What are signals?
Rather than waiting for customers to churn or disengage, Signals detect early warning patterns and prompt timely intervention.Core concept: Signals are point-in-time indicators that a specific action is needed across your customer base.
Why signals matter
The problem signals solve
Without Signals, finding customers who need help requires manual investigation:- Export data to spreadsheets
- Calculate averages and compare
- Identify outliers
- Build target lists
- Hope you caught everyone
How signals change this
Signals automate the detection:- Continuously evaluate all customers against criteria
- Surface those who are underperforming
- Quantify the revenue impact
- Enable immediate action via jobs
The insight to action loop
How signals work
The foundation: objectives and averages
Signals build on stages and objectives. When you configure objectives, Trig tracks:- How many customers complete each objective
- How long it takes on average
- Which customers are still pending
Detecting atypical customers
Signals identify customers who deviate from normal: Slow completers: Customers who haven’t completed an objective and have taken significantly longer than average (e.g., 2x the average completion time).The flag system
Trig continuously evaluates:- For every member of an objective, calculate average time to completion
- For anyone who hasn’t completed and exceeds threshold, set a flag
- Aggregate flags into Signals for display and action
From flags to signals
Signal types
Objective slow completers
Identifies customers taking longer than expected to complete objectives. How it works:- Calculate average completion time for an objective
- Identify pending customers who exceeded threshold (e.g., 2x average)
- Surface as Signal with count and revenue at risk
- Failing to realise value
- Disengaging before activation
- Churning before renewal
Future signal types (planned)
- Low completion rate: Objectives with completion percentage below threshold
- Declining engagement: Customers whose activity has dropped significantly
- Expansion indicators: Customers showing upsell-ready behaviours
- Churn predictors: Patterns historically associated with churn
Viewing signals
The signals dashboard
Summary metrics:- Total customers at risk
- Total revenue at risk
- Number of active Signals
- List of current Signals
- Count of affected customers
- Revenue impact
- Related objective/stage
Navigation: quantity to clarity to activity
- Quantity: How many Signals? Where’s the biggest problem?
- Clarity: Click into a Signal to see exactly which customers and why
- Activity: Create a job directly from the Signal
Stage-level view
Within a stage:- Objectives and completion status
- Signals associated with each objective
- Quick stats: how many at risk, revenue impact
Objective-level view
Drilling into an objective:- All members in this objective
- Toggle to view only flagged customers
- Create job targeting Signal audience
Acting on signals
Creating jobs from signals
From any Signal, you can:Job strategy for signals
Message relevance: These customers are stuck on a specific objective. Address that blocker. Timing: They’re already slow. Act quickly once the Signal surfaces. Follow-up: If the first intervention doesn’t work, the Signal continues showing them.Iterative intervention
Once you’ve created a job from a Signal:- Customers in the job are being addressed
- New customers falling behind appear in future Signal refreshes
- Add new customers to existing job or create new ones
Configuring for signals
Prerequisites
To generate Signals:- Stages configured with entry/exit criteria
- Objectives within stages with completion criteria
- Customers in stages actively progressing
- Sufficient data for meaningful averages
Objective design for effective signals
Design objectives that:- Represent meaningful milestones (not trivial clicks)
- Have clear completion criteria
- Are achievable in reasonable time
- Cover the critical path to value
Threshold considerations
| Threshold | Sensitivity | Trade-off |
|---|---|---|
| 1.5x average | High | Earlier alerts, more noise |
| 2x average | Moderate | Balanced detection |
| 3x average | Low | Fewer alerts, later detection |
Signal workflow example
Scenario: onboarding slow completers
Setup:- Stage: Onboarding (Days 1 to 30)
- Objective: “Complete Profile Setup”
- Average completion: 3 days
- Threshold: 2x (6 days)
- 8 are self-serve plan
- 4 are enterprise
- Mix of industries
- Goal: profile_complete = true
- Entry: “Here’s why your profile matters and how to do it in 2 minutes…”
- Auto-exit: 7 days
- 8 complete (success)
- 4 exit without completing (need different approach)
- Signal updates with new slow completers
Signals vs other objects
| Object | Purpose |
|---|---|
| Behaviours | Track when customers achieve milestones (historical) |
| Signals | Alert when customers are failing to achieve milestones (ongoing) |
| Cohorts | Static/dynamic audience segments |
| Jobs | Intervention mechanisms |
Best practices
Start with core objectives
Don’t Signal everything. Focus on:- Objectives that predict success/failure
- Early stage milestones
- High-value customer segments
Act quickly on signals
Signals surface customers already behind. Delay compounds the problem:- Review same day
- Create job if warranted
- Don’t wait for perfect message
Review signal patterns
If the same Signal keeps appearing:- Is the objective realistic?
- Is there a product friction point?
- Do customers need more support?
Don’t over-intervene
- Customers shouldn’t receive too many automated messages
- Some slowness may be acceptable (enterprise moves slower)
- Use exclusions to prevent job overlap
Measure job impact
Track whether Signal-driven jobs improve outcomes:- Do recipients complete faster than non-recipients?
- Does intervention reduce Signal population over time?
- What message content works best?
Common questions
How often do Signals refresh?
How often do Signals refresh?
Continuously as customer data updates. New slow completers appear as they cross the threshold.
Can I customize the threshold?
Can I customize the threshold?
Thresholds are configured by Trig. Future versions may expose configuration in the UI.
What if I don't have enough data for averages?
What if I don't have enough data for averages?
You need sufficient completions for meaningful averages. Generally 10+ completions for stability.
Can Signals detect positive patterns?
Can Signals detect positive patterns?
v0.1 focuses on risk detection. Positive signals (expansion opportunities) are planned.
How is revenue calculated?
How is revenue calculated?
Summed from ARR/contract value of affected customers (from CRM data).
What happens when customers complete the objective?
What happens when customers complete the objective?
They’re removed from the Signal. Job tracks this as completion.
Summary
Signals transform Trig from observation to action:- Built on objectives — Require stages and objectives as foundation
- Automated detection — Continuously evaluate all customers against thresholds
- Quantified impact — Revenue at risk makes prioritisation clear
- Direct to action — Create jobs directly from Signals
- Iterative — New customers surfaced as they fall behind