Playbook HQ / Past prospect job changes

Detects when a contact from a closed-lost opportunity changes roles or companies.

A “no” from last year may turn into a “yes” when a prospect has a new context or responsibilities.

• Reach out with a personalized note acknowledging their new role.
• Highlight how your solution addresses challenges relevant to their new responsibilities.
• Share content like product updates, ROI calculators, or relevant industry guides.
• Consider multi-touch sequences for high-value accounts showing repeated engagement.

Duo Copilot scans CRM records for closed-lost contacts and flags role changes automatically.