The agenda is ready before you are
- The business day before, your coach checks in with each priority owner.
- It gathers numbers that are off goal and the open issues worth discussing.
- It posts the agenda to the leadership team.
How it works
Set up your business’s operating system in about 15 minutes
Add your leadership team, connect Microsoft 365 and set your weekly meeting. Your coach guides the team through building the rest — then keeps everything on track, holds people accountable and handles the busywork, so you can focus on building the business.
14-day free trial · No credit card required · Book a 20-minute walkthrough
The plan
Three steps, start to finish
Build your operating system with your coach, stay on track every week, and scale with a team that owns the results.
- Weeks 1–4
Step 1: Build your operating system with your coach
Kickoff, Seat Map, Vision Plan, first priorities and numbers — guided step by step, with short prep questions and drafts for your team to review.
- Kickoff and Seat Map
- Vision Plan in two sessions
- First priorities and numbers
- Every week
Step 2: Stay on track
Your coach collects the numbers, preps and captures the meeting, follows up with every owner and handles the busywork — then sends the whole team a Friday digest.
- Numbers on Monday
- Agenda the day before
- Follow-through after
- Quarter after quarter
Step 3: Scale with a team that owns it
Clear owners, honest numbers and meetings that end in decisions. You lead the business instead of chasing it.
- One owner for every priority
- Problems raised early
- Your time back
Step 1 · Setup
Set up in about 15 minutes
No implementation project, no consultants, no migration. If you can add people to a meeting invite, you can set up LeaderSync.
Sign up
Start your free trial at app.leadersync.ai. No credit card, no sales call.
Connect Microsoft 365
Approve LeaderSync’s access to Microsoft 365 so it can see your team directory and calendars. A Microsoft 365 admin approves it once for your organization.
Add your leadership team
Pick your leadership team from your directory — they’re your seats. Add anyone else your coach should follow up with, like the owners of your numbers. They don’t cost a thing.
Set your weekly meeting
Choose the day and time, and paste the meeting link from Teams, Zoom or Google Meet. The notetaker will be there every week.
Meet your coach
Your coach introduces itself with a short interview about your company and how you run it today. Paste in the plans and metric sheets you already have and it maps them into place. No blank forms.
Then, talk to it like a colleague
- LeaderSync
Morning Sam — what was last week’s new-customer number?
- Sam Ortiz
7 — slow week.
- LeaderSync
Logged 7. That’s two weeks under goal — I’ve added it to Monday’s issues list.
- Weekly Numbers · 7 / 10
- Issue added · New customers below goal
Step 1 · The LeaderSync path
Then your coach builds the rest with you
Four stages, each with a clear result. Your coach tells you what’s next, does the prep and the drafting, and records what you decide.
Weeks 1–2
Foundations
Get the basics in place: who owns what, what you measure, what matters now.
What you build
- A kickoff session with your leadership team
- Your Seat Map, one owner per seat
- Your Weekly Numbers
- Your first Quarterly Priorities
- Your Issues List and weekly meeting
Weeks 2–4
Vision
Agree where the business is going and what this year has to deliver.
What you build
- Your Vision Plan, built over two sessions
- Values, focus and a long-term goal
- A three-year picture and a one-year plan
- Priorities lined up behind the plan
Your first quarter
Rhythm
Make the weekly rhythm a habit, with your coach handling the follow-up.
What you build
- The full weekly routine, every week
- A Health Check baseline
- Your Core Processes, written down simply
- First Quarterly Check-ins
Every quarter after
Quarterly mastery
Plan each quarter and year with a team that owns the results.
What you build
- Quarterly planning sessions
- Annual planning
- A team that needs less help every quarter
How a coaching session works
No workshops to facilitate and no blank templates. Your coach does the prep and the paperwork; your team does the thinking and the deciding.
Step 1
Prep questions
Your coach sends each leader a few short questions by email or chat.
Step 2
Answers collected
It gathers everyone’s answers and chases the ones still missing.
Step 3
A draft to react to
It drafts the result — a Seat Map, a Vision Plan — for the team to review.
Step 4
Decisions captured
It can join your workshop call as a notetaker and records what you decided.
Your coach doesn’t talk in your meetings — it prepares, captures and follows up. Track every stage in the web app under Your path.
Step 2 · Stay on track
A week with your coach
Here’s what your coach handles on its own. You’ll mostly notice it as short, well-timed messages — fair, consistent follow-up for everyone — and a meeting that starts prepared.
- Monday9:00
Collects the Weekly Numbers
Asks each number’s owner, logs the replies and flags anything off goal.
Your coach“Sam, what was last week’s new-customer number?”
- Day before the meeting15:00
Preps the meeting
Checks priority status with owners, gathers open issues and posts the agenda.
Your coach“Agenda’s up. Two priorities are off track; four issues are queued.”
- Meeting dayLive
Takes notes, then follows through
A notetaker joins the call. Afterwards: action items, issues, priority updates and a recap.
Your coach“Recap: five new action items, two issues solved, one added.”
- Wednesday10:00
Nudges on action items
One short reminder to each owner with something due this week or overdue.
Your coach“Dana, the revised proposal is due Friday. Still on track?”
- Friday15:00
Sends the Friday digest
Numbers, priorities, what got done and what’s stuck — for the whole leadership team.
Your coach“This week: 9 of 11 numbers on goal, 6 action items closed.”
Every quarter
Quarter-close prep
Two weeks before the quarter ends, your coach starts the review: which priorities landed, which didn’t, and a draft list for next quarter.
Quarterly Health Check
On the first Monday of the quarter it runs a short Health Check with each leader and shares the results.
Times shown are defaults, in your company’s time zone. Owners and admins can change them — or switch a routine off — in the web app.
Step 3 · A team that owns it
Before, during and after your Weekly Leadership Meeting
Works with Microsoft Teams, Zoom and Google Meet links.
Everyone stays in the conversation
- A notetaker joins from your meeting link and appears as a participant.
- It captures a transcript with who said what.
- Nobody has to be the note-taker.
Decisions turn into follow-through
- Your coach turns the transcript into action items with owners and due dates.
- Issues solved are closed; new ones are added. Priority status is updated.
- A short recap goes to the team, and mid-week nudges keep things moving.
What lands in your inbox afterwards
A short recap, written for people who were in the meeting and people who weren’t. Owners get their action items; your coach keeps track of the rest.
Prefer different words for any of this? Tell your coach once. It will use your team’s own words from then on.
LeaderSync to Leadership teamWeekly Leadership Meeting · Recap
New action items
- Send revised proposal to AcmeDana L.Fri
- Draft partner onboarding checklistMarco R.Next Tue
- Book interviews for ops leadPriya S.Thu
2issues solved
1issue added
On trackPartner program
FAQ
Getting started questions
How long does setup take?
About fifteen minutes for the person setting it up. Your Microsoft 365 admin needs to approve access once; if that’s you, it takes a couple of clicks. Building the rest of your operating system — Seat Map, Vision Plan, first priorities and numbers — happens over the following weeks, a short guided step at a time.
How much time does the coaching take from our leaders?
A little, spread out. Each step starts with a few short prep questions by email or chat, and your coach drafts the result for the team to review. Some steps — like the kickoff and the two Vision Plan sessions — work best as a call with your leadership team, which the notetaker can join to capture what you decide.
Does everyone on the team need to log in?
No. Most people only ever reply to emails from your coach. The web app is there for whoever sets things up, for anyone who prefers to chat there, and for following your progress under “Your path”.
Can we change when things happen?
Yes. The weekly rhythm starts with sensible defaults in your company’s time zone, and owners and admins can change the day and time of each routine — or switch one off — in the web app. For anything extra, like a standing check-in, just ask your coach.
We already have plans in documents and spreadsheets. Do we start over?
No. Paste the text of your current plans, goal lists or metric sheets into a message and your coach maps them into place, in your words. Whatever you skip, it picks up later.
What if the coach gets something wrong?
Reply and tell it, the way you would a colleague. It corrects the record and remembers. Every change goes through your coach, so there is one source of truth.
Ready when your team is.
Start a free trial today. Your coach starts with a short interview — and next Monday’s numbers.
