Sales · Track & Escalate
Your champions just changed jobs. That is your warmest pipeline.
Doe watches your CRM contacts for moves. When someone who already trusts you lands somewhere new, Doe checks whether the new company fits, drafts a warm re-introduction, and logs the opportunity, before your competitor reaches them first.
Works acrossDoeSalesforceGmail
What you get.
Doe watches the contacts in your CRM for job changes, and when a champion or customer moves, it researches the new company for fit, drafts a warm re-introduction, and logs a new opportunity. Most tools only alert you; Doe does the research, the draft, and the CRM work, so a known relationship becomes your warmest pipeline instead of going unnoticed.
The VP who loved your product left, and nobody noticed.
A champion who bought your product and loved it moves to a new company. That is the warmest lead in your entire pipeline: a buyer who already trusts you, now with a fresh budget and a problem you solve. But nobody on your team notices the move. Six months later you are cold-prospecting their replacement at the old account, while your champion, unaware you would even want to know, quietly signs with your competitor at the new one.
The reverse happens too. A new decision-maker lands at one of your existing accounts and starts re-evaluating vendors, and you find out when the renewal is suddenly at risk. These moves are happening across your contact base constantly, roughly a third of your contacts change roles every year, and tracking them by hand is impossible. So the single highest-converting play in B2B sales just never runs.
What changes.
- 01Noticing the moveBefore · You find out months late, if everWith Doe · Detected on a schedule, across your whole contact base
- 02What happens nextBefore · An alert you never actionWith Doe · Researched, drafted, and logged, ready to send
- 03New-decision-maker riskBefore · Surfaces when the renewal is already at riskWith Doe · Flagged when the new exec arrives at your account
- 04Relationship valueBefore · A warm relationship goes cold and unusedWith Doe · Trust carried into a fresh budget and a new deal
From a job change to a warm re-introduction
- 01Watches your CRM contacts for job changesDoeDoe re-checked your contacts on a schedule and detected who moved, where to, and into what role
- 02Researches whether the new company is a fitDoeDoe enriched the new company and judged whether it matches your ICP, so you re-engage where there is real opportunity, not everywhere
- 03Drafts a warm, specific re-introductionDoeDoe wrote a short note that references your prior relationship and the new role, ready for you to review and send. No "I see you have a new job" template
- 04Logs the opportunity and the context in your CRMSalesforceDoe created the new lead or opportunity, linked it to the prior relationship, and noted the move so the history is intact
- 05Places the draft in your outbox for approvalGmailDoe left the re-introduction in your drafts so the relationship restarts in your voice, on your timing
- 06RecurringWeeklyEvery week Doe re-checks your contacts, surfaces who moved, and turns the right moves into warm re-introductions and logged opportunities. The play that everyone agrees is the best in B2B sales finally runs on its own. Drafts in Gmail, new opportunities in Salesforce, digest to #pipeline.
Start with the right source material.
- 01Add your library and toolsAdd or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
- 02Describe what you need“Watch our customer and champion contacts in Salesforce for job changes. When one moves to a company that fits our ICP, research the new account, draft a warm re-intro referencing our prior relationship, and log a new opportunity. Leave the draft in my Gmail and digest moves to #pipeline.”
- 03It runs on scheduleRuns weekly. Job changes become warm, researched re-introductions waiting in your drafts.
Before you delegate.
- 01How does Doe detect that a contact changed jobs?Doe re-checks your CRM contacts against current data on a schedule, using reverse-email lookup and people search to detect when someone's company or title has changed. It then confirms the new role before acting, so you are not re-introducing yourself based on a stale or mistaken record.
- 02How is this different from UserGems?UserGems is built to alert you when contacts change jobs. Doe goes past the alert: it researches whether the new company is a fit, drafts the warm re-introduction in your voice, and logs the opportunity in your CRM. It does the work the alert leaves to you, which is the part that actually turns a job change into pipeline. Teams already using a tracking tool can have Doe handle the research and outreach on top of it.
- 03Does Doe send the re-introduction automatically?No. These are personal, relationship-based notes, so Doe drafts and leaves them in your outbox for you to review and send. The whole value is that it sounds like you reconnecting, not an automated sequence, so a human send is the point.
- 04Can Doe also flag new decision-makers arriving at my accounts?Yes. The same watch works in both directions. When a new executive lands at one of your existing or target accounts, Doe flags it so you can engage the new stakeholder early, instead of discovering them when a renewal is suddenly in question.
- 05How does this differ from renewal risk monitoring?Renewal risk monitoring watches your existing customers for churn signals. Job-change tracking watches your contacts as people, following them when they leave for new companies, which creates net-new pipeline rather than protecting current revenue. They complement each other and many teams run both.