Search Atlas
×
Charm

We've generated $50M+ in pipeline this year.

Here's how we'll succeed with Search Atlas.

How We See Your Situation

Why You'll Win

1

Enterprise Client Portfolio

Serves major brands including AutoTrader, Hyundai, Penn State, Procter & Gamble, Shutterfly, and Zynga indicating strong enterprise adoption

2

Product Innovation Wave

Recently launched LLM Visibility for AI search tracking and GBP Galactic for local SEO automation, showing rapid product development

3

Industry Recognition

Being called 'the number one search engine tool in the world' by industry veterans and compared to GoHighLevel's early growth trajectory

What's In The Way

1

Tool Consolidation Pressure

Competing against established players like Ahrefs, SEMrush, and Surfer SEO while convincing agencies to switch from multi-tool stacks

2

Scaling AI Operations

Managing AI automation quality and reliability across diverse enterprise clients with varying SEO complexity levels

3

Agency Onboarding Complexity

Educating agencies on AI-first SEO methodologies and training teams on new automation workflows versus manual processes

Our Approach

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.

AI Cold Outbound

Cold Email Infrastructure Setup

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.

Lead Gathering and Automated Prospecting

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.

Campaign Design & Copywriting

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.

Tool Overview

What you'd pay on your own vs. with Charm

Data Orchestration

Clay
$800/mo

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.

Data Scraping & Prospecting

DiscoLike
$199/mo

A web-wide contact discovery tool that finds lookalike contacts across the entire internet, not just specific databases.

LeadMagic
$249/mo

Email infrastructure health and lead verification service that validates email addresses before sending campaigns.

PhantomBuster
$49/mo

Cloud-based automation platform that extracts data from social networks and websites at scale.

Ocean.io
$600/mo

B2B data platform focused on lookalike contact and company discovery based on your ideal customer profile.

RB2B
$149/mo

Deanonymization platform that reveals identity information about visitors to your website.

Apify
$100/mo

Web scraping and automation platform with intent monitoring capabilities.

n8n
$100/mo

Open-source workflow automation tool that connects different apps and services together.

Email & Domain Infrastructure

Hypertide
$1850/mo

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.

Email & Social Media Sequencers

HeyReach
$197/mo

LinkedIn automation platform designed for conducting outreach campaigns at scale.

Charm Sequencer
$500/mo

Private email sequencing platform built specifically for Charm's internal use with private IP pools, servers and custom-built features.

Total Monthly Tool Investment

11 enterprise tools, all managed entirely by Charm

By yourself
$4,793/mo
VS
With Charm
Included
You save $4,793/mo

What You'll Get

Metric-based milestones, not vague promises.

W0

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

W2

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

W4

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

W6

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

Search Atlas-Specific Campaigns

Outbound campaigns tailored to your business with follow-up sequences built in.

Campaign #1

AI Content Gap

Target agencies struggling with AI content visibility and ChatGPT brand reach measurement - a completely new challenge most tools can't solve.

Trigger: Companies posting about AI content strategy, ChatGPT optimization, or LLM visibility concerns

Why This Works

Targets the bleeding-edge problem no other SEO tool solves. LLM visibility is completely uncharted territory, making this highly differentiated. Agencies dealing with AI-savvy clients will immediately understand the value.

Subject: ChatGPT visibility
{{first_name}} – How are you tracking whether {{company_name}}'s content shows up in ChatGPT responses? Most agencies we work with have zero visibility into LLM reach—could be missing 40% of their brand mentions. We're the only platform tracking AI/ChatGPT brand visibility at scale. Helped agencies like yours prove ROI on content that traditional tools miss completely. Worth exploring?

Follow-Up Sequence

Day 0
Initial
Day 3-4
Value Add
Day 7-8
New Angle
Day 11-12
Final
Campaign #2

OTTO Automation

Target agencies drowning in manual SEO work who need 1-click automation to scale without adding headcount.

Trigger: Agencies posting about hiring SEO specialists, manual work bottlenecks, or scaling challenges

Why This Works

Targets the universal agency pain of manual SEO work and scaling bottlenecks. OTTO's 1-click automation is highly differentiated vs traditional SEO tools that still require manual work.

Subject: SEO automation
Have you figured out how to scale SEO delivery without adding headcount, or is optimization still mostly manual? Most agencies hit a wall around {{client_count}} clients where the manual work becomes impossible to manage. OTTO is our 1-click AI that handles technical SEO, content optimization, and rank tracking automatically. Agencies using it deliver 3x more projects with the same team size. Curious how it works?

Follow-Up Sequence

Day 0
Initial
Day 3-4
Value Add
Day 7-8
New Angle
Day 11-12
Final
Campaign #3

Multi-Site Management

Target enterprise brands struggling to manage SEO across multiple websites and locations without proper automation.

Trigger: Enterprise companies with multiple domains, franchise locations, or global website management needs

Why This Works

Targets enterprise-specific pain of managing SEO across multiple properties. Most SEO tools aren't built for this complexity, making it highly relevant for large organizations.

Subject: Multi-site SEO
{{first_name}} – How are you currently managing SEO across {{company_name}}'s multiple websites without losing your mind? Most enterprise teams we work with hit chaos around 10+ sites where manual coordination becomes impossible. We built Search Atlas specifically for multi-site SEO management. One dashboard handles technical audits, content optimization, and rank tracking across unlimited properties. Enterprise teams report 5x faster SEO delivery across their portfolio. Worth a quick look?

Follow-Up Sequence

Day 0
Initial
Day 3-4
Value Add
Day 7-8
New Angle
Day 11-12
Final
Campaign #4

GBP Scale Challenge

Target agencies managing Google Business Profiles for multiple clients who are drowning in manual local SEO work.

Trigger: Agencies with local business clients, franchise management needs, or Google Business Profile optimization services

Why This Works

Targets agencies doing local SEO who are drowning in manual Google Business Profile work. GBP management is notoriously time-intensive, making automation highly valuable.

Subject: GBP automation
{{first_name}} – How are you currently managing Google Business Profiles for {{client_count}} clients without going insane? Most agencies we work with hit a wall around 20+ locations where manual GBP management becomes impossible. GBP Galactic automates local SEO at scale—bulk posting, review management, citation building across unlimited locations. Agencies report 10x faster local SEO delivery. Worth a quick demo?

Follow-Up Sequence

Day 0
Initial
Day 3-4
Value Add
Day 7-8
New Angle
Day 11-12
Final

Proof of Concept

$50M+ in Pipeline Generated

Hello Hero

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

Ben's Bites

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

VirtualFork

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

Rightworks

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

Highline

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

Investment

Starter

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

Learn More
RECOMMENDED

Growth

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

Get Started
Our Guarantee

Our Guarantee

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 Guarantee

What Happens When You Sign Today

1

Kickoff Call

Deep-dive into your ICP, messaging, and goals. We map your target segments and define success metrics.

2

Infrastructure Setup

Domains, inboxes, warming, and tool configuration. We build everything you need to scale outbound.

3

First Campaigns Live

Launch within 2-3 weeks of kickoff. Start generating pipeline with tested, optimized campaigns.

Ready to Fill Your Pipeline?

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
Search Atlas
×
Charm

Your customers deserve better.

Here's how we'll transform Search Atlas's support operations.

How We See Your Situation

Why You'll Win

1

Enterprise Client Portfolio

Serves major brands including AutoTrader, Hyundai, Penn State, Procter & Gamble, Shutterfly, and Zynga indicating strong enterprise adoption

2

Product Innovation Wave

Recently launched LLM Visibility for AI search tracking and GBP Galactic for local SEO automation, showing rapid product development

3

Industry Recognition

Being called 'the number one search engine tool in the world' by industry veterans and compared to GoHighLevel's early growth trajectory

What's In The Way

1

Tool Consolidation Pressure

Competing against established players like Ahrefs, SEMrush, and Surfer SEO while convincing agencies to switch from multi-tool stacks

2

Support Capacity

Growing demand strains existing support resources. Without scalable staffing, response times and quality suffer.

3

Agency Onboarding Complexity

Educating agencies on AI-first SEO methodologies and training teams on new automation workflows versus manual processes

Our Approach

We don't just provide bodies—we build systems.

For companies with growing customer bases, support becomes a strategic advantage, not just a cost center. We approach customer service not as a staffing problem, but as a systems engineering challenge.

Our model integrates four pillars: world-class staffing with rigorous selection, management infrastructure that ensures consistent quality, optimized systems that reduce friction, and AI architecture that amplifies human capability.

This isn't outsourcing—it's building a support operation that scales with your business while freeing your senior team to focus on what they do best.

The CharmService System

Staffing

Customer Service Representatives work 40 hours per week on your schedule—email, voice, chat, or community management. Our .01% talent selection rate means you get exceptional people. Team Leads are subject matter experts with native English capability, handling the toughest situations and providing daily oversight. All hiring is globally compliant via Deel, covering 10+ countries with full EOR compliance and HR handled.

Management

Every agent receives 10 QA conversational reviews per week across all channels—we grade responses, identify coaching opportunities, and flag issues before they become patterns. Weekly 30-minute coaching sessions cover workflow review, language coaching, and performance improvement plans when needed. New agents go through 1-week training programs with 4 hours daily, managed by a domestic Account Manager who knows your product inside and out.

Systems

We start with a full helpdesk optimization—auditing views, teams, macros, custom fields, and integrations to streamline workflows. Then we build automation layers: chat flows for common questions, self-service options, routing rules, and triggers that handle routine work automatically. Sentiment routing ensures frustrated customers get routed to your most experienced agents immediately, before issues escalate.

AI Architecture

Helpdesk AI (Zendesk, Gorgias, or Finn) handles Tier 1 support, automatic QA scoring, escalation protocols, and intelligent tagging. Charm AI goes deeper—custom brand voice training, real-time dashboards, and complex decision-making support for technical product questions. We also build your knowledge base infrastructure: centralized documentation, relational databasing for product information, and cross-platform accessibility so agents find answers instantly.

Cost Overview

What you'd pay in-house vs. with Charm

In-House CSR Costs (Per Agent)

Base Salary
$2,500/mo

Full-time customer service representative with technical product knowledge and expertise.

Benefits & Payroll
$1,175–1,575/mo

Health insurance, 401k matching, payroll taxes, workers comp, and other mandatory employer contributions.

Technology Stack
$90–220/mo

Helpdesk licenses (Zendesk, Gorgias), phone systems, chat tools, CRM seats, and productivity software per agent.

Recruiting & Hiring
$100–160/mo

Amortized cost of job postings, screening tools, background checks, and interview time across average CSR tenure.

Training & Onboarding
$400–500/mo

Product training, brand voice coaching, systems training, and ongoing skill development.

Quality Assurance
$260–300/mo

Ticket audits, CSAT monitoring, call reviews, performance tracking, and quality reporting per agent.

Management & Ops
$750–900/mo

Supervisor time, scheduling, workforce management, performance reviews, and escalation handling per agent.

Attrition Absorption
$130–175/mo

Hidden cost of turnover—productivity gaps, rehiring cycles, and institutional knowledge loss spread across tenure.

Total Monthly Investment Per CSR

All costs included: staffing, management, QA, training, systems

In-house
$5,405–6,330/mo
VS
With Charm
Included
You save $5,405–6,330/mo per CSR

Timeline

48h

Onboarding & Audit

Systems audit complete (helpdesk, workflows, integrations)

Access setup and permissions configured

Kickoff call with Account Manager

Staffing requirements finalized

W2

Systems Optimization

Helpdesk restructured (views, teams, macros)

Automation rules and triggers deployed

Sentiment routing configured

Recruitment in progress

W3

Team Onboarded

CSRs hired and trained on your products

Knowledge base populated with product guides

Team Lead assigned and briefed

QA process active

W4

Full Operations

Team handling live tickets

Weekly coaching sessions established

Performance dashboards live

Your senior team freed up for strategic work

Customer Success Stories

Companies who transformed their support operations with CharmService

Sutro & Camereye

Early-stage IoT companies offering water testing and safety products in the pool & spa industry

Challenge

Both IoT startups required teams capable of both supporting and selling their IoT devices. They needed rapid deployment to keep pace with product launches and customer growth in the pool & spa industry.

Solution

Deployed 2-person teams within 14 days for each company, then scaled to 15+ person sales-aligned support teams with dedicated chat, phone, email, QA, AI and more. Built automated reporting systems to flag issues before customers noticed them.

Results

700+

Partner Stores

180

Days to Close

1000+

Issues Flagged

15+

Team Members

Best of Hawaii

Third party sales agency selling vacation activities across all Hawaiian islands

Challenge

Needed to build a sales and support operation from the ground up to handle vacation planning for thousands of families. Required comprehensive sales cycles across retention, outbound planning, and inbound sales.

Solution

Established a 200+ person sales and support call center through meticulous planning. Optimized sales retention, outbound vacation planning, and inbound sales departments. Managed hundreds of thousands in monthly ad spend with best-practice marketing.

Results

$5M+

Revenue (Yr 3)

200+

Person Team

$0→$5M

3 Year Growth

6.6x

YoY Growth

Mondelēz International

$26B multinational confectionery corporation (Sour Patch Kids online store)

Challenge

Scale customer support while driving online store growth with AI sophistication. Required enterprise-grade quality standards with rapid response times for a major consumer brand.

Solution

Managed $1.5-2M monthly ad spend alongside 15+ agent team with AI/ML integration. Built sophisticated support workflows handling complex order issues while maintaining brand voice consistency.

Results

9x

Attention Burst

18%

Brand Lift

$500K

AI Revenue/Yr

15+

AI/ML Agents

Highline Fiber Internet

High-speed internet provider serving underserved communities

Challenge

Tight Q4 deadlines with significant need for additional outbound sales. No training materials available outside of 1:1 interviews and scattered marketing assets. Needed fast ramp-up with limited resources.

Solution

Created a two-week sales and marketing course from scratch. Deployed creative cold-calling with agents dialing up to 10 numbers at a time. Unique email strategy with thousands of emails daily. Integrated with customer service team for retargeting.

Results

$250K

Business Generated

10%

Regional Sales

70%

Email Open Rate

10/hr

Connections

Investment

Customer Service Rep

Staffing + Management

$3,000/mo

40 hrs/week on your schedule

Channels: Email, voice, chat, community

.01% talent selection rate

10 QA reviews per week

Weekly coaching sessions

EOR compliance via Deel

Learn More
RECOMMENDED

Customer Service Rep + Tech

Staffing + Tech Stack

$3,500/mo

Everything in CSR tier, plus:

Helpdesk configuration & optimization

Automation rules & triggers

Sentiment routing setup

Systems audit & ongoing optimization

Performance reviews

Get Started

Flex

Pay Per Ticket

$2.50/ticket

$1,000/mo base retainer

$1,000/mo retainer + $2.50 per ticket solved

No dedicated person staffed

SLAs guaranteed

Scale up or down as needed

Only pay for results

Learn More
Our Guarantee

Zero-Risk Staffing Guarantee

If any CSR quits or needs dismissal: replacement within 48 hours at no charge. No recruitment fees, no training delays, no coverage gaps.

Claim Your Guarantee

What Happens When You Sign Today

1

Kickoff Call

Systems audit, ICP for support roles, and success metrics. We map your current workflows and identify optimization opportunities.

2

Team & Systems Setup

Helpdesk optimization, automation deployment, and CSR recruitment. We build everything you need to scale support.

3

Full Operations

Live within 3-4 weeks. Trained CSRs handling tickets, QA active, and your senior team freed up.

Ready to Transform Your Support?

Let's audit your current support operations, identify optimization opportunities, and build a plan to scale your customer service team.

Schedule a Discovery Call