Agencies and marketing teams
Less prep, reporting, and prospect research. Delegate it in Slack or Microsoft Teams.
Slack Slack 
@Dash brief me on Northgate before the client call.
Reading HubSpot, account messages and the last review deck.
Client brief ready, with sources.
HubSpotNorthgate account brief Connected 
Microsoft Teams Add to Client brief ready, with sources.
HubSpotNorthgate account brief Connected Your tools. Working together.
See all integrations
What you promised at the last review, what is open, what they complained about, and who stopped replying.
@Dash brief me on the Northgate account before my three o'clock call.
Your brief is ready. Two commitments are still open, the landing page is late, and the client has not replied in three weeks.
Northgate account briefAssembled across the ad platforms, analytics and the CRM in your format, and held for you before it goes out.
@Dash draft the monthly Northgate report in our usual format and hold it.
The monthly report is drafted in your template. Ad spend, conversions and CRM revenue are reconciled. I added the changes to discuss on the call.
Northgate monthly reportWhat is spending, what is converting and what should be paused, with the numbers behind every call.
@Dash audit the Northgate campaigns and tell me what to pause this week.
Campaign B spent $840 with no leads this week. Campaign A brought in 24 leads at $35 each. I recommend pausing B and reviewing its targeting.
Northgate campaign auditTheir business, their reviews and who you would be talking to, with every claim linked to its page.
@Dash research Northgate Dental before the pitch and link every source.
The pitch brief is ready: services, recent reviews and decision-makers. Each finding links to its source, with questions to ask in the meeting.
Northgate pitch brief