Working an account
Reading an account is half the job. This is the other half — the daily loop of deciding which customers need you, acting on what changed, and closing the loop so tomorrow's read is still trustworthy.
Most days you can't touch every account, and you shouldn't try. Working a book of business is a loop: let Resonant IQ tell you what changed, spend your attention where it changed most, act on the evidence, and record what you did. The timeline & health view is where you read; this is where you decide and do.
Start from what changed
Open your book and sort it by movement, not alphabet. Resonant IQ ranks your accounts by open signals and health direction, weighted by priority tier — so a strategic account sliding toward churn sits above a healthy one, every time.
Act from the evidence
Open the top account and its signals. Every signal opens into the exact conversations behind it — so before you draft a single reply, you've read what actually happened, not a summary of it. That's the rule the whole product runs on: never act on a card you haven't traced.
Log the outcome
A note isn't busywork — it's the piece of the account's story only you can add. Resonant IQ reads your tools, but it can't see the hallway call or the decision behind a discount. Notes are append-only, so the history stays honest: nothing is overwritten, and the next person to open the account sees why things happened, not just that they did.
Find a rhythm
The loop scales to whatever time you have. Ten minutes between calls? Clear the top two or three signals in your book. A full block on a Monday? Work the whole at-risk tier and set watch-list toggles on the accounts you want to keep an eye on, so their movement surfaces first next time.
When a pattern shows up across several of your accounts — the same capability gap, the same doc need — that's a cue to step up an altitude. Take it to the Insights hub, where it's already deduplicated into one evidence-backed card, and route it to whoever owns the fix.