Champions

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Overview

Champion tracking follows people who know your product as they move to new companies. Define the customers, former buyers, or other advocates you want to track, then use detected job changes to decide when to reconnect. Unify checks the selected people every 30 days and finds updated contact information when it detects a new job. Each tracked champion costs one credit per tracking cycle, whether or not a job change is found.

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Set up tracking

Start with the company and person records you want to monitor. CRM attributes can help identify customers and the people who bought or used your product. For example, select companies with a closed-won opportunity, then narrow the people to your buyer personas.

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Review job changes

Use the Tracking tab to see the people being monitored. The Job changes tab shows detected moves and the person’s new company and role. A recent move may become visible after a later tracking cycle as new job information becomes available. Unify creates an exclusion for the old job records of champions who have moved. This helps keep outreach directed to their current role. Review your workflow’s exclusion settings when configuring actions on these records.

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Act on a job change

Use the Job change signal in person filters to select champions who have moved within a relevant period. Save the filters as an audience to maintain a group that changes as new moves are detected. A champions trigger can route those people through a play for qualification, outreach, or a Slack alert. Choose a lookback period that suits your follow-up process and review the play’s rerun settings before publishing.

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Update or pause tracking

Edit the tracking settings to change the companies or people you monitor. To pause tracking, turn off the toggle on the Champions settings page and confirm Disable. Previously detected job changes remain available, while scheduled tracking stops.