New-buyer tracker

A new decision maker at a target account is the best window you get. They are forming opinions, picking tools, and have not met your competitor's rep yet. This playbook watches for those moves so you reach out in the first weeks, not the fourth quarter.

It runs on a job-update agent, which detects job changes and promotions among the contacts at your accounts.

What you need

A job_update agent configured with the titles, seniority, and persona you sell to, and at least one run behind it.

The result

5 persona-fit job changes at your accounts this month:

Acme      John Carter joined as VP RevOps (from Gong)
Widgets   Mia Ng promoted to Head of Data

Two ways to run it

Tell me who joined or changed roles at my target accounts in the last month and
fits my persona. For each person, give me the account, the new role, and draft a
short note I could send to congratulate them and open a conversation.

Make it yours

• Draft a congratulations note per move with the draft-outreach playbook.
• Cross-check the new hire against the account mapping to see who else you know at the account.
• Run it weekly and alert only on senior roles, so reps hear about the moves that matter.

Next steps

• Create an agent to set up the job-update agent this reads from.
• Who to contact today folds these moves into your daily brief.
• Signal reference explains why a job change is worth a timely reach-out.