5 minutes to complete
What to do
- 01
Open Clients and start with the relationship carrying the clearest risk signal.
- 02
Review recent context and commitments before deciding what needs to happen next.
- 03
Set one recovery, renewal, or expansion action with an owner and timing.
Open the right place in Signum
If you get stuck
- Do not wait for a relationship to become urgent before logging the next commitment.
- If the client looks healthy, look for one useful expansion conversation rather than adding more reporting.