Navigator
Every prospect, sequence and next step in one view.
Import your target accounts and people straight from LinkedIn, drop them into multi-step sequences, and add any prospecting move: send an email, a LinkedIn message, a gift, a phone call or a letter. Every Rockkt task lands here too, driven by your gifting activity.
Navigator
Every prospect, sequence and next step in one view.
Import your target accounts and people straight from LinkedIn, drop them into multi-step sequences, and add any prospecting move: send an email, a LinkedIn message, a gift, a phone call or a letter. Every Rockkt task lands here too, driven by your gifting activity.
Imported from LinkedIn
Email, LinkedIn, gift, call or letter
Tasks from your gifting activity
Navigator
Your target accounts and people, outreach sequences and follow-up tasks in one place.
Extension connected
All 3New 2Active 1On hold 0Won 0Lost 0
Your accounts3 total
CompanyStatusLast touch
Barclaysbarclays.co.uk
Warm intro via Sarah
New
Not yet
Monzomonzo.com
Met at SaaStr London
New
3 days ago
Octopus Energyoctopus.energy
+ Add note
Active
21 days ago
All 6CFO’s 2 ×FD’s 2 ×+ New group
Your people6 total
NameCompanyTitleGroups
Laura Finnie
The Access Group
Senior Divisional Marketing Manager
Marcus Bell
Monzo
VP Sales
Priya Nair
Octopus Energy
Head of Finance
James Okafor
Trayport
Chief Financial Officer
Dave Wren
Vodafone
Finance Director
Anne Whitfield
Lloyds
CFO
Q4 PromoActive1 enrolled
Dates are a from-today estimate (weekends skipped), they assume you enrol someone today.
LinkedIn connection request
Hi {{first_name}}, I work with teams at {{company}} on optimizing their FX operations. Would love to connect and explore if there's a fit.
LinkedIn connection request
Email
Subject: Quick question on your FX strategy. Hi {{first_name}}, most finance teams at {{company}}'s scale are leaving money on the table with their current FX rates, we've found the average is 2-3% worse than market best. Rockkt specialises in getting you world-class rates through our software, backed by a dedicated UK account manager who actually knows your business. Worth a quick conversation to see if there's an easy win here?
Email
LinkedIn message
Hi {{first_name}}, wanted to check in since I sent that earlier note, curious if you've had a chance to look at how Rockkt's rates stack up for {{company}}'s FX needs. Most teams we work with are surprised by the difference a dedicated UK account manager and our guaranteed best rates can make on their bottom line. Worth a quick call?
LinkedIn message
Send Rockkt gift
Hi {{first_name}}, thought I'd connect since we work with teams like yours at {{company}} on FX. Rockkt offers some genuinely competitive rates with UK-based support, worth a quick conversation if you handle currency. Cheers.
LinkedIn connection request
Phone call (post gift received call)
Phone call
SMS / WhatsApp
SMS / WhatsApp
Email
Subject: One more thing about {{company}}'s FX costs. Hi {{first_name}}, I know we've connected a few times now, so I'll keep this brief. Most teams we speak to are losing 2-3% annually on forex just through poor rates, and that compounds fast. Since we work with your type of business, I'd genuinely like to show you what better rates could mean on your volumes. Happy to arrange a quick call with your dedicated account manager if you're open to it.
Email
Phone call
Phone call
Email
Subject: One more thing about your FX strategy at {{company}}. Hi {{first_name}}, I know we've touched base a few times, and I appreciate you taking the calls. The reason I keep reaching out is because most finance teams we work with are leaving money on the table with their current FX rates, sometimes 15-20 basis points unnecessarily. At Rockkt, we've built software that guarantees you the best rates in the market, backed by a dedicated UK account manager who actually knows your business. Would a quick 15-minute call this week make sense to see what {{company}} could actually save?
Email
Phone call
Phone call
Fall-away email
Fall-away email
Send Rockkt letter (strategic after fall away)
Send Rockkt letter
Due now (4)Snoozed
Follow up on Lego Technic Loader + Cookies & TeaPriya Nair · Octopus Energy · Overdue 3 days
Follow up on Office Origami + BoostMarcus Bell · Monzo · Overdue 5 days
Follow up on Rockkt BoostDave Wren · Vodafone · Overdue 2 days
Email step dueLaura Finnie · The Access Group · Overdue 5 days
Marcus Bell accepted their giftMonzo · 24 Jun
James Okafor declined their giftTrayport · 20 Jun
Laura Finnie accepted their giftThe Access Group · 19 Jun
Priya Nair accepted their giftOctopus Energy · 18 Jun
Dave Wren declined their giftVodafone · 16 Jun
Anne Whitfield accepted their giftLloyds · 13 Jun
Profile Finder
Describe who you’re looking for. The details are parsed and the LinkedIn search opens in a new tab, ready for Rockkt One.
Who do you want to find?
e.g. Rory Douglas in Finance at Adobe
Type naturally, “CFO at Barclays London” or “Sarah the Head of Finance at KPMG”