N°01Comparison
vs the old way.
Most agencies already tried a wiki, a shared drive, or a Notion page to hold what the team knows about a client, and it worked for about a quarter before updates stopped and the search stopped returning anything current. What actually answers a client question today is asking whoever has been at the agency the longest, until that person is unavailable, busy, or gone.
A wiki nobody updates, and whoever has been at the agency the longest
- A wiki page nobody has opened since the person who wrote it left
- Searching chat for a decision someone remembers making
- Asking whoever has been at the agency the longest
- A client update means digging through your own internal tool for what's safe to say
With Signal*form
- A record that updates every time someone uploads a document or logs an answer
- A cited answer pulled from the actual document or record
- Asking Brain*form, and getting the same answer regardless of who's in the office
- A portal built from curated views, so nothing internal is one click from a client