Anysite crm champions

CRM Champion Tracking

People move; CRMs rot (typically ~25%/year of contacts change jobs). A past champion at a new company is warm pipeline. This skill finds the movers and turns them into plays.

Prerequisites

Active CRM connection. Profile mapping for any writes — the Writing rules in anysite-crm-setup apply, including its create policy: creating records here follows the profile's allow_create, same as in anysite-crm-prospect. Contacts need linkedin_url or email — run anysite-crm-enrich first if coverage is poor.

Flow

1. Pick who to track

Priority order (ask the user which tier, default to the first available):

1. Key champions — closed-won contacts, power users, admins (if such a list/field exists),
2. Open/closed-lost opportunity contacts,
3. The working list / everyone with a linkedin_url.

crm_query_records(object_type="contacts", list_id=... | search=...,
                  properties=[record_id, email, linkedin_url, <company field>, jobtitle])

Cap a run at ~100 contacts (one profile call each); more → propose batching by tier.

1b. Cheap pre-filter on big lists (optional)

For hundreds of contacts, don't live-check everyone: search_sql_users with urn: [<contact urns>] (batch) or past_company_id: [<your CRM company ids>] + months_since_change_max: 6 surfaces LIKELY movers from the 856M DB at DB cost. It's a pre-filter, not evidence: the DB is fresh but not realtime, so every flagged mover still goes through the live check below before any CRM write or play.

2. Detect moves

Per contact:

• linkedin_url → execute linkedin/user/user {user: <url>} → current experience.
• email only → try execute linkedin/email/email_sql_user {email} (→ live email_user), but expect misses; the reliable path uses what the CRM already knows: email domain → resolve company → organizational_urn → search_users {first_name, last_name, current_company: [{"type": "company", "value": "<id>"}]}. NOTE: for champion tracking search by the CRM company tells you where they WERE — a zero-result search there is itself a move signal; re-search without the company filter and disambiguate by headline/history before concluding.

Compare the profile's current company against the CRM company. Normalize before comparing (legal suffixes, casing, known rebrands); when unsure, treat as "same" — false move-alarms erode trust. Also catch promotions (same company, new title) — a secondary but useful signal.

3. Classify and propose plays

• Moved to an in-ICP company → hottest: "past champion at new account" play. Propose: update old record, create the new-company record and a fresh contact entry.
• Moved out of ICP → update CRM only.
• Promoted → update title; suggest congratulation touch if they're an active deal contact.
• Profile gone/private → report, no change.

4. Write back (with explicit user confirmation)

Job-change writes touch the fields most likely to collide with CRM automations, so always dry-run and show the diff, even for small batches:

• Update the old contact: new title/company per profile mapping (these need overwrite in the profile — job data is volatile by design).
• New account: crm_upsert_companies (match by domain, allow_create per profile).
• New email at the new company: user_email first (cheap), then user_find_email_by_url {url: <vanity profile URL>} (50cr, high yield; check valid_email/email_status before trusting). Note that creating a NEW contact record requires an email; without one, update the existing record.
• Association: pass associate_company_domain (or associate_company_id from the company upsert result) so the contact links to the new company; the server keeps the old association unless overwrite_associations=true — set it only if the user confirms the contact should be re-linked.

Save run_ids; mention crm_undo.

5. Report

Table: contact → old → new → play. Lead with movers into ICP accounts. Include suggested opener anchored on the shared history ("you used X at <old company>...") — personalization from facts, never invented familiarity. Hand the mover + the shared-history fact to anysite-outreach to draft the actual re-engagement message.