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Switch between businesses

Choose the business you are working on before opening its diagnosis, plan, sources, or Advisor conversation.

Last reviewed against the product October 10, 2026

Exact steps

  1. 1Open the business switcher at the top of the sidebar and choose a business under Switch Client.
  2. 2Confirm the selected business before working in its pages or asking the Advisor about it.
  3. 3Use Agency Overview for the client roll-up, or Add Client to add another business if your account allows it.

What to expect

Diagnoses, plans, sources, Memory, and Advisor conversations are scoped to their business. Switch businesses before asking about a different client.

Put it to work

Know what to do next.Know whether it worked.

Signal & Science keeps the evidence, the plan, and the results in one place, so each lesson here becomes a working habit in your own workspace.

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