Signals-Next Steps After Sign Up

GETTING STARTED

Next Steps After Signing Up for Signals

You've signed up for Signals product! Here's how to complete your setup and start monitoring clients for retention opportunities.

SETUP CHECKLIST

1 Confirm Your Client List is Synced
Signals monitors clients for you. Please make sure your clients are uploaded and up to date before monitoring begins.
Log into your Percy Dashboard → My Signals → Upload Clients

2 Review Your Monitored Clients Panel
Your Signals dashboard begins populating within 7-15 days after setup. Confirm all intended clients are being tracked correctly.
Log into your Percy Dashboard → My Signals → My Signals

Log into your Percy Dashboard → My Signals → My Signals → Client Signal Profile section

4 Act on Your First Signal
When a client shows buying or selling intent, Signals surfaces it in your dashboard with recommended next actions. Reach out while the signal is fresh — timing is everything in retention.

⏱ Allow 7-15 days for your monitored clients panel to fully populate after initial setup.