7 Step Lead Generation Process

Roikings use a 7 Step lead generation process for our end to end sales cycle which gives structure to your outbound campaign yet we strictly adhere to your company branding and business tone.

During the 1 week on-boarding we will research your industry, company and more importantly who is your audience and dedicated customers. Our team will personalize the entire process around your company including the campaign sales copy, lead generation process and strategy, language used and overall tone.

Casual, conversational or corporate... Just let us know.

  • Asset 17@2x

    Market Research

    We work with your team to understand your product or service, company culture, goals, position in the market, value proposition, pricing model and business structure. Based on this information we will create a company and customer personas so we can maximize our chances of connecting with the most relevant contacts at the most relevant company.

  • Asset 18@2x

    Multi Touch Campaign

    Now that we have the foundation on who and where to contact, our team will design a creative outbound campaign that will resonate with your customers. We will reach out via a multi touch LinkedIn and email campaign using industry white papers, case studies, blog content and highlighted features in a series of follow ups that will spark an interest, leading to a demo or call.

  • Asset 19@2x

    Lead Generation

    Our team will cherry pick, fresh daily leads based on your target market and industry. We source 3000 relevant prospects per month (1500 Email, 1500 LinkedIn) using a multitude of strategies, sources and tools that will help you to connect with qualified customers. We don't buy lists or recycle old databases.

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    This is a balancing act between technology and content and are the 2 biggest factors that will determine whether a campaign is a success. 

    We run 3 campaigns simultaneously including: 

    1. Email Campaign (4-5 touch sequence) 
    2. LinkedIn Messaging Campaign (View, Connect, Message) 
    3. LinkedIn InMail Campaign (View, InMail, Connect, Message)

      Our team will act as agents on your behalf and will create personalized responses to all interested prospects and lead them to a meeting/demo with your team.
  • Asset 21@2x

    A/B Testing

    Using the data from your campaign we will refine and make adjustments to the subject lines, sales copy and call to action to optimize the results as necessary. We will run through your results during a weekly meeting so your team can collaborate and help us deliver the desired results.

  • Asset 22@2x

    Appointment Setting

     Our top priority is to book qualified meetings for you to close the deal. Name your available times, preferred meeting tool and info for the call and we will make it happen.

  • Asset 23@2x

    Pipeline Management

    A successful sales team understands the importance of a well managed database and pipeline. Roikings will help in warming any of your cold leads and follow up with warm leads to get those meetings set. Persistence and persuasion pay off in the long run and the art of a follow up can be the difference between an average campaign and a winner.


Working alongside Ronan Galvin - CEO of Kickstagram, Roikings launched a sales campaign for this SaaS platform in the social media space for small businesses and Ecommerce brands looking to kickstart their instagram marketing and convert followers to customers.

Roikings became a part of Kickstagram’s long term vision and strategy by joining their business development team located in San Diego, California. Our core focus was to expand business in Europe and International Markets including the UK, Ireland, France, Nordics, Germany, Italy, Australia, China and India by reverse engineering Instagram accounts for the lead generation process.

The campaign was a huge success. In a span of 3 months we had an average open rate of 45% resulting in 63 meetings, and over 400 website clicks converting to a healthy flow of monthly and annual clients.


Spiralgroup is a globally-focused integrated brand marketing agency that provides a full suite of marketing and PR services focusing on emerging tech and is spearheaded by Californian
Native, Stuart Mcfaul.

Roikings launched a successful campaign targeting the next generation of emerging tech & SaaS companies including Artificial Intelligence (AI), Automation, Virtual/Augmented Reality, Smart Homes, IoT & Blockchain.

After receiving 28 qualified meetings through Email & LinkedIn outreach during the pilot with top level executives, Roikings contribution to Spiralgroup’s long term success is based on a highly defined lead generation process that delivers Sprialgroup’s brand values to the right prospect at the right time.


Working alongside Dr. Jeffrey Shepard from Cincinnati Ohio, the
Kings of ROI launched a sales campaign for MedaCheck, a SaaS    medication management system with a mission of minimizing non-adherence rates for patients.

We focused our lead generation efforts throughout the United States
on multiple verticals in the healthcare industry including cardiology,  respiratory, pharmaceuticals and hospitals targeting Doctors, Physicians, and multiple C-Level Executives.

In a span of 3 months, Roikings received 10+ opportunities for the small startup and the first tech-licensing partnership worth over 100k for the company.


Bexi is a recently launched ambitious design and development agency offering an all inclusive subscription service for large companies within Biotech, Medical Devices, Pharma and Healthcare. They have distinguished themselves very early on by designing modern, clean artwork that is brand defining and have helped industry leaders such as Google, Citrix, and OptraHealth.

Bexi’s primary goal at the start of the pilot was to showcase their service in front of more qualified decision makers that required a talented agency to step in and help bring their products to life. Roikings averaged 3 meetings per week with C Level Executives & Marketing Directors responsible for multiple product lines and brands at companies ranging from $20M - $2B in annual revenue.

During the Roikings pilot, we helped Bexi close 3 clients within the Healthcare space worth $30,000 (6 month subscription), $126,000 (Annual Subscription), and $16,000 (Project) for a total value of $172,000.


Headquartered in California and Florida, Kugadi is a fantastic web and mobile platform that empowers security guard companies to streamline their operations through seamless communication, intuitive reporting and a more efficient workflow that reduce costs and enables accountability for their guards.

Roikings has been working long term with senior management and inbound sales team to generate a consistent flow of replies resulting in an average  of 2 qualified demos per week over an ongoing 6 month period. By sharing campaign data with their sales team they have been able to utilize the data to turn cold contacts into warm leads and then into a sale.

The success of the campaign has come through consistently A/B testing   the email copy and reviewing various lead generation sources. 


Roikings worked alongside the highly creative team at Jump Digital Media, based out of Irvine, California reaching out to large brands in the  cosmetics, beauty, food, beverage and the hospitality space.

We focused on each of their core products for the follow up campaign highlighting their services that included SEO, SEM, packaging, web development and social media campaigns. Jump had worked with some big name clients including Holiday Inn, Honda, Imax and Whole Foods which  we leveraged throughout the campaign.

By the second month Roikings was able to set up 3 qualified meetings per week with requests for website design, social media campaigns and branding.


Based out of New York, Mira helps brands with location intelligence and analytics for out-of-home media campaigns.

Having worked closely with their CEO, Jon to understand the product and audience, we focused on targeting Digital Agencies ranging in size from    30 -1200 people which resulted in 3 meetings per week.

It has been Jon’s consistent input and willingness to adapt that has    helped the campaign become a success.

Loudley Case Study


The creative team of digital partners at Loudley based in West Hollywood, California has a goal to “Make Your Voice Heard” by creating dynamic social campaigns on Facebook and Instagram to increase engagement for Startups and SMB’s.

Loudley decided to become long term partners with Roikings after having an extremely successful campaign launch with excellent results in the first month. Lead Generation was focused on targeting C-Level Executives and Marketing Directors within the E-Commerce, Retail, Apparel & Fashion, Cosmetics, and Beauty verticals.

After initial testing Roikings managed to improve the open rate to 46% resulting in 3 qualified meetings per week.