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

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

Field	Description	Example Value
`{{champion_name}}`	Full name of the champion	"Sarah Chen"
`{{champion_previous_company}}`	Company where you closed the deal together	"Notion"
`{{champion_previous_role}}`	Their role at the previous company	"Director of Sales"
`{{champion_new_company}}`	Company they have moved to	"Rippling"
`{{champion_new_role}}`	Their current role at the new company	"VP of Revenue"
`{{champion_new_company_size}}`	Employee count of the new company	"1001-5000 employees"
`{{champion_new_company_industry}}`	Industry of the new company	"Human Resources Technology"
`{{champion_new_company_domain}}`	Domain of the new company	"rippling.com"
`{{champion_deal_context}}`	What you sold and accomplished at the previous company	"Enterprise sales engagement platform, helped scale SDR team from 5 to 25"
`{{champion_time_at_new_company}}`	Approximate tenure at the new company	"~3 months"
`{{champion_new_company_news}}`	Recent news about the new company	"Raised $200M Series E at $13.5B valuation (Jan 2026)"
`{{champion_suggested_opener}}`	Warm re-engagement opening line	"Hi Sarah, congrats on the VP of Revenue role at Rippling!..."
`{{champion_deal_amount}}`	Value of the deal closed at the previous company	"$85,000"
`{{champion_icp_fit}}`	Whether the new company matches your ICP	"Strong fit - right size, industry, and growth stage"

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:

Calls mcp__claude_ai_HubSpot__get_user_details to confirm identity.
Calls mcp__claude_ai_HubSpot__search_crm_objects for closed-won deals owned by jrodriguez@ourcompany.com in the last 12 months.
Calls mcp__claude_ai_HubSpot__get_crm_objects for contacts and companies on those deals.
Calls mcp__claude_ai_HubSpot__search_owners to resolve owner names.
Calls mcp__claude_ai_Amplemarket__enrich_person for each contact (up to 25) to detect job changes.
For moved champions: calls mcp__claude_ai_Amplemarket__enrich_company on new company domains.
Calls WebSearch for news at each new company.
Calls mcp__claude_ai_Amplemarket__search_people at new companies for multi-threading targets.
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	Previous Company	Previous Role	New Company	New Role	ICP Fit	Priority
Sarah Chen	Notion	Dir of Sales	Rippling	VP of Revenue	Strong	High
Michael Torres	Segment	Sr. Sales Mgr	Databricks	Head of Sales Dev	Strong	High
Rachel Green	Gong	Sales Ops Mgr	Clari	Director of Revenue Ops	Strong	High
Tom Nakamura	Deel	Account Exec	StartupXYZ	Sales Manager	Weak - company too small	Low

Champion Detail: Sarah Chen (Notion → Rippling)

Field	Detail
Previous Deal	Notion - Enterprise License ($85,000, closed 2025-07-15)
What You Accomplished	Helped scale SDR team from 5 to 25 reps using your platform
New Company	Rippling (rippling.com)
New Role	VP of Revenue
Company Size	1001-5000 employees
Industry	HR Tech / Workforce Management
Time at Rippling	~3 months
ICP Fit	Strong - right size, growth stage, and sales team complexity
Recent News	Raised $200M Series E (Jan 2026); Expanding global payroll to 12 markets
New Company Email	sarah.chen@rippling.com

Additional Stakeholders at Rippling:

Name	Title	LinkedIn
Marcus Webb	CRO	linkedin.com/in/mwebb
Priya Patel	VP Sales Operations	linkedin.com/in/ppatel

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)

Champion	Company	Role	Deal	Status
Emily Watson	Lattice	VP Sales	$120K	Still there, same role
David Kim	Figma	Dir Sales Ops	$95K	Still there, promoted to VP
Lisa Park	Brex	Sales Manager	$65K	Still there, same role
...	...	...	...	...

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:

Calls mcp__claude_ai_HubSpot__search_crm_objects for closed-won deals with "Notion" in the deal name.
Retrieves all contacts from the Notion deal.
Enriches each contact to check for job changes.
For any who moved, researches the new company.
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:

Retrieves closed-won deals > $50K from the last 18 months.
Enriches all contacts and detects job changes.
Researches new companies and generates re-engagement materials.
Asks: "I found 5 champions at new companies. Shall I create an Amplemarket lead list?"
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.

Champion	New Company	New Role	Context Added
Sarah Chen	Rippling	VP of Revenue	Previous: Notion, $85K deal, SDR scaling
Michael Torres	Databricks	Head of Sales Dev	Previous: Segment, $120K deal, outbound automation
Rachel Green	Clari	Dir Revenue Ops	Previous: Gong, $75K deal, pipeline analytics
Ana Ruiz	Snowflake	VP of GTM	Previous: dbt Labs, $95K deal, RevOps buildout
Chris Park	Figma	Dir of Sales	Previous: Canva, $60K deal, team onboarding

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

Troubleshooting

Problem	Solution
No closed-won deals found	Fallback chain: 1) Extend the timeframe to 24 months or "all time". 2) Remove the owner filter to check across all reps. 3) Verify the closed-won stage ID by calling `mcp__claude_ai_HubSpot__search_properties` with `query`: "dealstage". Some HubSpot accounts use custom win stages.
Contact enrichment returns the same company	This means the champion is still at the customer company. Classify as "Still at Customer" and include in the retention section. This is actually positive, as it means your champion is still an advocate.
Champion moved to an existing customer	Flag as an expansion opportunity, not a new deal. Note: "[Champion] moved to [Company], which is already a customer. This could be a cross-sell or upsell opportunity." Do not treat this as net-new outreach.
Champion moved to a competitor	Flag separately: "[Champion] moved to [Competitor]. This requires a different engagement strategy, as they may have insights but outreach should be handled carefully." Do not include in standard re-engagement.
Too many contacts to enrich	Offer to prioritize: "I found X contacts across your closed-won deals. Shall I focus on the top 25 by deal value? This will use approximately 25 Amplemarket credits." Process in batches if the user wants a full scan.
Enrichment returns no current data for a contact	Classify as "Unable to Determine." The contact may have left the workforce, started a company, or changed their public profile. Suggest: "Unable to verify current status for [Name]. Check their LinkedIn profile manually."
New company does not match ICP	Still include in the report but mark ICP fit as "Weak" or "No Fit." The champion relationship is valuable even if the company is not ideal, as they may refer you to others or move again to a better-fit company.
WebSearch returns no news about the new company	Set `{{champion_new_company_news}}` to "No recent public news found." Use the company enrichment data and the champion's role change as the primary outreach angle instead.
Deal context is unclear from HubSpot data	If the deal record lacks context about what was sold or accomplished, ask the user: "Can you share what you accomplished with [Champion] at [Previous Company]? This context makes the re-engagement much more effective."