Product tour
Use the Northbridge Studio sample to move from a customer record to an agreement, a project and the conversation around it. Northbridge Studio · Sample data. No account is required.
NB-1842
Northbridge Studio
Customer onboarding programme
| Date | Activity |
|---|---|
| Discovery call with Jordan Hale | |
| Scope agreed for onboarding programme | |
| Proposal marked ready · £24,000 |
NB-1842
Service agreement
Northbridge StudioCustomer onboarding programme
Awaiting signature
Prepared by Alex Morgan. The agreement sits on the same customer record as the opportunity and the delivery project.
| Recipient | Role | Status |
|---|---|---|
| Jordan Hale | Client | Awaiting signature |
| Alex Morgan | Axiom | Signed |
NB-1842
Northbridge onboarding
Service agreement · NB-1842
A signed service agreement opens this project so delivery starts from the same record.
| Task | Owner | Due | Status |
|---|---|---|---|
| Collect client materials | Priya Shah | 18 Apr | To do |
| Configure workspace | Alex Morgan | 21 Apr | Doing |
| Kick-off review | Sam Reid | 24 Apr | To do |
#northbridge-studio
Northbridge Studio
Agreement is with Jordan. Once it is signed we can open the onboarding project.
Materials checklist is ready. I will attach it to the project.
How to use it
Change steps with the tabs or the arrow keys. Open a linked record from inside a step. Reset returns to the customer record. Nothing you click here is saved, and the tour never asks for a real customer file or an incumbent password.
