Give more people useful self-understanding
The invited person completes the assessment, receives a practical Personality profile and can contribute to permitted Team dynamics. They do not receive Bilee or an authenticated coaching workspace.
Product tour
See how wider understanding and selective coaching work together
When a few people receive deep support but the wider organisation lacks a shared language, development stays fragmented. MyTeamBuilder starts with one 36-question, 5-minute assessment for every invited person, then adds private coaching only for the people who need it.
Add private support where the work demands it
Selected people receive a login, private always-on support from Bilee and eligible preparation tools. Every Organisation Admin occupies one Coach Seat, and a Team Lead requires one.
Phase one · Plan the rollout
Choose who needs insight now and who needs continuing support
A wide rollout does not require identical access for everyone. The Organisation Admin can match access to current need, invite people into teams and change the mix later.
01Organisation Admin
Set an access mix that reflects the work
Start with the people you want to understand and the smaller group who need ongoing help with decisions, conversations or leadership responsibility. An Assessment seat covers the assessment path; a Coaching seat adds the private coaching path.
What changes: the organisation can reach a wider group without implying that every person receives Bilee.
02Both seat types
Invite each person into a clear first step
The invitation carries a unique link to the assessment. An Assessment User does not need a login or password: they complete the assessment and can return to their profile through that link. A Coaching seat user continues into an authenticated workspace after the same assessment.
What changes: the invitation explains what the person will receive before they answer a question.
Phase two · Turn answers into useful language
Give the individual a profile, then make differences easier to discuss
The assessment is useful only if the result reaches the next conversation. Each completed profile gives the person practical language for their preferences and can add context to permitted team views.
03Both seat types
Complete 36 short questions in about five minutes
A visible progress indicator makes the commitment clear. The questions explore four dimensions of everyday working preference rather than diagnosing health, ability or performance.
What changes: the person knows how far they have progressed and what kind of result to expect.
04Both seat types
Turn the result into a practical Personality profile
The profile explains possible communication, information, decision and planning preferences in everyday language. It is a discussion aid: people should check each suggestion with the person rather than treating a type as certainty.
What changes: a type result becomes a useful starting point for feedback, 1:1s and working agreements.
05Completed profiles
See where a team may approach work differently
Team dynamics uses completed Personality profiles where team membership and permissions allow. Assessment Users and Coach Seat users can both contribute a profile. Pending invitations do not.
A Team Lead requires a Coach Seat to use the authenticated team workspace.
What changes: a difference in decision or communication style becomes a question the team can discuss instead of a judgement about intent.
Phase three · Support the next real conversation
Give selected people a private place to prepare
A Coaching seat adds a login and private, always-on support from Bilee. It is for the person doing the thinking—not a transcript for their manager.
06Coaching seats only
Ask Bilee for practical help before the moment arrives
Someone can work through how to open a difficult feedback conversation, improve a 1:1 or clarify a decision. Bilee can use safe context available to that signed-in person, but it can still be wrong and important guidance should be checked.
What changes: the person moves from knowing a preference to deciding what they will actually say or do.
06aEligible Coaching seats
Prepare for a conversation with permitted profile context
Where the signed-in person can already view a colleague's profile, profile-specific Bilee can suggest a useful starting approach. It does not reveal that colleague's private coaching or another person's calendar.
What changes: a general management question becomes a practical plan shaped by the working relationship in front of the user.
07Eligible Coaching seats
Prepare from the signed-in person's connected calendar
Meeting Insights uses a private month calendar for its owner. A connected supported calendar and matching MyTeamBuilder attendees are required. The visible states distinguish an available insight, one not yet synced and an event with no matching attendees.
What changes: useful preparation appears against the meeting the individual is about to attend, without becoming a shared admin calendar.
Step 08 · Optional and conditional
Add grounded preparation tools where they are enabled
Profile Documents lets an eligible Coach Seat user create a private PDF such as a 1:1 Preparation Pack or Feedback Conversation Plan from safe profile context and their explicit purpose. It is shown only where the existing feature control is enabled.
Knowledge Library lets an Organisation Admin manage approved internal sources. Bilee may reference relevant material for eligible Coach Seat users, but a source may be absent, outdated or not contain the answer.
Phase four · Learn without reading private messages
See safe organisation themes, then change access as needs develop
Organisation-level learning and individual coaching serve different purposes. The Admin can respond to anonymised themes and access needs without opening anyone's coaching conversation.
09Organisation Admin
Use anonymised organisation themes—not assessment profiles
Organisation Insights groups anonymised mood and topic patterns only when there is enough coaching activity to protect individuals. It does not turn 36 assessment answers into coaching topics and withholds views when that privacy boundary is not met.
What changes: the organisation can notice a theme worth addressing without knowing who said what.
10Organisation Admin
Assign a Coach Seat when the need changes
An Organisation Admin can add coaching access later without asking the person to repeat their assessment. Their completed Personality profile remains, while the paid allocation changes to include Bilee and eligible logged-in tools.
What changes: support can follow a promotion, difficult situation or new responsibility instead of being fixed at invitation time.
The boundary that makes candid use possible
The organisation can manage access without managing the conversation
Individual coaching is 100% confidential. Organisation Insights are anonymised; no individual messages are visible to Organisation Admins or Team Leads.
Decide whether the assessment, coaching or both belong in your first step
Try the demonstration journey, compare the settings-backed prices or talk through the access mix for your organisation.