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Champion Tracking

Champion Tracking - Outbound to Past Customers Who Have Moved Jobs

Use Unify to automate outbound to individuals who you've sold to before, after they have moved to a new company
Source
Champion Tracking
Inbound/Outbound
Outbound
ARR strategy
New
Dollar icon
New
Integrations
Salesforce
,
Hubspot
,
Salesforce
Hubspot
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Automating outbound to champions who've changed jobs helps you leverage existing relationships. Here's how to set it up:

Setting Up Champion Tracking

Navigate to settings and enable champion tracking. Upload your list of previous champions or select individuals to track. The system will automatically monitor their job changes and mark them with a pink crown icon for easy identification.

Creating Your Champion Play

Create a play that triggers when a champion changes roles. Set your tracking period (like last 12 months) to ensure timely outreach. This automation ensures you never miss an opportunity to re-engage with champions at their new companies.

Setting Up Your Sequences

Design sequences specifically for previous champions. Since these are warm relationships, keep the messaging friendly and reference your previous connection. This approach helps you quickly rebuild relationships in new contexts.

By automating outbound to job-changing champions, you can efficiently expand your reach through proven relationships.