4 minutes to complete
What to do
- 01
Open Network and scan for relationships with near-term relevance to an active decision.
- 02
Choose one person who can unblock a deal, client risk, or next opportunity.
- 03
Set a clear outreach request and create the follow-up task before leaving the lens.
Open the right place in Signum
If you get stuck
- Make the ask specific. 'Can you introduce me to…?' is easier to act on than a generic catch-up.
- Use Pipeline and Clients to ground the relationship action in live work.