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

Prepared for
Marc · 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

You said on the call that if you are doing one or two calls a week, you want to be doing one or two a day. The engine writes to every owner of a privately held company above twenty million in revenue in hotels, restaurants, fitness, retail, tech and dealerships, by email and LinkedIn, every ninety days. The plan, the price and the agreement are all on this page, so we can start today.

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

01 / Current stateEstablished in 2012, eighty-five ESOP companies, and one person writing to every industry but construction.

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. Clients on the site include The Suter Company and Astro Machine Company.
  • Referrals carried the first ten years. Gary Gray's ESOP for Contractors podcast now brings the construction side three to four meetings a week, and the ESOP Exit podcast for Marc's industries launched this month.
The buyers
  • Founders, owners and CEOs only, of privately held companies 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 firm, a competitor, or their own employees. Tenor's case is the ESOP, and the tax treatment that comes with it.
  • Marc covers every industry but construction, starting with hotels and restaurant groups from the Choice Hotels years, then fitness, retail, tech and automotive. The site already carries pages for hospitality, dealerships, manufacturing and professional services.
The numbers
  • Today: one or two meetings a week, after about ten thousand emails sent by hand over a few months brought back one or two replies.
  • The goal Marc named: one or two meetings a day, which is twenty to forty a month across twenty working days.
  • Every owner Tenor sells to can be listed: a private company above twenty million, a founder or owner at the top, an industry Marc covers. A finite universe, written to every ninety days.

02 / Root of problemsA network built the construction book, and every other industry starts cold.

Ten thousand emails, two replies
  • 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.
  • There is no verification service, so every bad address counts against the main domain. Charm verifies every contact before the first send.
  • In Marc's words, "I'm not a marketing guy, I'm a sales guy." Charm writes each campaign to one industry and one situation, scores the copy, and sends it to Marc for approval.
Gary's following does not transfer
  • The ESOP for Contractors podcast brings Gary three to four meetings a week because construction owners already know him. Charm puts Marc in front of hotel, restaurant and dealer owners directly, by email and LinkedIn.
  • The ESOP Exit podcast launched this month with no audience yet. Charm uses each episode as a reason to write to the owners in that industry.
  • The Orlando hotel finance conference returned two or three leads from a room of thirty. Charm lists the owners at each show before it starts and writes to the ones Tenor met after.
Pieces, not a system
  • Pipedrive automations, a new Sales Navigator seat and an SEO firm, each working on its own. Charm runs email and LinkedIn from one plan, with replies routed to Marc the same day.
  • Ten agencies looked at, and each sold one channel: email, LinkedIn, phone or SEO. Charm runs the lists, the copy, the sending and the LinkedIn seat as one engine.
  • Owners who read the hospitality page leave without a name. Charm identifies those visitors and writes to the ones who fit the profile.

03 / What you'll haveNinety days from now, every owner on the list has heard from Tenor ESOP Partners.

Pipeline
  • Replies from hotel group owners, restaurant franchisees, dealer principals and founders weighing an exit, landing in Marc's inbox the same day with the thread attached.
  • Every qualifying owner in Marc's industries 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.
  • A fifteen-minute call on the three exits, or a read on whether the business can carry an ESOP, as the ask, so a yes is one sentence.
The engine
  • Four new campaigns every two weeks, each an industry and a situation: a hotel group owner as a hotel group owner, a dealer principal as a dealer principal.
  • Cold domains that never touch tenoresop.com, warmed and monitored for the life of the engagement, so the domain Gary's referrals write to stays clean.
  • Email and LinkedIn as one person: the email goes out, and the connection from Marc's seat follows.
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 revenue band, its founding year and the person at the top, exportable at any time.
  • A ranked answer to which industry and which angle books meetings, in a form Marc can put in front of Gary.

We run the lists, the copy, the sending infrastructure and the LinkedIn seat. You review the copy, take the meetings, and bring the partners in once an owner wants to talk feasibility.

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, and how we find them.

Hotel ownership and management groups
  • Who. Owners, presidents and CEOs of privately held hotel ownership and management companies running several franchised properties.
  • How we find them. The franchisee lists hotel brands file in their franchise disclosure documents, rolled up to owners with several properties, plus LinkedIn titles of owner, president and CEO at hotel management companies.
  • The ask. Fifteen minutes on what an ESOP sale looks like for a hotel group next to a sale to private equity, and what happens to the franchise agreements.
Multi-unit restaurant franchisees and restaurant groups
  • Who. Owners and CEOs of restaurant franchise groups and independent restaurant groups with enough units to clear twenty million a year.
  • How we find them. Franchisee lists from restaurant brands' franchise disclosure documents, checked against the published top-franchisee rankings, then a crawl of each group's site for unit count and founding year.
  • The ask. A read on whether the group's cash flow can carry an ESOP, walked through on a fifteen-minute call.
Founders nearing an exit in fitness, retail and tech
  • Who. Founders and owner-CEOs of privately held fitness, retail and technology companies at twenty million and up who have run the business for twenty years or more.
  • How we find them. Our executive index filtered to founder and owner titles, company age and revenue band, with LinkedIn tenure used to find the owners closest to retirement.
  • The ask. Fifteen minutes on the three exits every owner at this stage weighs: private equity, a competitor, or the people who already work there.
Family-owned dealer groups
  • Who. Dealer principals and owners of family-owned auto, truck and equipment dealer groups with several rooftops.
  • How we find them. State dealer license registries and the published dealer group rankings, with a crawl of each group's site for rooftop count, brands carried and the family name on the door.
  • The ask. A conversation about keeping the group independent and under the family name, as an option to set beside an offer from a consolidator.
Hospitality investment and franchise conferences
  • Who. Hotel owners, multi-unit franchisees and operators speaking, sponsoring or exhibiting at the shows where hospitality deals get made.
  • How we find them. Speaker, sponsor and exhibitor lists from the Hunter Hotel Investment Conference in Atlanta and the Multi-Unit Franchising Conference, pulled weeks before each show, with the owners Tenor meets there written to after.
  • The ask. Coffee with Marc at the show, booked before anyone flies in.

Four campaigns go out every two weeks, starting with the hotel groups, the restaurant franchisees and the founders nearing an exit. 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
Franchisee, dealer group and conference pulls
$100/mo
RB2B
Visitor deanonymisation on tenoresop.com
$149/mo
n8n
Workflow glue
$100/mo
Signal agents
Franchise filings, founder tenure and the conference 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 deliverablesOwners hear from Tenor ESOP Partners in week one.

LinkedIn seat live
Hotel, restaurant and founder lists built
Cold domains warming
Agents and copy built
Cold campaigns at full volume
New cycle every 2 weeks
Week 1
  • Parameter session, industries ranked
  • LinkedIn seat connected, hotel and restaurant owner lists live by DM
  • Past clients, Pipedrive deals and Gary's contacts exported for suppression
  • Cold domains ordered
Week 2
  • Franchisee, dealer group and conference crawls run
  • Owner and CEO contacts resolved with verified emails
  • Franchise filing and founder tenure 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 tenoresop.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
  • Hotel, restaurant, founder, dealer and conference 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 hotel, restaurant, founder, dealer and conference 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 hotel, restaurant, founder, dealer and conference 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 hotel groups, the restaurant franchisees and the founders nearing an exit 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 tenoresop.com
  • All lead data included: hotel, restaurant, founder, dealer and conference 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: hotel groups, restaurant franchisees, founders nearing an exit, dealer groups, conference lists
  • Second LinkedIn seat
  • 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 Marc that sizes the universe by industry, ranks the angles and settles the ask: the three-exits call or the ESOP read. Pick the date here.

04

Buyers hear from Tenor ESOP Partners in week one

LinkedIn goes live on Marc's seat for the hotel and restaurant owner lists while the cold domains warm, with full volume by week four.

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

Accept and start →