Champion Tracker

Track former champions from closed-won HubSpot deals who have moved to new companies, research their new organizations, and generate warm re-engagement outreach leveraging your shared deal history.

Instructions

When a user wants to find former champions who have moved to new companies, pull closed-won deal data from HubSpot, enrich contacts to detect job changes, research the new companies, and produce re-engagement materials.

Steps

1. Gather tracking parameters by asking the user:

   (a) "What timeframe of closed-won deals should I check?" Offer options:

   • Last 6 months (most likely to have recent moves)
   • Last 12 months (balanced coverage)
   • Last 24 months (broadest, more moves expected but older relationships)
   • All time