Locus Signal

Everything else in this tool decides how the brief gets built and delivered. This page decides what it’s about: which events count as a risk worth flagging, which count as an opportunity, and which get thrown away entirely.

Changes here apply to the next brief — anything already sent stays as it was. Saving overwrites the wording below, so there’s no undo for a single edit — but a different saved setup keeps its own wording untouched, and you can switch to it, or start over from a template, whenever you like.

Start from a template

Pick the closest fit, then edit. Applying a template replaces the fields below, and you can still change every word afterwards.

What to call this setup

So you can tell it apart if you save more than one, e.g. CRO — revenue owner

Their job title

Their first name

Optional. Makes the writing more direct.

How long they'll spend reading

Fewer minutes means fewer items make the cut.

What they are accountable for

Finish the sentence: they own…

What our company sells, and to whom

Without this, the brief can't tell a story about your customers from one about someone else — real matches get missed and lookalikes slip through.

The decision this brief supports

What are they actually deciding when they read it?

What counts as a risk

Write them as situations, not keywords. “A new supply chain executive arrives and reviews inherited vendors” works far better than “CSCO”.

One per line. These are the things that mean an account might be slipping away.

What counts as an opportunity

Same idea: describe a situation, not a category. “A retailer announces 200 new stores next year” works far better than “Expansion”.

One per line. The things that mean there is more revenue available here.

What to ignore

Think of what you’re tired of seeing. “A listicle that mentions us in passing” works far better than “Irrelevant news”.

One per line. This is what keeps the brief to a handful of items instead of a news feed.

How each item should end

Every item closes with a suggested next step. This sets the style of that step.

What actually gets used each week

Generated from your words above. Shown in full because a filter you cannot read is a filter you cannot trust.

Your saved setups

Switch between them any time; each keeps its own wording. The active one is what next week's brief uses.

Setup	Reader	Signals
Customer Success — retention Active	Head of Customer Success	5 risk · 3 opportunity
CRO � revenue owner	Chief Revenue Officer	7 risk · 5 opportunity
CRO — revenue owner	Chief Revenue Officer	7 risk · 5 opportunity

Start from a template

Who reads thisHead of Customer Success · 4 min read

What counts as signal5 risk · 3 opportunity · 4 ignored

How each item should readSuggest a specific outreach: who on the account team contacts whom, and about what.

What actually gets used each week

Your saved setups