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HR consultancy

Quillmoor Ridge HR Partners · HR consultancy · Portland, OR

Farah Northcote is the lead consultant at Quillmoor Ridge HR Partners, an HR consulting practice in Portland, and she runs this so every company that reaches out moves from first message to a booked first engagement, with a page where each company sees its own materials and status.

Legal and professionalIntakeClient portals4 tables · 6 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agent
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Intake board

Companies
Inquiry5
Larkspur Mill Bakery Group250 and upAnneliese Whitlock-Abara
Tidewater Freight Brokers100 to 249Bartholomew Fenwright
Ashgrove Dental Collective25 to 99Cordelia Stavros-Delacroix
Brindlewood Craft BrewingUnder 25Desmond Hollenbeck
Copperline HVAC Services250 and upEulalia Ibekwe-Marlow
Discovery call5
Eastbrook Montessori Academy100 to 249Fitzroy Jorgensen-Pike
Fallowfield Garden Centers25 to 99Genevieve Kapoor-Lindgren
Greywater Marine SupplyUnder 25Horatio Lachlan-Osei
Marrowfield Animal Hospital250 and upIsolde Montclair
Ironwood Architectural Millwork100 to 249Jasper Nakashima-Boyle
Materials requested5
Juniper Court Senior Living25 to 99Katarina Okonjo-Hartigan
Kettleford Print and MailUnder 25Leander Pettigrew
Lowmoor Cabinet Works250 and upMirabel Quintero-Ashby
Merriweather Insurance Brokers100 to 249Nikolai Rasmussen-Eze
Northcliff Physical Therapy25 to 99Ottilie Sandoval-Thorne
Proposal sent4
Oakhurst RoofingUnder 25Percival Tellefsen
Pennywhistle Toy Importers250 and upQuentin Umeh-Garrity
Quarry Lane Climbing Gym100 to 249Rosamund Vandenberg
Redbank Machine Works25 to 99Sylvester Wojcik-Adeleke
Booked9
Saltmarsh Seafood WholesaleUnder 25Theodora Xiong-Hallett
Thornbury Auto Group250 and upUlysses Yeoman
Underhill Landscape Supply100 to 249Valentina Zielinski-Okafor
Vesper Hill Winery25 to 99Wendell Abernathy-Seko
Windermere Title ServicesUnder 25Xanthe Brennigan
4 more
Not a fit2
Cragmoor Fabrication250 and upCaspian Gallagher-Imani
Dunmore Logistics100 to 249Delphine Holloway-Sato

Tables

Companies

30 sample rows · 18 columns

Every company that has reached out, from first message to a signed first engagement.

CompanyCompany sizeContactContact phoneContact emailWhat they needHow they found us
Copperline HVAC Services250 and upEulalia Ibekwe-Marlow(503) 555-0114eulalia.ibekwe@hartwellbrookmail.netPolicy rewriteReferral
Larkspur Mill Bakery Group250 and upAnneliese Whitlock-Abara(503) 555-0110anneliese.whitlock@hartwellbrookmail.netCompliance auditEmployment attorney
Tidewater Freight Brokers100 to 249Bartholomew Fenwright(503) 555-0111bartholomew.fenwright@hartwellbrookmail.netHiring supportExisting client
Ashgrove Dental Collective25 to 99Cordelia Stavros-Delacroix(503) 555-0112cordelia.stavros@hartwellbrookmail.netManager coachingWebsite form
Brindlewood Craft BrewingUnder 25Desmond Hollenbeck(503) 555-0113desmond.hollenbeck@hartwellbrookmail.netInvestigation supportChamber of commerce
Eastbrook Montessori Academy100 to 249Fitzroy Jorgensen-Pike(503) 555-0115fitzroy.jorgensen@hartwellbrookmail.netHandbook reviewEmployment attorney
Fallowfield Garden Centers25 to 99Genevieve Kapoor-Lindgren(503) 555-0116genevieve.kapoor@hartwellbrookmail.netCompliance auditExisting client
Greywater Marine SupplyUnder 25Horatio Lachlan-Osei(503) 555-0117horatio.lachlan@hartwellbrookmail.netHiring supportWebsite form
Marrowfield Animal Hospital250 and upIsolde Montclair(503) 555-0118isolde.montclair@hartwellbrookmail.netManager coachingChamber of commerce
Ironwood Architectural Millwork100 to 249Jasper Nakashima-Boyle(503) 555-0119jasper.nakashima@hartwellbrookmail.netInvestigation supportReferral
Juniper Court Senior Living25 to 99Katarina Okonjo-Hartigan(503) 555-0120katarina.okonjo@hartwellbrookmail.netPolicy rewriteEmployment attorney
Kettleford Print and MailUnder 25Leander Pettigrew(503) 555-0121leander.pettigrew@hartwellbrookmail.netHandbook reviewExisting client

18 more rows

Engagements

13 sample rows · 8 columns

The first piece of paid work for a company: proposal, signature, start and delivery.

EngagementCompanyServiceStatusProposal sentStartsQuoted fee
Bellwether Property Management - investigation supportBellwether Property ManagementInvestigation supportDeliveredAug 23, 2026Sep 6, 2026$19,600
Alderbrook Charter School - manager coachingAlderbrook Charter SchoolManager coachingDeliveredAug 26, 2026Sep 9, 2026$12,300
Zephyr Lane Coffee Roasters - hiring supportZephyr Lane Coffee RoastersHiring supportUnder wayAug 29, 2026Sep 12, 2026$7,600
Yarrowbend Pediatrics - compliance auditYarrowbend PediatricsCompliance auditUnder waySep 1, 2026Sep 15, 2026$14,600
Windermere Title Services - handbook reviewWindermere Title ServicesHandbook reviewUnder waySep 4, 2026Sep 18, 2026$4,500
Vesper Hill Winery - policy rewriteVesper Hill WineryPolicy rewriteUnder waySep 7, 2026Sep 21, 2026$8,400
Saltmarsh Seafood Wholesale - hiring supportSaltmarsh Seafood WholesaleHiring supportSignedSep 16, 2026Oct 21, 2026$6,500
Thornbury Auto Group - manager coachingThornbury Auto GroupManager coachingSignedSep 13, 2026Oct 24, 2026$20,200
Oakhurst Roofing - investigation supportOakhurst RoofingInvestigation supportProposal sentSep 30, 2026Oct 25, 2026$7,000
Pennywhistle Toy Importers - policy rewritePennywhistle Toy ImportersPolicy rewriteProposal sentSep 28, 2026Oct 25, 2026$16,700
Quarry Lane Climbing Gym - handbook reviewQuarry Lane Climbing GymHandbook reviewProposal sentSep 26, 2026Oct 25, 2026$5,300
Redbank Machine Works - compliance auditRedbank Machine WorksCompliance auditProposal sentSep 24, 2026Oct 25, 2026$10,300

1 more rows

Materials asked for

24 sample rows · 5 columns

Each record the consultants ask a company to send before the proposal.

Material asked forCompanyKind of materialAsked onReceived
Juniper Court Senior Living - prior auditJuniper Court Senior LivingPrior auditOct 4, 2026Yes
Kettleford Print and Mail - employee handbookKettleford Print and MailEmployee handbookOct 2, 2026No
Kettleford Print and Mail - recent complaintsKettleford Print and MailRecent complaintsOct 2, 2026Yes
Lowmoor Cabinet Works - org chartLowmoor Cabinet WorksOrg chartSep 30, 2026Yes
Merriweather Insurance Brokers - recent complaintsMerriweather Insurance BrokersRecent complaintsSep 28, 2026No
Northcliff Physical Therapy - pay scaleNorthcliff Physical TherapyPay scaleSep 26, 2026Yes
Northcliff Physical Therapy - prior auditNorthcliff Physical TherapyPrior auditSep 26, 2026No
Oakhurst Roofing - job descriptionsOakhurst RoofingJob descriptionsSep 24, 2026Yes
Pennywhistle Toy Importers - prior auditPennywhistle Toy ImportersPrior auditSep 22, 2026Yes
Quarry Lane Climbing Gym - employee handbookQuarry Lane Climbing GymEmployee handbookSep 20, 2026Yes
Quarry Lane Climbing Gym - recent complaintsQuarry Lane Climbing GymRecent complaintsSep 20, 2026Yes
Redbank Machine Works - org chartRedbank Machine WorksOrg chartSep 18, 2026Yes

12 more rows

Also included

  • Your engagementClient portal
  • Intake boardStage rules
  • Engagement boardStage rules
  • New inquiriesDigest
  • Discovery call tomorrowNotificationReminds the lead consultant the day before a discovery call.
  • Not a fitRow action
  • Proposal letterDocumentThe letter that sets out the work, the fee and the start day.

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