What it does
Detects when a decision-maker at a customer account changes jobs, then branches into two plays - re-establishing at the old account with a replacement contact and an AE task, or pursuing the person at their new account as a warm-intro opportunity.
You get
a two-sided play triggered automatically on a champion's job change
How it works
Run both plays on a move
Create WorkflowTriggered when a contact at a customer or open deal account changes employer, picked up by a scheduled enrichment refresh or a signal provider. It splits into two parallel plays: protect the old account, pursue the new one.
Scan champions every Monday
configure_workflow_wait_until_stepWeekly, it goes through every contact marked champion or economic buyer on an active deal or a customer account. That cadence is the engine behind the whole workflow.
Refresh where they work
configure_enrich_stepEmployment data is refreshed for the tracked contacts, and most providers flag it when the mapping between an email domain and a company changes. The output is the list of people whose company has changed since the last run.
Split by kind of account
configure_workflow_branch_stepA customer account goes to the departure rescue, an open deal to urgent multi threading, and a prospect to a warm follow at the new company.
Find who replaces them
configure_ai_research_stepOn the customer and deal branches, the old company's leadership page and public search are read for two or three likely replacements in similar roles, with titles and inferred contact details, so the rep does not have to hunt.
Tell the CSM or AE to act
configure_create_task_stepAn urgent task naming who left, where they went and the replacement candidates, suggesting a warm introduction through the departed champion if the relationship was good and cold outreach to the replacement if it was not. Contact within five working days, because deals without a champion stall fast.
Check if we know the new firm
configure_find_records_stepIf their new employer is already an account, the contact is linked and the relationship surfaced to the AE. If not, an account and contact are created, flagged as a warm signal because a champion from an existing customer now works there.
Chase them at the new place
configure_create_task_stepAn SDR task explaining the connection and suggesting they congratulate the move and ask whether the same approach would help in the new role. High priority, because warm signals decay within about 30 days.
Publish and track both sides
publish_workflowValidated and published, tracking job changes detected each quarter, how many of the affected deals avoid stalling, and how many pursuits at the new company turn into meetings.
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