How Signal works

From “they seem interested”
to “I know my next move.”

One place for the people, the clues, and the conversations. No corporate sales cosplay required.

STEP 01

First, get your people in the room.

Connect Flodesk or Kit using your own API key. Signal imports subscribers and email segments or Kit tags, then catches up automatically every hour. Prefer a spreadsheet? Upload one. Met someone in a DM? Add them as a lead.

Email API connections are available on Team and Agency, including the Team trial. Free includes spreadsheet import and manual leads.

STEP 02

Define what ‘interested’ looks like.

Pick the buying signals that matter to your offer and give them scoring points. Link a signal to an email segment so membership checks it automatically. Add manual signals for the details you learn in conversation.

Scores are numeric gauges, not Hot/Warm/Cold labels. Your team sets temperature manually and chooses who earns the Hottest hotties flame tag.

STEP 03

Show up with something better than a pitch.

Open a lead card to see signals, notes and context together. AI lead briefs help you review what's in Signal before you follow up. Assign a teammate, record the conversation, and keep the relationship moving.

AI briefs are a starting point, not a mind reader. Review them against what you actually know. Signal doesn't send social DMs or import your comment threads automatically.

STEP 04

When they become a client, pay attention.

Update their status as the relationship changes. Look back at the signals and conversations that led to a yes. Use the Table, filters and shared views to compare paths and notice what deserves more of your time.

This is a record you can learn from—not a promise of automatic attribution or guaranteed sales. Your judgment stays in charge.

Your next client might already be here.

Notice the signal.
Make your next move.

Start your free trial

14 days of Team. Then stay Free or upgrade.