Who can use Pulses?
Account owners on the Grow plan
Insights admins
Pulses are designed for firm leaders, managers and coaches, and insights admins. They are best suited for understanding patterns and behaviors over time, rather than analyzing a single meeting.
What are pulses?
Pulses help you understand what’s happening across meetings without manually reviewing calls.
You define the questions you care about, and Jump continuously evaluates new meetings, aggregates results, and surfaces trends.
Use Pulses to answer questions like:
Did the advisor ask for a referral?
Was the client concerned about fees?
Did the client express gratitude or confusion?
What can Pulses do?
With Pulses, you can:
Track specific behaviors and themes over time
View trends across users or teams
Drill into underlying meetings when available
Note: Pulses do not run retroactively on past meetings after setup. Pulses will run on meetings moving forward.
Common use cases for Pulses
Growth and pipeline
Use Pulses to track sales and opportunity signals:
Referrals: Did the advisor ask for a referral? Did the client mention someone who needs help?
Held-away assets: Did the client mention assets held elsewhere?
Objections: Did the client raise fee concerns or hesitation?
Client relationship and retention
Understand important client moments:
Sentiment: Gratitude, confusion, frustration, anxiety
Life events: Job changes, retirement, health issues, inheritance
Advice quality and meeting hygiene
Measure how meetings are run:
Planning coverage: Did the meeting include financial planning?
Next steps: Did the advisor clearly summarize next steps?
Client understanding: Did the advisor confirm understanding and alignment?
How Pulses work
You define your questions once.
Jump automatically runs those questions on future meetings.
Results are aggregated and displayed in Pulse dashboards over time.
How to create a Pulse
In Jump, go to Insights > Pulse.
Click Create new Pulse.
In the editing window that opens, you're prompted to add these elements:
Name: Clear and specific so it's easy to identify and track over time.
Description: What this Pulse is intended to measure or support.
Scope:
If no users or teams are selected, the Pulse applies to all users by default.
You can also assign the Pulse to specific users and/or teams.
Add one or more questions.
Click Save before exiting.
Once saved, Jump will begin evaluating future meetings automatically.
Viewing Pulses results
To view the results of a specific Pulse, click on it in the Pulse section.
In a Pulse dashboard, you may see:
Summary results for each question
Trends over time
The ability to drill into individual meetings
Note: A newly created Pulse may need additional meetings before trends become meaningful.
Assigning Pulses to specific users or teams
Just like scorecards, a Pulse can be assigned to specific users and/or teams. To assign a Pulse:
Navigate to Insights > Pulse.
Click Create new Pulse.
In the Scope section, specify which users and/or teams you want this pulse to be assigned to.
Using Topic Tracker for Pulses
Topic Tracker helps you get a steady stream of information from conversations about any topic they might be interested in diving deeper and understanding how it's being talked about or perceived in client conversations.
This could be topics such as fees, specific products, financial plans, referrals, and more.
To use Topic Tracker:
Navigate to Insights > Pulse.
Click Create new Pulse.
In the Questions section, click Add question and specify the topic you would like tracked.
Select Topic Tracker in the Select type dropdown.
Save your Topic Tracker instance.
Your topic will now be tracked in subsequent meetings and provide insights in the Pulse dashboard.
To view your topic, return to Insights > Pulse and click on your topic after meetings to see the data it has gathered.
Using Pulse templates
Pulse templates help you automate the parameters of a pulse without having to set them up individually every time. To do this:
Navigate to Insights > Pulse.
Click Create new Pulse.
Select a template. (You can use a pre-built template or build your own.)
Exporting a Pulse to a CSV
You may want to export Pulse data for internal reporting or documentation purposes. To export a CSV file of Pulse data from Jump, follow these steps:
Find an existing Pulse by navigating to Insights > Pulse and clicking on the individual Pulse.
Click Download CSV on the right side of the screen.
Frequently asked questions (FAQs)
Do Pulses analyze past meetings?
No. Pulses are designed to run on future meetings only.
Can I edit a Pulse after it's been created?
Yes. You can edit a Pulse's name, description, scope (users/teams), and questions after creation. However, editing questions may affect how historical data is interpreted, so it's best to create a new Pulse if you need significantly different questions.