Skip to main content

How can I use Team Intelligence

What to do with team intelligence, organised by the rhythms you work to.

Where your intelligence lives

Where

What it's for

Morning Brief

Your weekday email which includes new Signals and suggested Actions.

Home

The Signals and Actions on the home page will show you at a glance what's going well, what needs attention, what's new and what's nice to know information.

Ask

Conversationally search across every response your Team has ever shared, across every leep. Ask a question in plain language, get a response with references of what your Team actually said, then ask follow-ups.


Every day

Read your Morning Brief before you get in

Your Morning Brief arrives on weekday mornings, so the overnight and end-of-day responses are already summarised by the time you open it. Read it on your commute into the office, or over your daily coffee. You'll walk into your first meeting of the day already knowing what changed, instead of finding out at 11am from someone else.

Review your Actions

leep prepares Actions based on your most recent and urgent Signals. They are suggestions, and you can mark them complete or add your own.

Check the frontline before you commit to key decisions

Before you commit to a date, a scope change, a hire or a supplier, spend 30 seconds in Ask.

You're about to commit to a go-live date for a rollout. Ask:

What has the Team mentioned about the Northwind rollout in the last three weeks?

You get a cited response drawn from actual responses. If two people mentioned the same dependency last Thursday, you find that out before you commit to the go-live date, not after.

Answer the question in the meeting

You're in a meeting, someone asks something about your Team, and you don't have the detail. Open Ask on your phone and get the answer you need.

Examples

Why are we losing deals to competitor X?

Why are our deal cycles slipping?

Why have onboarding times slipped?

Why was our forecast off?

Acknowledge your team's insights

When a Signal is useful, acknowledge it so that your team know you're listening. Pick one of the four prefilled messages or write your own. It goes by email straight away to everyone who contributed to that Signal, whether that's one person or six, and it also shows on the confirmation page the next time they respond.


Every week

Run better 1:1s

Instead of using 1:1's to catch up on what your direct report's been working on, what's blocking them, you can arrived fully briefed. Head to your team member's profile in leep to see their recent themes, signals, engagement and access their 1:1 Preparation which contains bullet point topics to cover. Use the time on areas that need a decision, a trade-off or coaching.

Report upward without chasing your team

Use leep to provide weekly updates to your own leader, or contribute to management meetings. "Mentioned by four people this week" carries more weight than "there's some concern about".

Use Ask: Summarise what the Team mentioned about the customer migration this week, including specific quotes.


Every month

Build your monthly business review from the record, without chasing people

Instead of chasing your team for commentary they already gave you, head to Ask, and type "What were the main themes from the Team in July, with the number of people who mentioned each? You receive themes, counts and quotes to include in your MBR.

Customer Intelligence

If your Team talks to customers, they hear things all day that never reach anyone who could act on them. You can share front-line customer intelligence across the business in five minutes, with quotes attached.

What did the Team mention that customers said about pricing this month?

Which customers were mentioned by name in those responses?

Competitor Intelligence

Your team hear a competitor's name in a live deal or customer feedback weeks before it appears in a win/loss review.

Which competitors were mentioned this month, and in what context?

Send your peers intelligence about their function

Your salespeople hear about the product. Your support team hears about marketing. Once a month, pick the two or three Signals that belong to somebody else and pass them on yourself, with the quotes.

What did the Team mention about the new pricing page this month?

Build the business case for a hire or a budget ask

Support Headcount and budget requests with front-line evidence. Take verbatim quotes into the conversation. "Four people mentioned the same bottleneck in three weeks, here's what they said".

What capacity or resourcing constraints were mentioned this month, and by how many people?

Run a retro without the meeting

Pull the month's themes before the retro, send them round beforehand, then spend 20 minutes on decisions and outcomes instead of 60 minutes on remembering what actually happened.

Collate all the mentions of project X for our upcoming retrospective.


Every quarter

Board packs and quarterly business reviews

Draw on a full quarter of front-line responses rather than reconstructing the quarter from memory and Slack scrollback.

What were the recurring themes across the Team this quarter?

What changed between the start and the end of the quarter?

Which topics were mentioned by the most people, and by whom?

Plan the next quarter against what you already know

Before you commit to next quarter's plan, check it against what your Team has been telling you all quarter. The blockers people mentioned in month one are usually still there in month three, and they are usually the reason the last plan slipped.

What blockers were mentioned more than twice this quarter?

Take bottom-up input into your goals

Before you lock next quarter's goals, look at what your Team thinks the constraints and the opportunities are.

What opportunities or improvement ideas did the Team mention this quarter?

Review subscriptions before renewal

Assess subscription renewals and team tools against your team's feedback about how they perform for them.

What has the Team mentioned about our CRM this quarter?

Prepare an all-hands or agenda from the record

Prepare for your all-hands with the topics your team care about.

What were the five most mentioned topics across the Team this quarter?


Ad-hoc

After an announcement or a re-org

The 48 hours after an announcement is when you find out what actually landed, as opposed to what you think was communicated.

What did the Team mention about the annoucement this week?

After an incident or an outage

Gather context and opportunities to improve from the teams on the frontline supporting incidents.

What can we learn from Tuesday's outage?

After a launch

Gather post-launch sentiment

What did you learn from the launch, and what would you do differently?

After a lost deal or a churned customer

The formal reason a deal was lost is written by whoever fills in the field. The real one is usually in a rep's head.

What did the Team mention about why we lost the Northwind deal?

Before you go on leave

Your handover document is mostly a reconstruction of what you happen to remember. The Team Vault already holds the open items, so use it as the source and write the handover from that.

What's currently unresolved across the Team?

When you inherit a Team

If you're taking over, the Team Memory is the fastest way to understand what's actually happening, rather than what the last set of slides said.

What has this Team mentioned most over the last six months?

And if you're handing a Team over, the record goes with the Organisation, so context doesn't leave with you.


Once a year

Year in review for your Team

You've heard of a Spotify year in review - now you can prepare one for your team. A year of responses is a genuine history of your team work.

How did the Team's main themes change across each quarter this year?

Annual planning and reporting

Use leep to prepare annual planning, using quotes and thematics to support your planning and hypotheses.

What were the most consistent themes across the whole year?

Did this answer your question?