Insider AI Play: Former buyer or champion reappears at a new logo

Requires: Insider AI + Champify Job Change Tracking

Trigger

Champify flags a job change. Insider AI confirms that this individual had strong past engagement (e.g., led evaluation, used product, gave testimonial).

What You’ll See in Salesforce

• New company and title
• Past involvement notes or surfaced quotes from calls
• Associated opps or accounts

What to Do

1. Review surfaced call excerpts or notes about prior impact.
2. Research new company briefly to map to value.
3. Send re-intro message tailored to new role/context.
4. Start new opp or connect to existing one.

Message Template

Subject: Congrats on the new role!

Hi {{First Name}},

Saw you’ve stepped into a new role at [New Company]. Congrats! Thought of you immediately given the work we did together at [Previous Company].

If [product] could help in your new role, I’d love to reconnect and hear what your team is focusing on.

– {{Your Name}}

Value Prop

De-risk your first touch with credible context from shared success.