The operating system that guides every prospect from their first interaction with North Mark Collective through onboarding, implementation, optimization, and long-term growth.
8
Phases mapped
2
Entry ecosystems
01
First interaction
Scroll to enter the system
The System
Every client moves through the same nervous system.
Eight phases, one continuous pathway. Each node represents a state a client passes through — and the automations, owners, and criteria that move them to the next.
01 / 08
Lead Acquisition
Route every prospect into the correct NMC ecosystem from the very first interaction.
Every lead entering North Mark Collective is categorized before any sales conversation begins — assigning the correct people, automations, pipelines, and follow-up sequences immediately.
Qualified lead entered into correct pipeline
Business Client
Entry categories
Home ServicesRoofingHVACPlumbingConstructionFitnessMedicalLocal Businesses
Scope of WorkMaster Service AgreementRecurring Subscription SetupInitial InvoicePayment Authorization
System Automation
Opportunity Closed
Delivery Pipeline Created
Correct Package Pipeline Assigned
Internal Notifications
Tasks Created
Client Portal Created
Welcome Sequence Sent
Package Automations Triggered
05 / 08
Onboarding & Foundation Build
Collect every piece of information required before implementation begins.
Nothing moves forward until the Client Intake is complete. This intentional pause lets NMC build faster and more accurately, with far less back-and-forth.
Intake complete, assets received, build initiated
Client Responsibilities
Complete Intake
Upload Brand Assets
Provide Logins
Submit Business Information
Complete Requested Forms
Review Outstanding Items
Internal Responsibilities
Using the completed intake, NMC builds from its standardized frameworks.