programsplayschampion_tracking

Play 03 · Relationship / re-engagement

🧭 Champion Tracking

Resolves the same Person identity across two vendors using the identity hierarchy — verified email first, LinkedIn URL second — re-anchors them to a new Company, and triggers a new-company intro play.

approved
TriggerA known champion changes jobs
Vendors / sourcesLinkedInApollo
Objects touchedpersonsignalcompany
Routes from signaljob_change
Statusapproved

Workflow · 3 steps

STEP 1Data
Resolve person identity
Identity agent
STEP 2CRM
Re-anchor to company
Identity agent
STEP 3Email
Route introduction play
Sales agent

Identity resolution

This play proves identity resolution, so the logic is encoded as structured data, not prose. Resolution walks the hierarchy in order and re-anchors the Person to a new Company when the trigger fires.

RankIdentity fieldMatch confidence
1verified_email1
2linkedin_profile_url0.85
3name_company_title0.4
re_anchor_triggerperson.current_company_id changes across sources
action_on_resolvetrigger_new_company_intro_play

Why it's here

This is identity resolution in miniature: the exact problem that breaks when a team tries to do it by hand.