Spectacular

Ways to use it

Signals belong where your team already works.

The report is one way in. Teams also read these signals in their weekly review, pull them into Claude, or route them straight to the account record in their CRM. Here is what that looks like.

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01Into the CRM you already run

Today you hear about the account at renewal. After this, it is on the record the week it happens.

Nobody has to open anything new. When an account crosses a level, Salesforce is where it shows up — a note against the account, or an escalation with an owner’s name on it. You stop finding out from the forecast call.

What sets it off
Calls, as they happen
Attention
Action
A level is crossed on a call. That is the whole trigger.
The account record
Note addedAuto
Escalation openAuto
Healthy writes nothing. Silence stays silent.
Then a human does something
Account ownerRaises the note on the next call and says what changes.Manual
Delivery leadOpens a plan and reports out until it is closed.Manual
Where each level lands is yours to set.

02Weekly portfolio review

The accounts that moved this week write the agenda.

A report is created every week. Whatever crossed into attention or action is what the group spends its hour on, and the owner walks the signals in front of everybody. Nothing quiet takes up time.

Report created
A week of calls
This weekAuto
One report a week, every account in it — read it wherever you read things.
This week’s agenda
Action
Attention
Attention
Healthy accounts are not on the list.
Then a human does something
Account ownerCommits to a fix in front of the group, before the next call.Manual
Account leadBrings the exec sponsor onto the next call.Manual
The signal picks the account. A person still picks the move.

03Work it in a chat

Ask the signals directly, in the words you’d use out loud.

Draft the client update, argue one account, or ask what changed since the last review. The assistant reads the live signals — not a copy somebody pasted into a prompt last month.

Signal storeRead live. No copy step.
A chat
Every claim quoted
What leaves the chat
Account ownerSends the client update the same day.Manual
Renewal leadReframes the ask around what the client actually said.Manual
Next ownerReads the handover instead of asking around for it.Manual
Drafting is cheap. Sending is still a decision.

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See it on your own accounts.

Pick a time below — sixty minutes with the team, walking the signals the way your reviews would.