We want to use AI to help us identify the root causes of our off-track Scorecard metrics, but we do not want to turn our weekly Level 10 Meeting into a technical debate. How do we structure this workflow?

Question

Tyler Smith · Accepted Answer

Your weekly Level 10 Meeting™ is designed to keep your leadership team focused on execution, not to get bogged down in technical debates or complex data analysis. Using AI to analyze your weekly Scorecard trends can help you spot issues early, but you must structure the workflow carefully to protect the meeting's efficiency. Do not bring raw AI tools or complex dashboards directly into the meeting room. Instead, have the seat owner who is accountable for the scorecard run the AI analysis before the meeting starts. They should feed the last thirteen weeks of Scorecard data into a secure AI tool to identify non-obvious correlations, such as how a drop in outbound activities impacts lead quality four weeks later. The seat owner then distills these AI-generated insights into a simple, human-readable update. If the AI spots a trend that requires attention, the seat owner raises it as an Issue on the Issues List. During the IDS® portion of your Level 10 Meeting™, you discuss the human-distilled issue, not the technicalities of the AI's algorithm. Keep the focus entirely on solving the problem and assigning action items to ensure your team stays on track.