Customer Contact Transition Monitor

What does this mean?

Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.

How it works?

Watches key contacts on active accounts in your CRM for role or company changes, then alerts the CSM with a summary of account status, renewal dates, open risks, and a recommended plan to secure coverage and onboard the new stakeholder.

Workflow steps

Step 1: Monitor contact changes on a schedule

The Workflow runs on a scheduled trigger, regularly scanning key contacts on active accounts in your CRM for role or company changes—catching departures, promotions, or moves before they create coverage gaps.

Step 2: Detect stakeholder movement

When a change is identified, Cassidy flags the affected contact and pulls relevant account context from your CRM, including account status, renewal timeline, and any open risks or opportunities.

Step 3: Generate account summary and action plan

Cassidy compiles a summary of the account's current health and drafts a recommended plan to secure coverage—whether that means identifying a new champion, accelerating introductions, or adjusting the renewal strategy.

Step 4: Alert the CSM

The Workflow sends a notification to the assigned CSM via Slack or email with the full context: who changed, what the account looks like now, and specific next steps to onboard the new stakeholder and protect the relationship.

Step 5: Log activity to CRM

All alerts and recommended actions are logged back to the CRM, ensuring full visibility for the broader team and a clear audit trail for account history.