Signals play

When a champion changes jobs, follow them to the new company.

Written byDaksh GuptaDaksh GuptaGreptileUsesSalesforceGmail
How it runs
  1. Starts
    A past champion or happy user starts a new role at an account in your ICP.
  2. Step 1
    Catch the move

    Cardinal spots the new title and checks the new company fits your ICP.

  3. Step 2
    Pull the history

    It finds what they bought, what they loved and who sold it to them.

  4. Step 3
    Write from the old rep

    A short note from whoever worked with them last, ideally after their first two weeks.

    ToAna Ruiz, Head of RevOps at BrightlineSubjectcongrats on brightline!

    Hey Ana!

    Congrats on the new role at Brightline!! The Okapi rollout with you was one of my favorite projects this year.

    Once you’re settled in I’d love to hear what you’re walking into. If outbound is on the list, you already know where to find us :)

    Coffee in a couple weeks?

    -Devi

  5. Step 4
    Protect the old account

    The account they left gets a task to find a new champion.

Playbooks

A seller laughing on the phone
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