When a champion leaves a customer account, two things happen: the customer loses a key contact, and a warm prospect appears at a new company. Agents monitor both and act automatically.
Request a demoContinuously check if key contacts at customer accounts still work there. Catch departures before your CS team finds out the hard way.
When a champion moves to a new company, agents auto-research it and write a "congrats on the new role" play. They already know the product.
CS gets a departure alert and a replacement contact at the customer account. Sales gets a warm intro opportunity at the new company. One workflow, two outcomes.
Agents check if customer contacts still work at the account. If they left, the workflow branches: CS gets alerted, Sales gets a warm opportunity at the new company.
The workflow starts by checking if customer contacts are still at the account. When someone leaves, agents research their new company and write a warm play.
Checks if each customer contact still works at the account
Qualifies the champion's new company against your ICP
Deep research on the new company: financials, tech stack, hiring, news
Writes warm "congrats on the new role" outreach referencing the shared history
Instant notification when a champion leaves a customer account. CS knows before the next QBR.
Agents find who replaced the departed champion at the customer account. Keep your CRM current.
The champion's new company qualified against your ICP with full research — before you even pick up the phone.
Personalized outreach referencing the shared product history. The highest-converting pipeline you can build.
Track pipeline and prospect contacts changing companies — not just customers.
ExploreSchedule recurring checks on customer accounts instead of waiting for a departure signal.
ExploreThe champion's new company isn't in your CRM? Run the full Newbiz Gap workflow on it.
Explore