Insider AI Play: Newly hired executive at open opportunity

Trigger

Champify identifies a new executive hire. Insider AI surfaces open opps at that account with relevant historical context.

What You’ll See in Salesforce:

• New exec name, title, and start date
• Open opportunity status
• Surfaced quotes from calls or notes referencing strategic initiatives

What to Do

1. Review surfaced goals or blockers from prior convos.
2. Send tailored welcome and alignment message.
3. Loop in AE or run exec-alignment sequence.
4. Log contact role and activity.

Message Template

Subject: Welcome to [Company] — quick intro

Hi {{First Name}},

Welcome to [Company]. Exciting move! Your team had been exploring [product/category], and I wanted to quickly introduce myself.

Happy to share context on those convos and see if it aligns with your priorities.

Congrats again, and looking forward to connecting.

– {{Your Name}}

Value Prop

Act on leadership shifts with credibility, Insider AI provides historical relevance, and Champify flags the moment.