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

Prepared for
Marc and Gary · Tenor ESOP Partners
Selling
ESOP advisory for owners of privately held companies selling to their employees, from feasibility through financing and close
Prepared
September 2026 · Charm

Gary books four to eight owner meetings a month from the podcast and the network, and cannot take more than one a day. The engine writes to every owner of a privately held construction or specialty contracting company above twenty million in revenue, by email and from Gary's LinkedIn seat, every ninety days, and the overflow lands with Marc. Construction first, the other industries on a second seat once construction is running. The plan, the price and the agreement are all on this page.

Charm builds and runs outbound for
Spout
Selery
Stable Kernel
Search Atlas
Ink'd Stores
Spark6
Section AI
+ other GTM clients

01 / Current stateNumber one in construction ESOPs is the stated goal, and the calendar that feeds it takes one meeting a day.

The business
  • A boutique firm that does one thing: ESOP sales, from the feasibility study through modeling, financing, negotiation and closing, with the partners coordinating the lenders, counsel and trustee.
  • Established in 2012, with more than eighty-five ESOP companies set up and four billion dollars of shareholder value realized by the firm's own count. Five partners, with Gary Gray leading business development and Marc Herrick brought on to take the meetings that follow.
  • Construction is where the firm has won: a dedicated construction page on tenoresop.com, the ESOP for Contractors podcast, and the company goal written into Tenor's own strategy, to set up more construction and contracting ESOPs than any firm in the world.
The buyers
  • Founders, owners and presidents of privately held general and specialty contractors doing about twenty million dollars a year and up, who are older and ready to cash out.
  • Owners weighing the same three exits: a private equity consolidator, a competitor, or their own employees. Tenor's case is the ESOP, the tax treatment that comes with it, and the name staying on the door.
  • Deals are priced on EBITDA, and contractor margins run thinner than hospitality, so a twenty-million contractor is a smaller ESOP than a twenty-million hotel group. The construction book needs more owners in the funnel, not fewer.
The numbers
  • Today: four to eight owner meetings a month, nearly all from Gary's podcast and network, with Gary taking every first call himself.
  • The target Marc named: twenty meetings a month, Gary taking the first call on what he can and handing the rest to Marc, with Gary stepping in to close.
  • Every owner Tenor sells to can be listed: a private contractor above twenty million, a founder or owner at the top, in a trade where the ESOP case is strongest. A finite universe, written to every ninety days.

02 / Root of problemsThe podcast built the construction book, and Gary's calendar caps it at one meeting a day.

One calendar, one meeting a day
  • Gary takes four to eight owner meetings a month and cannot take more than one a day. Marc was hired to take the overflow, and nothing feeds him yet. Charm fills the calendar from Gary's seat and routes what Gary cannot take to Marc, so the leads are Marc's from the first call.
  • The ESOP for Contractors podcast brings in owners who already know Gary. Charm writes to the owners in every trade the podcast covers who have never heard an episode, with the episode as the reason.
  • The Orlando finance conference returned two or three leads from a room of thirty, because the vendors sent their marketing person, not their owner. Charm lists the owners at each show before it starts, and writes to them, not the booth.
The main domain is carrying the cold email
  • About ten thousand emails sent by hand from marc@tenoresop.com over a few months brought back one or two responses. Charm moves all cold sending to separate domains that never touch tenoresop.com, so the domain Gary's referrals and clients write to stays clean.
  • A Pipedrive automation sent every email twice to about fifteen hundred people in three weeks. Charm's sequencer sends each touch once, from a private pool, and swaps a domain out the day it is flagged.
  • An address pulled from a free data tool went to a man who retired ten years ago. Charm verifies every email and checks the person still holds the job before the first send.
A dozen vendors, one channel each
  • A Pipedrive consultant, a Sales Navigator seat, a data seat Gary already pays for and an SEO firm, each working on its own. Charm runs email and LinkedIn from one plan, with replies routed the same day.
  • Twelve agencies interviewed, each selling one channel: email, LinkedIn, phone or SEO. Charm runs the lists, the copy, the sending and the LinkedIn seat as one engine, so one phone call gets it done.
  • Owners who read the construction page leave without a name. Charm identifies those visitors and writes to the ones who fit the profile.

03 / What you'll havePhase one is construction on Gary's seat. Phase two is Marc's industries on a second.

Phase one: construction
  • Replies from owners of mechanical, electrical, plumbing, roofing, concrete and general contractors weighing an exit, landing with Gary and Marc the same day with the thread attached.
  • Every qualifying contractor owner written to each ninety days, three touches then a rest, so an owner who is not ready this quarter hears from Tenor again next quarter.
  • Gary takes the first calls he can, Marc takes the rest, and Gary steps in to close. Six months of this proves the model on the book Tenor already leads.
Phase two: Marc's industries
  • Once construction is running, a second LinkedIn seat on Marc's account opens hospitality, restaurant groups, retail, franchising and dealers, using the hotel owner list Marc has already built.
  • The same engine, the same domains, twice the campaigns, and our team answering the replies and booking the meetings onto Marc's calendar.
  • The phase-two lists are built during phase one and held, so the second seat starts at full volume in week one.
What you see
  • Every reply, the same day, with the owner's details and what they were sent.
  • Every owner we find in a database that is yours: the company, its trade, its revenue band, its founding year and the person at the top, exportable at any time. We cover the email data; the data seat Gary pays for is only needed if you want phone numbers.
  • A ranked answer to which trade and which angle books meetings, in a form Gary can put in front of the partners.

We run the lists, the copy, the sending infrastructure and the LinkedIn seat. Gary and Marc sit one parameter session, approve the copy, and take the meetings. That is the whole of Tenor's involvement.

04 / How it runsFrom an owner on the list to a feasibility conversation.

Charm × Tenor ESOP Partners 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 in construction, and how we find them.

Specialty contractors with an owner twenty years in
  • Who. Founders and owner-presidents of privately held mechanical, electrical, plumbing, roofing, concrete and sitework contractors at twenty million and up who have run the business for twenty years or more.
  • How we find them. Our executive index filtered to owner, president and founder titles, company age and revenue band, with LinkedIn tenure used to find the owners closest to retirement.
  • The ask. Fifteen minutes with Gary on the three exits every contractor at this stage weighs: a consolidator, a competitor, or the people who already work there.
Family-owned contractors on the published rankings
  • Who. Family-owned general and specialty contractors on the annual top-contractor rankings and in state contractor license boards, with the family name on the door and a second or third generation named on the site.
  • How we find them. The published top-400 general and top-600 specialty contractor rankings and the state license registries, rolled up to the owner, then a crawl of each site for founding year, family ownership and who is listed as the next generation.
  • The ask. A conversation about keeping the name on the door and the crew in place, as an option to set beside a sale.
Trades the consolidators are rolling up
  • Who. Owners of independent HVAC, plumbing, electrical, roofing and paving companies in metros where a private equity platform has bought two or more of their peers in the last twelve months.
  • How we find them. The consolidators' own acquisition announcements, mapped to the remaining independents in the same trade and metro from our executive index.
  • The ask. What the ESOP pays next to the platform's offer, and what happens to the crew under each, on a fifteen-minute call.
The trade association conventions
  • Who. Owners who attend their own association's annual convention: the general contractor and merit shop associations and the specialty bodies for electrical, mechanical, plumbing, sheet metal and roofing contractors. Unlike a vendor expo, the owner comes to these in person.
  • How we find them. Speaker, sponsor and exhibitor lists pulled weeks before each show, plus the members announcing on LinkedIn that they are going, with the owners Tenor meets there written to after.
  • The ask. Coffee with Gary at the show, booked before anyone flies in.
The podcast as the reason to write
  • Who. Owners in the trade each ESOP for Contractors episode covers, and the peers of each episode's guest, who have never heard the show.
  • How we find them. Each new episode's trade and topic becomes a campaign: our executive index filtered to that trade, with the guest's company as the reference the owner already recognizes. Past guests and their companies are suppressed.
  • The ask. The episode link and fifteen minutes with Gary on how that owner's numbers would look.

Four campaigns go out every two weeks, starting with the specialty contractors, the ranked family firms and the roll-up trades. Some ship as written and some change at the parameter session, and every cycle after is built from what the last one showed. The hospitality, restaurant, retail, franchising and dealer lists move to phase two on the second seat, and are built and held during phase one.

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
Ranking, license board, convention and acquisition pulls
$100/mo
RB2B
Visitor deanonymisation on tenoresop.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Owner tenure, roll-up announcements and the convention calendar, 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 deliverablesContractor owners hear from Tenor ESOP Partners in week one.

Gary's LinkedIn seat live
Contractor owner lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session with Gary and Marc, trades ranked
  • Gary's LinkedIn seat connected, contractor owner lists live by DM
  • Past clients, open deals, podcast guests and Pipedrive contacts exported for suppression
  • Cold domains ordered
Week 2
  • Ranking, license board, convention and acquisition crawls run
  • Owner and president contacts resolved with verified emails and employment checks
  • Owner tenure and roll-up agents built
Week 3
  • All sequences written and scored
  • Copy approved by Gary and Marc
  • Soft launch on the new domains
Week 4
  • All campaigns live at full volume
  • Replies to Gary and Marc 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
  • Phase-two lists built and held for the second seat
Included in the Engine tier
  • Full cold infrastructure on separate domains, never on tenoresop.com
  • Up to 100,000 emails a month as three-touch sequences, about thirty thousand owners
  • Gary's LinkedIn seat managed end to end, paired with the email
  • Contractor, ranking, license board, convention, acquisition and podcast data pulled fresh per campaign
  • Every record we build exportable and yours
  • Your clients, open deals and podcast guests 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 Gary and Marc the same day
  • Sending domains warmed and monitored for the life of the engagement
  • Phase-two hospitality and franchise lists built during phase one
  • 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 contractor, ranking, license board and convention 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: the owner sells once, on his timeline.

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 trade and which angle 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.

Recommended

Engine · Phase one

$3,997/mo

Construction on Gary's seat. Four campaigns every two weeks, eight a month, a hundred thousand emails to about thirty thousand contractor owners, lead data and infrastructure included, with the specialty contractors, the ranked family firms and the roll-up trades 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 contractor owners
  • Full cold infrastructure: domains, DKIM, SPF, MX, warming, private IP pool, never on tenoresop.com
  • All lead data included: contractor, ranking, license board, convention, acquisition and podcast pulls, resolved to the buyer with a verified email
  • Gary's 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
  • Phase-two hospitality and franchise lists built during phase one and held
  • 4-month commitment · one-time $1,000 onboarding

Engine ×2 + Replies · Phase two

$7,497/mo

Construction and Marc's industries together. Eight campaigns every two weeks, sixteen a month, two hundred thousand emails, a second LinkedIn seat on Marc's account, and our team answering every reply and booking the meeting onto the 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: the five construction plays plus hotel groups, restaurant franchisees, retail, franchising and dealer groups
  • Second LinkedIn seat, on Marc's account
  • Visitor deanonymisation on tenoresop.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 Tenor ESOP Partners 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 →

10 / Next stepsWhen Tenor ESOP Partners 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 with Gary and Marc that ranks the trades, sizes the universe and settles the ask: the three-exits call or the ESOP read. Pick the date here.

04

Contractor owners hear from Tenor ESOP Partners in week one

LinkedIn goes live on Gary's seat for the contractor owner lists while the cold domains warm, with full volume by week four.

Every contractor owner in your market,
in the next ninety days.

Accept and start →