The North · Sales Knowledge Center

Training

Processes and Procedures

This section is the operational playbook for every process an Account Manager runs at The North. It covers every workflow from the moment a new lead enters the pipeline through to an active client receiving their deliverables. Every step described here maps directly to something you will do inside app.thenorth.consulting, the operational hub where all client work lives.

The North operates on a single integrated system. The website at thenorth.consulting is where prospects learn what The North does. The app at app.thenorth.consulting is where the work actually happens. The knowledge center at kc.thenorth.consulting is where you learn how to do it. These three platforms are designed to work together, and understanding how they connect is as important as understanding each one individually.

Before reading any of the process pages below, make sure you have completed the New Account Manager track through Module 12. The processes described here assume you understand the services, the sequencing logic, the ICP categories, and the stakeholder profiles. If you have not completed the track, do that first.

Working Your Pipeline
How to manage a lead from first contact through to close. Covers creating a company record, moving stages, logging activity, and knowing what to do at each stage.
Running an Audit
The step-by-step process for running a scored audit inside the app. Covers choosing the right audit type, completing each section, interpreting the score, and sharing the report with the client.
Building and Sending a Proposal
How to create a proposal from an audit, add the right services, set pricing, write the narrative sections, and send it to the client.
Client Onboarding
What happens after a client accepts a proposal. Covers the 24-hour onboarding window, access setup, the kickoff process, and how the client portal works.
The App From Start to Finish
A complete guide to app.thenorth.consulting. Covers every section of the AM view, what each tool does, and how to use it correctly day to day.