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Rodok for business and executive coaches

Lead generation for coaches: find leaders who need coaching

Rodok watches LinkedIn for promotions, new leaders and restructures that often come before coaching, and tracks every inquiry and referral in one CRM.

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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 business and executive coaches. Example data.

Rodok watches LinkedIn for promotions, new leaders and restructures that often come before coaching, and tracks every inquiry and referral in one CRM. Built around how business and executive coaches 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 business and executive coaches

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

Covered

  • LinkedIn signals from promotions, job changes and company news
  • Inquiries and referrers tracked on every contact
  • A draft first message for each signal
  • Booking links, follow-up reminders and email on the record

Not what Rodok is for

  • Paid ads
  • Website builds
  • Course hosting, payments and session notes

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

Lead generation for coaches is how a business or executive coach finds leaders, teams and companies that need coaching, and starts a conversation at the right moment. Most coaches grow through referrals and content, so a second source is outreach tied to a public event, such as a promotion. Coaches serving consumers can use it for the business side of their work.

How coaches really get clients

Coaching is a trust purchase. People buy from someone they have seen think, or who someone they trust recommended.

  • Referrals. Past clients, HR leaders, consultants and other coaches who do not compete with you. Tell them the exact kind of person you help.
  • Content and speaking. A clear point of view in posts, talks or a newsletter makes you easy to remember.
  • Companies as buyers. A head of HR or learning buys coaching for new managers or senior leaders. This is a longer sale with a budget and more than one decision maker.
  • Direct outreach. A short note to a leader at a moment when coaching is on their mind. This is the channel Rodok supports.

The stages of a coaching deal

Coaches usually recognize: inquiry, discovery call, proposal, enrollment and renewal. A company sale adds a sponsor conversation before the proposal. See the CRM side in CRM for coaches.

Signals worth watching

These are public events that often come before someone seeks a coach. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news.

  • A promotion into leadership. Tracker: "people promoted to director, VP or head of a function in the last 30 days at companies with 50 to 1,000 employees". A first leadership role is a common moment for coaching. See promotion.
  • A new executive. Tracker: "VPs and C-level leaders who started a new role in the last 90 days". The first 90 days are when support is most welcome. See new executive hired.
  • A restructure. Tracker: "companies announcing layoffs or a reorganization in (region)". Leaders managing a changed team may want help. See layoffs or restructure.
  • A post about a leadership struggle. Tracker: "posts from managers and founders about burnout, delegating or managing a team". See problem post.
  • A learning and development hire. Tracker: "companies hiring a head of learning and development or talent development manager". A new budget owner can mean a coaching program. See hiring for your job.

Be careful and human with personal topics such as burnout: congratulate or ask, never diagnose.

A first message example

An example with made-up names:

Subject: Congrats on the new team Hi Dana, I saw you were promoted to director of operations at Northgate. Congratulations. The first months managing managers are a real shift. I work with new directors on exactly that. If a short call would be useful, I am glad to share how I would approach it. No pitch.

A weekly routine in three steps

  1. Monday: read the new signals. Keep the leaders who fit your specialty, dismiss the rest.
  2. Midweek: three careful messages. Name the event, say who you help, offer a short call. Send from your own inbox.
  3. Friday: follow up and thank. Thank anyone who referred someone, and give every open proposal a next step.

Where Rodok fits and where it does not

Rodok is a sales CRM. Starter keeps companies, people, deals, email, booking links and tasks. Pro adds signals, a lead database that finds people by title, company size and industry and usually returns a work email (not for everyone), and sequences sent from your own Gmail or Outlook. LinkedIn steps are tasks for you.

It does not run ads, build websites, host courses or take payments. It fits coaches who sell to leaders and companies better than coaches who serve walk-in consumers. The FTC says CAN-SPAM makes no exception for business-to-business email (FTC CAN-SPAM guide).

Frequently asked questions

How do coaches get their first clients?

Through people who already know their work: former colleagues, past managers and peers. Tell them exactly who you help, ask for one introduction, and then write down the result and the next step.

Can coaches use LinkedIn to find clients?

Yes, if your clients are professionals. Leaders post about promotions, new roles and team changes there. Reach out where your rules allow it, mention the event, and keep the first message short.

Should a coach sell to companies or individuals?

Companies pay more per engagement and take longer to decide, and individuals decide faster. Many coaches do both. A CRM helps you keep the two pipelines apart.

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