Spot when a key contact changes jobs and draft outreach automatically

Tracks when your contacts change companies, scores the opportunity, and drafts a personalized outreach message.

How the work actually flows

It branches. Exactly one path is taken; runs once per each contact who changed jobs.

Pattern: Exclusive Choice (4) · Multiple Instances without Synchronization (12)

flowchart TD trig(["regular check for job changes"]):::trigtime s0[["check contacts for job moves"]]:::mi s1["research the new company"]:::svc s2["score the opportunity"]:::task s3["draft outreach message"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× how hot is the opportunity"}:::gate s2 --> gx p00["draft personalized outreach"]:::task gx -->|"hot lead"| p00 p10["flag for later follow up"]:::task gx -->|"warm lead"| p10 p20["no action taken"]:::task gx -->|"cold lead"| p20 p00 --> s3 p10 --> s3 p20 --> s3 out[/"scored list with draft outreach"/]:::out pay{{"catches relationship based sales chances early"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Lead Generation & ProspectingMessaging & NotificationsSpreadsheet & Database Ops
Connects
ExploriumClaudeGoogle Sheets

The problem it solves

When a key contact you've built a relationship with moves to a new company, that opportunity is easy to miss if you're not watching constantly. By the time you notice, they've already settled in somewhere else and the relationship has gone cold.

Who it fits

Sales teams and account managers who rely on relationships with champions to win new business.

How it works

  1. Runs on a regular check for job changes among your saved contacts
  2. When someone moves companies, it researches the new company's size, funding, and hiring activity
  3. It checks whether that company is already a customer or a prospect in your records
  4. It scores the opportunity and sorts it as hot, warm, or cold
  5. AI drafts a personalized outreach message referencing your past relationship, ready for review
What you get

Outreach drafts waiting for your rep to send

You get an alert when a key contact changes jobs, along with a scored opportunity and a personalized message drafted for your team to send.

What you get

A prioritized list of contact moves and a draft outreach message for each hot opportunity.

What you need

A data enrichment account, an AI provider account, and a CRM or Google Sheets.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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