The strategies behind leading brands

Brook is an assistant built into Headwater. Press B on any page, and it opens beside what you’re looking at. It answers with your real climbs, issues, and people, and nothing it suggests is saved until you press the button.

TeamsWholesale
50%5 climbs · 1 off track · 1 issue
Open trade in Leeds and ManchesterLaunch a trade portal
ClimbsQ3
Team
Sign 12 new cafés in Leeds58%MO
Build the trade price list35%RP
Individual
MOMayaHead of Wholesale
Hire two trade reps50%
JBJoeTrade Rep
Run 20 café tastings45%
ECEllieMarketing Manager
Write the café welcome pack60%
RPNo individual climbs this quarter
Issues1
2Trade price list is out of date9 days
Needs attention2
RPBuild the trade price listOff track
RPRavi’s check-inNot checked in
Recent updates
MOMaya ticked Tasting at Kiln CaféToday
JBJoe commented on Run 20 café tastingsToday
RPRavi raised Trade price list is out of date9 days ago
CreateC

Each question carries the page it was asked from, and any card that’s open, so “here” and “this” mean what’s on screen. The page’s name shows above your question.

Ask the same question on My Flow, the strategy map, a team, or a climb, and Brook answers about that page.

Due today
Tasting at Kiln CaféToday
Call Northern BlocToday
Your climbs
Sign 12 new cafés in Leeds
Hire two trade reps
Brook
My Flow

What needs my attention here?

Two milestones on Sign 12 new cafés in Leeds are due today: Tasting at Kiln Café and Call Northern Bloc. It’s check-in day, and Joe has already checked in.

Brook can’t add, change, or delete anything in the plan by itself. When it suggests an issue, a climb, a comment, or a change, it shows a card with a dashed edge, and a change shows each field before and after.

Press the card’s button to save it, or Edit to open it in the full form first. The card then becomes the real item, and Brook knows what you did. Dismiss the ones you don’t want.

Brook
Fit out the York café

The fitters found damp in the back wall at York. It needs a week to dry out before the kitchen goes in.

That moves the kitchen on Fit out the York café back a week, which still leaves time before the fire safety check on 11 Dec. Here’s what I can do:

Fit out the York caféDW
Fit the counter13 Nov
Install the kitchen27 Nov
Pass the fire safety check11 Dec
Move milestone
Install the kitchen27 Nov4 Dec
Raise issue · Cafés
Damp in the back wall at YorkDW
DWDanComment on Fit out the York café

Damp in the back wall, so the kitchen goes in a week later, on 4 Dec. The fire safety check stays on 11 Dec.

The first time you open My Flow each day, Brook writes you a brief: what matters today, the items it’s about, and a move you can make with one press. It knows when it’s check-in day, when the quarter is ending, and how your people are doing.

Reply to the brief, and the conversation carries on in the panel. Pick Maya, Priya, or Sam to see their Monday.

My Flow
BrookMonday 16 November

Sign 12 new cafés in Leeds is on track at 58%, with Tasting at Kiln Café and Call Northern Bloc due today. Build the trade price list is still off track, and Ravi hasn’t checked in yet.

Sign 12 new cafés in Leeds58%MO
Build the trade price list35%RP
Comment on Build the trade price list
@Ravi Patel could you check in before the Wholesale huddle at 10:00?

Ask Brook to add to the document you have open, and it edits it straight away. What it writes is tinted for a moment, climbs and issues go in as live cards, and Undo in the chat takes the edit back out.

Mention @Brook in a comment, and it answers in the thread, where everyone can see it.

Leadership huddle, 17 November

Wins

Two more cafés in Leeds opened trade accounts last week. Aisha’s level two assessments in Harrogate all passed.

Issues

Add notes for the huddle

Brook
Ask Brook

Your first quarter is free, so you can set your plan and see a whole quarter through before you pay anything.