Best practices for Assists

Make Assists effective across Sales, Marketing, and HR; use AI responsibly.

Why Assists work

Assists turn a vague ask into a guided action with context, a suggested message, and clear outcomes. People know exactly what to do, AI drafts a first version they can personalize, and points reward results.

Core principles

  • Write context like a headline: target, why it matters, next step
  • Tie higher points to outcomes (meeting booked, hire, engagement milestone)
  • Keep outcomes reviewer‑approved; use perk auto‑approve only when risk is low

Sales

Best use cases: Warm Intro, Event Invite, Account Intel, Partner Door‑Opener. Keep context specific (target account, persona, goal). Outcomes commonly include qualified intro and meeting booked. AI suggests short intros or DMs that employees can tweak before sending. Outcomes are granted after reviewer sign‑off.

Sales Assist
Refer New Lead

Help us find great prospects

Share qualified leads from your network and earn points for successful connections. Our AI drafts personalized outreach messages you can customize and send.

+15ptsper referral
Instant
+50ptsLead qualifies
+200ptsLead converts
You will help out:
S
Sales Manager(sales@teamwins.co)
Sales Assist
Refer New Lead

Help us find great prospects

Share qualified leads from your network and earn points for successful connections. Our AI drafts personalized outreach messages you can customize and send.

+15ptsper referral
Instant
+50ptsLead qualifies
+200ptsLead converts
You will help out:
S
Sales Manager(sales@teamwins.co)
Sales Assist
Get Testimonial

Share customer success stories

Collect customer success stories to build social proof and attract new business. Our AI crafts compelling testimonial requests you can personalize.

+10ptsper testimonial
Instant
+75ptsTestimonial received
+125ptsTestimonial published
You will help out:
S
Sales Manager(sales@teamwins.co)
Sales Assist

Gather intel on target accounts

Gather insights about target companies to help our sales team make informed outreach. Share valuable intel that moves deals forward.

+5ptsper intel drop
Instant
+20ptsIntel verified
+40ptsIntel actionable
You will help out:
S
Sales Manager(sales@teamwins.co)

Marketing

Best use cases: Post Share, Content Idea. Provide campaign context and a simple CTA. Outcomes focus on engagement milestones (e.g., impressions). AI drafts platform specific captions in your brand voice and applies required disclaimers. Participation is recorded automatically; outcomes are reviewer‑approved when needed.

Marketing Assist
Post Share

Amplify our content across social media

Amplify our content across your social networks to increase reach and engagement. Our AI creates on-brand posts you can customize and share instantly.

+5ptsper share
Instant
+15ptsPost shared
+30ptsEngagement generated
You will help out:
M
Marketing Manager(mar@teamwins.co)
Marketing Assist
Post Share

Amplify our content across social media

Amplify our content across your social networks to increase reach and engagement. Our AI creates on-brand posts you can customize and share instantly.

+5ptsper share
Instant
+15ptsPost shared
+30ptsEngagement generated
You will help out:
M
Marketing Manager(mar@teamwins.co)
Marketing Assist
Post Create

Create authentic posts about our company

Create authentic content about our company culture, achievements, and values. Our AI generates ideas that sound exactly like your company.

+10ptsper post
Instant
+25ptsPost created
+50ptsPost published
You will help out:
M
Marketing Manager(mar@teamwins.co)
Marketing Assist
Content Idea

Share creative content ideas

Share creative ideas for content that engages our audience. Help us discover fresh perspectives and innovative approaches to storytelling.

+8ptsper idea
Instant
+20ptsIdea submitted
+75ptsIdea implemented
You will help out:
M
Marketing Manager(mar@teamwins.co)

HR

Best use cases: Talent Referral, Onboarding Buddy. Provide the role profile and sample candidates to look for. Outcomes typically include passes screening and hired. AI drafts a referral blurb or intro message employees can personalize; reviewers validate outcomes before bonus points.

File uploads: Talent Referral assists support optional file attachments (candidate resume, portfolio, LinkedIn PDF). Files are stored securely and visible to reviewers during approval.

HR Assist
Talent Referral

Refer great candidates for open roles

Help us find top talent by referring qualified candidates from your network. Our AI creates compelling referral messages you can customize and share.

+10ptsper referral
Instant
+30ptsCandidate passes screening
+100ptsCandidate gets hired
You will help out:
H
HR Manager(hr@teamwins.co)
HR Assist
Talent Referral

Refer great candidates for open roles

Help us find top talent by referring qualified candidates from your network. Our AI creates compelling referral messages you can customize and share.

+10ptsper referral
Instant
+30ptsCandidate passes screening
+100ptsCandidate gets hired
You will help out:
H
HR Manager(hr@teamwins.co)
HR Assist
Onboarding Buddy

Help new teammates feel welcome

Support new hires during their first weeks to ensure a smooth onboarding experience. Be their go-to person for questions and introductions.

+12ptsper signup
Instant
+50ptsNew hire feedback positive
+100ptsEmployee successfully onboarded
You will help out:
H
HR Manager(hr@teamwins.co)

How AI helps (with guardrails)

AI converts short briefs into drafts, adapts to channel (email, DM, social), and keeps voice consistent. Admins define voice, do/don’t rules, and required phrases once. Use reviewers for sensitive or high‑value outcomes. Perk auto‑approve can be used for low‑risk delivery.

Cadence and measurement

Ship one new Assist per function weekly. Celebrate wins in the dashboard and leaderboard. Tune points quarterly based on outcomes and use Insights/ROI calculators to show impact.

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