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Kendra McClanahan

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Workflows by Kendra McClanahan

Workflow preview: Automate champion migration detection & personalized outreach with Explorium & Claude
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Automate champion migration detection & personalized outreach with Explorium & Claude

# Champion Migration Tracker Automatically detect when your champion contacts change companies and respond with intelligent, personalized AI outreach before your competitors do. ## THE PROBLEM When champions move to new companies, sales teams lose track and miss high-value opportunities. Manual LinkedIn monitoring doesn't scale, and by the time you notice, the relationship has gone cold. ## THE SOLUTION This workflow automates champion migration tracking end-to-end, combining Explorium's data intelligence with Claude AI agents to maintain relationships and prioritize opportunities. ## HOW IT WORKS ### 1. Automated Job Change Detection - Uses Explorium person enrichment to detect when champions move companies - Eliminates manual LinkedIn monitoring - Triggers immediately when employment changes ### 2. Intelligent Company Enrichment - Enriches new companies with Explorium data: firmographics, funding, tech stack, hiring velocity - Checks if company already exists in your CRM (Customer vs Prospect) - Identifies open opportunities and account owners ### 3. Multi-Dimensional Opportunity Scoring (0-100) - **ICP Fit (40%)**: Company size, funding stage, revenue, tech stack alignment - **Relationship Strength (40%)**: Past deals influenced, relationship warmth, CRM status - **Timing (20%)**: Days at new company, recent funding/acquisition signals - Results in Hot/Warm/Cold priority classification ### 4. Smart Routing by Context - **Customers**: Notify account manager with congratulations message - **Hot Prospects (75+ score)**: Draft detailed strategic outreach for rep review ### 5. AI-Powered Personalization - Claude AI agents generate contextually relevant emails - References past relationship, deals influenced, and company intelligence - Adapts tone and content based on opportunity priority and CRM status ## DEMO SETUP (Google Sheets) This demo uses Google Sheets for simplicity. **For production use, replace with your actual CRM:** - Salesforce - HubSpot - Pipedrive - Any CRM with n8n integration ### Important Fields to Consider: **Champions:** - `champion_id`, `name`, `email`, `company`, `title`, `last_checked_date` - `relationship_strength` (Hot/Warm/Cold), `last_contact_date`, `deals_influenced` - `relationship_notes`, `isChampion` (TRUE/FALSE), `linkedin_url`, `explorium_prospect_id` **Companies:** - `company_ID`, `companyName`, `domain`, `relationship_type` (Customer/Prospect/None) - `open_opportunity` (TRUE/FALSE), `opportunity_stage`, `account_owner`, `account_owner_email` - `contractValue`, `notes`, `ExploriumBusinessID` ## REQUIRED CREDENTIALS 1. **Anthropic API Key** - Powers Claude AI agents for email generation 2. **Explorium API Key** - Provides person and company enrichment data 3. **Google Sheets** or **Your CRM** (production) - Data source and logging ## SETUP INSTRUCTIONS 1. **Connect Credentials** in n8n Settings → Credentials 2. **Update Data Sources**: Replace Google Sheets nodes with your CRM nodes (or create demo sheets with structure above) 3. **Configure Scoring**: Adjust ICP scoring criteria in "Score Company" node to match your ideal customer profile 4. **Test with Sample Data**: Run with 2-3 test champions to verify routing and email generation 5. **Schedule Trigger**: Set to run daily or weekly based on your needs ## CUSTOMIZATION TIPS **Scoring Weights**: Adjust the 40/40/20 weighting in the scoring node to prioritize what matters most to your business **Tech Stack Matching**: Update the `relevantTech` array with tools your champions likely use **Email Tone**: Modify Claude prompts to match your brand voice (formal, casual, technical, etc.) **Routing Logic**: Add additional branches for specific scenarios (e.g., churned customers, enterprise accounts) **Agentic Experience: Consider adding an agent that sends the email for Cold prospects automatically. **Integrations**: Add Slack notifications, CRM updates, or calendar booking links to the output ## BUSINESS VALUE - **Prevent Revenue Leakage**: Never lose track of champion relationships - **Prioritize Intelligently**: Focus on opportunities with highest potential - **Scale Relationship Building**: Automate what used to require manual effort - **Act Before Competitors**: Reach out while champions are still settling into new roles - **Data-Driven Decisions**: Quantifiable scores replace gut feelings ## USE CASES - **Sales Teams**: Re-engage champions at new prospect companies - **Customer Success**: Track champions who move to existing accounts - **Account-Based Marketing**: Identify high-fit accounts through champion networks - **Revenue Operations**: Automate champion tracking at scale ## NOTES - **Production Recommendation**: Replace Google Sheets with your production CRM for real-time data - **Privacy**: All API keys are credential-referenced (not hardcoded) for security - **Explorium Credits**: Person + company enrichment uses ~2-3 credits per champion

K
Kendra McClanahan
Lead Nurturing
5 Dec 2025
29
0