Buyer Move Alerts

What does this mean?

Turns buyer moves into fresh pipeline by re-engaging trusted relationships at new accounts, improving meeting creation and sourced opportunities without manual tracking.

How it works?

Monitors champions and evaluators in your CRM for job changes by detecting updated titles, companies, and LinkedIn signals, then sends the account owner a concise brief with context from prior deals and tailored outreach guidance to open a new conversation fast.

Workflow steps

Step 1: Monitor CRM for job changes

The Workflow runs on a scheduled trigger, scanning champions and evaluators in your CRM for signals like updated titles, new companies, or LinkedIn profile changes that indicate a buyer has moved.

Step 2: Detect and flag buyer moves

Using the Research Agent, Cassidy cross-references CRM contact data with LinkedIn signals to confirm job changes and identify the new account where your trusted relationship has landed.

Step 3: Pull prior deal context

The Workflow uses a Cassidy Assistant to search your Knowledge Base and CRM history, gathering relevant context from previous deals—what they evaluated, what mattered to them, and how the relationship developed.

Step 4: Generate outreach brief

Cassidy compiles the findings into a concise brief for the account owner, including the contact's new role and company, prior deal history, and tailored guidance for re-engaging the conversation.

Step 5: Route to account owner

The brief is delivered directly to the account owner via Slack or email, giving them everything they need to reach out quickly—no manual tracking required.