What does this mean?
Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up. Watches key contacts on active accounts in your CRM for role or company changes, then alerts the CSM with a summary of account status, renewal dates, open risks, and a recommended plan to secure coverage and onboard the new stakeholder.Workflow steps
1
Monitor contact changes on a schedule
The Workflow runs on a scheduled trigger, regularly scanning key contacts on active accounts in your CRM for role or company changes—catching departures, promotions, or moves before they create coverage gaps.
2
Detect stakeholder movement
When a change is identified, Cassidy flags the affected contact and pulls relevant account context from your CRM, including account status, renewal timeline, and any open risks or opportunities.
3
Generate account summary and action plan
Cassidy compiles a summary of the account’s current health and drafts a recommended plan to secure coverage—whether that means identifying a new champion, accelerating introductions, or adjusting the renewal strategy.
4
Alert the CSM
The Workflow sends a notification to the assigned CSM via Slack or email with the full context: who changed, what the account looks like now, and specific next steps to onboard the new stakeholder and protect the relationship.
5
Log activity to CRM
All alerts and recommended actions are logged back to the CRM, ensuring full visibility for the broader team and a clear audit trail for account history.
Related
Build and configure an Agent
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