Churn / expansion signal

Know which way an account is heading

A Churn / expansion signal captures an early indicator, surfaced in a meeting, that an account is trending toward risk (likely to churn or downgrade) or toward growth (likely to expand or upsell), together with the evidence that justifies it. Unlike a task or a follow-up, it is not an action to complete but a directional read on account health that a rep or CS owner can act on. It differs from a meeting summary in that it isolates one specific, evidenced signal rather than recapping the whole conversation.

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Related outcomes

  • Action item

    Every commitment from a meeting, with an owner, a due date, and the source it came from.

  • Decision

    Capture what you decided, why, and what you ruled out.

  • Open question

    Every unresolved question captured, with a name attached to it.

  • Risk

    Capture a threat to an objective with its likelihood, impact, and mitigation plan.

Churn / expansion signal - a meeting outcome in Tana