Northstar Software
Action Center
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DS
Open actions
14
across 4 pillars
Synced to ClickUp
14
two-way
Awaiting your approval
3
review & comment
Team on it
4
Swivel + in-house
AI diagnoses & drafts — your team does the work
Every action here is a real task in ClickUp, owned by your delivery team — your Swivel fractional team or your in-house marketers. RevOS prioritizes and drafts; you approve or comment, and they're notified instantly. This isn't full automation — it's a 3–5 person team, with AI working behind the scenes.
Your delivery team human-in-the-loop
The people executing under the hood. Your approvals & comments reach them in ClickUp.
A
Andrew Q.
RevOps · Swivel
G
Gratia M.
Content & Ads · Swivel
S
Shannon T.
SDR Ops · Swivel
M
Marcus R.
Sales · In-house
Actions by pillar · executed in ClickUp
Position to Win
2 tasks · synced to ClickUp
Re-test enterprise positioning & messaging
New value-prop variants for finance buyers
In progress
G
Gratia M.
Swivel
↗ Open in ClickUp
Tighten enterprise ICP definition
Ready for your sign-off
Awaiting approval
A
Andrew Q.
Swivel
✓ Approve Comment
Drive Warm Leads
3 tasks · synced to ClickUp
Reopen paid social — solution-led creative
2-week test at 50% budget
In progress
G
Gratia M.
Swivel
↗ Open in ClickUp
Fix Meta lead-form enrichment
Unblocks ~210 leads/mo
To do
A
Andrew Q.
Swivel
↗ Open in ClickUp
Expand Google Ads — 8 finance keywords
Keyword + negative list drafted
Awaiting approval
A
Andrew Q.
Swivel
✓ Approve Comment
Set Meetings
2 tasks · synced to ClickUp
Build prioritized call queue (ICP × recency)
93 leads awaiting — recovers ~14 mtgs/yr
In progress
S
Shannon T.
Swivel
↗ Open in ClickUp
Coach 3 reps on discovery gaps
From flagged call recordings
To do
M
Marcus R.
In-house
↗ Open in ClickUp
Close Deals
2 tasks · synced to ClickUp
Ship value-framing talk track + ROI one-pager
Live in enablement
Done
G
Gratia M.
Swivel
↗ Open in ClickUp
Generate ‘Vantage’ battlecard
Drafted from call objections — review
Awaiting approval
G
Gratia M.
Swivel
✓ Approve Comment