Leadmagic job change

LeadMagic Job Change Detection

Overview

Job changes are one of the cleanest B2B buying signals, but most teams waste them with generic congratulations. A champion moving to a new company creates a warm expansion path. A decision-maker leaving an open opportunity creates risk. A former buyer joining a target account creates an account entry point.

This skill routes LeadMagic job-change signals into the right GTM action without exposing any internal detection method.

When to Use

Use this skill when the user asks to "track job changes for my contacts", "alert me when champions change jobs", "monitor career moves in my pipeline", "build job-change outreach", "find expansion opportunities from past buyers", "detect deal risk when stakeholders leave", "create champion tracking alerts", or "route job-change signals into CRM".

Use job-change-play when the user wants the outbound sequence itself. Use this skill when the focus is monitoring, routing, and operations.

Authoritative Foundations

Signal-Based Selling

High-conversion outbound starts with a relevant event. Job changes create context: new priorities, new budget influence, new team-building moments, and relationship continuity.

Champion Tracking Methodology

Champions are assets that move. Tracking them helps preserve relationship equity across accounts and flags risk when they leave active deals.

ColdIQ — Trigger Selling

Trigger-based messages work when the trigger is specific, timely, and connected to a plausible business problem. A job change should route to different messaging depending on relationship history and role.

Winning by Design — Bowtie Model

Job changes matter across the bowtie: acquisition, conversion, retention, expansion, and advocacy. The same signal can mean opportunity or risk depending on account status.

Prerequisites

• Contact list with CRM ID or stable external ID
• Account ownership rules
• Active opportunity list
• Customer and former-customer lists
• Suppression rules
• Alert destination: Slack, CRM task, email, or webhook
• Outreach templates by scenario

Step-by-Step Process

Phase 1: Segment Contacts by Relationship

Contact Type	Why It Matters	Primary Route
Current customer champion	Expansion / retention risk	CS + AE alert
Former customer champion	New-account warm path	AE/BDR outreach
Open opportunity stakeholder	Deal risk or new influencer	Opportunity owner alert
Past closed-lost stakeholder	Re-engagement signal	BDR nurture
Target account contact	New trigger for outbound	SDR sequence

Phase 2: Classify the Job Change

Capture old company, old title, new company, new title, seniority change, function change, relationship history, account status, and recommended action.

A promotion into budget authority is different from a lateral move into a non-buyer role.

Phase 3: Route Alerts

Scenario	Alert Owner	SLA	Action
Champion joins target account	Account owner	24 hours	Warm new-role outreach
Champion leaves customer	CSM + AE	24 hours	Risk review + replacement mapping
Decision-maker leaves open opp	AE + manager	Same day	Deal risk review
Former buyer joins new company	BDR/AE	48 hours	Relationship-led outreach

Phase 4: Draft Outreach

Message rules: congratulate briefly, reference real relationship context, tie to likely new-role priorities, do not imply surveillance, and ask for a low-friction next step.

Bad: "We saw you changed jobs and want to sell you again." Good: "Congrats on the move to [Company]. When you led [function] at [Old Company], [relevant context]. If [new priority] is on your plate, happy to share what worked."

Phase 5: Measure Outcomes

Track alerts generated, alerts actioned within SLA, meetings booked, pipeline created, customer risk cases opened, and replacement stakeholders mapped.

Output Format

# Job Change Signal Routing Plan

## Monitored Segments
| Segment | Owner | Alert Destination | SLA |
|---|---|---|---|

## Routing Rules
| Job Change Scenario | Recommended Action | Owner | Template |
|---|---|---|---|

## Outreach Draft
Subject:
Email:
CTA:

## Metrics
- Alerts:
- SLA adherence:
- Meetings:
- Pipeline:
- Risk cases:

Quality Check

Before delivering, verify:

• Every signal is routed by relationship type
• Active customer and opportunity risks are separated from new-logo opportunities
• Outreach references real relationship context only
• SLA and owner are assigned for each alert type
• CRM task or alert destination is specified
• Metrics include both opportunity creation and risk detection

Common Pitfalls

1. Generic congratulations. It wastes the signal. Fix: connect the move to prior relationship or new-role priority.
2. No account-status logic. Same signal means different things for customer vs prospect. Fix: route by account status.
3. Slow outreach. Job-change relevance decays quickly. Fix: SLA within 24-48 hours.
4. Ignoring risk. Champion departure can threaten renewals and deals. Fix: route customer/opportunity signals to owners.
5. Implying creepy monitoring. "We saw you moved" can feel invasive. Fix: keep the note natural and relationship-led.
6. No replacement mapping. When a champion leaves, the old account still matters. Fix: identify successor and stakeholder gaps.

Execution Artifacts

• references/framework-notes.md — champion routing, ColdIQ trigger selling, clay-loops L03
• templates/output-template.md — route matrix + CRM rules deliverable
• scripts/check-output.py — local checklist validator for required sections This skill includes lightweight artifacts the agent can load on demand:
• references/champion-loop-pattern.md — scenario matrix + Clay 4-table architecture
• ../../tools/clay-loops-toolkit/references/loop-catalog.md — L03 Job Change loop
• ../../tools/clay-loops-toolkit/references/leadmagic-waterfall.md — job change enrich chain
• ../../outbound/cold-email-copywriting/references/pat-spielmann-outbound-copy.md — verify at new email (Pat Spielmann)
• ../../../../references/gtm-experts-outbound-index.md — expert router Use the artifacts when the user asks for an implementation-ready deliverable, a repeatable workflow, or a quality check rather than generic advice.

Related Skills

• job-change-play — outbound play for job-change triggers
• signal-scoring — prioritize which changes matter
• pipeline-management — route deal-risk alerts
• expansion-selling — turn champion moves into expansion paths