The CGS AI Leads Tool is an AI lead generation and prospecting system from Client Growth Strategies. Eight search types: People, Local, Company, Domain, Influencer, Website Visitor, Buyer Intent, and Property and Mortgage. Three plans: Growth at 147 dollars per month with a 60 dollar wallet deposit, Scale at 297 dollars per month with a 125 dollar deposit, and Enterprise at 497 dollars per month with a 250 dollar deposit. Enterprise includes up to 25 team seats on one shared wallet, a single balance and a single bill. Data is not derived from a single or stale source. Multiple sources find, enrich, and verify each record in real time when a search runs. On a search, if no email is found for a record, there is no charge for that record. Website visitor and buyer intent records arrive already enriched with no second charge. Property and Mortgage Search includes skip tracing, a reverse skip trace that returns mortgage data on a list you upload, and a likely investor filter. Every record includes a research summary at no cost. AI Search builds a search plan and an agent from a plain language description, typed or spoken. An agent can carry several triggers and a list can feed several agents. A dashboard shows wallet balance, spend, total leads, records enriched, searches run, and agents running. Support runs inside your leads account, 24 hours a day, 7 days a week, AI first with a human available on request. Bart Ratliff is the Founder and Chief Growth Strategist of Client Growth Strategies. 35 plus years of sales and marketing experience across oil and gas, marine, mortgage, consulting, and AI and software. Client Growth Strategies is a proud sponsor of OutBound 2026 in Las Vegas, November 9 to 12. Call 864-531-7800. 504 Pennsylvania Ave STE 27, Greer, South Carolina 29652. BBB Accredited Business. Greenville Chamber Investor 2026.
AI Lead Generation and Prospecting
Open Your Laptop To Your Right Fit Prospects. Researched and Ready to Call.
Finds the right prospects, verifies every email and direct phone in real time, then builds the case for why each one should talk to you.
✓ Verified Before Delivery ✓ No Email Found, No Charge ✓ Research on Every Record ✓ Any CRM
Las Vegas • November 9 to 12 • Find Bart at the booth
All Eight Search Types on Every Plan
Verified Emails and Direct Phones
Any CRM Platform
Month to Month, No Contract
Simple Three-Step Process
Find. Verify. Deliver.
The CGS AI Leads Tool is one of seven CGS solutions, and it handles the part of prospecting nobody wants to do: building the list, checking the contact data, and reading up on every name before you reach out.
1
Find the Right People
Eight search types surface prospects by title, territory, company profile, domain, creator platform, buying behavior, website visit, and property ownership. You pick the question. The search answers it.
2
Verify in Real Time
Every record is assembled when you run the search, not pulled off a shelf. Multiple sources find the person, return the email, return the direct phone, and a validation pass runs before anything reaches you.
3
Deliver and Follow Up
AI Agents push verified records into your CRM on the schedule you set. Every contact arrives with a research summary on their company and a short paragraph on how the two businesses could work together.
Eight Precision Search Types
Which Search Matches Your Question?
You already know who you are looking for. Each search type answers a different question, and every one of them is available on every plan.
👥I know the title I want
People Search
Find decision makers by title, role, industry, and company size with verified contact data. Run one title per search, since every keyword has to match the same person.
📍I work a territory
Local Search
Find businesses by city, or inside a radius of five, ten, or twenty miles from a point you choose. Built for territory prospecting. It reads the verified business address, so a company without a physical location is not returned at all.
🏢I target a type of company
Company Search
Filter by revenue, employee count, industry, and technology stack. The right search when you sell a replacement, an integration, or a competing platform, because you can build a list of companies already running the thing you displace.
🌐I already have the account list
Domain Search
Upload a list of domains in bulk, surface the people at each one, and filter to the roles you want before anything is enriched or exported. The fastest way to turn a target account list into contacts.
⭐I want partners and referral sources
Influencer Search
Find creators across the major platforms including Instagram, YouTube, and TikTok. Describe the creator and add one to three hashtags on the topics they cover. Filter by follower count, engagement rate, and location.
🎯I want people in the market now
Buyer Intent Search
Find businesses whose recent behavior signals they are in a buying mode. Use up to three keyword phrases. Two windows: a 48 hour window for the tightest timing, or a 7 day window for more volume at a lower rate.United States only
👤I want to know who already came to me
Website Visitor Search
Identify people who visit your site without filling out a form. A small script runs on the pages you choose. Records arrive already enriched with no second charge. Internet service providers and bot traffic are filtered out before anything reaches your list.
🏠I sell to homeowners or borrowers
Property and Mortgage Search
Owner contact, value, equity, mortgage detail, and listing status at one flat rate, with skip tracing included. Filter on loan type across FHA, VA, conventional, and commercial, plus open balance, first loan interest rate, and first loan to value. Reverse skip trace returns mortgage data on a list you upload, and a likely investor filter finds investors for a property you name.United States only
How the Data Works
Not One Source. A Waterfall.
Bad data costs more than no data. It burns your sending reputation, wastes your team's mornings, and teaches everyone not to trust the list. The data here is not derived from a single or stale source. When you run a search, multiple sources find, enrich, and verify each record in real time.
Step One
Locate the person
The system identifies the individual and their professional profile before it looks for anything else.
Step Two
Find the email
An independent source is queried for the email address. Different source, different check.
Step Three
Find the direct phone
A separate source is queried for the direct dial or mobile number, so you reach the person rather than a switchboard.
Step Four
Validate both
A validation pass runs on the email and the phone. Verified contacts are marked as verified. Anything found but unconfirmed lands in a separate column, graded, so you always know which is which.
No email found means no charge.
On a search, if no email is found for a record, you are not charged for it. Every email that does come back runs through verification and is marked, so you can see at a glance which ones passed. If four addresses are found for the same person, you are charged once. You pay for contactable people, not for rows in a spreadsheet.
Assembled when you ask.
Contact data decays constantly because people change jobs, numbers, and addresses. The record you get is built at the moment you run the search, and the underlying data refreshes on a 30 to 60 day cycle rather than sitting untouched.
Two Searches Worth Understanding
Buying Behavior. And the Visitor Who Left.
These two work differently from the rest, and they are the two people ask the most questions about. Here is what each one actually does.
⚡
Buyer Intent Search
Businesses Showing Buying Behavior
Buyer intent is not a captured search query. Nobody hands you a transcript of what a prospect typed. It is behavior that signals a business is in a buying mode, read across multiple sources, verified, then assembled into an audience built around the keywords you supply.
1
Behavior is read across sources. A pattern, not a single action.
2
Raw signals run through a fifteen step filter before anything is considered clean and verified.
3
An audience is built around your keywords. Use up to three phrases. More than that narrows it fast, because every phrase has to apply to the same business.
Choosing the window
Buyer intent is priced by recency. The fresher the signal, the higher the rate, which is why the 48 hour window costs the most on the card and the 7 day window returns more volume at roughly half the cost. Match it to how fast your sales cycle actually moves, and remember that buyer intent records arrive already enriched with no second charge.
👁
Website Visitor Search
Know Who Visited Without Converting
You are already paying for the traffic. Most of it leaves without filling out a form, and until now that was the end of it. A small script on the pages you choose identifies a portion of those visitors and routes them to your CRM with contact data attached.
1
A visitor lands on your site. The script runs in the background on any page you select.
2
The record is matched and arrives enriched. Company detail alongside household, demographic, and financial signals, with no second charge. Internet service providers and bot traffic are filtered out automatically.
3
Routed to your CRM. Your follow up starts while you are still top of mind.
Worth knowing
This identifies a portion of your traffic, not all of it. A visitor counts as a record when there is a name with an email address or a phone number. It is a strong signal layered on top of visitors you already paid to attract, and it is the one search type where the people were already interested enough to show up.
Research on Every Record
What Do You Actually Know Before You Reach Out?
Every record, on every search type, runs through a research pass that reads their background, their company, and what they have published, then states how what you sell applies to that specific business. Not a generic description of your service. How it fits them. It costs nothing and never touches your wallet balance.
1
It reads their actual background
Role, what they are responsible for, education, certifications, what they have said publicly, and what their company does. Not a template with a first name dropped in.
2
It reads them against what you sell
The summary does not stop at who they are. It looks at their business next to your offer and tells you where the two connect. That is the difference between research and a list of facts.
3
It names the reason they would care
In their language, tied to their situation, rather than a description of what you sell. That line is the difference between an opener that gets read and one that gets deleted.
4
It is a starting point, not a finished email
The paragraph gives you a foundation to build on. You stay in control of the final wording, which is the point. Nobody wants a machine sending mail in their name.
Research summary
•
Executive Director of Marketing at a private university, responsible for marketing leadership, innovation, and coordination across the institution
•
Directs strategy across digital and traditional channels including SEO and SEM
•
Holds a digital marketing analytics certificate from MIT, which points to a data driven approach to spend
•
Has publicly stated a focus on building long term models around lifetime customer value
•
Led the institution's rebranding through its transition from college to university
Where It Connects
The stated focus on data and lifetime value runs directly on the accuracy of the contact data underneath it. The most likely reason he would care is not the tool, it is how much of his prospect list is verified before his team works it.
Condensed from an actual research pass on a single record. The full output runs longer and includes the source links.
Use It Anywhere
This Is Not Email Copy. It Is What You Know Walking In.
The research does not belong to one channel. It is the same intelligence whether you are picking up the phone, putting something in the mail, or letting an automated sequence run. What changes is what you do with it.
📞
On the Phone
You open with something true about their business instead of a script. The first fifteen seconds decide the call, and you spend them on their situation rather than your introduction.
✉️
In an Automated Sequence
Every message is built from that specific company, so a hundred contacts get a hundred different reasons to reply. Personalized at volume, not a template with a first name in it.
📝
In the Mail
Local Search returns the verified business address. When a prospect has gone quiet after five or six digital touches, a physical piece is the one channel that has not been used yet.
🎁
As a Card or Gift
A CGS personalized card or gift can be triggered from inside the same workflow. Something they can hold, sent without you lifting a finger.
AI-Powered Automation
Set It Once. Leads Every Morning.
An AI Agent is an automation you build once. It runs the search, enriches the records, filters out the ones nobody can address, runs the research pass, tags everything, and sends it where you tell it. Describe what you want in plain language and AI Search will build it for you, or set it up yourself in under two minutes.
Scheduled Prospecting
Tell the agent what to look for and how often to run. Daily, weekly, or any cadence you choose. An agent can carry several triggers at once, and one list can feed several agents. It compares every run against the list it feeds, so a scheduled agent does not hand you the same contact twice. Because it searches live rather than pulling from a stored set, a run returns what is actually there rather than a fixed count.
⏰ Several triggers on one agent
Enrich, Then Filter
Enrichment runs before the filter so the filter sees a complete record. Then the filter drops anything without a name, an email, a phone, or the right title, so only workable contacts reach your CRM.
⚡ Verified before delivery
Research on Every Record
The research pass runs inside the agent, so every contact lands with a summary of who they are, what their company does, and how what you sell applies. AI actions never touch your wallet balance.
🤖 Included at no cost
Tagged and Delivered
Every record carries the tag you set, which is what triggers the automation waiting on the other side. Each agent has its own destination, so different agents can feed different CRMs or different pipelines.
🔗 Any CRM platform
Subscription Plans
Which Plan Fits You?
Every plan includes all eight search types, a research summary on every record, AI Agents, wallet rollover, and one-click CRM export. What changes is your monthly wallet deposit, your rate per record, and whether you are working your own pipeline or running a team.
✓ Questions before you pick one? Call 864-531-7800.
Your wallet holds dollars, not credits, so there is no conversion to work out. You spend against the rate below and your balance rolls over. Every plan includes all eight search types.
Swipe to compare all three plans
Search Type
Growth $147 per mo • $60 deposit
Scale $297 per mo • $125 deposit
Enterprise $497 per mo • $250 deposit
📍Local Search
$0.48
$0.36
$0.24
🏢Company Search
$0.48
$0.36
$0.24
🌐Domain Search
$0.48
$0.36
$0.24
👥People Search
$0.72
$0.54
$0.36
🏠Property and Mortgage
$0.80
$0.60
$0.40
⭐Influencer Search
$0.96
$0.72
$0.48
👤Website Visitor
$1.60
$1.20
$0.80
🎯Buyer Intent, 7 day
$2.00
$1.50
$1.00
🎯Buyer Intent, 48 hour
$3.80
$2.85
$1.90
One note on Influencer Search: the rate above covers each record returned. If you go back later and enrich records manually from a saved list, that enrichment carries its own rate.
When to move up: once your monthly wallet spend on Growth passes roughly $340, Scale delivers the same volume for less. Once your spend on Scale passes roughly $325, Enterprise does the same. The math is checkable inside your own account, and you can move between plans at any time.
Where This Fits
ZoomInfo Is a Serious Platform. So Is This One.
People ask how this compares to the large go-to-market platforms, so here is the straight answer. They are very good at what they do, and plenty of people should be using them. They are also solving a different problem. Here is what each one is built around, so you can decide which fits how you work.
What ZoomInfo Is Built Around
Depth, Breadth, and a Sales Organization
ZoomInfo runs a contributor network, hundreds of human researchers, and its own email verification. If you already use it and it works for you, keep it. There is nothing here that replaces what it does at that scale.
•
Signal types this does not carry at all: funding events, earnings, executive changes, and champion movement
•
Scheduled auto-enrichment into a small number of major CRMs
•
Priced in the thousands per year, on a twelve month agreement
•
Their entry package covers three seats, and the fourth person is a purchase
What This Is Built Around
Speed, Flexibility, and a Short Commitment
A workable list, verified contact data, and enough research to make the first touch land, without a twelve month agreement in front of it. Start at $147 a month and stop whenever you want.
✓
Adding a person is a login, not a purchase. Enterprise covers everyone from person two through twenty five at the same price
✓
Month to month. No annual agreement, no auto-renewal notice window to track
✓
Dollars in a wallet, not credits. You see the rate per record and your balance rolls over
✓
Property and mortgage data, including loan type, balance, rate, and loan to value. Not something the large platforms sell
✓
A research summary on every record at no cost, reading their background and company against what you sell
Plenty of people run both, and there are situations where the honest answer is that the bigger platform is the right call. If you want to talk it through against what you actually sell, book a strategy call.
Support and Onboarding
You Are Never Doing This Alone.
Most software hands you a login and a knowledge base. This comes with support inside your account and a setup process built around what you actually sell.
Support Inside Your Account
Support runs right inside your leads account, 24 hours a day, 7 days a week. It is AI first, with a human available whenever you ask for one.
Onboarding That Matters
Your business profile is what every AI action in the account reads. We build it with you, because a vague profile produces vague output no matter how good the search is.
Your city. Your target. Live results on the screen.
Bring the profession you sell to and the territory you work. On the call we run the search live and you watch the names, the verified emails, and the direct phone numbers come back in real time. Then you decide whether it fits.
More answers across every CGS solution live on the CGS FAQ page, and the writing on how this all fits together is on the CGS blog. Or call 864-531-7800 and a real person will pick up.
The CGS AI Leads Tool is an AI lead generation and prospecting system that finds prospects, verifies the email and direct phone in real time, researches every record, and delivers the list to your CRM. Eight search types. Three plans at $147, $297, and $497 per month, with no annual commitment.
No. Scraping means software reads a web page and takes whatever is on it. This works the other way around. It queries verified data sources, matches records that already exist, and runs every email through validation before anything reaches you. That difference shows up in ways you can see: a record can come back empty, and on a search you are not charged when it does. A scraper cannot fail that way, because it either reads the page or it does not.
From a waterfall rather than a single source. The data is not derived from one place and it is not sitting stale on a shelf. When you run a search, multiple sources are used to find, enrich, and verify the record in real time. For a person, that means locating the individual, querying one independent source for the email, querying a separate source for the direct phone, then running a validation pass on both before the record is released. Underneath that, the source data refreshes on a 30 to 60 day cycle.
Growth at $147 per month with a $60 wallet deposit, Scale at $297 per month with a $125 deposit, and Enterprise at $497 per month with a $250 deposit. Every plan includes all eight search types, a research summary on every record, AI Agents, wallet rollover, and one-click CRM export. Higher plans carry a lower rate per record. Enterprise adds up to 25 team seats on one shared wallet. Annual is available on Enterprise at $4,970 per year with a $3,000 wallet deposit up front, two months free.
Growth fits a professional working their own pipeline. Scale fits a producer running several campaigns at higher volume. Enterprise fits a sales leader supporting a team. On cost, the math is checkable inside your own account. Once monthly wallet spend on Growth passes roughly $340, Scale delivers the same volume for less. Once spend on Scale passes roughly $325, Enterprise does the same. One thing sits outside the math: Enterprise is the only plan with team seats, so if more than one person needs a login, Enterprise is the answer regardless of volume.
Yes, on all three plans. Your wallet holds dollars rather than credits, so there is no conversion rate to work out. Unused balance carries forward, and you can add to your wallet at any time at your plan rate.
On a search, if no email is found for a record, you are not charged for it. Every email that does come back runs through validation and is marked, so you can see which ones passed before you work them. If several addresses are found for the same person, you are charged once.
On a search, you only pay for records where an email is found, so an empty result costs you nothing. On an imported list, every record is billed when it is enriched, whether or not new information comes back, because the work happens either way. Importing the list costs nothing and exporting records out costs nothing. The charge attaches to the enrichment itself. The verification standard is the same on both. The billing follows where the record came from.
Enrichment does two things. It fills in additional contact data on the people already found, and on a business record it queries the company for additional employees who did not surface in the original search. Enrichment is billed at the same rate as the search type it runs on, drawn from your wallet in addition to the search itself. It is all or nothing rather than partial, so it earns its place when the extra contacts are worth having and not otherwise. Website visitor and buyer intent records are the two exceptions, since both arrive already enriched with no second charge.
It does not mean a captured search. Nobody hands you a transcript of what a prospect typed. Buyer intent is behavior that signals a business is in a buying mode, read across multiple sources. Raw signals run through a fifteen step filter before they are considered clean and verified, and what survives is assembled into an audience built around the keywords you supply. Use up to three keyword phrases. Two windows are available. Buyer intent is priced by recency, so the fresher the signal the higher the rate: a 48 hour window for the tightest timing, and a 7 day window that returns more volume at roughly half the rate. Match the window to how fast your sales cycle actually moves. Buyer Intent Search is United States only.
It identifies people who visit your website without filling out a form. A small script runs on the pages you choose. The record is matched and arrives already enriched with no second charge, carrying company detail alongside household, demographic, and financial signals, then routes to your CRM so you can follow up while you are still top of mind. A visitor counts as a record when there is a name with an email address or a phone number. Internet service providers and bot traffic are filtered out automatically. It identifies a portion of your visitors rather than all of them.
Owner contact information, value, equity, mortgage detail, and listing status, all at one flat rate with skip tracing included. Mortgage filtering covers loan type across FHA, VA, conventional, and commercial, plus open balance, first loan interest rate, and first loan to value, which is what makes it usable as a refinance prospecting list. When a property is held by an LLC, the system attempts to resolve ownership back to an individual. It does not always succeed, and where it cannot, the record comes back with the entity rather than a person. A likely investor filter is also available: give it a property, the kind of investor you want to reach, and a comparable radius, and it returns contacts for investors who may be interested. Property and Mortgage Search is United States only.
In lead generation terms, skip tracing is enrichment. It locates additional information on a person and verifies that the information is real. The association most people have is a creditor working from a name and an old address, and that is one use of it. Inside Property and Mortgage Search it does something narrower: it finds and verifies current contact information so what you have is accurate rather than outdated, and it lets you reach the kind of owner you are actually looking for, such as someone holding a particular loan type or an investor in a particular kind of property.
Yes. Reverse skip trace accepts a list you upload with phone numbers or email addresses on it, then returns mortgage data on each record. A credit union can run its own account holder list, see which members carry a mortgage and what the terms look like, and go back to those members about refinancing or pulling equity. It works a list you already own rather than buying a new one. Reverse skip trace is part of Property and Mortgage Search, which is United States only.
Yes. Company Search filters on technology stack alongside revenue, employee count, and industry. That makes it the right search when you sell a replacement, an integration, or a competing platform, because you can build a list of companies already running the thing you displace.
Yes. Domain Search accepts a bulk upload of domains, surfaces the people associated with each one, and lets you filter to the roles you want before anything is enriched or exported. If you already have a target account list, this is the fastest way to turn it into contacts.
Describe the creator and what they are, then add one to three hashtags covering the topics they talk about. Searching the industry name alone returns businesses in that industry, not the people talking about it. Influencer Search covers the major creator platforms including Instagram, YouTube, and TikTok, and filters by follower count, engagement rate, and location.
The keyword logic is AND, not OR. One person has to match every keyword you enter, not any of them. Five keywords means the system is looking for someone who matches all five, which is why long strings come back empty. Run one service per search. If you sell three services, that is three searches, and each one returns a cleaner audience than a single search trying to cover all three.
Local Search reads the verified business address, not the service area. A company without a physical location is not returned at all, and a company that works across a region but hides its address will not appear in a Local Search of that region. That is a real limit and it is worth knowing before you build a territory list. Where a business has no listed address, People Search or Company Search is usually the better route.
Six of the eight search types work internationally, including Local Search. Two are United States only: Buyer Intent Search and Property and Mortgage Search.
Verified means the address was confirmed. The additional column holds contact details that were found and could plausibly belong to that person but were not confirmed, and each one carries a grade so you can see how much weight it deserves. Work the verified column first. The additional column is there for the records where verified came back empty and you want something to try.
No. When an agent is pointed at a list, every run is compared against everyone already on that list, so a daily or weekly agent adds only what is new. You can leave one running without watching it for duplicates.
Every record comes with a research summary at no extra cost. The system reads the prospect's background, their company, and their published work, then states in plain language how what you sell applies to that specific business, along with a short paragraph on how the two companies could work together. It runs on every record, on every search type, and it never touches your wallet.
Not the finished message. The research summary gives you a strong starting point, a paragraph on how your offer fits that prospect, but it is a foundation to build on rather than a send ready email. You stay in control of the final wording.
No. AI Search lets you describe who you are looking for in plain language, by typing or by talking, and it fills out the entire search plan for you. You can edit it as you go, and it will build the AI Agent too, then ask whether you want to run it once or put it on a schedule. If you would rather work with the prompts directly, they are there, and an assistant will draft one with you and show you the available variables while you write.
Yes. An agent can carry several triggers, and a single list can feed several agents, so one list can take new results as they arrive and run a scheduled sweep on top of that. You can also go back into a search you already ran, including one built through AI Search, and update it rather than rebuilding it. Agents, lists, and past searches sit in folders so a busy account stays readable.
On the dashboard. Wallet balance, spend, total leads, records enriched, searches run, agents running, and your usage history are all on one screen, filterable by date. On Enterprise it also shows activity across your team seats.
Under two minutes for a working one. You add a search trigger, set the parameters, choose how often it runs, add the steps you want such as enrichment or filtering, then tell it where to send the results. Because the search runs live rather than pulling from a stored set, a scheduled run returns what is actually available rather than a fixed count.
Yes. Each agent has its own destination, so one agent can send to one CRM and another to a different CRM, or to a different pipeline inside the same CRM. Every agent is configured independently.
Records can reach your CRM through one-click CSV export, a native integration, Zapier, or a direct webhook. Sending and tagging records is free and never touches your wallet.
Yes. Enterprise at $497 per month includes up to 25 team seats. Every person gets their own login, runs their own searches, builds their own AI Agent, and connects their own CRM. The whole team draws from one shared wallet, so you get a single balance and a single bill rather than per-seat billing. Growth and Scale are built for a single user working their own pipeline.
Platforms like ZoomInfo are serious products, and they carry signal types this does not, including funding events, earnings, and executive changes. If you already use one and it works for you, keep it. This is built around a shorter commitment and a different cost structure. Start at $147 a month with no annual agreement, hold dollars in a wallet rather than credits, add people as logins rather than purchases up to 25 seats, and get property and mortgage data the large platforms do not sell. Plenty of people run both. If you want to talk it through, book a call.
Support runs right inside your leads account, 24 hours a day, 7 days a week. It is AI first, with a human available on request, so you can get an answer immediately at any hour and reach a person whenever you want one.
All sales are final. Subscription fees and wallet deposits are non-refundable. Plans may be canceled at any time to stop future billing. No refund, credit, or account transfer will be issued on any amount already charged. To cancel: [email protected] or 864-531-7800.
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Ready to Fill Your Pipeline?
AI Lead Generation and Prospecting On Autopilot.
Eight search types. Verified in real time. AI Agents running around the clock. A research summary on every record. Three plans at $147, $297, and $497 per month, month to month. Book a call and watch it run on your market before you decide.
All sales are final. Subscription fees and wallet deposits are non-refundable. Plans may be canceled at any time to stop future billing. No refund, credit, or account transfer will be issued on any amount already charged. To cancel: [email protected] or 864-531-7800.