Quick Start
Signal Engine is ready to use the moment you sign in. No setup required — all AI features are live.
1
Score your first account
Go to Signal Scoring → enter a company name, industry, and any signals you know about them → click Score Account. You'll get a 0–100 buy-readiness score in seconds.
2
Find revenue at risk
Go to Revenue Leakage → enter your at-risk deals, renewals, or stalled accounts → see a prioritized watchlist with recovery recommendations.
3
Generate outreach
Go to Sequence Builder → select a trigger signal and target persona → get a full multi-step email sequence written by AI, personalized to your account.
4
Scan any company website
Go to URL Intelligence → paste any company URL → get instant tech stack detection, buying signals, SEO health, and a personalized outreach brief.
💡 Tip
Click ↺ Sample Data in the sidebar to instantly load realistic demo data across all features — great for exploring before entering your own accounts.
Sample Data
The ↺ Load Sample Data button in the sidebar pre-populates all dashboard sections with realistic demo data so you can explore every feature without entering real accounts first.
Sample data appears across Signal Scoring, Pipeline Velocity, Win/Loss Analyzer, Revenue Leakage, Account Health, and Lead Scoring. A blue banner appears at the top of any section showing sample data.
ℹ️ Sample data is temporary
Sample data is stored in your browser session only. Refreshing or signing out clears it. Your real account data is always preserved separately.
Signal Scoring
Score any account's buy-readiness from 0–100 using live signals. The score factors in hiring patterns, funding, tech stack changes, engagement, and ICP fit.
Input fields
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Company Name
The account you want to score. Be specific — "TechFlow Inc" not just "TechFlow".
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Quick Signal Checklist
Check any known signals. Each checkbox adds weight — hiring AE roles is +high, recent funding is +high, competitor complaint is +medium.
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Additional Signals
Paste any raw intel — LinkedIn posts, news articles, CRM notes. The AI extracts signal strength automatically.
Reading the output
Every tile in the score card is clickable and expands to show detailed reasoning. Click the Talk Track tile to reveal a ready-to-use cold outreach opener with a copy button.
💡 Score guide
76–100 = HOT — contact today. 50–75 = WARM — contact this week. Below 50 = add to watch list and re-score in 2 weeks.
Churn Prediction
Score existing customers on 6 health signals to flag at-risk accounts before they cancel.
Signal weights (0–10 each)
| Signal | What to score | High risk if… |
|---|
| Login Recency | How recently they logged in | Score < 3 (less than weekly) |
| Support Tickets | Number of open/recent tickets | Score > 7 (4+ tickets) |
| Champion Stability | Is the main contact still there? | Score < 4 (contact changed) |
| Feature Adoption | Are they using core features? | Score < 3 (using < 30%) |
| NPS / Sentiment | Last NPS score or survey | Score < 4 (detractor) |
| Payment History | On-time payments? | Score < 5 (late payments) |
💡 Early warning
A composite score below 40 triggers a Critical risk flag. Set up a Signal Trigger to automatically alert your Slack channel when any customer hits this threshold.
Email Campaigns
Generate full 3-email sequences with follow-up logic — not opened, opened/no reply, responded — all from a simple brief.
How to generate a campaign
1
Fill in your brief
Enter your Business/Offer, Target Persona, and value proposition. The more specific, the better the output.
2
Click Generate Full Campaign
The AI writes all 3 emails plus subject lines, timing recommendations, and follow-up logic.
3
Add recipients and send
Enter recipient email addresses in the field that appears, then click Send Campaign. A test send option lets you preview in your own inbox first.
💡 Best results
Use a specific persona like "VP Sales at B2B SaaS, 50–200 employees, using HubSpot" rather than just "sales manager." Specificity dramatically improves personalization.
URL Intelligence
Paste any company URL to get instant AI intel — tech stack detection, buying signals, SEO health score, and a personalized outreach brief.
What you get
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Tech Stack
CRM, chat tools, analytics, payment processors, and CMS detected from the page source. Useful for personalizing outreach ("I see you're on HubSpot…").
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Buying Signals
Hiring activity, pricing page presence, demo CTAs, funding references, and growth language detected from the site.
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SEO Health
Score out of 100 with specific issues flagged — missing meta tags, thin content, no canonical URL, etc.
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Outreach Brief
A ready-to-use subject line, opening line, pain point, pitch, and CTA — personalized to what was found on the site.
💡 Scan depth
Standard scan covers the homepage. Deep scan also checks /contact, /blog, and /pricing for more signal data. Use deep scan for high-priority accounts.
Market Sizer
Calculate TAM, SAM, and SOM with live sliders, charts, and a full text report for pitch decks.
How it works
All four sliders update charts live — no need to click Calculate. The text report auto-generates on every calculation and can be copied to clipboard in one click.
Three chart tabs are available: Market Breakdown (donut), 5-Year Projection (area chart), and Scenarios (bar chart comparing conservative, base, and aggressive capture rates).
💡 For pitch decks
Click "Copy Report" to get formatted market sizing text ready to paste directly into a pitch deck or investor memo. The Pitch Deck Generator can also pull these numbers automatically.
Pitch Deck Generator
Auto-generates two decks from your live dashboard data — Business Opportunity (for investors/partners) and Business Growth (showing impact since using Signal Engine).
1
Select deck type
Business Opportunity pulls market sizing, pipeline, and competitive data. Business Growth pulls churn saved, expansion revenue, and campaign performance.
2
Click Generate
Data is pulled automatically from all dashboard sections. No manual input required — the more data you've entered across the platform, the richer the deck.
3
Export
Click "↓ Export Deck" to download as HTML. Open in any browser and use Print → Save as PDF to create a shareable deck.
Team Performance
AI-scored rep performance built from live dashboard signals — win rates, pipeline, churn, campaigns. Automatically pulls from Win/Loss, Pipeline Velocity, Account Health, Churn Prediction, Campaign Optimizer, and Expansion Revenue.
Adding reps
Click "+ Add Rep" → enter their full name. Their scores start at 50 and are updated as you log wins, losses, and activity in other dashboard sections.
AI Coaching Signals
Click "Generate This Week's Signals" to get AI coaching recommendations based on live data. Each signal is expandable — click to see action steps, and click "Get Detailed Plan" for a full step-by-step coaching plan per rep.
💡 Signal Score
The Signal Score (0–100) measures quality of targeting, not volume of activity. A rep with 20 calls to high-signal accounts scores higher than one with 100 calls to cold leads.
Revenue Leakage
Identifies where revenue is silently slipping — deals going quiet, renewals at risk, missed upsells, and billing gaps. Every account gets a risk level and a specific recovery action.
Adding accounts to the watchlist
1
Enter account details
Company name, deal value, current stage, and days since last contact.
2
Click Add to Watchlist
The account appears in the leakage table with a risk level (Medium / High / Critical) based on days silent and deal stage.
3
Click Diagnose
AI generates a specific diagnosis and recovery playbook for that account — including the exact message to send and when.
Sequence Builder
Build multi-touch outreach sequences triggered by account signals. AI writes every touchpoint and personalizes based on the trigger, persona, and industry.
Trigger types
| Trigger | Best used for |
|---|
| Signal Score 76+ | Hot accounts — fast, direct sequences |
| Funding Detected | Companies that just raised — budget is available |
| Hiring AE / Sales | Scaling teams — buying tools is a priority |
| Churn Risk | At-risk customers — retention-focused sequences |
| Competitor Mention | Displacement sequences — address pain directly |
| Renewal Due | 60-day renewal outreach — expansion opportunity |
Plans & Billing
Signal Engine offers three plans. All plans include a 7-day free trial with no credit card required.
| Plan | Price | Best for |
|---|
| Starter | $49/mo | Solo sellers and small teams |
| Growth | $149/mo | Growing revenue teams — full platform access |
| Scale | $499/mo | Enterprise teams and agencies |
To upgrade, go to Pricing Tiers in the dashboard sidebar or visit signalengine.solutions/pricing. For billing questions, email [email protected].
Your Data
Signal Engine stores your account data in your browser locally and optionally in your cloud account for multi-device access. You can export or delete your data at any time.
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Export your data
Go to Your Data & Privacy in the sidebar → click "Download My Data" to export everything as JSON.
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Delete your data
Go to Your Data & Privacy → click "Delete All My Data" to permanently remove all locally stored data.
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Privacy rights
Signal Engine is compliant with GDPR, CCPA, and other major privacy regulations. Full details in Your Data & Privacy.
FAQ
Why are AI features showing an error? +
Try refreshing the page and running the feature again. If errors persist, contact
[email protected] with a description of what you were doing and we'll investigate immediately.
My audit report email went to spam. +
This can happen with new domains and some email providers. Mark the email as "Not Spam" to train your inbox. Future emails will arrive in your inbox. Gmail and iCloud typically deliver correctly — Yahoo may take a few days to recognize our sender reputation.
How do I add my own accounts to the dashboard? +
Use Signal Scoring to score individual accounts — they automatically appear in the Saved Accounts table. For Pipeline Velocity, click "+ Add Deal". For Account Health, click "Add to Board". All data is saved automatically and persists across sessions.
SMS alerts are showing as pending. +
SMS delivery is pending regulatory approval — this is a US carrier requirement for business text messaging. It activates automatically once approved, typically within 1–3 weeks. All email features work normally in the meantime.
Can I export my data? +
Yes — most tables have a CSV export button. The Pitch Deck Generator exports a full HTML deck you can convert to PDF. The Team Performance page has an Export Report button. Signal Reports generates a downloadable report.
How do I add team members? +
Go to Team Performance → click "+ Add Rep" → enter their name. They'll appear in the scoreboard immediately. For full multi-user access with separate logins, this is available on the Growth and Scale plans.
How do I switch between Simple and Pro mode? +
Look for the Mode toggle at the bottom of the left sidebar. "User Friendly" mode shows plain-language labels focused on leads, revenue, and customers. "Pro" mode shows the full platform with all technical features and terminology.
Where is my data stored? +
Your data is stored securely in your browser and in our encrypted cloud database when you're signed in. We never sell your data or use it to train AI models. See Your Data & Privacy in the dashboard for full details and export/delete options.
Support
Need help beyond these docs? We're here.
💬
In-App Chat
Click the chat bubble in the bottom-right of your dashboard to ask Signal Engine AI any question about features, outputs, or troubleshooting.
📧
Email Support
For billing, account, or technical issues. We respond within 24 hours on business days.
[email protected] →
🚀
Get Started
Head back to the dashboard and run your first signal score. The fastest way to learn is to start with a real account from your pipeline.
Open Dashboard →
💰
Upgrade Your Plan
Unlock the full 31-feature platform, team analytics, and priority support on Growth or Scale.
View Plans →