The North Mark Playbook
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Internal Operating System

The North Mark Playbook

A centralized guide to how North Mark Collective sells, serves, builds, communicates, and grows together.

This is the company's internal source of truth — not a client-facing site, and not a place to track individual clients. Land here, understand where you fit, and get routed into the right detailed page.

The Playbook Is the Source of Truth For
Client journeysServices and offerings Operating principlesTeam responsibilities PipelinesWorkflows TrainingInternal resources
Start Here

New to the Playbook? Begin with the recommended path.

Five stops, in order. Each one builds on the last — by the end you'll understand how clients move through North Mark, what we sell, how priorities shift by season, who owns what, and where the detailed workflows live.

Client Success Journey

How someone moves from prospect to active client.

The full lifecycle map — select a stage below for a short explanation, or open the complete page for the full breakdown of triggers, ownership, and automation.

Select a stage
Click any stage above to see a short explanation of what happens there.
NMC Offerings

What North Mark sells, and how one offering leads into the next.

Each offering has a different job — foundation, build, or ongoing partnership. This preview shows what exists today; open the full page for what's included, who it's for, and what activates after purchase.

Operating Seasons

How North Mark's priorities shift with the season.

North Mark deliberately alternates between two operating seasons based on what the business needs most. Select one below for a short summary.

Workflows & Pipelines

The operational directory — how things actually get done.

Search, filter, or sort to find the process you need. This directory grows as more workflows get documented.

All Statuses
Complete
In Progress
Planned
Explore Workflows and Pipelines — directory above
Team Roles — Character Select

Every role is a class.

Five classes, each with a different function. Select one to highlight everything on this page connected to it — relevant workflows light up, everything else steps back.

Resources

Templates, checklists, scripts, and internal tools.

This directory will house training materials, brand resources, forms, and policies as they're added — structured so nothing here needs to be rebuilt when it fills in.

No resources have been added yet. This section is ready to populate — templates, checklists, scripts, forms, training materials, and internal tool links will appear here.

View Internal Resources — planned
Recently Added or Updated

What's changed lately.

Guided Tour — Step 1 of 5: