Playbook · Signal motion
Job change tracker: turning past customers into future pipeline
The cheapest pipeline source most sales orgs ignore. Every existing customer is 5-10 future buyers waiting to move companies. The job-change tracker setup, the 30-day outreach window, and the exact 'congrats on the move' template that converts.
01The signal
Summary
The cheapest pipeline source most sales orgs ignore. Every existing customer is 5-10 future buyers waiting to move companies. The job-change tracker setup, the 30-day outreach window, and the exact 'congrats on the move' template that converts.
02Cadence
The step-by-step rhythm we use to run this play. Skipping steps usually loses more than it saves — the asymmetric spacing is part of why it works.
Day 21
linkedin
Connect + warm congratulations, no pitch
Day 28
email
Reference past relationship + ask if you can support them in the new seat
Day 42
email
Specific offer based on their new role
Day 60
email
Clean break-up
03Expected outcome
Outcome: 22-30% reply rate. Closes 3-5x faster than cold outbound because past relationship exists.
Success metric: Conversation about adopting/expanding the product at the new company.
04Anti-patterns · do not run this when
- Do not assume they remember you fondly — confirm before pitching
- Do not skip the 21-day wait — they're onboarding
- Do not let the tracker miss them — set up alerts before they move
Playbook entry · ships as-of {date('M Y')}. Operator-written, no theory inflation. If you've run this play and the numbers don't match yours — or the rhythm needs a tweak — write to [email protected] and we'll revise.
Signal-anchored outbound, no theater
Run this play on every account in your CRM.
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