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