CDP & Data

UserGems

Tracks job changes for the buyers and champions that matter to you.

usergems.com →

How teams use it post-sale

UserGems surfaces champions who move to new companies as pipeline, and the same job-change signal matters after the sale too. When a champion leaves one of your accounts, UserGems flags their old record and adds them at their new company. Your save motion can start well before the renewal conversation.

Swap it within CDP & Data

Any of these runs the same plays — Accoil pushes the same signal wherever the work happens.

Workflows using UserGems2

YOUR EXISTING EVENT STREAMAPIYESLEAVE ALONESTILL HEREGONESUCCESSORSIGNAL · ACCOILWeekly check: fewerrelationships than your bestaccountsRelationships vs peersSenior user active?Champion last activeARR & renewal dateSCORE · ACCOILCheck job changes and recordsbefore calling itNew job confirmed?Successor named?Away or data change?Budget or org changesDECISIONIs there a move worth makingnow?DECISIONWhich move fits this account?ACTION · HUBSPOTDraft an ask to the champion fora second contactACTION · HUBSPOTDraft a sponsor intro with theevidenceACTION · HUBSPOTDraft a successor welcome andre-onboarding planACTION · HUBSPOTLeave alone: note why, rechecknext weekHUMAN STEPCSM or AM decides and runs themoveOUTCOMEEight weeks on: morerelationships? Then: did itrenew?
Account ManagementSuccess

Champion Departure Early-Warning Playbook 2026

Your best accounts rest on more than one person: several active users and a senior sponsor. Each week this play counts relationships for every account in a segment against that benchmark, with the champion's silence and job-change data as evidence, and puts one move on the account in your CRM: a second-contact ask, a sponsor intro, a successor welcome – or no move.

Intermediate
YOUR EXISTING EVENT STREAMAPIYESLEAVE ALONEUNDER REVIEWFURTHER OUTSIGNAL · ACCOILWeekly check: a new exec nowowns your budget lineNew exec & start dateTeams active vs peersSenior users & reportsARR & renewal dateSCORE · ACCOILIs your value as visible as at yourbest accounts?Value summary dateOld exec waschampion?Last job used a rival?Budget or org changesDECISIONIs there a move worth makingnow?DECISIONWhich move fits this account?ACTION · HUBSPOTDraft a briefing for the new exec,in their termsACTION · HUBSPOTRefresh the value summary onthe HubSpot recordACTION · HUBSPOTLeave alone: note why, brief onlyif they askHUMAN STEPAM or CSM decides and runs themoveOUTCOMEEight weeks on: did the execengage? Then: did it renew?
Account ManagementSales

New Executive, New Rules Playbook 2026

A new executive who owns your budget line is a chance at a second sponsor. Your best accounts make their value easy to see from the top. This play checks each account with a new exec against that benchmark and puts one move on the account in your CRM: a briefing in the exec's terms, a refreshed value summary – or no move, with the reason noted.

Intermediate

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