--- name: al-520-catch-past-clients-when-they-change-jobs-and-reach-out-wh description: "When a past customer starts a new job, there's a short window when they're choosing suppliers, or, for real estate agents, possibly moving. On Oct 27, 2026, Clay's Growth team published its 'Paid Alumni Job Changers' play: when a director-level or more senior leader leaves a company that pays for Clay and joins a smaller prospect, a daily signal logs the move in Salesforce, a workflow runs six checks in order (same-company or bad data, enterprise accounts, unknown persona, contact not already in the CRM, no account owner or booking link, contacted in the last 30 days) and skips any record that fails or is missing data. AI then drafts the outreach under strict rules: never criticise either company, never invent details about the old company's tools, never imply the person used the product unless they had a seat, and always close with a calendar link. A rep reviews and sends an 8-step sequence. Clay says about one person a day qualifies, and 62 met every rule over 60 days; it gives no…" --- # Catch past clients when they change jobs and reach out while it matters: have an AI check each job-change alert against your client list, skip anyone who doesn't fit, and draft an honest, personal note that never claims more than you know When a past customer starts a new job, there's a short window when they're choosing suppliers, or, for real estate agents, possibly moving. On Oct 27, 2026, Clay's Growth team published its 'Paid Alumni Job Changers' play: when a director-level or more senior leader leaves a company that pays for Clay and joins a smaller prospect, a daily signal logs the move in Salesforce, a workflow runs six checks in order (same-company or bad data, enterprise accounts, unknown persona, contact not already in the CRM, no account owner or booking link, contacted in the last 30 days) and skips any record that fails or is missing data. AI then drafts the outreach under strict rules: never criticise either company, never invent details about the old company's tools, never imply the person used the product unless they had a seat, and always close with a calendar link. A rep reviews and sends an 8-step sequence. Clay says about one person a day qualifies, and 62 met every rule over 60 days; it gives no deal results. It also advises triggering on the date the change was detected, not the job start date, because LinkedIn start dates all fall on the 1st of the month. The workflow is shared as a free skill in Clay's marketplace. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - My offer ## Instructions Do the task below with the user's inputs in place of each [bracket]. 1. Turn on job-change alerts for your past clients (LinkedIn, your CRM or a tool like Clay). 2. Write your rules: who counts (e.g. bought or sold with me in the last 5 years), who to skip (contacted in the last 30 days, moves within the same company), and what you can offer (e.g. a relocation chat, a home value check). 3. Each week, paste the alerts and your client notes and say: "For each person, say FOLLOW UP or SKIP with the reason. For FOLLOW UP, draft a short note that congratulates them, mentions only what's in my notes, and offers [my offer] with my booking link. Never guess why they moved or whether they're moving house, and never criticise either employer." 4. Read and edit each note, then send it yourself. 5. Log who you contacted and when, so nobody gets a second note within 30 days. ## Safety checks (share these with the user) - This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records. - Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings. - Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically". - Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: Clay, Salesforce, Gong Engage, LinkedIn, ChatGPT, Claude - Based on this real-world example: https://www.clay.com/blog/how-we-turn-a-champions-departure-into-a-buying-signal - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-520-catch-past-clients-when-they-change-jobs-and-reach-out-while/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/