Assists: how they work

What Is an Assist?

An Assist is TeamWins' solution to the "helpful but vague" problem. Instead of asking teammates to "help with sales" or "spread the word," Assists create structured, actionable requests that anyone can complete successfully.

Think of an Assist as a mini-workflow that includes:

• Clear context so people know exactly what you need
• AI-drafted messages they can personalize and send and is based on your context
• Outcome tracking to measure real business impact
• Point rewards tied to meaningful results

The Problem Assists Solve

Before Assists: The Vague Ask

"Hey team, can you help us get more leads? Maybe reach out to your network?"

What happens:

• People want to help but don't know how
• Messages are inconsistent or off-brand
• No way to track what actually works
• Good efforts go unrecognized

After Assists: The Structured Ask

"Warm Intro to IT Directors at 500+ Employee Companies"

What's included:

• Target profile: IT Directors at mid-market companies
• Context: We reduce cloud costs by 30% and looking for prospects
• AI message: Draft intro email ready to personalize
• Outcomes: +5 for intro, +40 meeting, +80 for sales made

Anatomy of an Assist

1. Core Information

• Name: Short, clear title (e.g., "Warm Intro to Manufacturing VPs")
• Category: Sales, Marketing, or HR for organization
• Summary: One-sentence description of the goal
• Points: How many points each outcome earns

2. Context & Brief

The brief is the most important part—it provides teammates with everything they need to contribute effectively:

What Makes a Good Brief:

• Specific targeting: Clear ideal customer/candidate profile
• Value proposition: Why this matters to the target
• Success criteria: What a good outcome looks like
• Brand context: Key messages or positioning

3. AI Message Generation

TeamWins AI converts your brief into platform-specific messages:

Key Features:

• Personalization placeholders: Easy to customize with specific details
• Brand-consistent: Follows your company voice and messaging
• Multi Language support: Teamwins makes it easy to translate the outreach into the target account's language
• Adjust tone of voice: With a simple click of a button, the outreach e-mail is written with a more personal or professional tone of voice

4. Point Structure

Assists reward both participation (effort) and results (outcomes):

Typical Point Structure:

• Participation: +5-15 points for taking action
• Outcome 1: +30-50 points for initial result (response, application)
• Outcome 2: +80-200 points for business outcome (meeting, hire)

Sales Example:

• +5 points: Introduction sent
• +40 points: Meeting Booked
• +80 points: Sales closed

HR Example:

• +10 points: Candidate referred
• +50 points: Candidate passes initial screening
• +150 points: Candidate hired

Marketing Example:

• +5 points: Post shared
• +30 points: 10 people clicked link

The Assist Lifecycle

1. Draft Phase

Admin creates and configures:

• Set up basic information and category
• Write compelling brief with clear targeting
• Configure point rewards by outcome
• Assign reviewer (Important: Reviewer gets the team's outcomes!)
• Preview the teammate experience

2. Participation Phase

Assist goes live:

• Teammates see it in their dashboard
• AI generates personalized messages on demand and team edits it
• Send introduction/referral/post via their preferred channel
• Contributions tracked automatically

3. Review Phase

Reviewers receives and evaluate outcomes:

• See contribution details and claimed results
• Verify outcomes actually occurred (or automatically approved)
• Approve or request changes
• Points awarded automatically upon approval

5. Reporting Phase

Admins track impact:

• View contribution volume and quality
• Monitor outcome conversion rates
• Calculate ROI using built-in analytics
• Share wins with leadership and team

Types of Assists

Sales Assists

Warm Intro: Connect with prospects at target companies

• Best for: B2B companies with defined ideal customer profiles
• Typical outcome: Qualified meetings with decision-makers
• Success metric: Meeting-to-deal conversion rate

Account Intel: Research target companies and contacts

• Best for: Enterprise sales with long sales cycles
• Typical outcome: Insights on budget, initiatives, decision-makers
• Success metric: Intel quality and sales team usage

Marketing Assists

Post Share: Amplify company content on social media

• Best for: Content marketing and brand awareness campaigns
• Typical outcome: Increased reach and engagement
• Success metric: Impressions, clicks, and engagement rates

Campaign Ideas: Crowdsource marketing concepts

• Best for: Creative campaigns and product launches
• Typical outcome: Innovative campaign concepts to develop
• Success metric: Ideas implemented and campaign performance

HR Assists

Talent Referral: Find qualified candidates for open roles

• Best for: Companies with strong employer brand and networks
• Typical outcome: Quality candidates in hiring pipeline
• Success metric: Referral-to-hire conversion rate

Onboparding Buddy: Get onboarding buddies from the company for new hires

• Best for: Competitive talent markets and passive candidates
• Typical outcome: 30% higher retention rates
• Success metric: Lower attrition of top talent.

Setting Point Values

Reward outcomes over activity:

• Make outcome points 3-5x higher than participation points
• Align point values across similar Assists for consistency
• Consider business value when setting outcome rewards

Example ratios:

• Participation: 5-15 points
• Initial outcome: 30-60 points
• Business outcome: 80-200 points

Timing and Cadence

Launch strategy:

• Start with one Assist per function to establish rhythm
• Allow 1-2 weeks for participation before launching next
• Seasonal timing (hiring pushes, product launches, etc.)

Ongoing management:

• Review contribution quality weekly
• Adjust point values based on actual outcomes
• Pause/modify Assists that aren't performing

Measuring Assist Success

Participation Metrics

• Contribution rate: % of teammates who participate
• Message quality: Reviewer feedback on submissions
• Time to contribute: How quickly people engage

Outcome Metrics

• Conversion rate: Contributions → desired outcomes
• Business impact: Meetings booked, candidates hired, engagement reached
• ROI calculation: Value generated vs. program cost

Engagement Metrics

• Repeat participation: Teammates contributing to multiple Assists
• Point redemption: Active use of earned points
• Feedback scores: Team satisfaction with the experience

Troubleshooting Common Issues

Low Participation

Symptoms: Few teammates contributing despite notifications Solutions:

• Simplify the ask or reduce effort required
• Increase participation points temporarily
• Send personal messages to key connectors
• Share early wins to build momentum

Poor Quality Contributions

Symptoms: Off-brand messages or inappropriate targeting Solutions:

• Improve brief clarity and examples
• Add reviewer approval for sensitive Assists
• Provide feedback and coaching to contributors
• Create message templates for common scenarios

No Business Outcomes

Symptoms: Good participation but no meetings/hires/engagement Solutions:

• Review targeting criteria with sales/hiring teams
• Improve value proposition in messaging
• Adjust timing (avoid busy seasons, holidays)
• Test different messaging approaches

The key to Assist success is starting simple, measuring what matters, and iterating based on real results. Most teams see meaningful outcomes within 2-3 weeks of launching their first well-designed Assist.