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Tactics and plays

How do I track when my past customers and champions change jobs, so I can sell to them again?

Track former customers and champions through reliable job-change information, identity checks and a defined follow-up workflow. Confirm the new role and account fit before reaching out. A move creates a reason to reassess relevance, not automatic pipeline; the person's new responsibilities, relationship with your team and company's needs determine whether a conversation is useful.
October 8, 2026

Choose people worth monitoring

Include contacts with genuine product experience or a meaningful professional relationship, not everyone in your CRM. Preserve their prior role, experience and relationship owner.

Verify the update

Public profiles can lag and similar names can create false matches. Check current employer and responsibilities before sending congratulations or assigning an opportunity.

Reconnect with context

Acknowledge the move and ask about their new priorities. Do not assume they want to buy the same product again or can introduce you immediately. Coordinate with customer success if their departure also affects an existing customer.

Assess tools fairly

UserGems is one candidate for contact tracking; Sales Navigator and other platforms may support relevant updates. Compare current coverage, workflow and cost.

Orbb can support relationship-led research and activation around role changes. Verify any continuous tracking or alert commitments directly. Measure qualified conversations and opportunities while recording the actual relationship contribution, rather than counting every detected move as a sales event.

Related questions

Orbb researches the relationships your company already has — across customers, employees, investors and partners — then runs the introduction end to end, from finding the path to the meeting in the calendar.
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