Plain English
app.thenorth.consulting is where everything operational happens. It is where you manage your clients, run audits, build proposals, log activity, and track delivery. Understanding how to use the app correctly is not optional. It is as fundamental to your role as understanding the services or the sales methodology. A pipeline that is not maintained accurately is a pipeline that cannot be trusted. A company record without logged activity cannot be handed off. A proposal built without the audit findings will not close. Every part of the app exists to help you be more effective. Use it as it was designed to be used.
Section 1: Your Dashboard
When you log in, you land on the dashboard. The dashboard gives you three things at a glance: a summary of your portfolio, quick actions, and a view of today's most important tasks.
The portfolio summary shows the total number of companies you manage, any pending items that need attention, and links to your most-used sections.
The quick actions bar offers shortcuts to the most common tasks: Create lead, Start audit, Generate proposal, Schedule follow-up, and Send email.
The ICP and outreach guidance button opens an AI-assisted guide that recommends outreach strategy based on the ICP category of each company in your pipeline.
Section 2: The Work Section
The Work section is accessible from the top navigation bar. It shows your "My Day" view, which is a prioritized list of today's actions across all of your companies. This is the view you should open first thing every morning.
My Day groups your tasks by urgency. Overdue actions appear at the top highlighted in red. Actions due today appear next. Actions due this week appear below those. Working through your My Day list in order ensures that no action falls through the cracks and that your most urgent accounts get attention first.
The Work section also contains Portfolio (a company-level overview of all your accounts), Projects (every active and historical project across your accounts), and Reports (performance analytics for your pipeline and portfolio).
Section 3: The Clients Section
The Clients section is the heart of the app. It contains eight sub-sections:
Pipeline: The kanban board showing all your companies organized by stage. Use the pipeline view for a visual overview of where every deal stands. Drag company cards between columns to move them through stages.
Companies: A table view of all companies with columns for stage, primary contact, deal value, credit balance, next action, last activity, and health status. Use this view when you need to search, filter, or sort across your portfolio.
Contacts: All individual contacts across all companies. A contact is a specific person at a company. Companies can have multiple contacts. Every company should have at least one primary contact linked to its record.
Tasks: All follow-up tasks across all your companies with their due dates and statuses. Use this view to see everything that needs to be done, regardless of which company it belongs to.
Audits: All audits you have created, with their type, status, score, and date. Audits can be filtered by type and status. Click any audit to open the full scoring view.
Proposals: All proposals with their title, company, status, sent date, and total value. Filter by status to see all drafts, all sent proposals, all accepted, all declined, and all expired.
Notes: All internal notes logged across all your companies in reverse chronological order. Use this view to see a cross-portfolio activity log.
Activity: A full timeline of all logged activities across your entire portfolio: calls, notes, SMS messages, status changes, audit completions, and proposal events. This view provides an unfiltered chronological record of everything that has happened across your accounts.
Section 4: The Company Workspace
The company workspace is the single most important screen in the app. Every piece of information about a specific client lives here. Access it by clicking any company name in the Companies table or any company card in the Pipeline.
The workspace has six main sections:
Header: Shows the company name, pipeline stage, health indicator, and key contact details. The Edit button lets you update core company information.
Deal and Next Action: Shows the current deal value, probability to close, next action description, and due date. Always keep the next action field updated with a specific task and date. This field is how you communicate to yourself and anyone else looking at this account exactly what needs to happen and when.
Action Buttons: A row of shortcut buttons for the most common actions: Run Audit, Log Note, Send SMS, Log Call, Generate Proposal, Add Contact, and Add Follow-Up. Use these to take action without navigating away from the workspace.
Do This Next: An AI-generated recommendation panel that suggests the highest priority next action for this specific company based on its current stage, history, and health score. This is a guidance tool, not a directive. Use it to confirm your own judgment or to surface something you may have missed.
Latest Audit and Proposal: Two cards showing the most recent audit and most recent proposal for this company, with their status, score or value, and a link to view the full report or proposal.
Credits: Shows the company's current credit balance, monthly limit, and usage. Displays a warning if the company is out of credits or approaching their limit.
Pipeline Health Assessment: Shows the health score with the specific factors contributing to it (recent contact, overdue actions, audit status, proposal status). The warm score out of 100 and its component signals are shown here.
Tabs (Timeline, People, Internal Notes): The Timeline tab shows every logged activity in chronological order. The People tab shows all contacts associated with this company. The Internal Notes tab shows notes that are visible only to The North team, not to the client.
Section 5: The Communication Section
The Communication section (accessible from the top navigation) contains the email and messaging tools. This is where you can compose and send emails directly from the app, with all sent messages automatically logged to the relevant company timeline.
When composing an email in the app, you can link it to a specific company and contact. This ensures the message appears in the company timeline automatically.
SMS messages can be sent directly from the company workspace using the Send SMS button. All SMS messages sent through the app are logged automatically.
Section 6: Notifications
The notification bell in the top right shows unread notifications. Notifications are triggered by proposal acceptance, upcoming task due dates, overdue actions, and other important events. Review notifications at least twice daily: once when you start your day and once before you finish. An unread notification about a proposal acceptance should never sit more than an hour before being acted on.