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Use case

Direct mail for champions in new roles

Congratulate past buyers and users at their new company with a letter to their new office, and start the next deal.

Join private beta →All plays
List Champions who moved (you bring it)Letter Personal noteFollow-up Their old account team
champions-who-moved.csv
41 past champions · name, new company, city, LinkedIn URL
Hannah Cole
VP Customer Success · Ferrous Labs
USPS verified
Luis Navarro
Head of Support · Copperleaf
USPS verified
Amara Singh
Director of CX · Northgate Bio
Needs suite
Will Parker
VP Operations · Elmstead Credit
Researching

List built by your team · new company in the company column

When to run it

Your customers' champions take you with them. Help them do it.

Someone who loved your product already knows why it worked. A warm letter to their new office, from the team they worked with, is often the easiest first meeting in your pipeline.

Run it when

  • Your team has spotted a past champion in a new role
  • The new role is public
  • You can offer a setup call, template or reference

Skip it if

  • You don't know whether they liked the product
  • Their new company isn't a fit
  • You only have their old office

The list you need

You bring the list of who moved. Scout finds the new office.

Mailyard doesn't detect job changes. Your team knows who moved, from a CRM field, a Clay table or CS notes. Put the new company on each row.

Columns

  • NameRequired

    For the greeting and the envelope.

  • New company or domainRequired

    The new employer. This is what Scout researches.

  • City and stateHelps

    So Scout picks the new company's closest office.

  • PreviousCompanyOptional

    Where you worked together, merged into the letter.

What the upload looks like.csv
first_namelast_namecompanycitystatelinkedin_urlprevious_company
HannahColeFerrous LabsNew YorkNYlinkedin.com/in/hannahcole-exampleTidewater Health
LuisNavarroCopperleafRaleighNClinkedin.com/in/luisnavarro-exampleBrightline Insurance
AmaraSinghNorthgate BioSan DiegoCAlinkedin.com/in/amarasingh-exampleHarbor Mutual

Fictional rows. A record ID column becomes the Contact ID.

Export it from

Your CRM

Past champions marked as moved, with the new company and record ID.

Clay

Export the table, or send rows to a lead list through an HTTP API column.

Tip. Save the list in Leads and keep adding to it. Reusing a researched list costs no new credits.

The letter

Congratulate first. Offer help second.

Lead with the new role, name the work you did together, and offer something useful for their first months. Leave the pitch out.

  1. 01
    The new role

    From the company column on your list.

  2. 02
    Shared history

    From the PreviousCompany column.

  3. 03
    A photo and a signature

    The Personal note design has room for both.

Starting design: Personal note · Merge fields:{{FirstName}} {{Company}} {{PreviousCompany}}

Sample letter · fictional
BrightwireOctober 20, 2026
Address window · USPS-verifiedHannah ColeFerrous Labs77 Water St, Fl 8New York NY 10005-4401

Dear Hannah,

Congratulations on the new role at Ferrous Labs. We loved working with you at Tidewater Health, and we still point new customers to the rollout you led.

If customer onboarding is on your list for the first few months, I'd like to help with a setup call from the team that supported you before.

Either way, congratulations.

Warmly,

Sam Okoro

Customer Success, Brightwire

A welcome kit for your new team →

The follow-up

The people they worked with make the call.

Have the CSM or account manager who knew them sign the letter and own the follow-up.

What to measure

A small list, so count each reply.

Keep the record ID so a new deal ties back to the old customer.

Before you pay

New offices found

Champions with a verified office at the new company.

Mail Analytics

Returned letters

Check the city on the row and try again.

Your CRM

New opportunities

Deals at the new companies, joined on Contact ID.

We don't publish benchmark response rates. Your first drop is your baseline.

Run it in Mailyard

The play, step by step.

  1. 1Scout

    Upload and find the new office

    Scout picks the new company's office closest to the city on the row, or headquarters.

  2. 2Proof

    Verify with USPS

    Proof holds a missing suite with the reason, and suite repair can recover it.

  3. 3Quill

    Write the letter

    Give Quill a brief on the Personal note template, or write it on the canvas.

  4. 4Gate

    Approve and schedule

    Review the print proofs, pay the quote and pick a date at least 24 hours out.

  5. 5Echo

    Track and catch up

    Hand scans to the person who knew them.

Questions

More in the full FAQ →

How do I find past champions who changed jobs?

Mailyard doesn't detect job changes, so you bring the list from your CRM, a Clay table or a CS spreadsheet. Put the new company and city on each row.

How do I get a business address for someone who just started a new job?

Upload their name with the new company or domain, plus their city. Scout finds the new company's closest office with sources, and Proof verifies it with USPS.

Will you mail a champion at their home address?

No. Mailyard researches where the business publicly says it is, never where a person lives. A home office the company publishes as its business address can still mail.

What should a congratulations letter to a former customer say?

Congratulate them, name the work you did together and offer one useful thing for their first months. Sign it from the person they worked with.

Send your champions a letter at their new desk.

Upload the list of who moved and see how many new offices we can find and verify before you pay for postage.

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Let's see if Mailyard fits.

Three quick questions, then pick a time for a 30-minute demo.

How many people do you want to reach each month?
Do you already have a lead list?