NORTHSTAR / LAUNCH Good work.
THE CLIENT BRIEF Launch campaign
Copy / Design / Review Illustrative workflow · Fictional data
Seven functions. One connected workspace.
The work, team by team. Each example begins with an instruction and ends with something your team can inspect. Select a function to jump to its workflow.
Sales Support People & HR Teamwork Operations Automation Communication 01 Sales Find the fit and carry the relationship forward.
Discover CRM Email
Agencies & professional services / Example workflow Research clients worth approaching ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW Find growing brands that fit our agency brief and prepare account research. 01 Relevant request Requirements captured
02 Clear fit Context attached
03 Personal next step Draft for review
A qualified account shortlist and contextual outreach drafts.
Walk through the sales workflow 02 Support Understand the request and get it to the right owner.
Unified Inbox Knowledge Chatbots
Agencies & professional services / Example workflow Give client requests a clear route ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW Triage new client requests and separate questions from scope changes. Read the history. Check company guidance. Prepare the reply. Company knowledge + conversation history
Prepared responses and scope-change decisions for the account owner.
Walk through the support workflow 03 People & HR Coordinate the employee lifecycle with clear approvals.
Recruitment Onboarding HR Documents
Agencies & professional services / Example workflow Bring a new consultant into the team ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW A A good first day Example teammate
Prepare a consultant’s onboarding checklist and collect the required HR documents. HR Teammate Owner An induction record with missing items and assigned owners.
Walk through the people & hr workflow 04 Teamwork Keep people, decisions and delivery connected.
Team Chat Tasks Spaces & Discussions
Agencies & professional services / Example workflow Carry the brief into delivery ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW YOU Turn the approved client brief into tasks for strategy, creative and account teams. The useful part stays with the team. Decision recorded · Owner assigned · Original context attached
A shared task plan with the brief and supporting files attached.
Walk through the teamwork workflow 05 Operations Turn requirements into owned, trackable work.
CRM Tasks Quotes & Invoices
Agencies & professional services / Example workflow Connect delivery to the invoice ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW WORK ORDER 01 → 02 → 03
Prepare the invoice draft from the agreed commercial record and flag anything missing. Requirements The original brief Owned tasks Work + due dates Review Result + exceptions A draft document ready for finance review.
Walk through the operations workflow 06 Automation Make repeatable handoffs part of the process.
Wrrkflows Tasks CRM
Agencies & professional services / Example workflow Make project intake repeatable ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW Route a new approved project request through a configured owner-assignment workflow. Configured condition APPROVAL NEEDED Ask the owner WITHIN THE RULES Take the next step Assigned work and a traceable intake history.
Walk through the automation workflow 07 Communication Keep the next message attached to its context.
Email WhatsApp Unified Inbox
Agencies & professional services / Example workflow Write a useful client update ILLUSTRATIVE AGENCIES & PROFESSIONAL SERVICES WORKFLOW A relevant next message Draft THE REQUEST Draft a progress update from recorded project tasks and unresolved decisions. Customer context attached A client-ready draft that distinguishes completed work from open items.
Walk through the communication workflow Set up for your environment
Your records.Your boundaries. Use authorized client records and documents. Review scope, dates, fees and contract terms before committing to a client.
Available modules and granted employee capabilities are different. Configure the required tools, workflow actions and approval steps for your organization.
Explore employee controls Start with one clear outcome What would you likeoff your plate?