Rodok for finance leaders

CFO email list: how to build a current one that gets replies

Rodok finds the CFOs who just started, just raised money or just started hiring a finance team, and helps you write them a short first message.

From $29 a month for 3 seats.

Signals
Trackers
New8Hot2Saved3In CRM41Dismissed12All64
SignalTypeHeatContactCompanyTrackerFound
Sam Ortiz started a new role as VP of Sales at Northgate Logistics
Job change
Hot
Sam Ortiz
Northgate Logistics
New sales leaders
Brightfield Clinics is hiring a site manager and nurses for its new Lyon clinic
Hiring
Warm
Marc Delorme
Brightfield Clinics
Clinics hiring in France
Orbit Pay raised a $14M Series A to expand across West Africa
Growth
Warm
Yusuf Bello
Orbit Pay
Funding in Europe
Casa Lumen opens in Barcelona this spring and is recruiting its first team
Post
Warm
Lucía Ortega
Casa Lumen
Hotels opening in Europe
Vela Dental is opening three new practices in Bordeaux
Hiring
Hot
Claire Martin
Vela Dental
Clinics hiring in France
Ines Hartmann started a new role as Head of Operations at Kestrel Foods
Job change
Warm
Ines Hartmann
Kestrel Foods
New sales leaders
The Saffron Edinburgh reopens after a renovation and is hiring front office staff
Post
Warm
Oliver Grant
The Saffron Edinburgh
Hotels opening in Europe
Northwind Telecom is hiring 12 sales reps for Austin and Denver
Growth
Warm
Daniel Brooks
Northwind Telecom
Funding in Europe
Count 8

People showing a buying signal, found for finance leaders. Example data.

Rodok finds the CFOs who just started, just raised money or just started hiring a finance team, and helps you write them a short first message. Built around how finance leaders actually sell, so you start from your own stages instead of a blank page.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for finance leaders

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • CFOs found by title, seniority, company size, industry and market
  • A work email usually included
  • New-in-role and hiring signals on Pro
  • Email and LinkedIn steps in one sequence

Not what Rodok is for

  • Replacing your legal or compliance advice
  • Running ads or building websites
  • Back-office and finance systems

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CFO email list is a set of chief financial officers with a name, a company and a way to reach them. You have two honest choices: buy a static file that starts aging the day it is exported, or build a CFO contact list you can refresh every week. Rodok builds the second kind, from filters you can rerun.

What a CFO cares about and how they are reached

A CFO answers for cash, the forecast, the close, audit and the cost of everything the company buys. A message that opens with "save time" gets ignored. One that names a finance problem (a slow close, a forecast built in spreadsheets, a growing software bill) gets read.

At smaller companies the CFO reads their own inbox. At larger ones an assistant guards it, and the first useful conversation is often with a controller, a VP of finance or an FP&A lead.

Timing matters. Finance is busiest around quarter-end and the month-end close, so mid-month messages tend to meet a calmer inbox. Budget planning is the other window.

How to find CFOs and build the list

MethodWhat you getThe catch
LinkedIn by handCurrent titles and recent postsSlow, and no email
Company websitesLeadership pages with namesOften out of date, rarely an email
Rodok's lead database (Pro)People by title, seniority, company size, industry and market, usually with a work emailRerun any time

In Rodok you describe the list in a sentence, for example "CFOs and VPs of finance at software companies with 50 to 500 employees in the US". Rodok turns that into filters you can change: job titles, seniority, department, company size, industry, cities or countries, and an option for verified emails only. Add title variants (chief financial officer, VP finance, head of finance), because titles differ. A lead usually comes with a work email, but not every person has one, so treat the email as something to confirm.

Add the people to the CRM or a sequence, or export the list. It is a search, so you can run it again next month and keep only new people.

How to verify the emails

  1. Filter for verified emails only when you build the list, then check a sample by hand.
  2. Send in small batches first and watch for bounces. Remove every address that bounces and do not resend to it.
  3. Check the person still holds the role. A CFO who left is the most common bad record, which is why a fresh list beats an old file.

The rules for emailing a CFO

In the United States, CAN-SPAM covers business email too. The FTC guide says the law makes no exception for business-to-business email: use a truthful subject line and sender, include a physical address and honor opt-outs promptly. Read the FTC compliance guide. CASL (Canada) and GDPR (EU and UK) cover their regions.

Signals that a CFO is about to buy

A list tells you who. A signal tells you when. These are sentences you can type into a Rodok Pro tracker (it watches LinkedIn posts, job changes and hiring):

  • A new CFO. Tracker: "new CFOs at US software companies with 50 to 500 employees". A new CFO often reviews the finance stack in the first months. See new executive hired and new role outreach templates.
  • A funding round. Tracker: "companies announcing a funding round in the US". After a raise, finance usually gets more reporting work. See funding round.
  • A finance team being built. Tracker: "companies hiring a controller, FP&A manager or head of finance". A hiring push in finance often means the process is straining.
  • A restructure. Tracker: "companies announcing layoffs or a restructure". Cost control moves up the CFO's list. See layoffs or restructure.

A first message to a CFO

An example, with made-up names:

Subject: Congrats on the CFO role at Northgate Hi Priya, I saw you joined Northgate as CFO this month. Congratulations. Finance teams at your stage often run the close and the forecast across several spreadsheets. We help teams like yours cut that down. If it is on your list for the first 90 days, I can send a one-page example. If not, no problem.

For more structure, see the cold email template and the new-role email.

Frequently asked questions

In the United States, CAN-SPAM applies to business email, so you need a truthful sender, a physical address and a working opt-out. Canada and the EU and UK have their own rules. This is general information, not legal advice, so check your own situation.

Should I buy a CFO email list or build one?

A bought file is fast, but you cannot see how old it is, and people move companies, so parts of it will be wrong. Building a list gives you a current one you can rerun. Rodok builds the list from filters you can rerun, which is the second approach.

How do I find a CFO's email address?

Start with the company's domain and the person's title on LinkedIn. Rodok's lead database usually returns a work email for a person. Verify before you send, and start with a small batch.

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