For team leaders: making Workzilla part of your week
A weekly check-in habit that keeps team performance on track and prevents small problems from becoming financial ones.
Team leaders who check in regularly can catch issues before they affect results. Combined with structured team meetings and cadenced 1:1s, the habit creates a culture where performance is managed proactively — not reactively.
A team's collected fees were tracking below expected progression. On reviewing individual numbers, Priya noticed Tom Chen was significantly under on his target. She followed up, learned he was dealing with personal issues, and redistributed workload across the team. They finished the period on target.
Luke added the Team Efficiency page to his weekly team meeting. The team worked through stagnant matters together — not as a blame exercise, but to identify where help was needed. Matters that might have otherwise sat untouched for weeks began moving within days.
In a 1:1, Priya and David Nguyen reviewed his performance metrics. Billable fees and lockup looked healthy, but write-downs were above the firm average. David was already concerned. They agreed on a two-month plan, with Priya reviewing his work regularly. By the end of the period, his write-downs had dropped and invoiced fees had improved.
The data is only useful if it is acted on. A short weekly habit — checking the numbers, running stagnation as a team, and holding regular 1:1s — is what turns visibility into results.