Back to Templates
SalesforceGongLinkedIn

Champion Engagement Tracker

Start Trial

Created by

ElasticFlow Team

Verified Creator

Last update

Last updated 2 weeks ago
Featured Workflow

Setup time

20 minutes

SalesDeal Management

What You Get

Know immediately when champions disengage

Get alerted to job changes before deals die

Track multi-threading health across deals

SalesDeal ManagementTrack stakeholder engagement

Champion Engagement Tracker

Monitor your deal champions' engagement levels, detect when champions go dark or leave, and track multi-threading health.

The Problem

What you're dealing with

  • Champions go dark without warning

  • Job changes kill deals unexpectedly

  • Single-threaded deals are invisible risks

  • No systematic relationship health tracking

The Solution

How we fix it

  • Multi-channel engagement scoring

  • Job change monitoring via LinkedIn

  • Automated disengagement alerts

  • Multi-threading health tracking

Champion Engagement Tracker

Monitor your deal champions' engagement levels, detect when champions go dark or leave, and track multi-threading health.

Deal ManagementSales
Drag to pan
Scroll to zoom

Champion Health Dashboard

Engagement scores and alerts for key stakeholders

Champion Engagement

$615K pipeline35 active deals
Time Saved
14h
per rep per week
Improvement
3.5x
better outcomes
CompanyContactStageDeal ValueEngagement SignalsNext StepTouchpoints
A
Acme Corp
Outbound
John Smith
VP Sales
Proposal
$180,000
60% probability
Key metric signal detectedSecondary signal identified
Executive sponsor call
Tomorrow
1564
T
TechStart Inc
Referral
Sarah Lee
CRO
Negotiation
$95,000
75% probability
Monitoring signal
Contract review
2 days ago
2286
E
Enterprise Co
Inbound
Mike Johnson
VP Ops
Discovery
$250,000
35% probability
Action needed soonRecently resolved
Technical review
Next week
832
G
GrowthScale
Event
Lisa Wang
CEO
Qualified
$120,000
50% probability
Urgent attention required
Executive briefing
This week
1043

Common Engagement Signals

Based on 35 active deals

Engagement Drop7 (30%)
Champion Change4 (18%)
Stakeholder Gap8 (35%)
Sentiment Shift4 (17%)
72%
Engagement Signals Resolved
+15% vs last month
7.2 days
Avg. Resolution Time
-2.1 days vs last month
1.8
Avg. Engagement Signals/Deal

Champion Engagement Categories

4 categories with severity levels and examples

Examples by Severity

critical"Champion hasn't responded in 2 weeks"
critical"Canceled 3 scheduled meetings"
warning"Response time increased 5x"
info"Slightly delayed replies"
Avg. Resolution Time
4.5 days
Best Practice

Multi-thread to other contacts and investigate organizational changes

Severity Gradation System

How champion engagement are classified and prioritized

Critical

Address within 24-48 hours

Deal-blocking engagement issue requiring immediate escalation

Indicators
Explicit blockersExecutive concernsHard deadlinesImminent loss

Warning

Address within 1 week

Significant engagement issue that could delay or derail progress

Indicators
Stakeholder concernsProcess delaysResource constraintsCompetitive pressure

Info

Address during normal follow-up

Minor engagement issue, good to track but not blocking

Indicators
General questionsFeature requestsProcess clarificationsNice-to-haves

Resolved

Document for future reference

Previously identified engagement issue that has been addressed

Indicators
Concern addressedStakeholder alignedIssue mitigatedAgreement reached

Real-World Scenarios

See how champion engagement tracking works in different situations

T

TechCorp

Previously engaged champion has gone silent

$200,000Proposal
Detected Signals
Engagement DropNo response in 14 daysOpen
Sentiment ShiftLast call felt disengagedOpen
Outcome

Reached VP via LinkedIn - champion had left. VP became new sponsor

Make It Yours

ElasticFlow is fully customizable — add your own categories, rules, playbooks, and metrics

Custom Engagement Categories

Define your own taxonomy beyond the default categories

  • Add industry-specific engagement types
  • Create subcategories for granular tracking
  • Rename categories to match your methodology
  • Set category priorities and weights

Automation Rules

Trigger actions automatically when engagement are detected

  • When critical engagement detected → Alert manager
  • When threshold exceeded → Create task
  • When pattern identified → Send notification
  • When resolved → Update CRM

Response Playbooks

Attach guides and best practices to each category

  • Link templates for common scenarios
  • Attach battle cards and talk tracks
  • Include historical resolution data
  • Add video training for complex cases

Custom Scoring Weights

Adjust how metrics impact overall scores

  • Increase weight for deal-blocking factors
  • Adjust by deal size or stage
  • Factor in historical patterns
  • Custom formulas for health scores

CRM Field Mapping

Control exactly where data lands in your CRM

  • Map to custom CRM properties
  • Create dedicated tracking objects
  • Sync to Deal/Contact/Account
  • Update stage based on metrics

Alert Configuration

Get notified about metrics that matter

  • Slack alerts for critical issues
  • Daily digest by category
  • Email when metrics persist
  • Manager escalation paths

Start with Templates, Customize as You Go

Every workflow comes with sensible defaults that work out of the box. As you learn what matters for your team, customize categories, add playbooks, and build automation rules. Your configurations are versioned and can be shared across your organization.

What You Can Build

Turn champion engagement data into strategic advantage

Deal Risk Scoring

Factor engagement health into deal probability

35% more accurate forecasting2 weeks earlier risk detection

Multi-Threading Strategy

Ensure deals have multiple stakeholder relationships

3x more resilient deals45% lower single-thread risk

What You'll Get

Know immediately when champions disengage

Get alerted to job changes before deals die

Track multi-threading health across deals

Prioritize outreach to at-risk relationships

Customize to Your Needs

This workflow is fully customizable to match your specific business needs:

  • Add or remove integrations - Connect any tools from our marketplace to extend functionality

  • Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes

  • Map custom fields - Define how data flows between your tools with our visual field mapper

  • Set up notifications - Get alerts when workflows complete, fail, or need attention

How to Set Up

Get started in 20 minutes with these simple steps

1

Connect Salesforce

SalesforceSalesforce

Pull contact and activity data

2

Connect Gong

GongGong

Analyze call participation and sentiment

3

Connect LinkedIn

LinkedInLinkedIn

Monitor job changes and profile updates

4

Tag Champions

Identify key stakeholders in each deal

5

Set Alerts

Configure thresholds for engagement drop and job changes

Need Help or Want to Customize This?

Ready to Automate Your Workflow?

Start using this workflow today and save hours every week. Quick setup, no technical expertise required.

14-day trial • Cancel anytime