll work month 4 completely free. We're confident because we've done this dozens of times before.
Claim Your GuaranteeDeep-dive into your ICP, messaging, and goals. We map your target segments and define success metrics.
Domains, inboxes, warming, and tool configuration. We build everything you need to scale outbound.
Launch within 2-3 weeks of kickoff. Start generating pipeline with tested, optimized campaigns.
The people behind your pipeline
CEO, Charm
Oversees strategy, client relationships, and ensuring every campaign is built for measurable results. Your direct line to leadership.
Head of Sales
Drives partnership alignment, scoping, and making sure we're solving the right problems. Your go-to for anything commercial.
Stellar Growth
Clay expert and GTM engineer who has built 200+ enrichment tables and generated 90,000+ qualified leads across hundreds of campaigns. Powers our data infrastructure.
Let's map your ICP segments, audit your current outbound, and build a 90-day plan to fill your pipeline with qualified leads.
Schedule a Discovery Call