---
ref: workflow:champion-job-change-loop
title: Reconnect when a product champion changes jobs
author: thedogwiththedataonit
tools: [tool:apollo/enrich-person, tool:clay/run-routine, tool:attio/upsert-record, tool:attio/create-record, tool:attio/create-note, tool:anthropic/create-message]
tags: [capability:enrich-contacts, capability:manage-crm, capability:write-copy, channel:email, channel:linkedin, has:api, motion:outbound]
updated: 2026-09-27
---

# Reconnect when a product champion changes jobs

Set up the tools below, then run the steps in order for the user.

## Inputs

Ask the user for this before you start.

- `champion_list`: names and previous companies of past champions

## Set up

### Enrich a person (Apollo, tool:apollo/enrich-person)

Use the first option your agent supports.

#### MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

```json
{ "mcpServers": { "apollo": { "url": "https://mcp.apollo.io/mcp" } } }
```

Call the MCP tool `apollo_people_match`.

#### CLI (official)

Install the command, then confirm it runs.

```sh
brew install apolloio/apollo-io-cli/apollo-io-cli
apollo --version
```

Run `apollo people enrich`.

### Run a routine (Clay, tool:clay/run-routine)

Use the first option your agent supports.

#### CLI (official)

Install the command, then confirm it runs.

```sh
npm install --global @clay-run/cli
clay --version
```

Run `clay routines runs start`.

#### API (official)

- Base URL: https://api.clay.com/public/v0
- Endpoint: `POST /routines/{routine_id}/run`
- Auth: send the header `clay-api-key: $CLAY_PUBLIC_API_KEY`
- Get a key: https://app.clay.com/workspaces/~/settings/account?accountTab=api-keys-beta

### Attio (tool:attio/upsert-record, tool:attio/create-record, tool:attio/create-note)

Use the first option your agent supports.

#### MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

```json
{ "mcpServers": { "attio": { "url": "https://mcp.attio.com/mcp" } } }
```

- Upsert a record: call the MCP tool `upsert-record`
- Create a record: call the MCP tool `create-record`
- Create a note: call the MCP tool `create-note`

#### API (official)

- Base URL: https://api.attio.com
- Upsert a record: `PUT /v2/objects/{object}/records`
- Create a record: `POST /v2/objects/{object}/records`
- Create a note: `POST /v2/notes`
- Auth: send the header `Authorization: Bearer $ATTIO_API_KEY`
- Get a key: https://attio.com/help/reference/apps/generating-an-api-key

### Create a message (Anthropic, tool:anthropic/create-message)

Use the first option your agent supports.

#### CLI (official)

Install the command, then confirm it runs.

```sh
curl -fsSL https://claude.ai/install.sh | bash
claude --version
```

Run `claude -p`.

#### API (official)

- Base URL: https://api.anthropic.com
- Endpoint: `POST /v1/messages`
- Auth: send the header `x-api-key: $ANTHROPIC_API_KEY`
- Get a key: https://platform.claude.com/settings/keys

Make one read-only call to each tool to confirm access.

## Steps

1. **Detect the move** with Enrich a person (Apollo). For each person in `champion_list`, find their current company and title. Keep only people who moved in the last 6 months.
2. **Size the new company** with Run a routine (Clay). For each new company, add size, industry and funding stage.
3. **Add them to the CRM** with Upsert a record (Attio). Create or update each new company, matched on its domain, and each champion, matched on their email.
4. **Open a deal** with Create a record (Attio). Create a deal on the new company with the champion as the contact.
5. **Note the history** with Create a note (Attio). Add a note to each deal describing the previous relationship.
6. **Draft the outreach** with Create a message (Anthropic). For each champion, draft a short note for LinkedIn or email that congratulates them and names the work you did together. Show the drafts to the user.

## Done when

- Every champion who moved has a deal on their new company.
- Each has a drafted note, and the user has the list of moves.

## Rules

- Only use the tools listed above.
- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.
