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Rodok for marketing agencies

Lead generation for marketing agency teams: a signal-led plan

Rodok watches LinkedIn for new marketing leaders, marketing hires and funding rounds, and tracks every pitch and referral partner 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 marketing agencies. Example data.

Rodok watches LinkedIn for new marketing leaders, marketing hires and funding rounds, and tracks every pitch and referral partner in one CRM. Built around how marketing agencies 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 marketing agencies

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

Covered

  • LinkedIn signals from job changes, hiring and posts
  • Clients, prospects and partners in one CRM
  • A draft first message for each signal
  • Sequences from your own Gmail or Outlook

Not what Rodok is for

  • Paid ads
  • Website builds
  • Project management and invoicing

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 marketing agency teams is how an agency finds companies that need its work and reaches the person who decides, before another agency pitches. Agencies live on retainers and projects, and most new work comes from referrals and reputation. A dependable second channel is outbound tied to public events: a new marketing leader, a funding round, a marketing hire. This page also covers digital marketing agency lead generation and agency lead generation.

How agencies really win clients

Agency buyers are usually a founder at a small company, a head of marketing or a VP at a larger one.

  • Referrals. Past clients, freelancers, developers, consultants and other agencies that do not compete with you. A partner that knows your specialty can send fitting work.
  • Reputation. Case studies, talks and posts that show how you think. A narrow specialty, such as B2B software or e-commerce, makes you easy to recommend.
  • Inbound. Search and your own content bring inquiries. Rodok does not build websites or run ads, and the agency's own site stays the agency's job.
  • Outbound. A short, specific note to the person who owns marketing at a company that fits your niche. This is where Rodok helps.

The stages of an agency deal

Agencies commonly name them: inquiry, discovery call, audit or briefing, proposal and scope, pitch or presentation, contract and kickoff. The gap between proposal and decision is where deals fade, so log a next step with a date, and see what a sales pipeline is for a shared vocabulary.

Signals worth watching

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

  • A new head of marketing starts. Tracker: "CMOs, VPs of marketing and heads of marketing who started a new role in the last 90 days at companies with 20 to 500 employees". New leaders reset their vendors in the first months. See new role outreach templates and new executive.
  • A company hires marketing staff. Tracker: "companies hiring a content marketer, demand generation manager or marketing manager in (region)". A hire can mean growing budget and a need for support. See hiring surge.
  • A company raises money. Tracker: "companies announcing a funding round in (your niche)". Funded companies often invest in growth. See funding round.
  • A post about a marketing problem. Tracker: "posts from founders and marketing leaders complaining about their website, leads or marketing results". See problem post.
  • A request for an agency. Tracker: "posts asking for a marketing agency, freelancer or consultant recommendation". See recommendation request.

A first message example

An example with made-up names, from an agency that works with B2B software:

Hi Alicia, I saw you joined Lumen Systems as head of marketing last month. Congratulations. We are a small agency that works with B2B software companies on content and demand generation. In the first quarter, new marketing leaders often want an outside view on what is working. If useful, I can send a one-page audit of your public site and content with no charge. Just reply if you would like it.

A weekly routine in three steps

  1. Monday: read the signals. Add companies in your niche, and dismiss the rest.
  2. Tuesday to Thursday: send a few notes. Edit each draft so it names the event and offers one useful thing. Send from your own inbox. Follow up on proposals that have been quiet for a week.
  3. Friday: update retainers and pipeline. Log renewals and give every open deal a next step and date.

Where Rodok fits and where it does not

Rodok is a sales CRM. Starter holds companies, people, deals, email, tasks and reports. Pro adds LinkedIn signals, a lead database that finds people by title, seniority, company size and industry and usually returns a work email, plus sequences sent from your own Gmail or Outlook. LinkedIn steps are tasks for you.

It does not run ads, build websites or manage client projects, time and invoices. If your trouble is delivery, you need project tools. If it is finding and winning clients, start with the CRM. The FTC states that CAN-SPAM makes no exception for business-to-business email (FTC CAN-SPAM guide).

Frequently asked questions

What is the best way for a marketing agency to get clients?

Referrals and reputation in a narrow niche, backed by steady outbound to the people who own marketing at companies in that niche.

Is cold email still worth it for agencies?

It can be, when it is short, specific and tied to a real event, and when you follow the rules for commercial email. Large generic blasts tend to do poorly.

How many leads does an agency need?

Work backward from the retainers you want. Use your own win rate and average deal value in the win rate calculator to estimate how many qualified conversations a month you need.

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