Create your workspace

What You'll Accomplish

In just 10 minutes, you'll have a fully functional TeamWins workspace where your team can start contributing immediately. This guide walks you through the 4-step quick setup that gets you from signup to your first team wins.

Why Start with Quick Setup?

The quick admin onboarding is designed based on what successful teams do first:

• Focus on one area (Sales, Marketing, or HR) to prove value quickly
• Start small with 5-15 teammates to build momentum
• Simple first Assist that everyone can contribute to
• Attractive perks that motivate participation

Step 1: Make It Yours

Workspace Identity

• Workspace name: This appears in invites and throughout the app
• Company logo: Upload your logo for brand consistency (optional but recommended)
• Primary focus: Choose Sales, Marketing, or HR to load relevant templates

Choosing Your Focus

Sales Focus: Templates for warm intros, testimonials, account intelligence Marketing Focus: Templates for post sharing, content creation, campaign ideas HR Focus: Templates for talent referrals & candidate intros

Tip: You can add other categories later, but starting with one helps establish clear success metrics.

Step 2: Setup Your First Assist

An Assist is a structured request that makes it easy for teammates to help. Think of it as turning "Can you help with sales?" into "Can you introduce us to VPs at manufacturing companies?" AI pre written templates makes it effortless and ensure that your team's messages re always on brand and communicate your value clearly!

Template Options

Sales Templates:

• Refer New Lead: Connect with prospects in target companies
• Account Intel: Research target companies and decision makers

Marketing Templates:

• Post Share: Amplify company content on social media
• Campaign Ideas: Crowdsource marketing campaign concepts

HR Templates:

• Talent Referral: Find qualified candidates for open roles
• Onboarding Buddy: Match newcomers with buddies in the company to increase onboarding success

Customization Tips

• Keep context relevant: You can put as much context in the Setup as you like, AI will use it and keep introduction messages and posts relevant. Just copy paste your sales pitch or messaging documents and you are good to go.
• Be specific: "VP of Operations at 100+ person manufacturers" vs "potential customers"
• Set clear outcomes: What does success look like?
• Points by outcome: Higher points for results (meetings, hires) vs participation

Step 3: Add Perks

Perks convert points into rewards people actually want. Start with 2-3 options across different categories.

Popular Starting Perks

Lifestyle: Coffee Wallet (50 pts), Lunch on us (100 pts) Wellness: Wellness Credit (75 pts), Meditation Subscription (60 pts) Professional: Learning Credit (150 pts), Conference Ticket (300 pts) Fun: Team Dinner (200 pts), Swag Pack (80 pts)

Perk Configuration

• Points cost: Align with your point scales (typically 50-300 points)
• Delivery method:

- Receipt upload for reimbursements (coffee, meals, learning) - Link-based for gift cards or partner platforms

• Availability: Unlimited or set inventory limits
• Auto-approve: Enable for low-risk perks to reduce admin overhead

Step 4: Bring Your Team

Start with a pilot group of 5-15 engaged teammates who are likely early adopters.

Invitation Strategy

• Personal note: Explain why you're trying this and how it helps the team
• Clear ask: "We're testing a way to turn our network into measurable results"
• Time commitment: "5 minutes to help when you can"
• Benefit: "Earn points for perks you'll actually use"

You can use the team invite feature to make it simple. Simply share a link to the teamwins workspace to the Slack or Teams channel and see people flock in!

Role Assignment

Members: Can participate in Assists, earn points, claim perks Reviewers: Approve outcomes where quality matters (assign 1-2 people per function)

Example: For a Sales Assist, assign a Sales Manager as Reviewer to verify "meeting booked" outcomes

Sample Invitation Message

``` Hi team! We're trying TeamWins to turn our collective network into measurable results.

This week I'd love help with warm introductions to VPs at manufacturing companies. Takes 2 minutes, and you'll earn points for perks like coffee credits and team dinners.

Join here: [invite link] ```

After Setup: Launch and Measure

Publishing Your First Assist

1. Preview the experience from a teammate's perspective
2. Publish to make it live
3. Notify your pilot group via the app or Slack

First Week Success Metrics

• 3+ contributions within 48 hours shows good engagement
• 1+ outcome (meeting, referral, engagement milestone) proves value
• Team feedback on ease of use and perk appeal

Iterating Based on Results

• Low participation: Simplify the ask or increase points
• Good participation, no outcomes: Review targeting or messaging
• Great results: Share wins with leadership and expand to more teammates

What Happens Next?

Week 2-4: Establish Rhythm

• Launch 1 new Assist per week to maintain momentum
• Share weekly wins in team meetings or Slack
• Add more teammates as you see consistent engagement

Month 2: Expand and Optimize

• Add other categories (if you started with Sales, add Marketing or HR)
• Tune point values based on actual outcomes
• Add more perks based on redemption patterns

Ongoing: Scale and Measure

• Use Analytics dashboard to track ROI and impact
• Monthly reviews of what's working and what to adjust
• Quarterly expansion to new teams or use cases

Troubleshooting Common Issues

Low Initial Participation

• Make the first ask easier: Lower barrier to entry
• Personal outreach: DM key teammates individually
• Show early wins: Celebrate first contributions publicly

Technical Issues

• Invite links not working: Check if recipients are using correct email domain
• Google SSO problems: See Can't sign in guide
• Missing features: Some advanced features require Pro plan

Engagement Drops Off

• Refresh the ask: New Assists keep things interesting
• Adjust points: Make sure rewards feel fair for effort
• Add social proof: Share success stories and leaderboard highlights

Success Story Example

"We started with warm intros for our sales team. In the first month, 8 teammates made 23 introductions, resulting in 6 qualified meetings and 2 closed deals worth $45K. The team loved earning wellness credits and team dinner points. We've since expanded to HR referrals and marketing content."

Your workspace is now ready to start generating measurable results from your team's network and expertise. The key is starting simple and building momentum through early wins.