Job Change Tracker

Instructions

When a user wants to identify former contacts who have moved to new companies, run this workflow: pull existing contacts, detect job changes via re-enrichment, research the new company, and generate warm outreach.

Steps

Step 1: Gather criteria from the user

Ask for:

• Which contacts to check: all contacts, a specific list, or contacts from closed-won deals
• How long ago the relationship was (e.g. "contacts we spoke to in the last 2 years")
• What constitutes a relevant job change (e.g. "moved to a company that matches our ICP", "moved into a more senior role", "moved from a non-buyer to a buyer role")
• Target seniority at the new company (e.g. "only flag if they are now Director and above")

Step 2: Pull existing contacts

Call mcp__claude_ai_toflow__list_records with resource_type "person" and any relevant filters (e.g. filter by last contacted date, deal stage, or tag). Pull the relevant set of contacts.

If the user specifies a list, call mcp__claude_ai_toflow__get_all_lists to find it, then mcp__claude_ai_toflow__get_list_items to retrieve the contacts.

Step 3: Re-enrich to detect job changes

For each contact, call mcp__claude_ai_toflow__enrich_person_by_linkedin using their LinkedIn URL. Compare the returned current company and title against what is stored in toflow.

Flag contacts where:

• Current company is different from the stored company
• Current title is more senior than the stored title at the same company
• The contact has moved from a non-ICP company to an ICP company

Step 4: Filter by relevance

Apply the user's criteria to the flagged contacts. Keep only those where the new role or company matches the target profile.

Present a table: Contact Name, Old Role, Old Company, New Role, New Company, Signal type (company change / promotion / ICP upgrade).

Step 5: Research the new company

For each flagged contact, call mcp__claude_ai_toflow__get_company if their new company already exists in the CRM. If not, use web search to pull basic context: company size, industry, recent news, and whether it matches the user's ICP.

Step 6: Generate warm re-engagement context

For each contact, surface:

• The prior relationship: when you last spoke, what was discussed, any deal history
• The new context: what their new company does, why it is relevant to your product
• A suggested opening that references the prior relationship without being presumptuous

Step 7: Create a re-engagement list

Call mcp__claude_ai_toflow__create_list named "Job Change Re-engagement - [Month Year]". Call mcp__claude_ai_toflow__add_people_to_list with the flagged contacts.

Optionally offer to enroll them in a re-engagement sequence using mcp__claude_ai_toflow__enroll_in_sequence.

Important Notes

• Re-enrichment uses credits. For large contact bases, suggest checking the highest-value contacts first (closed-won deals, champions, senior contacts).
• Not every job change is worth pursuing. Focus on contacts who have moved into a buying role or a company that matches your ICP.
• The warm reference matters. Always surface the prior relationship context before drafting outreach. A message that pretends not to know the person is worse than a cold message.
• Some LinkedIn profiles update slowly. If enrichment returns the same company, do not assume there is no change. Suggest checking the contact's LinkedIn profile manually.

Examples

Example 1: Champions who moved companies

User: "Find contacts from our closed-won deals who have moved to a new company in the last year."

1. Calls list_records filtered by deal status (closed-won) and last modified within 12 months.
2. Re-enriches each contact via enrich_person_by_linkedin.
3. Flags 12 contacts whose current company differs from the CRM record.
4. Filters to 8 where the new company matches ICP.
5. Pulls company context for each via web search.
6. Creates list "Champions - New Companies - Jun 2026".
7. Surfaces re-engagement hooks: "You worked with us at [Old Company]. Now that you are at [New Company], the same problem likely exists at a larger scale."

Example 2: Former prospects who got promoted

User: "Check if any of the SDRs we talked to last year have been promoted to Director or above."

1. Calls list_records for contacts tagged as SDR, filtered by last contacted date.
2. Re-enriches each. Flags those now carrying Director+ titles.
3. Returns list of promoted contacts with their new titles and a suggested opener referencing the earlier conversation.

Troubleshooting