Recipes / Champion job-change follow-up: reach past champions at their new company

Champion job-change follow-up: reach past champions at their new company

LeadIQ + HubSpot

IntermediateSDRsAEs

Who it's for

SDRs and AEs who want to hear when a past champion or customer contact moves to a new company, and reach out while the move is fresh. LeadIQ can be swapped for UserGems, and HubSpot for Salesforce, Attio or Pipedrive.

What you get

Job changes found, CRM check and one draft note. Sample output: every company and person in it is fictional.

LeadIQ job changes from your tracked contacts, last 30 days: 4.

| Person | Was | Now | HubSpot |
|---|---|---|---|
| Sam Whitlock | Quarry Lane Analytics (fictional), champion on a closed-won deal | Head of RevOps, Tidewell Robotics (fictional) | No company record |
| Alex Rivera | Fernhill Software (fictional), user | Sales Manager, Mossgate Labs (fictional) | Company exists, owner Priya Raman. Skipped |
| Dana Okafor | Larkspur Freightworks (fictional), economic buyer | Same company, new title | Not a job change. Skipped |

Draft note to Sam (text only, not sent):
Subject: Congrats on Tidewell

Hi Sam,

Saw the move to Tidewell Robotics. Congratulations. It was good working with you on the forecasting rollout at Quarry Lane.

If the Tidewell team is looking at the same problem, I'm happy to share what worked. No pressure either way.

Jordan

Waiting for approval: create company 'Tidewell Robotics' and contact 'Sam Whitlock' in HubSpot. Nothing has been created yet.

Time and cost

Estimate About 10–20 minutes a week, most of it reading the notes.

Assumptions: One weekly run over about 4 job changes, with one work email looked up per new contact.

Exact credit costs depend on your plan with each vendor. Check the tool pages before a large run.

MCP servers

Every server is confirmed in: ClaudeChatGPT

Set up in a chat app

Every server in this recipe is confirmed for Claude and ChatGPT. Connect each one, then paste the prompts below into one conversation.

Developer setup

Auth setup and mcp.json for Claude Code and Cursor
  • LeadIQ: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.
  • HubSpot: Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

Put this in .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Swap the example keys for your own, and don't commit real ones. Remove the // comment lines if your client requires strict JSON.

{
  "mcpServers": {
    "leadiq": {
      "url": "https://mcp.leadiq.com/mcp"
    },
    "hubspot": {
      "url": "https://mcp.hubspot.com"
    }
  }
}

Step-by-step prompts

  1. Check my LeadIQ credits. Then show me job changes in the last {days} days for my tracked contacts from {list}: name, old company, new company, new title and new company website. Skip anyone whose company didn't change.
  2. For each person, find their old company in HubSpot and tell me how we worked with them (deal stage, closed-won or churned). Then search HubSpot for the new company by website domain and list any owner. Don't change any records.
  3. For the people I pick, find their new work email with LeadIQ only after I approve it. Then write a short congratulations-and-intro note to each, mentioning what we did together. Show me the text only. Don't send anything.
  4. After I approve, create the new company and the contact in HubSpot and associate them. Show me exactly what you'll create first, and skip anything that already exists.

Run it on a schedule (optional)

Where this goes wrong

Gotchas

Download

Get the prompts, guardrails and expected output as one Markdown file. Paste it into a Claude Project or ChatGPT project's instructions, or save it as CLAUDE.md for Claude Code.

Download champion-job-change.md

Vendor sites: HubSpot. If we join an affiliate program, these links will be labeled as affiliate links.