stakeholder intelligence Agent

When people move, your pipeline moves with them.

The agent tracks the people behind your deals and customers. When a champion leaves, a new decision maker arrives or a past buyer lands somewhere new, it flags the change and prepares the right move.

The problem

Your relationships change faster than your CRM.

Champions change jobs, new executives arrive, buying groups reshuffle. The CRM rarely keeps up, so deals stall when a contact disappears and warm relationships walk out the door unnoticed.

Champions move
New hires
Stale contacts
Lost relationships
What Tario does

A live view of the people who matter.

The agent watches for changes across your accounts and contacts, and turns each one into a reason to act.

Departures
Champion moves
Flags when a key contact leaves an account you’re selling to or serving.
arrivals
New decision makers
Spots new leaders joining a buying group or customer account.
follow
Past buyers, new company
Finds where former champions have landed, so relationships turn into new pipeline.
Action
The right move
Hands a prepared next step to the Engagement Agent for your rep to approve.
how it works

From people change to next move.

The agent keeps your buying groups current in the background. When someone moves, your rep gets the context and a prepared move.

Track
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Monitors the contacts behind your open deals and customer accounts.

Detect
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Spots departures, new arrivals and job changes, with the source shown.

Act
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Prepares the right move, whether that’s re-threading a deal, welcoming a new leader or reconnecting with a past buyer.

Where teams use it

Every change is an opening.

Whether a change puts a deal at risk or opens a new door, the agent makes sure your team acts on it first.

risk
Re-thread deals
Keep deals moving when a champion leaves mid-cycle.
Expansion
New leaders
Build the relationship early when a new executive arrives.
pipeline
Forecast reviews
Walk into pipeline calls knowing which deals are at risk and why.
hygiene
Current buying groups
Keep contact records accurate without manual updates.
Have some questions?

Frequently asked questions

Where does the agent find people changes?

LinkedIn, third-party data providers, email bounces, CRM activity

Which contacts does it track?

Contacts on open deals, customer accounts, past closed-won champions, or a list the team chooses

Does it update our CRM?

Yes, after approval from user

Is our data used to train models?

No. Your data never trains public models and stays isolated to your account.

See what’s changed across your accounts.

Bring a list of your key accounts and we’ll show you the people changes the agent finds, and the moves it would make.

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