What it does
Detects when a deal's identified champion changes role, departs the company, or stops responding, and triggers a stakeholder re-engagement workflow before the signal turns into a stalled deal.
You get
an early-warning alert and re-engagement trigger on champion turnover
How it works
Detect Champion Status Changes
create_ai_attributeCreate an AI-derived attribute 'champion_status' on the Deal object. Compute the deal's current champion status: ACTIVE (responding to outreach in last 21 days), QUIET (no response 21-45 days), GONE (bounced email OR explicit departure signal OR LinkedIn enrichment shows new company OR new title at same company), or UNCLEAR (deal has no identified champion — separate flag). Refreshed daily. The GONE detection combines: hard email bounces, opened-but-no-reply patterns, enrichment data refresh, and account-domain consistency checks.
Identify Champion-Change Deals
Create SegmentBuild a segment 'Champion-change deals' capturing open deals where champion_status transitioned to GONE in the last 7 days. Also includes deals where status is QUIET for 45+ days (effectively gone). Excludes deals already in closed-lost (handled separately).
Build Re-engagement Workflow
Create WorkflowCreate a workflow firing when champion_status transitions to GONE. Step sequence: (1) identify replacement-champion candidates from the account (similar role, peer, manager up — pulled from enrichment); (2) create an urgent task for the AE: 'Champion gone: re-engage stakeholders' with the candidate list and prior deal context; (3) post critical-tier Slack alert to the AE and their manager (this is a deal-saving moment); (4) flag the deal in CRM with champion-risk tag so forecast calls reflect reality; (5) IF account has any other active contact (engagement signal in last 30 days), prioritize that contact as warm-handoff. Don't auto-send email — rep must reach out personally.
Build Champion Risk Dashboard
Build DashboardCompose a champion risk dashboard: count of open deals by champion_status, total ARR with GONE champions (the at-risk forecast), champion-departure rate trend, re-engagement success rate (deals that recovered after champion-change vs. died), and time-to-rep-action on champion-gone alerts. Surface deals where champion has been GONE 14+ days with no rep action (escalation pile).
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