Reach former champions the moment they change jobs
When Intent spots a past champion at a new company, the Research Agent finds their new details with Apollo and saves them to a list, so you are first to say congratulations.
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- No card required
- Nothing sends without your yes
One request. The agent does the rest.
Type it to Penny, or use it as the agent’s brief and let it run on its trigger.
Agent PennyRun with Research AgentWhen someone turns high intent because a past champion moved company, find their new role and work email with Apollo, check the new company against my ideal customer, and save them to “Champions on the move”.
- Starts when a past champion turns high intent after a move
- Reads their new role and company
- Finds their new work details with Apollo
- Checks the new company against your ideal customer
- Saves them to your list with the story of the move
- Person
- Priya Nair, now VP Revenue
- New company
- Lumen Labs, fits your ideal customer
- New email
- Found and verified
- Saved to
- Champions on the move
The warmest lead you will ever have is someone who already loved your product and just started a new job. New leaders review their stack in their first months, and they bring the tools they trust. The problem is noticing in time. This use case connects Intent, which spots past champions who moved company, with the Research Agent, which finds their new details and saves them for outreach.
Why speed matters
In the first weeks of a new role, a person is listening and making decisions. Three months in, the budget is set and the tools are chosen. Reaching out early, with a genuine congratulations and a reminder of what worked before, is one of the highest-converting messages in outbound.
What the agent does
It starts when someone turns high intent because a past champion moved company. It reads their new role and company, looks up their new work details with Apollo, and checks the new company against your ideal customer. Then it saves them to your list with a short note on the move, so the message can mention it. It does not contact them; outreach is your call.
Set it up
- Set up Intent with your ideal customer, and keep your customer contacts in Prosyo.
- Start from the Research Agent template and set it to run when someone turns high intent.
- Tick Apollo, and tell it to act only on people who moved company.
- Name the list and ask for a one-line note on each move.
The message that works
- Congratulate them on the new role, specifically.
- Remind them in one line of the result you achieved together.
- Ask whether it is worth a short catch-up once they have settled in.
Connected in a click, used on your terms
Sign in once. You choose what it may do, and changes wait for your approval.
Research Agent asks before it acts
You choose how much it does alone. Reading and research always run straight away; anything that sends, spends or changes another app waits as a card you approve, unless you allowed it.
- Ask before every stepIt asks before every step, unless you allowed that action to run on its own.
- Ask before any changeIt reads and researches freely, then brings every change back to you.
- Handle routine work aloneSaving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait.
Use cases that pair well with this one
On demandBuild Apollo prospect lists that only hold people who fitPoint the Research Agent at Apollo with a plain-language brief. It finds the people, checks each one against your ideal customer and saves the fits to a Prosyo list, ready for outreach.Research Agent
On demandAI ABM: reach the whole buying committee of every target accountFor each target account, the Research Agent maps the buying committee by role, finds the people with your lead data apps and saves one list per role, ready for coordinated outreach.Research Agent
ScheduledMulti-agent sales workflow: from first search to a booked meetingChain the Research, Qualifier, Writer and Reply agents through your lists and inbox, so finding, scoring, writing and answering run as one relay with your approval at the key moments.Research Agent How does Prosyo know someone changed jobs?
Intent groups people who come back after a quiet spell, including past champions who moved company, as a buying signal.
Why contact them so fast?
New leaders review their tools in the first months. Someone who already likes your product is the warmest lead you will ever have.
What should the first message say?
Congratulations first, then one line on how you helped before. Keep the pitch for the reply.
When does it run?
When someone in Prosyo Intent turns high intent: they asked for what you sell, reached out to you, or hit a moment of need such as funding, a new hire or a job change.
Which apps does it use, and do I need accounts?
It uses Apollo.io, with one-click sign-in. Each app works with your own access, so the agent only sees what your account can see, and anything an app charges for is billed by that app.
Can the agent act without my approval?
Reading and research run straight away. Routine work such as saving people to a list or tagging can run alone if you allow it. Sending, paid actions and changes in other apps wait for your yes unless you explicitly allowed that action.
What does a run cost?
Each step uses AI credits like a Penny question, and you set a spending cap for each run. If a run reaches its cap, it waits for you. Paid actions such as enrichment, and charges from connected apps, are separate.
Can I change what the agent does?
Yes, in plain words. Edit the brief, attach a skill such as your own playbook, tick or untick apps and change what needs approval. The next run follows the new instructions, and finished work stays saved.
Which agent runs it, and what pairs well with it?
The Research Agent, Prosyo’s ai prospecting agent. Start from its template and use this request as the brief. It pairs well with the Qualifier Agent and the Writer Agent, which can pick up its results through your lists and inbox.
How do I see what the agent did?
Every run comes with a plain-English report of what it did, what it cost and anything waiting for you. Results show as formatted answers, tables or diagrams, and you get a notification when a run finishes or needs your approval.
Which Prosyo plan do I need?
Agents come with the Penny Agents, Penny SDR and Penny SDR All-in plans: 5, 10 or 20 agents. Every workspace starts with a 7-day free trial, no card required.
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