What is this signal for?
The “Past Client” signal automatically identifies people from your existing clients who change jobs and join a new company.
This is a high-intent signal because:
you already have an existing relationship with this person
they are entering a new environment (often open to new tools)
the timing is ideal to restart a business conversation
In practice, Sonik.ai turns these job changes into warm, ready-to-contact leads.
How does the tracking work?
The logic is straightforward:
You provide Sonik.ai with a list of client contacts
Sonik.ai continuously monitors their career moves
When a contact leaves your client and joins a new, non-client company, it is detected as an opportunity
The contact is enriched and pushed into your pipeline as an actionable lead
Prerequisites
Before enabling this feature, make sure you have:
Admin access
If you don’t see the Admin menu, reach out to someone who manages your workspace
A prepared list of client contacts to track, using one of the following methods:
A CSV file, structured according to Sonik.ai's template, containing your client contacts
If you use HubSpot as CRM, a dynamic segment in HubSpot, grouping your current client contacts
This dataset is essential—Sonik.ai uses it to detect job changes.
Setup
Go to the left menu → Admin
Open Job Changes Tracking
Import your contact list:
via CSV (following the template), or
via your HubSpot list
Confirm the import
Once the list is uploaded, tracking starts automatically.
Where to find these leads
Go to the Leads section
Apply a filter:
Signal = Past Client
You’ll get a list of leads ready to be contacted.
Best practices
To maximize results:
Upload a high-quality contact base (relevant past stakeholders)
Prioritize:
decision-makers
active users of your product
Set up your Smart Agents BEFORE importing
to automate enrichment, CRM push, and outreach actions
Summary
“Past Client” tracking continuously converts your existing customer base into new opportunities: you define who to monitor, Sonik.ai detects job changes, and you receive warm, ready-to-engage leads. It’s one of the simplest signals to set up and one of the most effective for outbound.