The people graph

CSM · Admin · OM4 min read

Last verified 2026-09-17

Track stakeholder career moves, organizational authority, and contact privacy consent across customer and former accounts.

Before you start

ValueRamp CSM, Admin, or OM role
Customer contacts mapped across account relationships

Overview

The People Graph (/reactivation/people) gives customer success and growth teams a consolidated network view of the individuals behind customer accounts. Rather than treating accounts as static entities, the People Graph recognizes that B2B relationships are built with people who change roles, take on executive authority, and transition between organizations.

By mapping stakeholder career progression, champion advocacy history, and compliance consent, teams can identify re-engagement opportunities when trusted advocates land at new accounts.

Contact Privacy and PII Protection

ValueRamp incorporates strict data protection safeguards across the People Graph:

Masked Personal Data: Personal email addresses and telephone numbers appear masked (•••••••@•••••).
Consent Prerequisite: If no commercial consent is on file, the system refuses to disclose personal contact details and tells you to capture consent on the account's Relationships tab first.
Who can reveal: An Admin, or the CSM who owns the account (Admin · reveal / CSM · reveal). An OM sees the graph masked only (OM · read-only · masked).
Audit Logging: Every reveal is logged to the audit trail — who, when, which person.
Business email: The business email address is shown unmasked.

Account Grouping and Champion Mapping

Contacts are organized by their parent account and current status:

Lifecycle Badging: Clear status chips indicate whether an account is active or POST_CHURN.
Champion Tracking: Champions carry a star — Role: ★ Champion on the card and ★ was champion on a past association — so former advocates stand out during win-back planning. Each account banner counts its champions.
Association Timeline: Expanding any contact displays their chronological relationship with the account, including start date, departure date, and whether they churned with the account.

The People Graph header with role permissions badge and contact masking notice

Steps

Review People Graph privacy rules and audit logging policies in the header
Filter stakeholders by employment status, authority level, and consent
Inspect account grouping banners for churn date, total contacts, and champions
Examine stakeholder cards for authority ratings, champion badges, and recency
Expand a contact to review masked PII, consent status, and association timelines

Common questions

Why are personal contact details masked by default?

ValueRamp enforces privacy by design. Personal phone numbers and personal emails are masked unless valid commercial consent is recorded on the account's Relationships tab. Revealing masked data is logged to an immutable audit ledger.

What does the 'Stakeholder Follows Person' path mean?

When a past champion or decision-maker moves to a new company, ValueRamp learns of it only through your own relationships — an email bounce, a communication-intelligence read, a CSM entering it, or the person getting in touch; there is no external enrichment. The signal passes the workspace's ICP filter and then opens a Stakeholder-follows-person opportunity — or an internal handoff if the new company is already a customer.

What authority levels can be assigned to stakeholders?

Contacts are classified as Decision maker, Influencer, Evaluator, End user, or Unknown, helping CSMs tailor the depth and focus of outreach.

How is contact consent granted?

Consent must be explicitly recorded on the account's Relationships tab with the date, capturing team member, and opt-in scope.

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