Record current role, decision responsibility, relationship owner, engagement status and supporting evidence. A complete org chart is less useful than a smaller map the team can keep accurate.
Possible job moves, restructures, new projects or changed interactions can justify a review. Combine these with a cadence appropriate to the account's importance and sales stage.
Do not assume a universal monthly decay rate. Your data sources and target market determine how quickly different fields become stale.
Ask the champion which stakeholders are involved now and who needs input next. Keep proposed influence relationships distinct from confirmed buying roles.
AI can flag changes and assemble evidence. A person should assess ambiguous identities and sensitive next steps. Retain the prior record so changes can be understood rather than overwritten without context.
Orbb can help research people and potential paths. Evaluate whether the current service supports your update workflow; a graph is only operationally useful when the team can tell which information is current and confirmed.