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Use case · Customer success

Champion tracking

Your champion changes jobs and you find out at renewal. The new person inherits a vendor they did not choose.

Available For customer success leaders and account managers.

End to end

The same four layers, pointed at this job.

01 · Sense

What it watches

Monitors on leadership changes at your customers, and on where your former champions land next.

02 · Decide and act

What the agents do

Agents flag the change, research the new leader, and draft an executive check-in for the account owner. A former champion at a new company becomes a warm introduction.

03 · Remember

What the ledger keeps

The ledger keeps the account's full history, so a new owner starts from the record, not from memory.

04 · Govern

Who approves

The account owner approves every outreach.

What you get
  • An alert when a champion or executive changes
  • A drafted check-in for the account owner
  • Warm introductions when former champions move
What has to be true first
  • A list of your customers
  • The champion and owner on each account

Agents on bad pipes fail on schedule. We check these in the first working session.

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In one working session, we'll show you what it looks like rebuilt, signal to measure, before you spend a dollar. If we're not the right fit, we'll tell you on the first call.