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Proposal for CXO Nexus

Growth Partnership (Pilot Phase) for CXO Nexus.

A pilot that builds your 2027 growth engine and fills your calendar with CFOs, not procurement.

Issued October 20, 2026 Valid until November 19, 2026 Ref prop-e066209f
Executive Summary

Briefing for your incoming MD

Today your pipeline runs on a warm network that will run out, and on phone calls that reach 3 people out of 17 dialled, with no system to follow up.

This pilot builds a cold outbound engine aimed at CFOs and CIOs, on email, LinkedIn and WhatsApp. It starts by reactivating your 70,000 existing contacts.

The target is 15 qualified opportunities within 60 days of full launch. That gives you and your incoming MD a proven channel to build the 2027 sales plan around.

15
Qualified opportunities guaranteed
60 days
Of campaigns from full launch
70,000
Existing contacts reactivated first
£4,250
Refunded if the target is missed
The problem

What's slowing your growth.

Before implementing any solution, the problem has to be clear. Here's what came out of our call.

01

Warm network running dry

Your entire pipeline today runs through 70,000 first-degree contacts built over 25 to 40 years of careers. You said it yourself: there will come a point where you can't speak to your friends anymore, and right now there is no growth engine to replace that.

02

Phone bashing hits a wall

You made 17 calls yesterday and reached three people. The rest went straight to voicemail, every time, at every hour. When a positive reply does come in, there is no system to route it to a live call, so momentum dies in the inbox.

03

Calls that never connect

Some contacts you will never reach by phone: same voicemail, every time, at every hour. Today nothing moves them to another channel, so they simply drop out of the pipeline, and the hours spent dialling them close nothing.

04

No numbers for the 2027 plan

You estimate around six meetings a month, but it is not measured yet. Your incoming MD is building the 2027 bookings and revenue plan now, and a plan built on an unmeasured channel is a guess.

The solution

How I solve it.

Here's how I address each of the points above.

01

CFO and CIO pipeline on autopilot

The first campaign reactivates your Orbit database: 70,000 contacts scored, deduplicated against who you are already calling, then sequenced via email, LinkedIn, and WhatsApp. Replies land directly in your inbox, targeting CFOs and CIOs only, never procurement.

02

Warm calls, not cold ones

Every positive email reply automatically triggers a Fullenrich mobile enrichment and pushes a Slack or email alert with the number and the thread context. You pick up the phone already knowing they are interested, so the 17-calls-for-3-pickups ratio becomes a thing of the past.

03

15 qualified opportunities in 60 days

The pilot targets 15 ICP decision makers who opt in within 60 days of full launch. If they are not there, you get a full refund and the second half is never due. CFOs and CIOs first, procurement never as the point of entry. Four brilliant conversations beat forty poor ones.

04

A measured channel for 2027

Every send, reply and opportunity is tracked from day one, so your incoming MD gets real conversion numbers to build the 2027 plan on, and a clear choice of how to keep the engine running after the pilot.

The pilot

Concretely, step by step.

Email infraICP matrixTAM mappingIntent signals
01DEFINE

Define ICP + offer

Company size · Location · Industry · Decision-maker titles · Tech stack

02SOURCE

Scrape the market

Skip signals
Optional

Signal detection & monitoring

Website visitorsRecruitmentJob changeTech stack changeCompetitor engagementFunding raisedProduct launchRecent news

Layered onto the list, or used to find the accounts the list missed.

03SCORE

Lead scoring & prioritisation

04TIER

Tier 1

Fits the ICP, carrying a live signal.

Tier 2

Fits the ICP, no signal yet.

Tier 3

Partial fit.

Unqualified

Out of ICP

Never enriched, never contacted.

05ENRICH

Waterfall contact enrichment

Tiers 1 to 3 only. The decision-maker, their email, their LinkedIn URL.

06VERIFY

Email verification

Each address tagged good, risky or bad

07PERSONALIZE
Skip icebreakers
Optional

AI icebreakers

From their website, context and signals. Nothing invented.

08ROUTE

Channel routing

09LAUNCH

Multichannel

Email and LinkedIn profile both found.

Email only

Email found, no LinkedIn profile.

LinkedIn only

Profile found, email unusable.

10RESULT
CalendlyConfirmed
Marc DelaunayCEO · Vantor Systems
Fri · 11:3030 min
meet.google.com/dxh-pktw-mns
QUALIFIEDCampaign 1 · Step 2A
CalendlyConfirmed
Elena BrandtCreative Director · Norvalis
Wed · 14:3030 min
meet.google.com/jvr-bcat-pwq
QUALIFIEDCampaign 2 · Step 1
CalendlyConfirmed
Thomas ReissVP Engineering · Kestrel Group
Tue · 09:0045 min
meet.google.com/qkm-tzfd-hra
QUALIFIEDCampaign 1 · Step 3B

The system puts meetings with your target prospects in your calendar.

Why us

Why LUNIFAI.

Built around your Orbit data

Rather than starting from scratch, the first campaign is built on the 70,000 first-degree contacts already in your system, deduplicated against your active call list so there is zero overlap or wasted effort.

CFO and CIO targeting only

The ICP is locked to the exact buyer persona you have proven converts: CFOs and CIOs. Procurement is explicitly excluded from the outset, not left to chance.

Fullenrich already in your stack

You already use Fullenrich exclusively for mobile enrichment. The reply-to-call workflow slots directly into that, pushing enriched numbers and thread context to you via Slack the moment a positive reply lands.

Guaranteed outcome, not effort

The pilot carries a hard guarantee: 15 qualified opportunities within 60 days of full launch, or a full refund. You are paying for results, not for activity.

Scope of Work

Scope of work and deliverables.

What I build and run

60 days, from full launch
  • Onboarding call and ICP definition
  • Architecture of the offer angle being tested
  • Domain and mailbox configuration, in your name
  • Full warm-up before the first send
  • Account sourcing and ICP scoring
  • Contact enrichment and verification
  • Email and LinkedIn sequences and personalised openers written
  • Email / LinkedIn routing by data quality
  • Iterations on subject lines, angles and sequences
Scope of Work

Scope of work and deliverables.

What the pilot does not include

Reserved for the full programmes
  • The custom CRM and pipeline tracker
  • The dashboard and funnel tracker
  • Reply and follow-up automation
  • Additional angles and new lists
  • Reply handling and appointment setting
  • Training and skills transfer
Timeline

Milestones and timeline.

Here's the sequence of phases after signing.

60 days, from full launch What I build and run
Reserved for the full programmes What the pilot does not include
01
December

Onboarding, ICP, Orbit export, domains purchased.

02
Mid-December

Warm-up starts. Lists, scoring and sequences built.

03
Second half of January

Full launch. The 60 day guarantee window starts here.

04
Day 60 after launch

Results call, then you choose how 2027 continues.

The Guarantee
15 qualified opportunities in 60 days, or your money back. If I miss, the £4,250 you paid at signing comes back in full and the second half is never due. The infrastructure stays yours either way.
Ways of Working

What working with me looks like.

Step What happens Why it matters
01Onboarding and technical setup I configure your domains and mailboxes to best practice, in your name, and take in your Orbit export. You end up with clean infrastructure that is yours from day one.
02One call every two weeks A 30-minute call every two weeks, from onboarding to the results call 60 days after full launch with you and your incoming MD. You see what is working as it happens, without it costing you time.
03Simple communication We talk in a shared Slack channel, Monday to Friday (11am-6pm CET). Already have a workspace? We use Slack Connect. Otherwise I invite you into mine.
04Replies come to you Replies land directly in your inbox, on LinkedIn and on WhatsApp. Positive ones reach you with a mobile number ready to call. You call while the conversation is warm, and you see the real quality of the replies, not a report.
Software

Software and platforms.

Monthly cost at your expense
231 USD to 251 USD

Zapmail, Instantly or PlusVibe, and HeyReach, depending on the sequencer you pick. Plus $78 to $91 once for the domains.

Your sending infrastructure

Domains, mailboxes, the sequencer and HeyReach are in your name and stay yours whatever happens after the pilot.

Everything else is on me

Sourcing, enrichment, email verification and AI personalisation are included in the pilot fee.

Tool Role in the pilot Monthly cost
Zapmail Domains and mailboxes $75
Instantly Warm-up and sequence sending $97
orPlusVibe Warm-up and sequence sending $77
HeyReach LinkedIn channel $79
Monthly total With Instantly. Billed to you directly by each provider, in your name, never marked up. around $250
One-off purchase
Domains (6 to 7) Dedicated sending domains, in your name, bought through Zapmail $78 to $91
Total at launch Payable once, at launch. $78 to $91

The sourcing tools (LinkedIn Sales Navigator, Clay and prospecting databases) are paid by me and do not appear in this table. You only pay for the infrastructure that belongs to you.

Investment

Your investment.

Total
£8,500
Payment schedule
1
On signature
50% Deposit
£4,250
2
60 days after full launch, if the target is hit
50% Final
£4,250
The guarantee: 15 qualified opportunities in 60 days, or your money back. If I miss, the £4,250 you paid at signing comes back in full and the second half is never due. The infrastructure stays yours either way.
After the pilot

The next 12 months, decided after the pilot.

Nothing below is part of this proposal or billed now. At the results call, 60 days after full launch, with the real numbers in front of you and your incoming MD, you decide whether to continue and how.

Flat retainer
One predictable fee. I keep the engine running all year, you handle the replies and take the calls.
£4,250 / month
  • Email, LinkedIn and WhatsApp, run continuously
  • New angles and lists every month
  • CFOs and CIOs first, procurement never as the point of entry
  • A 30-minute call with your team every two weeks
Optional add-on for the 12 months: appointment setting by email and LinkedIn, +£500 a month.
Performance
A lower retainer plus a fee per meeting held. I answer every reply and book the meetings myself.
£2,850 / month + £400 per meeting booked and held
  • Everything in the flat retainer
  • Reply handling and follow-ups included
  • Every reply answered and followed up until booked or a clear no
  • £400 per meeting booked and held with an ICP decision maker
Reply handling is part of this model: I can only be paid per booked meeting if I am the one booking it.

Both run for 12 months from the end of the pilot and are invoiced monthly. The choice is made at the results call, not today.

Investment

How the pilot runs.

The pilot carries no commitment period. You pay £4,250 at signing and £4,250 60 days after full launch, the second half only if the 15 opportunities land within 60 days of full launch, with a full refund of the first if they don't, and the pilot ends with a results call. The 12-month engagement only starts if you confirm it then. Here is how it runs.

December

Build and warm-up

Once the new name and website are live: onboarding, ICP and angles, domains and mailboxes in your name, then 30 days of warm-up while I build the lists and sequences. Launch lands in the second half of January.

60 days from full launch

The 60 day campaign

Reactivation first, then cold outbound, on email, LinkedIn and WhatsApp. I iterate on subject lines, angles and sequences. Replies land in your inbox, and positive ones reach you with a mobile number ready to call. This 60 day window is the one the 15 opportunities are counted in.

After

The results call

On day 60 after launch we look at the real numbers with your incoming MD. Either the 15 opportunities are there, the second half is due and you decide how 2027 continues, or they are not, the £4,250 you paid is refunded and nothing more is due. Either way, the infrastructure stays with you.

LUNIFAI
Terms

Contractual Terms.

Proposal for CXO Nexus · Growth Partnership (Pilot Phase)

01Purpose

LUNIFAI provides automation, integration, AI development and low-code/no-code services. The detail of the deliverables is set out in this proposal.

02Obligations

LUNIFAI undertakes to apply the means necessary to perform the engagement properly and to inform the Client promptly of any blocker. The Client provides the necessary materials, approves deliverables within the agreed times, and pays the amounts due on the agreed terms.

03Liability

LUNIFAI acts as an integrator of third party solutions (n8n, Airtable, and others). It is not responsible for bugs in or limitations of those tools. Its liability is limited to an obligation of means, save for gross negligence. Closing the sale is the Client's responsibility alone.

04Tools and third party costs

The sending infrastructure is borne by the Client: Zapmail (domains and mailboxes), Instantly or PlusVibe (sending), and HeyReach (LinkedIn), subscribed in the Client's name, billed directly by each provider and carrying no margin for LUNIFAI. Every other tool used to run the pilot (sourcing, enrichment, email verification, AI personalisation) is paid by LUNIFAI and included in the fee. The detail of those costs is set out in this proposal. Campaigns and services are suspended if an invoice remains unpaid beyond 30 days.

05Payment

The pilot fee is £8,500, payable in two instalments: £4,250 on signature, and £4,250 60 days after full launch, due only if the target set out under Guarantee is reached. It covers the setup and warm-up month and 60 days of running the campaigns from full launch. There is no other success fee and no per-opportunity fee.

06Guarantee

The target is 15 qualified opportunities within 60 days of full launch. A qualified opportunity is a decision maker matching the ICP defined at onboarding who opts in (replies that they want to talk about the Client's services, or asks to see the Client's previous work, references or testimonials), one per company. Each one is shared with the Client as it lands; the Client has 5 business days to flag one as outside the ICP, and unflagged ones count. If the target is not reached by the end of the period, the first instalment of £4,250 is refunded to the Client in full and the second instalment is not due. The refund covers LUNIFAI's fee. Tool and domain costs remain the Client's, as does the infrastructure built, which stays with them. Any delay or interruption attributable to the Client suspends the measurement period.

  • Copy and angles are approved within 48 hours.
  • LUNIFAI's copy is what goes to market. The Client may write their own version, which LUNIFAI will gladly A/B against its own.
  • The Client answers within 24 hours when a prospect asks something only they can answer.
  • Domains and mailboxes are subscribed and paid for by the Client at onboarding, and the campaign is neither paused nor restricted.

07What voids the guarantee

Two things void it: refusing the work on the angle and offer, and overruling LUNIFAI's copy. In either case LUNIFAI still builds and runs the campaigns, but the refund falls away and the second instalment becomes due whatever the result.

08Scope of the pilot

The pilot covers a reactivation campaign on the Client's Orbit contacts and a cold outbound campaign, on email, LinkedIn and WhatsApp, run for 60 days from full launch, plus the reply-to-call alert (Fullenrich enrichment on positive replies). Reply handling and appointment setting are the Client's during the pilot. The pilot is limited to one per client.

09After the pilot

At the results call the Client decides whether to continue. Nothing renews automatically: any 12-month engagement starts only on the Client's written confirmation.

10Continuation after the pilot

Continuing after the pilot is optional and decided at the results call; nothing in this proposal commits the Client beyond the pilot. For information, the two continuation models are: a flat retainer at £4,250 per month for 12 months, with an optional appointment setting add-on by email and LinkedIn at £500 per month for the same 12 months; or a performance model at £2,850 per month for 12 months, reply handling and follow-ups included and required on this model, plus £400 per meeting booked and held with a decision maker matching the ICP. The terms are confirmed in writing at that point.

11Ownership

Deliverables are licensed to the Client for exclusive use upon payment. Domains, mailboxes and the Zapmail, Instantly or PlusVibe, and HeyReach accounts are subscribed in the Client's name and belong to the Client. LUNIFAI retains its methods, its tooling and its technical structures.

12Governing law

This agreement is governed by Swiss law. Exclusive jurisdiction: the courts of the Canton of Geneva.

Confidentiality

Confidentiality Clause.

In the course of performing this contract, the Parties acknowledge that confidential information may be exchanged, in particular of a commercial, technical, financial, strategic, organizational nature or relating to know-how.

01Definition

Confidential information means all information, of any nature whatsoever, communicated in writing, orally, or by any other means, identified as confidential or whose confidential character reasonably flows from its nature or from the circumstances of its disclosure. This includes in particular: client data, internal documents, source code, software architectures, processes, mockups, databases, as well as any information relating to the activities, projects, or working methods of either Party.

02Obligation of the Parties

Each Party undertakes to: not disclose the confidential information to third parties without the prior written agreement of the other Party; use the confidential information solely for the purposes of performing this contract; take all necessary measures to ensure the protection and confidentiality of said information, at least equivalent to those it applies to its own sensitive information.

03Exclusions

The obligations under this clause do not apply to information: that has fallen into the public domain without breach by the receiving Party; already known to the receiving Party before its disclosure by the other Party; whose disclosure is required by law or by a competent judicial or regulatory authority (subject to informing the other Party beforehand to the extent permitted by law).

04Duration

The confidentiality obligations under this clause shall remain in force for a period of five (5) years from the signing of this contract, including in the event of termination or non-execution of the project.

05Applicable Law and Jurisdiction

This clause is governed by Swiss law. Any dispute relating to the interpretation or performance of this clause shall be submitted to the exclusive jurisdiction of the courts of the Canton of Geneva, subject to a prior amicable settlement between the Parties.

Acceptance

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By LUNIFAI
Lukas Yu Manwaring
Lukas Yu Manwaring signature
Founder · LUNIFAI · October 20, 2026
By CXO Nexus
Dale White
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