Influence, sentiment and budget power are scattered.
Strategic account operating system
For teams working in complex account management environments.
Every signal.
Every stakeholder.
Every move.
The account truth your team carries in slides, CRM notes and memory — turned into a weekly rhythm you actually run.
For complex enterprise accounts
Designed for AM leaders
Pilot / design partner stage
Built by Tallis — commercial operators who have successfully run high-value, complex enterprise accounts.
The problem
CRM shows activity. It rarely shows account truth.
Enterprise account management is too complex to run from CRM fields, slide decks and memory.
SignalBook turns the missing account context into a working rhythm.
Enterprise deals close through panels, politics and consensus.
Account reviews still depend on slide rebuilding.
Risk shows up before it reaches the forecast.
The shift
From fragmented account data to a weekly operating rhythm.
A simple operating loop for complex account teams.
StartWhat changed? What needs attention?
ReadThe real account state, stakeholders, deals, risk.
MoveStrengthen coverage. Reduce exposure.
ExportManager, QBR, renewal or board pack.
Step 1 · Start the day
The account team starts with the work that matters.
3priority accounts
5new signals
1clear plan
Today
Good morning, James.
3accounts need action
5signals changed
£6.6MARR under attention
Needs you today
1
Renewal is close and procurement reopened data-processing terms.
2
Sponsor support is positive, but not yet written down.
3
Expansion moved forward, but budget owner is not confirmed.
Today’s plan
✓
Send outcomes summary before steering group.
□
Book legal review on procurement risk.
□
Confirm finance route to signature.
Product surfaces
Real workspace views, not a generic dashboard story.
SignalBook is designed to give account teams a weekly place to work from: what changed, who matters, where revenue is exposed and what needs to be prepared before the next review.
Daily operating surface
Shows what changed, which accounts need attention and what should happen next.
Arthur-prioritised actions
Turns CRM, signals and account judgement into a calmer plan for the account lead.
Built to open into detail
The landing page shows the shape of the workspace. A walkthrough shows how each account flow works end to end.
Stakeholder revenue map
Distinctive1Posture and seniority mapped visually.
2Bubble size shows commercial influence.
3Separates real revenue contacts from background names.
Review exports
Output1Manager, QBR, renewal and deal-pack formats.
2Human approval before anything leaves the workspace.
3Designed to reduce manual slide rebuilding.
White-space map
Expansion1Shows what exists, what is in play and what is untouched.
2Connects expansion to products, countries and motions.
3Turns white space into account moves.
Want to see the actual workspace?
The page shows the product surfaces. The walkthrough shows the operating logic, example account flow and how the workspace would apply to your accounts.
Book a design partner call
Arthur · works inside the rhythm
Ask the account. See the answer, the evidence and the judgement call.
Ask naturally. Arthur answers from the account model, evidence trail and human-approved context.
Question
Which stakeholders need engagement this month, and what revenue is exposed if we do not act?Procurement and finance are the two highest-leverage relationships this month. The renewal is commercially strong, but the account is exposed because pricing pressure is being shaped outside the sponsor relationship.
Primary moveRun a commercial options session with procurement and finance.
Revenue exposedRenewal value plus expansion path.
ConfidenceHigh evidence, medium relationship coverage.
Design partner entry point
SignalBook Strategic Account Diagnostic
Start with one to three strategic accounts. Map the truth, risk, buying room and review outputs.
One to three of your real accounts, loaded and mapped into a live SignalBook workspace — with a review-ready output you keep.
Design-partner stage. Limited places. No long-term commitment.
Your accounts loaded
One to three real accounts brought into a working SignalBook view.
Live workspace built
Stakeholders, deals, risks, procurement, goals and revenue exposure mapped.
Review run with your team
The account reality is pressure-tested with the people who know it.
Outputs you keep
A review-ready account output your team can use immediately.
Step 4 · Export the review
Concrete outputs your account team can actually use.
4
Stop rebuilding slides.Walk in with the account as it actually is.
One-click account outputs
Turn the live account reality into the pack the meeting needs.
From live account model to meeting-ready pack.
TraceableNumbers link back to CRM, revenue, usage, risks and evidence signals.
ValidatedHuman-approved account truth and assumptions are separated from raw signals.
On-brandOutputs follow the company's review format, colours and narrative style.
Manager briefing3-slide weekly pack: risks, moves, numbers and coverage gaps.
Account planThe real state of the account, goals, risks, stakeholders, procurement, white space and next moves.
Deal canvasBuying room, decision criteria, competition, win themes and route to signature.
QBR / exec reviewCustomer-ready narrative with outcomes, adoption, risk and expansion roadmap.
Board summaryOne-page account health, revenue exposure, dependency risk and next move.
Renewal packValue proof, procurement route, stakeholder coverage and mitigation plan.
How SignalBook changes account management
The distinctive parts: stakeholder reality, multi-threading and the account as it actually is.
Buying room
Selected deal, buying panel and win path
Renewal protection - enterprise workspaceCritical · material renewal · coverage gap visible
Medical affairs growthQualified · expansion path · buyer coverage forming
Clinical pilot conversionPilot live · ARR potential
ChampionExecutive sponsorROI proof
NeutralFinance ownerBudget route
DetractorProcurementVendor benchmark
Explore buying-room logic
SignalBook connects deal context, stakeholder judgement, requirements and commercial signals into a clearer view of how the opportunity is really progressing.
White space
What we have, what is in play, and what we need to go get
Asset
HTA
RWD
Pricing
Priority asset
Sold
Pipeline
Go get
Growth asset
Pipeline
Go get
Sold
Emerging asset
Go get
Pipeline
Go get
Explore white-space logic
SignalBook helps teams distinguish what is live, what is in play and where credible expansion may exist.
Commercial threads
Revenue concentration across buyer teams
Explore multi-threading
SignalBook shows where revenue depends too heavily on the same teams, stakeholders or routes to decision, helping account teams reduce concentration risk.
Design partner programme
Start with one to three strategic accounts.
Turn one strategic account into a live workspace and a review-ready output.