Playbook HQ / Past customer job changes

Tracks when former users or champions move to new companies. Duo pulls this update directly from your CRM.

Champions who loved your product in a previous role are often open to bringing it into their new company; they’re your warmest possible entry points.

• Send a congratulatory email or social message to reconnect.
• Reference their prior success with your product and suggest how it can help their new team.
• Share relevant content such as case studies, webinars, or product updates to demonstrate continued value.

Duo Copilot monitors CRM updates for past customer contacts and triggers alerts so reps can act quickly.