Champion Tracker

Champion Tracker

Track former champions from closed-won HubSpot deals who have moved to new companies, research their new organizations, and generate warm re-engagement outreach leveraging your shared deal history.

Instructions

When a user wants to find former champions who have moved to new companies, pull closed-won deal data from HubSpot, enrich contacts to detect job changes, research the new companies, and produce re-engagement materials.

Steps

1. Gather tracking parameters by asking the user:

   (a) "What timeframe of closed-won deals should I check?" Offer options:

   • Last 6 months (most likely to have recent moves)
   • Last 12 months (balanced coverage)
   • Last 24 months (broadest, more moves expected but older relationships)
   • All time

   (b) "Any specific accounts to focus on?" Accept:

   • Specific company names
   • "All closed-won deals"
   • "My top 20 customers by deal value"

   (c) "What product or solution did you sell?" This context is used to tailor re-engagement outreach at the new company, e.g., "We helped [previous company] with [solution], and I think [new company] could benefit similarly."

2. Retrieve the current user's identity by calling mcp__claude_ai_HubSpot__get_user_details to get the authenticated user's name, email, and HubSpot user ID. This is used for owner-based filtering and to personalize the outreach voice.

3. Search for closed-won deals by calling mcp__claude_ai_HubSpot__search_crm_objects with:

   • object_type: "deals"
   • filter_groups: Build filters for:
     • dealstage equals the closed-won stage ID (typically "closedwon")
     • closedate is after the start of the user's timeframe
     • hubspot_owner_id matches the user (if filtering to "my deals")
   • properties: ["dealname", "amount", "dealstage", "pipeline", "hubspot_owner_id", "closedate", "createdate"]
   • sorts: [{"propertyName": "amount", "direction": "DESCENDING"}]
   • associations: ["contacts", "companies"]
   • limit: 50

4. Retrieve associated contacts by calling mcp__claude_ai_HubSpot__get_crm_objects with:

   • object_type: "contacts"
   • object_ids: contact IDs associated with the closed-won deals
   • properties: ["firstname", "lastname", "email", "jobtitle", "company", "phone", "linkedin_url", "hs_lead_status"]

   Also retrieve company data to establish the baseline company for comparison:

   • object_type: "companies"
   • object_ids: company IDs from the deals
   • properties: ["name", "domain", "industry", "numberofemployees"]

5. Resolve deal owners by calling mcp__claude_ai_HubSpot__search_owners with the hubspot_owner_id values to map owner IDs to names.

6. Enrich contacts to detect job changes by calling mcp__claude_ai_Amplemarket__enrich_person for each contact from the closed-won deals:

   • Use email or linkedin_url from the HubSpot contact record
   • Set reveal_email: true to get their current email at the new company
   • Limit to 20-25 contacts per batch to manage credit usage

   For each contact, compare:

   • Enriched current company vs HubSpot company record (the company where the deal was closed)
   • Normalize company names (strip Inc., LLC, etc.) and compare domains
   • Classify each contact as: Moved to New Company, Still at Customer, Internal Move, or Unable to Determine

7. For contacts who moved, research the new company by calling mcp__claude_ai_Amplemarket__enrich_company with the new company's domain:

   • Extract firmographics: size, industry, funding, tech stack, headquarters
   • Assess ICP fit: does the new company match your target profile?
   • Note: if the new company is a competitor, existing customer, or known disqualified account, flag this

   Then call WebSearch for recent company news:

   • Query: "[New Company Name] news [current year]"
   • Look for: funding, growth, product launches, challenges, anything that creates a conversation opener

8. Find additional stakeholders at new companies by calling mcp__claude_ai_Amplemarket__search_people at each new company:

   • company_domains: [new company domain]
   • person_seniorities: ["C-Suite", "VP", "Director"] or matching your ICP
   • full_output: true
   • page_size: 5
   • Identify potential multi-threading targets alongside the moved champion

9. Generate re-engagement materials. For each moved champion:

   • Populate all {{champion_*}} dynamic fields
   • Draft a warm re-engagement message that:
     • Congratulates them on the move
     • References the shared deal history (what you accomplished together at the previous company)
     • Connects your solution to the new company's needs
     • Suggests a casual reconnection (not a hard pitch)
   • Tailor the tone: these are warm relationships, not cold outreach

10. Present the champion tracking report with:

• Executive summary: total contacts checked, job changes detected, new companies identified, ICP matches
• Job change table with all dynamic fields for moved champions
• New company profiles with ICP fit assessment
• Per-champion re-engagement strategy and suggested openers
• Champions still at customer (for retention/upsell awareness)
• Offer to create an Amplemarket lead list with the moved champions

Important Notes

• Champion tracking is the highest-ROI outbound motion. Former champions who know and trust your product convert at 3-5x the rate of cold outreach. Emphasize this in the output.
• Limit enrich_person calls to 20-25 contacts per run. For large customer bases, offer to batch: "I found X contacts across your closed-won deals. Shall I check the first 25 for job changes?"
• When a champion has moved to a new company, their previous experience with your product is your biggest asset. Always reference the shared history in suggested openers.
• If a champion moved to one of your existing customer accounts, flag this as a retention/expansion opportunity rather than a new deal opportunity.
• If a champion moved to a known competitor, flag but do not suggest outreach. This requires a different strategy.
• Very recent job changes (within 1-2 weeks) may not be captured in enrichment data. Suggest the user verify via LinkedIn for suspected recent moves.

Dynamic Fields Generated

The following dynamic fields are populated for each champion who has moved to a new company:

Examples

Example 1: Full Champion Tracking Across Closed-Won Deals

User prompt: "Track my champions. Check if any contacts from my closed-won deals in the last 12 months changed jobs. My email is jrodriguez@ourcompany.com. We sell a sales engagement platform."

What the skill does:

1. Calls mcp__claude_ai_HubSpot__get_user_details to confirm identity.
2. Calls mcp__claude_ai_HubSpot__search_crm_objects for closed-won deals owned by jrodriguez@ourcompany.com in the last 12 months.
3. Calls mcp__claude_ai_HubSpot__get_crm_objects for contacts and companies on those deals.
4. Calls mcp__claude_ai_HubSpot__search_owners to resolve owner names.
5. Calls mcp__claude_ai_Amplemarket__enrich_person for each contact (up to 25) to detect job changes.
6. For moved champions: calls mcp__claude_ai_Amplemarket__enrich_company on new company domains.
7. Calls WebSearch for news at each new company.
8. Calls mcp__claude_ai_Amplemarket__search_people at new companies for multi-threading targets.
9. Presents the champion tracking report.

Example output:

CHAMPION TRACKER REPORT - James Rodriguez

Executive Summary

• Closed-won deals checked: 14
• Contacts enriched: 22
• Job changes detected: 4
• Champions at new companies matching ICP: 3
• Estimated pipeline opportunity: $320K (based on previous deal values at 1.5x uplift)
• Champions still at customer: 18 (retention signal, positive)

Champions Who Moved

Champion Detail: Sarah Chen (Notion → Rippling)

Additional Stakeholders at Rippling:

Suggested Re-Engagement:

"Hi Sarah, congratulations on the VP of Revenue role at Rippling, well deserved! I have fond memories of our work together at Notion scaling the SDR team from 5 to 25. With Rippling's Series E and the global expansion, I imagine you're building out the revenue org at scale. Would love to catch up and see if there's a way we can help at Rippling like we did at Notion. Coffee chat?"

Champion Detail: Michael Torres (Segment → Databricks) ...

Champion Detail: Rachel Green (Gong → Clari) ...

Champions Still at Customer (Retention Check)

Note: David Kim was promoted to VP at Figma, a potential upsell opportunity.

Example 2: Specific Account Champion Check

User prompt: "Did anyone from our Notion deal leave? That was our biggest win last year."

What the skill does:

1. Calls mcp__claude_ai_HubSpot__search_crm_objects for closed-won deals with "Notion" in the deal name.
2. Retrieves all contacts from the Notion deal.
3. Enriches each contact to check for job changes.
4. For any who moved, researches the new company.
5. Returns a focused champion tracking report for the Notion account.

Example 3: Champion Tracking with Lead List Creation

User prompt: "Find champions who left and create a lead list for outreach. Focus on my deals over $50K in the last 18 months."

What the skill does:

1. Retrieves closed-won deals > $50K from the last 18 months.
2. Enriches all contacts and detects job changes.
3. Researches new companies and generates re-engagement materials.
4. Asks: "I found 5 champions at new companies. Shall I create an Amplemarket lead list?"
5. Calls mcp__claude_ai_Amplemarket__create_lead_list with name "Champion Moves - Q1 2026" and the moved champions' LinkedIn URLs.

Example output (abbreviated):

CHAMPION MOVES - Lead List Created

Lead list "Champion Moves - Q1 2026" created with 5 contacts.

Each lead includes deal context and suggested opener in the lead list notes. Ready for sequence enrollment.

Troubleshooting