New Leaders Playbook

Name the titles that sign for what you sell before any data is pulled.

• Claude Code writes the seat from your closed deals and your ICP: titles, company size and industry.
• The definition lives in GitHub, next to the ICP.
• Note whether each hire is new to the role or replacing someone. A first leader in a function is building from scratch.

• Claude Code
• GitHub

Everyone who started in that seat at an ICP company in the last 90 days.

• LinkedIn shows who changed jobs in the past 90 days, and Sumble adds new hires by team.
• PredictLeads adds leadership hires reported in the news.
• Duplicates across the three are merged by name and company.

• LinkedIn
• Sumble
• PredictLeads

Customers, open deals and anyone in an active sequence come off.

• Checked against HubSpot before any credits are spent.
• Anyone who opted out never comes back.

• HubSpot

Each new leader is scored on company fit and what the hire says about the moment.

• Jev and OpenRouter score fit against your ICP, plus the context:
  • First in the role, or replacing someone
  • Recent funding
  • Hiring on their new team
• They classify and score only. Neither one enriches.

• Jev
• OpenRouter

A verified work email for everyone, and a mobile for tier one.

• The enrichment waterfall uses IcyPeas, Prospeo, LeadMagic and GetLeads. Each vendor only sees the contacts the ones before it missed.
• MillionVerifier checks every address first, then BounceBan checks every address that passes.

• IcyPeas
• Prospeo
• LeadMagic
• GetLeads
• MillionVerifier
• BounceBan

The note is about their new job, and your product comes second.

• Claude Code drafts it: what peers in that seat usually fix first, one result that fits, and a small ask.
• A customer is only named with that customer's permission.
• Nothing goes out in their first week.

• Claude Code

From their second week, the owner reaches out personally.

• A Slack alert goes to the account owner with the hire and the context.
• A connection request on HeyReach, then a call on Salesfinity.

• Slack
• HeyReach
• Salesfinity

Two short emails, starting in week two and done by day 90.

• Sent from EmailBison, from separate inboxes.
• A leader who engages moves up to tier one.

• EmailBison