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Ask Ari who is new in seat, or whether your contacts still work where you think they do. You get the movers, and nothing in your data changes until you say so. A champion who moves is a warm lead at a new company. A champion who left is a reason to find their replacement. You will end up with: a people list of recent movers, your contacts checked against where they work today, with any conflicts flagged for you, and a routine that repeats the check every week. Before you start: contacts need a LinkedIn URL to be checked. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats.

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Two different questions

  • Who is new in seat? This is a search. “VPs of Sales who started in the last 90 days” finds people by how long they’ve been in the role.
  • Did my contacts move? This checks people you already have. Ari reads each contact’s current title and company and flags the ones that no longer match. It doesn’t quietly overwrite your data.

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Steps

1

Find people new in seat

“New in seat” is a real filter on time in role, not a guess.
2

Check a list you already have

Load the list first, then ask for the check. Checking up to 15 people you name runs right away. Checking a whole list is a lookup per row, so Ari tells you the row count and shows an approval card first. It doesn’t spend phone or email credits.What you get: something like “4 people may have changed jobs. Review?” A new employer that doesn’t match what you have is flagged, not applied. You decide whether to update the contact, keep it, or remove it.
3

Act on the movers

The second prompt is a normal people search at the old company. That’s how you keep the account while you follow the champion.
4

Make it a weekly routine

Open Routines and create one. Give it a name and paste the prompt below. Pick a weekly schedule in your time zone, and set the mode to Ask me first. Read only would skip the check, and Auto approve would run it without asking. Run the Test run once, answer anything Ari asks, and turn the routine on.Each week the check waits for your approval, because it’s a lookup per row. The results land in your routine inbox.

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How the check works

Ari reads each contact’s current profile from Salesfinity’s data network, using their LinkedIn URL. If the new value agrees with the company you have, Ari applies it. If it says something different, Ari holds it back and reports it to you. A routine runs the same conversation on a schedule, with no one at the keyboard. Its mode decides whether it may change records, must ask you first, or only reads.

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Prompts to try

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You’re done when

  • You have a list of people new in seat at accounts you care about.
  • Your contacts are checked, and every mover is flagged for you to review.
  • A weekly routine is on, in Ask me first mode.

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Next steps

Find contacts at target accounts

Reach the movers at their new company.

Give Ari a standing job

Schedules, triggers and routine modes.