Job Change → Outreach Sequence (YAML Playbook)
Automated workflow triggered by LinkedIn job change signal. Includes 5-day wait (settling period), personalized email sequence, and warm intro approach. Optimized for new role outreach.
YAML Playbook
Ready to import directly as an automation workflow
# Job Change to Sequence Workflow
name: "Job Change Outreach"
version: "1.0"
description: "Automatically engage contacts who changed jobs to new target accounts"
trigger:
type: "data_enrichment"
source: "linkedin_updates"
conditions:
- field: "event_type"
operator: "equals"
value: "job_change"
- field: "new_company_match"
operator: "equals"
value: true
filters:
- field: "new_company_employees"
operator: "greater_than"
value: 50
- field: "seniority_level"
operator: "in"
value: ["Director", "VP", "C-Level"]
- field: "previous_engagement"
operator: "equals"
value: true
actions:
- type: "create_contact"
config:
source: "job_change_detection"
enrich: true
fields:
- "email"
- "phone"
- "linkedin_url"
- type: "add_to_sequence"
config:
sequence_name: "Job Change Congratulations"
steps:
- type: "email"
delay: "0d"
template: "job_change_congrats"
- type: "linkedin_connect"
delay: "1d"
message_template: "job_change_connect"
- type: "email"
delay: "3d"
template: "job_change_followup"
- type: "call"
delay: "5d"
script: "job_change_call"
- type: "send_notification"
channel: "slack"
config:
channel_id: "#opportunities"
message_template: |
:briefcase: *Job Change Detected*
*Contact:* {{contact_name}}
*Previous:* {{previous_company}} ({{previous_title}})
*New:* {{new_company}} ({{new_title}})
Added to "Job Change Congratulations" sequence
settings:
retry_on_failure: true
max_retries: 3
notification_on_complete: true
rate_limit:
max_per_day: 50
per_contact: 1💡 Workflow Diagram
When imported into Optifai, this YAML automatically generates a visual workflow diagram. You can see each step, branching logic, and timing at a glance.
💡 Usage Tip
Paste the copied YAML into a text editor, save as .yaml format, then import into your workflow automation tool.
Usage Tips
- 1Copy entire YAML and import directly into Optifai playbooks
- 2Adjust wait times based on your sales cycle
- 3Test playbook with 5-10 leads before full rollout
- 4Monitor SLA metrics and tune thresholds
Example Use Cases
A growing company implementing new software across 3 departments.
Timeline: 30-day pilot, 60-day rollout, 90-day optimization.
A team lead driving adoption with skeptical team members.
Approach: quick wins first, then advanced features over 6 weeks.
Who It's For
👤 All RevOps
Pain Points:
- •Inconsistent follow-up from team members
- •Difficulty measuring ROI of sales activities
- •Reps spending too much time on manual tasks
- •Pipeline visibility and forecasting challenges
- •Slow response times to inbound leads
Goals:
- •Ensure 100% follow-up compliance
- •Prove ROI of sales initiatives
- •Free up 10+ hours/week per rep
- •Improve forecast accuracy to 90%+
- •Achieve <5 minute lead response time
How to Use
- 1
Review the workflow
Understand trigger conditions and action sequences.
- 2
Customize parameters
Adjust timing, filters, and message content.
- 3
Test with sample data
Run the playbook with test contacts first.
- 4
Monitor execution
Review logs to ensure actions execute correctly.
- 5
Optimize performance
Adjust based on conversion and engagement metrics.
Related Resources
Frequently Asked Questions
Have more questions? Feel free to contact us.
Automate Your Sales with Optifai
Use this template in Optifai for fully automated trigger detection → email sending → performance tracking.