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.
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.
What changes
| Dimension | Before | With Doe |
|---|---|---|
| Noticing the move | You find out months late, if ever | Detected on a schedule, across your whole contact base |
| What happens next | An alert you never action | Researched, drafted, and logged, ready to send |
| New-decision-maker risk | Surfaces when the renewal is already at risk | Flagged when the new exec arrives at your account |
| Relationship value | A warm relationship goes cold and unused | Trust carried into a fresh budget and a new deal |
From a job change to a warm re-introduction
Doe re-checked your contacts on a schedule and detected who moved, where to, and into what role
Doe enriched the new company and judged whether it matches your ICP, so you re-engage where there is real opportunity, not everywhere
Doe 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
SalesforceDoe created the new lead or opportunity, linked it to the prior relationship, and noted the move so the history is intact
GmailDoe left the re-introduction in your drafts so the relationship restarts in your voice, on your timing
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.
Get started with the right source material
Add your library and tools
Add or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
Describe 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.”
It runs on schedule
Runs weekly. Job changes become warm, researched re-introductions waiting in your drafts.
Job-Change Tracking FAQ
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.
Stop doing the work your tools should do for you.
Set it up once. Doe runs it every time.
