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A new CFO or a reorg at a client account can end a relationship overnight — or open the door to the next engagement. Have Amy watch the leadership teams at your accounts and alert you the moment a key executive joins, departs, or changes title, so you reach out while the moment is warm instead of finding out after the RFP.

Copy and send to Amy

What you get back

  • Same-day alerts on executive joins, departures, and title changes across your accounts
  • The person, the company, and their old-versus-new role, with a source link
  • A read on whether each move is a relationship risk or a fresh opening

Required integrations

CRM

Email

Tell Amy which titles are your actual economic buyers — say, CFO and COO — and it will surface those moves first so the alerts map straight to pipeline.