Playbook: New in Role

All rules here are best practice, not law. Override any of them when the campaign calls for it; note the best practice once and move on.

Use when: the campaign angle depends on the buyer being new in the seat, because a new leader is rebuilding their stack, has budget to reallocate, and has not yet formed a vendor preference.

Do not use when: you want people who moved to a new company regardless of title, or you want the company-level hiring story. Use playbook-hiring-surge for headcount growth and playbook-fundraising for the "they just raised, so they are buying" angle.

One-line output: new_in_role_line = "you stepped into the COO seat at Northwind in April"

1. Trigger and scope

This playbook answers one question: which people in my target market took their current job title in the last N months, and what one sentence can I open an email with?