Workflow

Prospect to job changers at existing customer accounts

Detect job changers at customer accounts and automate outreach.

Inevitably, your contacts under an account are going to move within their company or leave the job completely. But often their new role will be relevant to using your product. Finding and reaching out to a new contact is simple with HockeyStack Workflows:

Step 1: Filter for customer accounts

Under Account Intelligence, select Workflows

Filter down to a list of customer accounts using account level filters

Step 2: Define your list of decision-makers and champions

With integrations with Salesforce and other CRM tools, HockeyStack can help you filter and identify your list of decision-makers and champions within a customer account.

Step 3: Monitor for job change for decision-makers on LinkedIn

From here, HockeyStack can scrape LinkedIn to monitor for any job changes for a contact over the last 6 months.

Step 4: Auto-sequence to Outreach 

You can then set up an automatic email sequence via a platform like Outreach congratulating the prospect on their new job, and asking if they’d like to reconnect and see whether your product would be a good fit for their new team.

No matter where your champions move, you can easily track their whereabouts and turn these connections into advocates for your product at their new company.