Catch a departing champion before the deal goes quiet

A deal's biggest early-warning sign is often invisible until it's too late: the champion changed role or stopped responding. This watches for exactly that and triggers re-engagement before the deal silently dies.

Salesrevops-automatorB2BSaaSAdvanced4 steps4 outputs

Attribute Segment Workflow Dashboard

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What it does

Detects when a deal's identified champion changes role, departs the company, or stops responding, and triggers a stakeholder re-engagement workflow before the signal turns into a stalled deal.

You get

an early-warning alert and re-engagement trigger on champion turnover

How it works

Track the champion daily

create_ai_attribute

Active means they replied in the last 21 days, quiet means 21 to 45 days of silence, and gone means a bounced email, a departure signal, or enrichment showing a new company or a new title. Deals with nobody identified are flagged separately.

Produces:Attribute

Find deals that lost theirs

Create Segment

Open deals whose champion went to gone in the last 7 days, plus deals quiet for 45 days or more, which amounts to the same thing. Closed lost deals are handled elsewhere.

Produces:Segment

Get the rep moving

Create Workflow

It pulls replacement candidates from the account, peers, a manager or the same role elsewhere, raises an urgent task for the AE with that list and the deal history, alerts the AE and their manager in Slack, tags the deal as at risk so the forecast tells the truth, and points at any other contact active in the last 30 days as the warm way in. No email goes out automatically: the rep reaches out personally.

Produces:Workflow

See the ARR behind the risk

Build Dashboard

Open deals by champion status, the ARR sitting behind departed champions, how often champions leave, how many deals survive it, and how quickly reps act, with anything left 14 days without action pulled out.

Produces:Dashboard

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